KPIT and FY26 Guidance
Market has concern on FY 26, below note is taken from yesterday’s concall and Four TV interview management has today morning.
Kpit is reluctant to provide specific guidance for FY26 revenue growth at this time. They typically give guidance at the end of the fiscal year.
However, they expresses optimism about FY26, citing a strong pipeline and deep conversations with clients. They believe the growth will come from existing T25 clients as well as new clients.
They believe they can at least double their revenue with their current client base and areas of focus.
Management believes that the delays in projects and the reconfiguration of client priorities will last only 1-2 quarters. They do not think clients can afford to delay programs for much longer.
Growth in the commercial vehicle sector is expected to come back in 2026. The number of vehicles being sold will increase in 2026 compared to 2025, meaning OEM build volume will increase. This should translate into increased business for Kpit Tech.
Overall, Kpit remains optimistic about its long-term growth prospects, including FY26. While there is some short-term uncertainty, the company believes its strong pipeline, deep client relationships, and focus on cost reduction will lead to continued success.
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