Slide 1: Exchange filing cover letter
July 30, 2025 BSE Limited National Stock Exchange of India Ltd., Phiroze Jeejeebhoy Towers, Exchange Plaza, C/1, G Block, Dalal Street, Bandra - Kurla Complex, Bandra (E), Mumbai - 400001. Mumbai – 400051. Scrip ID: KPITTECH Symbol: KPITTECH Scrip Code: 542651 Series: EQ Kind Attn: The Manager, Kind
Slide 2: Investor Update Q1 FY26
July 30, 2025 Investor Update Q1 FY26 KPIT Technologies Ltd.
Slide 3: Forward Looking Statements
Forward Looking Statements Some of the statements in this update that are not historical facts, are forward-looking statements. These forward-looking statements include our financial and growth projections, as well as statements concerning our plans, strategies, intentions and beliefs concerning our
Slide 4: Performance Overview Q1FY26
Performance Overview Q1FY26 Reimagining Mobility with YOU
Slide 5: Performance Overview
Performance Overview 1 1 Revenue M Q1FY26 reported $ QoQ growth of 0.3% Growth steered by Powertrain and Connected Q1FY26 $ YoY Growth of 7.8%, Q1FY26 EBITDA YoY growth of 12.4% ₹ YoY growth of 2 Profits Q1FY26 EBIT at 17.0% 12.8% Q1FY26 EBITDA Cash and Q1FY26 closing net cash at ₹ 16,220 million 3
Slide 6: Performance Highlights
Performance Highlights Net Profit (₹ million) Q1FY26 Q1FY25 Q4FY25 Growth (YoY) Growth (QoQ) Reported Profit 1,719 2,042 2,447 -15.8% -29.7% One-time Income - 396 271 - - Tax on above item - 69 40 - - One-time Income from associate - - 141 Profit excluding one-time impact 1,719 1,714 2,075 0.3% -17.
Slide 7: Additional facts - timeseries
Additional facts - timeseries Revenue $ Million Consistent Performance 173 176 177 178 159 165 145 149 134 124 94 110 20 Consecutive Quarters 84 87 90 65 65 70 74 77 80 of Steady Revenue Growth EBITDA ₹ Billion 3.1 3.1 3.2 3.2 2.7 2.9 2.4 2.6 2.2 1.9 1.4 1.7 20 Consecutive Quarters 1.2 1.2 1.3 0.7 0
Slide 8: Management Quotes
Management Quotes Kishor Patil, Co-founder, CEO and MD, KPIT said, “The performance of Q1FY26 is in line with our expectations and despite macro challenges we have maintained our EBITDA margins. The mobility industry is going through a lot of fluctuations with geopolitical and tariff led uncertainti
Slide 9: Cash Flow – Major Movement
Cash Flow – Major Movement ₹M Increase in Working Capital – 1,155 NET CASH (₹ M) Q1FY26 Q4FY25 Gross Cash 16,233 15,865 Long Term Debt NIL NIL Capex – 213 Short Term Debt 12* 15* Technica payout – 1,417 NET CASH 16,220 15,850 Cash and Cash Equivalents break-up ₹M In Investment Accounts (in India) 1,
Slide 10: Strategic Announcement
Strategic Announcement JSW MOTORS & KPIT TECHNOLOGIES FORGE STRATEGIC COLLABORATION TO ACCELERATE INDIA’S NEW ENERGY MOBILITY REVOLUTION PARTNERSHIP TO BUILD A ROBUST SOFTWARE & DIGITAL BACKBONE FOR ITS NEW ENERGY VEHICLES PORTFOLIO Aiming to leverage KPIT’s deep expertise in software and systems de
Slide 11: New Engagements
New Engagements Strong Wins - TCV of new engagements won during Q1FY26 : $ 241 million A Leading American Car Manufacturer selected KPIT for strategic engagements in AI led Platform validation. Strategic engagement in the electric powertrain domain for a leading European Car Manufacturer. Multiple e
Slide 12: FY26 and beyond
FY26 and beyond Pipeline and Deal Wins Robust pipeline growth and healthy deal wins in the last 2 quarters. Transformative large engagements won, which will contribute to revenue growth in H2 of FY26 AI Healthy Deal Wins Significant investments and upskilling with AI as a core anchor. Mobility- infu
Slide 13: Other Updates
Other Updates Sir, attachments ? Q1FY26 Reimagining Mobility with YOU
Slide 14: Leading Mobility Conversations Across the Globe
Leading Mobility Conversations Across the Globe Insights on Trust and AI at World Accelerating the Shift to Software- Driving India’s Mobility Leadership Economic Forum, China Defined Vehicles at AEK 2025 at ETAuto Tech Summit 2025 At the World Economic Forum’s Annual At the 27th Automobil-Elektroni
Slide 15: Expanding Global Footprint
Expanding Global Footprint KPIT Inaugurates New Technology Center in Gothenburg, Sweden KPIT inaugurated its first technology center in the Nordics. Located in Lindholmen Science Park in Gothenburg. This marks a strategic step in expanding our presence in key global mobility hubs. The center will st
Slide 16: Awards and Accolades
Awards and Accolades KPIT won Bronze at the BW KPIT shortlisted for the JLR Automobilwoche recognizes KPIT Marketing World (Business World) Global Supplier Excellence in the top Global Engineering Merit Awards 2025 Award 2025 Firms Ranking 7/30/2025 15
Slide 17: Building Best Place to Grow
Building Best Place to Grow Inducting 400 Employees from Tunisia Empowering Students for Next- Engaging with Future Mobility into the KPIT Vision Gen Mobility through KPIT Labs Talent at IKOM 2025 As we inaugurated a new software KPIT launched a Mobility Innovation KPIT participated in IKOM 2025 at
Slide 18: Driving Sustainable Growth
Driving Sustainable Growth Encouraging Purpose-Driven Action Celebrating Biodiversity and Team KPIT Participates in Ingolstadt Through CSR Dialogue Sustainability on World Environment Triathlon 2025 Junior Scientists Program Engages Celebrating Earth Day with Tree Conversations at Puri Literary Youn
Slide 19: Financial & Operational Data Snapshot
Financial & Operational Data Snapshot Reimagining Mobility with YOU
Slide 20: Profit & Loss Account Snapshot
Profit & Loss Account Snapshot INR MN DETAILS Q1FY26 Q4FY25 Q1FY25 Revenue from Operations 15,387.61 15,283.44 13,646.30 Other Income 154.88 447.29 543.07 Total Income 15,542.49 15,730.72 14,189.37 Operating Expenses 12,388.85 12,053.53 10,764.70 EBITDA 3,239.06 3,229.91 2881.60 Depreciation 628.81
Slide 21: Balance Sheet Snapshot
Balance Sheet Snapshot INR MN Balance ASSETS Sheet Snapshot Q1FY26 Q4FY25 EQUITY & LIABILITIES Q1FY26 Q4FY25 NON-CURRENT ASSETS Equity Share Capital 2,719.25 2,717.02 Other Equity 29,037.85 26,404.56 Property, Plant & Equipment 2,523.61 2,343.99 Equity attributable to owners 31,757.10 29,121.58 Righ
Slide 22: Revenue Break-up
Revenue Break-up USD MN Verticals* Q1FY26 Q4FY25 Q1FY25 Q-o-Q Y-o-Y Passenger Cars 145.42 140.75 132.02 3.3% 10.2% Commercial Vehicles 26.32 27.07 27.86 (2.8)% (5.5)% * The balance revenues comefromothers,whichis not a big area as of now Business Units# Q1FY26 Q4FY25 Q1FY25 Q-o-Q Y-o-Y Feature Devel
Slide 23: P&L Metrics
P&L Metrics Q1FY26 Q4FY25 Q1FY25 Q-o-Q Y-o-Y Revenue by Contract Type Time & Material Basis 37.5% 40.4% 46.5% (6.9)% (13.0)% Fixed Price Basis 62.5% 59.6% 53.5% 5.1% 26.0% Clients Strategic Client Revenue 87.4% 87.8% 86.5% (0.2)% 8.9% Revenue per Devp. Employee USD 60,901 59,138 53,018 R&D Expenditu
Slide 24: Currency wise revenues, Hedging Details
Currency wise revenues, Hedging Details O/s Hedge Details Q1FY26 Currency wise Hedge Rates Q1FY26 Q4FY25 Q1FY25 revenue USD/INR 87.13 USD 29.6% 27.7% 28.7% EUR/INR 96.49 EUR 37.6% 37.7% 45.5% GBP/INR 111.94 GBP 6.1% 5.7% 5.2% JPY/INR 0.61 JPY 21.3% 23.7% 15.7% Hedge Amounts(Mn) INR 3.2% 3.3% 3.0% US
Slide 25: Headcount Data
Headcount Data Period End Headcount Q1FY26 Q4FY25 Q1FY25 Q-o-Q Y-o-Y Development 11,676 11,993 12,438 - - Enabling & Sales 869 880 815 - - Total 12,545 12,873 13,253 - - 7/30/2025 24
Slide 26: Contact Us
Contact Us Reimagining Mobility with YOU
Slide 27: Conference Call Details
Conference Call Details Conference name : KPIT Technologies Q1 FY2026 Post Earnings Conference Call Date : Wednesday July 30, 2025 Time : 1730 Hrs. Participants : Mr. Kishor Patil, Co-founder, CEO & MD Mr. Sachin Tikekar, President, Joint MD Mr. Anup Sable, CTO Mrs. Priya Hardikar, CFO Mr. Chinmay P
Slide 28: Media Interactions
Media Interactions Tune into the TV channels below to listen to the KPIT Management Team speak more on KPIT Q1FY26 on Thursday, July 31, 2025 Channel Time CNBC TV 18 9:40 AM ET Now 9:40 AM NDTV Profit 9:40 AM CNBC Awaaz 10:15 AM ET Now Swadesh 10:15 AM BTTV (Business Today TV) 11:00 AM All timings i
Slide 29: Contact – Investor Queries
Contact For Investor Queries Email Sunil.Phansalkar@kpit.com Desk Phone + 91 20 6770 6997 Cell + 91 98509 66011 Website www.kpit.com Sunil Phansalkar 28
Slide 30: Contact – Media Queries
Contact For Media Queries Email Sunil.R@kpit.com Desk Phone + 91 80 6606 6000 (7865) Cell + 91 99001 50180 Website www.kpit.com Sunil B R 29
Slide 31: Thank You
THANK YOU !! KPIT Technologies Ltd.