KPIT Technologies Ltd
KPIT Technologies Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management said on revenue, margins and capex.
KPIT Technologies Ltd Q2 FY26 key numbers
- Revenue
- New large deals, including a three-digit million-dollar European OEM engagement, are ramping up over coming quarters.
As stated in KPIT Technologies Ltd's Q2 FY26 earnings call transcript · published 5 Aug 2026. Reported figures, not investment advice.
The short version
KPIT expects marginal organic growth in constant currency terms in Q3 and meaningful growth in Q4. KPIT expects flattish to marginally positive organic constant currency growth in Q3 FY'26, with meaningful growth in Q4 driven by deal ramp-ups and improved environment.
From KPIT Technologies Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- KPIT expects marginal organic growth in constant currency terms in Q3 and meaningful growth in Q4.
- Growth is driven by wins in digital cockpit, validation, after-sales diagnostics, and AI-driven holistic solutions.
- New large deals, including a three-digit million-dollar European OEM engagement, are ramping up over coming quarters.
- European market shows strong traction linked to supply chain shifts toward global ecosystems.
- Growth in Asia anticipated, especially in India, China, and Southeast Asia, with new market explorations in off-highway, commercial vehicles, micromobility, industrial/manufacturing, and defense sectors.
- Production program delays have shifted timelines by 1-2 years, moderating short-term growth.
- AI investments and solution-centric offerings aim to increase wallet share and provide sustainable advantage.
2 more points from KPIT Technologies Ltd's call on revenue
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Profitability & Margins
See what KPIT Technologies Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- KPIT has licensed sodium-ion battery technology, with a buyer investment planned to reach up to $250 million over the next 2-3 years in phases.
- Meaningful production related to sodium-ion technology is expected to start after two years, leading to royalties for KPIT.
- Hydrogen cell initiatives are in early stages, with pilots underway but no material revenue contribution expected in the near term.
- KPIT is making medium-term investments in AI and innovative solutions to drive efficiency, productivity, and new solution offerings.
- The company is also exploring adjacencies such as off-highway, commercial vehicles, industrial/manufacturing verticals, micromobility, and defense to leverage its technology stack and client relationships.
2 more points from KPIT Technologies Ltd's call on capex
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Top-ranked in IT - Software
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what KPIT Technologies Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The company indicated a strong total contract value (TCV) pipeline and wins, with focus on conversion and implementation in upcoming quarters.
- There is mention of a significant three-digit million-dollar deal with a European OEM, part of which is included in the current quarter's wins, with ramp-up expected in coming quarters.
- KPIT's solution wins are largely in digital cockpit, validation, and after-sales diagnostics domains, compensating for revenue declines from discontinued or deprioritized client spends.
- Pipeline includes opportunities in adjacent sectors like defense, micromobility, and off-highway commercial vehicles.
2 more points from KPIT Technologies Ltd's call on order book
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KPIT Technologies Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q1 FY27): revenue ₹1.7K Cr, net profit ₹116 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What KPIT Technologies Ltd's management said in earlier quarters
- Q2 FY27 earnings call analysis →
- Q1 FY27 earnings call analysis →
- Q3 FY26 earnings call analysis →
- Q4 FY26 earnings call analysis →
- Q1 FY26 earnings call →
- Q4 FY25 earnings call →
- Q3 FY25 earnings call →
- Q2 FY25 earnings call →
- Q1 FY25 earnings call →
- Q4 FY24 earnings call →
- Q3 FY24 earnings call →
- Q2 FY24 earnings call →
Others in IT - Software this season
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- 3i Infotech Ltd (Q2 FY26)
Q2 FY26 consolidated revenue from operations: ₹174.9 crore, a 2.5% increase quarter-on-quarter (QoQ) but a 2% decrease year-on-year (YoY) from ₹177.6 crore in…
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Q2FY26 Total Revenue: ₹667.3 million, up 5.2% year-on-year (YoY) . Key investor presentation takeaways from Cybertech Systems & Software Ltd's Q2 FY26 investor
Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Software
on management's own guidance
- Strong growth2
- Strong growth1
- CapitalNumbersGood growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were KPIT Technologies Ltd Q2 FY26 results?
KPIT expects marginal organic growth in constant currency terms in Q3 and meaningful growth in Q4. KPIT expects flattish to marginally positive organic constant currency growth in Q3 FY'26, with meaningful growth in Q4 driven by deal ramp-ups and improved environment.
What is KPIT Technologies Ltd share price analysis?
KPIT Technologies Ltd currently shows a neutral. The stock trades at a P/E of 24.4 with a market cap of ₹15,209 Cr. Investors should review the full earnings analysis for detailed insights.
Is KPIT Technologies Ltd planning capital expenditure?
KPIT has licensed sodium-ion battery technology, with a buyer investment planned to reach up to $250 million over the next 2-3 years in phases.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.