KPIT Technologies Limited — PPTs, 10-11-2025: Investor Presentation

KPIT Technologies saw Q2FY26 revenue grow 7.9% YoY (INR) and 4.4% YoY (USD), with constant currency growth at 0.4% YoY. EBITDA jumped 9.4% YoY to ₹335.1 Cr, boosting margins to 21.1%. Net profit was ₹169.1 Cr, down 17.0% YoY, mainly due to one-time acquisition-related costs. Growth drivers included connected, autonomous, commercial vehicles, and the European market. The company maintained its 21-quarter streak of consistent revenue and EBITDA growth.

Strategically, KPIT is pushing into AI-native client solutions, upskilling employees in AI, and expanding into new regions like China and India, alongside mobility adjacencies. They're shifting from services to solution-led business models, targeting AI-driven efficiency and fixed-price contracts.

Recent wins include $232 million in new engagements, notably a long-term partnership with a European OEM for Software-Defined Vehicle (SDV) transformation. Acquisitions like Caresoft and investments in NDream and helm.ai are strengthening capabilities. Basic EPS stood at ₹6.22, with net cash at ₹1,036.4 Cr. Management is optimistic for a strong H2 FY26 and FY27, fueled by a robust pipeline and major deal wins.