KPIT Technologies Limited — PPTs, 29-01-2026: Investor Presentation

KPIT delivered Q3FY26 revenue of ₹1,617.46 Crore, up 9.4% YoY (₹) and 3.0% YoY ($), driven by strong performance in Off-Highway, Powertrain, and Diagnostics. Reported Net Profit was ₹133.4 Crore, impacted by one-time adjustments and new wage code. Sustainable operational profit was ₹153 Crore, largely flat QoQ but down 17.9% YoY. EBITDA grew 6.8% YoY with margins at 20.6%.

The company is strategically shifting towards 'AI-defined Mobility,' focusing on AI-infused, outcome-led solutions. Key growth initiatives include expanding into new geographies like India and China, new mobility segments, and significant investments in AI and cybersecurity, alongside comprehensive employee upskilling.

KPIT secured $202 Million in new engagements this quarter, with significant wins from major global car manufacturers across various domains. They also launched their next-gen Agentic AI solution suite at CES 2026 and partnered with HMC HIVE for Light Electric Vehicles.

Net cash stood strong at ₹900 Crore, with Days Sales Outstanding (DSO) at 40 days. Diluted EPS was ₹4.87, or ₹6.59 excluding the one-time wage code impact.

Management anticipates better growth in FY27 compared to FY26, driven by steady deal wins, new client programs, geographic expansion, and AI-native client engagements, signaling robust medium-term prospects.