KPIT Technologies Limited — Investor Meet, 06-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

KPIT Technologies reported 15% YoY and 3% QoQ constant currency revenue growth in Q4 FY25, with EBITDA margin at 21.1%. Net profit surged 48.9% YoY (including one-time income) and 30.9% QoQ. Full-year revenue rose 18.7% YoY, with EBITDA margin steady at 21% and PAT up 41.2%. Deal closures reached $280 million in Q4, driven by strong client traction.

Management is focused on growth via geographic expansion (notably China), broadening offerings (cost reduction, cybersecurity, validation), and vertical adjacencies (commercial vehicles, off-highway). New multi-year deals include Mercedes-Benz and truck OEMs. Despite some caution due to tariffs, positive momentum is expected in H2 FY26, aided by AI, automation, and offshore models. M&A talks are ongoing to boost capabilities. Leadership expresses confidence in navigating industry shifts and capitalizing on EV and software-driven trends.