KPIT Technologies Limited has informed the Exchange about Transcript
KPITTECH · price
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KPIT Technologies reported Q4 FY25 constant currency revenue growth of 15% YoY and 3% QoQ, with EBITDA margin of 21.1% (up 18.5% YoY). Net profit grew 48.9% YoY (34.9% excluding one-time income). Full-year revenue grew 18.7% in constant currency with EBITDA margin of 21%, meeting the raised guidance of 21%. Deal closures rose sequentially from $202M in Q1 to $280M in Q4. The company won a multi-year Mercedes-Benz SDV (MB.OS) deal of 3-4 years, similar in scope to its Honda and Renault engagements. Management highlighted three growth drivers—China (4 opportunity buckets), offering expansion (cost reduction, cybersecurity, end-to-end validation), and vertical adjacency (started work with 4 of 8 new clients in trucks and off-highway). Cash on hand stands at INR 15.8 billion, with a proposed dividend of INR 8.5 per share (27% growth).
Strong Q4 execution and consistent deal pipeline growth signal robust demand, particularly from European OEMs consolidating vendors and seeking SDV partnerships. The Mercedes-Benz win strengthens the SDV portfolio alongside Honda and Renault deals. Management withheld FY26 guidance citing tariff-related uncertainty, which may cap near-term upside, but expects growth to accelerate in H2 FY26 as macro conditions settle. Shareholders benefit from a 27% dividend hike and continued strong cash position.