Q2 2025 KPIT Technologies Ltd Earnings Call Transcript
Key Points
- KPIT Technologies Ltd (BOM:542651) reported a strong revenue growth of 20.1% year-on-year in constant currency terms, driven largely by the Asian markets, particularly Japan, Korea, and India.
- The company achieved an EBITDA margin of 20.8%, marking a 27.7% year-on-year growth, despite absorbing salary increments and additional costs.
- KPIT Technologies Ltd (BOM:542651) has a strong pipeline with current wins totaling USD 207 million across Europe, the US, and Asia.
- The company is experiencing its lowest ever attrition rates, allowing it to focus on building competencies and the right workforce for complex projects.
- KPIT Technologies Ltd (BOM:542651) is exploring inorganic growth opportunities and has taken an enabling resolution to raise capital via QIP, indicating potential future acquisitions to strengthen its market position.
- The company anticipates revenue growth to be at the lower end of its guidance due to some project delays and increased offshoring.
- European OEMs are facing financial struggles, which may impact KPIT Technologies Ltd (BOM:542651)'s growth in that region.
- There is a cautious business environment in the USA, with some tentativeness affecting the realization of large opportunities.
- The company has noted a shift in demand dynamics, with a focus on cost reduction and offshoring, which may impact short-term revenue growth.
- KPIT Technologies Ltd (BOM:542651) faces potential challenges in integrating future acquisitions, which could impact its operational efficiency.
Ladies and gentlemen, good day, and welcome to KPIT Q2 FY '25 Earnings Conference Call hosted by Dolat Capital.
(Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Mr. Rahul Jain from Dolat Capital. Thank you, and over to you, sir.
On behalf of Dolat Capital, I would like to thank KPIT Technologies Limited for giving us this opportunity to host the earnings call. And now I would like to hand the conference over to Sunil Phansalkar who is VP and Head of IR at KPIT to do the management introductions. Over to you, Sunil.
Thank you, Rahul. A warm welcome to all on the Q2 FY25 Earnings Conference Call of KPIT Technologies Limited. I also take this opportunity to wish you and your loved ones a very happy Diwali. On the call today, we have Mr. Ravi Pandit, Co-Founder and Chairman; Mr. Kishor Patil, Co-Founder, CEO and MD Mr. Sachin Tikekar,
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