⚡ At a Glance
KPIT Technologies has compounded over 15x in 5 years, with 40% profit CAGR, 33% ROE, and 13,000+ engineers building software for global auto giants like BMW, Honda, and Renault. It’s not your average IT stock — it’s the nerd behind your next electric car. But is it too hot, or just warming up?
🧠 1. What Exactly Does KPIT Do?
In short: KPIT makes thebrainsof your car smarter — not the body.
Their Offerings:
- Embedded Software: Autonomous driving, vehicle diagnostics, adaptive lighting, telematics.
- EV Architecture: Battery management, charging, thermal systems, ADAS modules.
- AI & Digital: OTA updates, predictive maintenance, user personalization.
- Clients: BMW, Renault, Honda, GM, Cummins, and now… even more Tier-1s in Europe.
They don’t build EVs.They don’t even touch the chassis.
They make sure your Mercedes doesn’t crash into a tree while you’re sipping coffee.
📈 2. 5-Year Financial Snapshot: Pure 🚀
| Metric | FY20 | FY25 | CAGR (5Y) |
|---|---|---|---|
| Revenue (₹ Cr) | 2,156 | 5,842 | 22% |
| EBITDA (₹ Cr) | 290 | 1,230 | 33% |
| PAT (₹ Cr) | 148 | 840 | 41% |
| OPM (%) | 13% | 21% | +800 bps |
| ROE (%) | 15% | 33% | More than 2x |
| Operating Cashflow (₹ Cr) | 389 | 1,390 | 28% |
| EPS (₹) | ₹5.38 | ₹30.63 | 42% |
📦 From “midcap IT” to “global mobility tech leader” in 5 years.Not via fancy press releases — but real code + real clients + real cars.
🔍 3. What Changed? And Why It Worked
🔄 The Pivot:
- In 2019, KPITdemerged Birlasoft(traditional IT) andfocused 100% on mobility software.
- No banking, no insurance, no BPO — justvehicles.
💡 Strategic Bets That Paid Off:
- Bet on
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