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Earnings Call

KPIT Technologies Earnings Call: Key Takeaways

Transcript of Analyst Meet covering FY26 performance and FY27 outlook. Management highlighted a shift toward software-defined machines (SDV/SDM) and AI-infused products.

Why this was an Alfa AlertNot a filter event. Management highlighted a muted growth year with results and future margins largely in line with expectations.
Highlights
Revenue growthMuted growth year; CC growth of 1.8% in Q4.
MarginsFY26 EBITDA 20.8%; FY27 target 20.5-21.2%; mid-term 22-24%.
Order book$349 million worth of increments closed during the quarter.
Demand visibilityVisibility into next 2 years; strong demand post-vehicle launch.
Management confidenceHigh confidence in mid-term outlook and SDV leadership.

Growth

Q4 constant currency growth 1.8%. FY26 revenue led by trucks and off-highway (18% YoY growth).

Outlook

FY27 EBITDA margin guided at 20.5-21.2%; medium-term target 22-24%. Expecting 30%+ revenue growth in solution/products.

Risks

Near-term revenue moderation due to program cancellations (Honda) and vehicle program delays.

Source

Earnings Call filed with BSE, NSE: KPITTECH. Summary written with AI assistance from the document.

Read the document ↗

KPIT Technologies Ltd: key numbers

Share price
₹519.40
Market cap
₹14,239 Cr
Revenue (annual)
₹6,455 Cr
Net profit (annual)
₹637.3 Cr
P/E (TTM)
24.4×Sector 22.1×
Promoter holding
38.60%-0.82% QoQ
FII holding
13.22%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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