KPIT Technologies Limited — Investor Meet, 13-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

KPIT Technologies highlighted a positive FY27 outlook despite Q4/FY26 muted growth. Deal wins reached $349 million, with 21% pipeline in solutions/products. Cash generation remains strong at 9.6 billion. The company reported 20.6% EBITDA for Q4, 20.8% for FY26. Key growth drivers include connected vehicles, after-sales, and trucks & off-highway (up 18% YoY). Headwinds involved AI-led cannibalization and program delays. KPIT's strategy involves faster growth in high-margin solutions/products, new geographies (India, China, SE Asia), and strategic investments in deep tech and AI. Mid-term targets sustainable double-digit revenue growth and 22-24% EBITDA as solutions/products target 50% of revenue.