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Apr 28 • 9 tweets • 5 min read
KPIT Technologies Ltd Q4 FY22 Earnings Concall Insights

#KPIT #KPITQ4 #KPITTechnologies #concall #concalls #insights #results #stocks #TrendingStocks #earnings #stockmarketindia #StockToWatch
🧵
For FY23, KPIT said it’s looking at revenue growth in the range of 18-21% in constant currency, 18-19% EBITDA margin and about 25% volume growth.
Q&A Insights: Karan Uppal from @Phillip_Capital asked about the $125 million client wins in 4Q and if all were T21 clients. Kishor Patil CEO said KPIT’s focus has been on T21 and most of the wins were for T21.
Q&A Insights: Karan Uppal from @Phillip_Capital also enquired about the strong margin guidance and levers for its sustenance. Kishor Patil CEO said the main levers for margin growth will be revenue growth, volume growth and higher realizations.
Q&A Insights: Chandramouli Muthiah of @GoldmanSachs asked what percentage of business today is from new age OEM and semicon companies. Sachin Tikekar President said the company is testing the water and in the process of defining strategy. Currently it’s about 3-4%.
Q&A Insights: Nitin P of @InvestecI asked about the $125-odd million of deals apart from the EUR70 million deal, if it was better than last year on that number, excluding the large deal. Kishor Patil CEO said this is what KPIT closed during 4Q. It was not abnormally higher or low
Q&A Insights: Dave of @investyadnya asked about KPIT’s business shrinking when OEMs start doing in-house software dev. Kishor Patil CEO said that KPIT feels it’s very unlikely that every part of software integration will be taken in-house by every OEM in future due to complexity.
Q&A Insights: Andrey Purushottam from Cogito Advisors queried about revenue per employee (RPE) slightly declining over the quarters. Kishor Patil CEO replied that KPIT’s offshore has been increasing over the last 4 qtrs. As a result, RPE has gone down due to increase in offshore.
To read further on the detailed analysis of #KPIT concall Q&A …

alphastreet.com/india/kpit-tec…

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