KPIT Technologies Limited — PPTs, 30-07-2025: Investor Presentation

**Financial Highlights:**

Q1 FY26 revenue reached **₹1,538.8 Cr**, reflecting $ YoY growth of 7.8%. Profit After Tax (PAT) stood at **₹171.9 Cr**, showing 0.3% YoY growth excluding one-time items. EBITDA margin held steady at 21.0%. The company's net cash improved to **₹1,622 Cr** with Days Sales Outstanding (DSO) at 45. This marks KPIT's 20th consecutive quarter of steady revenue and EBITDA growth.

**Strategic Initiatives & Growth Drivers:**

KPIT is investing in AI-driven Platforms, Tools, and Accelerators (PTAs) to accelerate client time-to-market in mobility software, enhancing its global leadership. Strategic focus includes developing 'India for India' solutions and expanding into the China market. Management anticipates stronger H2 growth, driven by T25 clients and internal AI-led productivity gains.

**Business Developments:**

A major strategic partnership was formed with JSW Motors to build the software and digital backbone for their New Energy Vehicles in India. KPIT secured $241 million in new engagements during Q1 FY26, spanning critical domains like connected, AI-led platform validation, and electric powertrains with leading global OEMs. Global footprint expanded with new technology centers inaugurated in Gothenburg, Sweden, and Tunisia.

**Market Position & Competitive Advantage:**

Leveraging two decades of deep expertise in automotive software and systems development, KPIT differentiates itself with mobility-infused AI solutions. This approach drives meaningful productivity benefits and contributes to stable margins. The company's ability to orchestrate an ecosystem of alliances further strengthens its leadership in the evolving software-defined vehicle market.

**Investor Implications:**

Robust deal wins and strategic partnerships, notably with JSW Motors, combined with a strong AI focus, signal positive growth potential for KPIT. Management expresses confidence in navigating macro uncertainties, suggesting a favorable outlook for sustained performance, particularly for H2 FY26.