KPIT Technologies Limited — Investor Meet, 17-11-2025: Analysts/Institutional Investor Meet/Con. Call Updates

KPIT Technologies reported YoY dollar revenue up 4.4% (CC 0.4%), with organic CC revenue dipping 2.3%. EBITDA was solid at 21.1%, expected to hold at 21% for FY26. Fully owned business profit grew from INR 177 Cr to INR 191.8 Cr, despite losses from Qorix/N-Dream.

Management cited a $65M revenue headwind from deprioritization and solution cannibalization. Q3 is expected to see flattish to positive organic CC growth, with meaningful growth in Q4. A major multi-year European OEM deal was secured. Strategic focus on AI, autonomous, cybersecurity, and new verticals. Net cash at 1,050 Cr. Management expresses confidence in future growth through innovation and strategic solutions.