Slide 1: Q4 FY2025-26 Results Investor Update
Q4 FY2025-26 Results Investor Update May 06, 2026
Slide 2: 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 3: Financial Performance Overview
Financial Performance Overview
Slide 4: Performance Overview
Performance Overview Revenue Profits QoQ $ growth of 1.9% EBITDA growth of 9.4% YoY YoY $ growth of 4.3% Q4FY26 ₹ YoY FY26 $ growth of 4.8% and 6.0% QoQ Growth of 12.0%, Q4FY26 PAT growth of 22.2% FY26 ₹ Revenue grew 10.5% ₹ QoQ growth of over FY25 QoQ, 6.3% w/o one-time gain 5.8% FY26 EBITDA grew 9
Slide 5: Performance Highlights
Performance Highlights FY26 revenue stood at $724.8 M. CC growth of 1.3%, $ growth 4.8%. Revenue from OEMs grew 9%. 01 Connected, After Sales, Virtual Engg and Propulsion domains led growth in FY26. Q4FY26 EBITDA margins maintained at 20.6% 02 Wage Bill impact of 15 bps on an ongoing basis Q4FY26 re
Slide 6: Additional facts - timeseries
Additional facts - timeseries Revenue $ Million Consistent Performance 185 173 176 177 178 181 181 159 165 145 149 134 124 90 94 110 23 Consecutive Quarters 74 77 80 84 87 of Steady Revenue Growth 65 65 70 EBITDA ₹ Billion 3.5 3.1 3.2 3.2 3.4 3.4 2.9 3.1 2.6 2.7 2.2 2.4 1.7 1.9 23 Consecutive Quarte
Slide 7: Management Quotes
Management Quotes Kishor Patil, Co-founder, CEO and MD, KPIT said, “The Trade and Geopolitical uncertainties impacted the mobility industry last year, hindering their investment in new platforms. The situation has improved as we begin FY27 with enough growth headroom available in automotive software
Slide 8: Cash Flow – Major Movement
Cash Flow – Major Movement ₹M Decrease in Working Capital – 1,239 NET CASH (₹ M) Q4FY26 Q3FY26 Gross Cash 14,269 13,481 Acquisition Debt 4,622 4,435 Capex – 71 NET CASH 9,647 9,046 Dividend payout – 617 Cash and Cash Equivalents break-up ₹M In Investment Accounts (in India) 743 DSO Q4FY26 end : 47 D
Slide 9: New Engagements
New Engagements Strong Wins - TCV of new engagements won during Q4FY26 : $ 349 million A Leading European Car Manufacturer selected KPIT for strategic engagements in the electric powertrain, autonomous and body electronics domains. Multiple engagements in powertrain, after sales and vehicle engineer
Slide 10: Strategic Engagements Won
Strategic Engagements Won Global Off-Highway Leading Japanese Tier 1 Equipment & Machinery to Deliver Next Gen Leader Digital Cockpits ➢ Strategic, long-term partnership in excess of USD ➢ Focus on next-generation digital cockpit 50M* focused on large-scale, software-defined programs for global OEMs
Slide 11: KPIT deploys its Next Gen Mobility Intelligence Product – Beacon across multiple OEMs
KPIT deploys its Next Gen Mobility Intelligence Product – Beacon across multiple OEMs What sets Beacon apart ➢ Built on 25+ years of automotive expertise ➢ Shaped by 2,000+ vehicle production programs ➢ Designed for enterprise scale & deterministic output in safety-critical mobility engineering ➢ Al
Slide 12: Strategic Update
Strategic Update KPIT to Acquire Strategic Stake in Cymotive, Strengthening AI-led Automotive Cybersecurity Capabilities The initial investment by KPIT (subject to customary closing conditions and regulatory approvals) would be $ 10 Mn in Preference Capital which would get converted to 26% Equity Ca
Slide 13: FY27
FY27 • FY27 looks more promising than FY26 in terms of revenue growth visibility and market opportunity. • Two of the largest SDV programs are coming to an end in H1 but revenue will be largely compensated by growth in newly acquired accounts. • Continuation of these programs would have resulted in
Slide 14: Other Updates
Other Updates KPIT
Slide 15: Delivering Speed, Scale, Cost Savings, and Reliability Through KPIT Technology Showcases
Delivering Speed, Scale, Cost Savings, and Reliability Through KPIT Technology Showcases KPIT’s Agentic AI Suite takes Centre Taking KPIT's CES tech showcase to global Stage at CES 2026 OEMs in Michigan Showcasing SDV Expertise at Volkswagen KPIT Presenting Advanced Technologies India Summit at Cumm
Slide 16: KPIT Reimagines the Future of Mobility Software with Agentic AI Solutions on Microsoft AI
KPIT Reimagines the Future of Mobility Software KPIT Launches Vehicle Relationship Management with Agentic AI Solutions on Microsoft AI Solution on Salesforce Infrastructure At CES 2026 in Las Vegas, KPIT unveiled its next- KPIT has launched its Vehicle Relationship Management (VRM) generation Agent
Slide 17: KPIT, Qorix, Technica, and Helm Showcase Integrated Mobility Strength at SIAT 2026
KPIT, Qorix, Technica, and Helm Showcase Demonstrating Software-Driven Innovations with Integrated Mobility Strength at SIAT 2026 Technica and AirConsole at Sweden’s Telematics Valley Tech Show At SIAT Expo 2026 in Pune, KPIT showcased the combined strength of its group and partner ecosystem—bringin
Slide 18: Qorix and Technica Open-Source SDV Updates
Qorix Strengthens the Developer Experience with Technica Advances Open-Source SDV Eclipse S-CORE v0.6.0 Innovation with Flync With the release of Eclipse S-CORE v0.6.0, Qorix Technica Engineering continues to drive open, software- continues to advance open software toward real-world, defined vehicle
Slide 19: AirConsole Hot Wheels and Škoda In-Car Gaming
AirConsole Unveils the World’s First Hot Air Console & Škoda Auto Launch In-Car Gaming Wheels In-Car Gaming Experience Experience AirConsole made a memorable mark at the Japan Mobility AirConsole has partnered with Škoda Auto to launch an in-car Show in Tokyo, bringing the world's first Hot Wheels i
Slide 20: KPIT Workspace Feature and Team SEWA US Partnership
KPIT’s Thoughtfully Designed Workspace KPIT and Team SEWA US Partner to Support Community Initiatives Featured in Commercial Design India KPIT has joined hands with Team SEWA US to deepen its community engagement across the United States. The partnership builds on ongoing initiatives in education an
Slide 21: Building Best Place to Grow
Research in Next-Gen Sodium Ion Batteries Wins BUILDING Top Honour at KPIT Shodh Awards 2026 BEST PLACE KPIT Sparkle 2026 Sees Nationwide Student Participation as Smart Glass Interface for Sign TO GROW Language Translation Wins Top Honour KPIT Tunisia Welcomes ENIS Students for an Industry Learning
Slide 22: Building Best Place to Grow
BUILDING Celebrating the Women Who Power KPIT Engaging with Emerging Engineers at BEST PLACE Germany TSIN Career Fair, Ingolstadt TO GROW 5/6/2026 22
Slide 23: Financial & Operational Data Snapshot
Financial & Operational Data Snapshot
Slide 24: Profit & Loss Account Snapshot
Profit & Loss Account Snapshot INR MN DETAILS Q4FY26 Q3FY26 Q4FY25 FY26 FY25 Revenue from Operations 17,110.00 16,174.59 15,283.44 64,549.31 58,423.45 Other Income 121.25 342.21 447.29 852.22 1,637.34 Total Income 17,231.25 16,516.80 15,730.72 65,401.53 60,060.79 Operating Expenses 13,888.96 13,022.
Slide 25: Balance Sheet Snapshot
Balance Sheet Snapshot INR MN Balance ASSETS Sheet Snapshot Q4FY26 Q3FY26 EQUITY & LIABILITIES Q4FY26 Q3FY26 NON-CURRENT ASSETS Equity Share Capital 2,722.27 2,721.44 Other Equity 32,686.85 31,874.74 Property, Plant & Equipment 2,492.19 2,495.80 Equity attributable to owners 35,409.12 34,596.18 Righ
Slide 26: Revenue Break-up (Quarterly)
Revenue Break-up(Quarterly) USD MN Verticals* Q4FY26 Q3FY26 Q4FY25 Q-o-Q Y-o-Y Passenger Cars 141.47 141.79 140.75 (0.2)% 0.5% Commercial Vehicles 38.72 34.71 27.07 11.6% 43.0% * The balance revenues comefromothers,whichis not a big area as of now Business Units# Q4FY26 Q3FY26 Q4FY25 Q-o-Q Y-o-Y Fea
Slide 27: Revenue Break-up (Annual)
Revenue Break-up (Annual) USD MN Verticals FY26 FY25 Y-o-Y Passenger Cars 572.25 555.71 3.0% Commercial Vehicles 131.15 110.47 18.7% Practices FY26 FY25 Y-o-Y Feature Development & Integration 433.39 417.59 3.8% Architecture & Middleware Consulting 129.82 150.47 (13.7)% Cloud Based Connected Service
Slide 28: P&L Metrics (Quarterly)
P&L Metrics (Quarterly) Q4FY26 Q3FY26 Q4FY25 Q-o-Q Y-o-Y Revenue by Contract Type Time & Material Basis 31.7% 34.0% 40.4% (4.9)% (18.2)% Fixed Price Basis 68.3% 66.0% 59.6% 5.5% 19.5% Clients Strategic Client Revenue 84.6% 87.7% 87.8% (1.7)% 0.4% Revenue per Devp. Employee USD 63,177 60,980 59,138 R
Slide 29: P&L Metrics (Annual)
P&L Metrics (Annual) FY26 FY25 Y-o-Y Revenue by Contract Type Time & Material Basis 34.6% 42.7% (15.1)% Fixed Price Basis 65.4% 57.3% 19.7% Clients Strategic Client Revenue 86.6% 86.9% 4.5% Avg Revenue per Devp. Employee USD 61,285 56,927 R&D Expenditure (USD MN) 13.76 12.28 EBITDA Margin 20.8% 21.0
Slide 30: Currency wise revenues, Hedging Details
Currency wise revenues, Hedging Details O/s Hedge Details Q4FY26 Currency wise Hedge Rates Q4FY26 Q3FY26 Q4FY25 revenue USD/INR 91.74 USD 27.5% 27.1% 27.7% EUR/INR 107.11 EUR 35.2% 41.6% 37.7% GBP/INR 121.50 GBP 9.0% 8.0% 5.7% JPY/INR 0.61 JPY 18.8% 17.4% 23.7% Hedge Amounts(Mn) INR 5.8% 2.5% 3.3% U
Slide 31: Headcount Data
Headcount Data Period End Headcount Q4FY26 Q3FY26 Q4FY25 Q-o-Q Y-o-Y Development 11,703 11,893 11,993 - - Enabling & Sales 817 831 880 - - Total 12,520 12,724 12,873 - - 5/6/2026 31
Slide 32: Contact Us
Contact Us KPIT
Slide 33: Conference Call Details
Conference Call Details Conference name : KPIT Investor Meet, May 2026 Date : Thursday May 07, 2026 Time : 1630 Hrs. Participants : Mr. Kishor Patil, Co-founder, CEO & MD Mr. Sachin Tikekar, President, Joint MD Mr. Anup Sable, Board Member & COO Mrs. Priya Hardikar, CFO Mr. Chinmay Pandit, Board Mem
Slide 34: 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 34 5/6/2026 34
Slide 35: 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 35 5/6/2026 35
Slide 36: Thank You
THANK YOU !! KPIT Technologies Ltd.