View Financial HealthKPIT Technologies 配当と自社株買い配当金 基準チェック /36KPIT Technologies配当を支払う会社であり、現在の利回りは1.14%で、収益によって十分にカバーされています。主要情報1.1%配当利回り-0.003%バイバック利回り総株主利回り1.1%将来の配当利回り2.2%配当成長30.7%次回配当支払日n/a配当落ち日n/a一株当たり配当金n/a配当性向31%最近の配当と自社株買いの更新Declared Dividend • Jan 31Dividend of ₹2.25 announcedShareholders will receive a dividend of ₹2.25. Ex-date: 4th February 2026 Payment date: 28th February 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 41% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Upcoming Dividend • Jul 21Upcoming dividend of ₹6.00 per shareEligible shareholders must have bought the stock before 28 July 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (1.6%).Declared Dividend • Jun 30Final dividend increased to ₹6.00Dividend of ₹6.00 is 30% higher than last year. Ex-date: 28th July 2025 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 50% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Declared Dividend • Jan 31Dividend increased to ₹2.50Dividend of ₹2.50 is 19% higher than last year. Ex-date: 4th February 2025 Payment date: 28th February 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 44% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jan 29KPIT Technologies Limited Approves an Interim Dividend on Equity for the Financial Year Ending March 31, 2025KPIT Technologies Limited announced Board of Directors of the Company, at their meeting held on January 29, 2025, through video conferencing, inter alia, has approved the Interim Dividend of INR 2.50/- per equity share (i.e. 25%) of face value of INR 10/each, for the financial year ending March 31, 2025, to be paid to the members of the Company within stipulated time as per the provisions of Companies Act, 2013, and the Rules made thereunder. Record date of February 4, 2025.お知らせ • Aug 28KPIT Technologies Limited Approves Final Cash Dividend for the Financial Year Ended March 31, 2024KPIT Technologies Limited at its AGM held on August 27, 2024, approved to declare final cash dividend for the financial year ended March 31, 2024 at INR 4.60 per equity share of INR 10 each (at 46%) in addition to interim dividend paid at INR 2.10 per equity share of INR 10 each (at 21%).すべての更新を表示Recent updatesNew Risk • 21hNew minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.7% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (9.7% net profit margin).お知らせ • Apr 29KPIT Technologies Limited to Report Q4, 2026 Results on May 06, 2026KPIT Technologies Limited announced that they will report Q4, 2026 results on May 06, 2026Buy Or Sell Opportunity • Apr 27Now 22% overvaluedOver the last 90 days, the stock has fallen 33% to ₹735. The fair value is estimated to be ₹605, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.Price Target Changed • Mar 31Price target decreased by 7.6% to ₹1,110Down from ₹1,201, the current price target is an average from 19 analysts. New target price is 75% above last closing price of ₹635. Stock is down 50% over the past year. The company is forecast to post earnings per share of ₹25.55 for next year compared to ₹30.93 last year.Declared Dividend • Jan 31Dividend of ₹2.25 announcedShareholders will receive a dividend of ₹2.25. Ex-date: 4th February 2026 Payment date: 28th February 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 41% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: ₹4.90 (vs ₹6.89 in 3Q 2025)Third quarter 2026 results: EPS: ₹4.90 (down from ₹6.89 in 3Q 2025). Revenue: ₹16.2b (up 9.4% from 3Q 2025). Net income: ₹1.33b (down 29% from 3Q 2025). Profit margin: 8.2% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 15KPIT Technologies Limited to Report Q3, 2026 Results on Jan 29, 2026KPIT Technologies Limited announced that they will report Q3, 2026 results on Jan 29, 2026Reported Earnings • Nov 11Second quarter 2026 earnings released: EPS: ₹6.22 (vs ₹7.51 in 2Q 2025)Second quarter 2026 results: EPS: ₹6.22 (down from ₹7.51 in 2Q 2025). Revenue: ₹15.9b (up 7.9% from 2Q 2025). Net income: ₹1.69b (down 17% from 2Q 2025). Profit margin: 11% (down from 14% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.お知らせ • Oct 31KPIT Technologies Limited to Report Q2, 2026 Results on Nov 10, 2025KPIT Technologies Limited announced that they will report Q2, 2026 results on Nov 10, 2025お知らせ • Oct 28KPIT Technologies Limited (NSEI:KPITTECH) completed the acquisition of Caresoft Global Inc., CAREG LOTECH de RL de CV and Oxi S.R.L from Caresoft Global Holdings Limited, Sabella Davies and Richard Ambadipudi.KPIT Technologies Limited (NSEI:KPITTECH) entered into a definitive Share Purchase Agreement to acquire Caresoft Global Inc., CAREG LOTECH de RL de CV and Oxi S.R.L from Caresoft Global Holdings Limited, Sabella Davies and Richard Ambadipudi for approximately $190 million on May 6, 2025. Total consideration for acquisition will be a maximum of $191 million, including $25 million variable consideration swap or any other form and based on achievement of revenue and other business synergy details of the same milestones. This total consideration can be paid in one or more tranches over a period of 4 years with cash consideration and/or equity shares at the option of KPIT for an amount not more than $25 million, subject to shareholders' approval. As of August 8, 2025, the parties together renegotiated the consideration amount for Caresoft. Subsequently, the amount for acquisition of Caresoft is finalized at total consideration up to $157 million including $15 million variable pay based on achievement of revenue and other business synergy milestones. This consideration can be paid for in one or more tranches over a period of 4 years. Other terms & conditions of said agreement remain unchanged. KPIT will acquire the carved-out Caresoft Global’s Engineering Solutions business globally. Aligned with the needs of Global OEMs and KPIT’s goals, this partnership will create multi-dimensional synergies. As of August 15, 2025, KPIT Technologies (UK) Limited and KPIT Technologies Inc, USA have paid the Initial Consideration of $51 million. As of October 10, 2025, KPIT Technologies (UK) Limited has paid $6 million for acquiring 100% equity shares of OXI SRL Italy. For the period ending December 31, 2024, Caresoft Global Inc., CAREG LOTECH de RL de CV, Oxi S.R.L and Caresoft Engineering Business reported total revenue of $51 million. The transaction is subject to approval of offer by acquirer board and approval of offer by target shareholders. The deal has been approved by the board. On June 23, 2025, it was announced that the transaction is expected to close by the end of the current quarter. Avendus Capital Private Limited act as financial advisor for KPIT Technologies Limited. Khaitan & Co. acted as a legal advisor to KPIT Technologies. KPIT Technologies Limited (NSEI:KPITTECH) completed the acquisition of Caresoft Global Inc., CAREG LOTECH de RL de CV and Oxi S.R.L from Caresoft Global Holdings Limited, Sabella Davies and Richard Ambadipudi on October 28, 2025Upcoming Dividend • Jul 21Upcoming dividend of ₹6.00 per shareEligible shareholders must have bought the stock before 28 July 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (1.6%).Reported Earnings • Jul 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹30.93 (up from ₹21.95 in FY 2024). Revenue: ₹58.4b (up 20% from FY 2024). Net income: ₹8.40b (up 41% from FY 2024). Profit margin: 14% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 37% per year.お知らせ • Jul 09KPIT Technologies Limited, Annual General Meeting, Aug 12, 2025KPIT Technologies Limited, Annual General Meeting, Aug 12, 2025, at 10:30 Indian Standard Time.Declared Dividend • Jun 30Final dividend increased to ₹6.00Dividend of ₹6.00 is 30% higher than last year. Ex-date: 28th July 2025 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 50% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.お知らせ • Jun 27KPIT Technologies Limited to Report Q1, 2026 Results on Jul 30, 2025KPIT Technologies Limited announced that they will report Q1, 2026 results on Jul 30, 2025Reported Earnings • Apr 30Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹30.93 (up from ₹21.95 in FY 2024). Revenue: ₹58.4b (up 20% from FY 2024). Net income: ₹8.40b (up 41% from FY 2024). Profit margin: 14% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 33% per year.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹1,071, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 25x in the Software industry in India. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹527 per share.お知らせ • Mar 27KPIT Technologies Limited to Report Q4, 2025 Results on Apr 28, 2025KPIT Technologies Limited announced that they will report Q4, 2025 results on Apr 28, 2025Recent Insider Transactions • Mar 07Insider recently sold ₹18m worth of stockOn the 4th of March, Rohan Sohoni sold around 15k shares on-market at roughly ₹1,197 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹77m. Insiders have been net sellers, collectively disposing of ₹129m more than they bought in the last 12 months.Declared Dividend • Jan 31Dividend increased to ₹2.50Dividend of ₹2.50 is 19% higher than last year. Ex-date: 4th February 2025 Payment date: 28th February 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 44% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jan 30Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹6.89 (up from ₹5.73 in 3Q 2024). Revenue: ₹14.8b (up 18% from 3Q 2024). Net income: ₹1.87b (up 20% from 3Q 2024). Profit margin: 13% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 29KPIT Technologies Limited Approves an Interim Dividend on Equity for the Financial Year Ending March 31, 2025KPIT Technologies Limited announced Board of Directors of the Company, at their meeting held on January 29, 2025, through video conferencing, inter alia, has approved the Interim Dividend of INR 2.50/- per equity share (i.e. 25%) of face value of INR 10/each, for the financial year ending March 31, 2025, to be paid to the members of the Company within stipulated time as per the provisions of Companies Act, 2013, and the Rules made thereunder. Record date of February 4, 2025.Recent Insider Transactions • Jan 05Insider recently sold ₹3.4m worth of stockOn the 30th of December, Nishant Tholiya sold around 2k shares on-market at roughly ₹1,472 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹77m. Insiders have been net sellers, collectively disposing of ₹79m more than they bought in the last 12 months.お知らせ • Dec 24KPIT Technologies Limited to Report Q3, 2025 Results on Jan 29, 2025KPIT Technologies Limited announced that they will report Q3, 2025 results on Jan 29, 2025Recent Insider Transactions • Dec 12CTO & Whole-Time Director recently sold ₹77m worth of stockOn the 9th of December, Anup Sable sold around 50k shares on-market at roughly ₹1,538 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹72m more than they bought in the last 12 months.お知らせ • Nov 05Kpit Technologies Limited Announces Management ChangesKPIT Technologies Limited informed about the changes in the Senior Management Personnel of the Company as approved by Board of Directors on November 5, 2024, as follows: Consequent to resignation by Mr. Shashwat Mitra from his duties and responsibilities as Global HR Head, the Board has appointed Mr. Rajesh Kumar Singh as Global HR Head in the capacity of Sr. Vice President. Mr. Rajesh Kumar Singh joined KPIT in 2017 and served as the Global Head of Human Resources till 2023.Mr. Singh has played a key role in building rigor in talent management in the employee lifecycle with significant outcome on talent engagement, retention and development. His thought leadership in making improvements on processes, systems and business outcomes is highly appreciated as well. Now, Board has appointed Mr. Rajesh Kumar Singh as Global HR Head in the capacity of Sr. Vice President. Mr. Rajesh Kumar Singh started his career as Probationary Officer with SBI and then joined Civil Services in the Ministry of Communication & IT. He then proceeded to do his executive MBA from IIM Calcutta post which he worked in leadership roles in HR in leading companies - Infosys & Novartis. He has also done Post Graduation from National University of Singapore on Lee Kuan Yew Graduate Scholarship. Resignation of Mr. Mitra as Global HR Head due to personal reasons. Cessation as SMP with effect from November 5, 2024. Mr. Rajesh Kumar Singh is appointed as Senior Management Personnel with effect from November 5, 2024. Term of appointment: Existing Full-Time employment.Valuation Update With 7 Day Price Move • Oct 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹1,386, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 36x in the Software industry in India. Total returns to shareholders of 307% over the past three years.Price Target Changed • Oct 25Price target decreased by 8.1% to ₹1,802Down from ₹1,960, the current price target is an average from 18 analysts. New target price is 31% above last closing price of ₹1,372. Stock is up 21% over the past year. The company is forecast to post earnings per share of ₹29.01 for next year compared to ₹21.95 last year.New Risk • Oct 24New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹27m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (₹27m sold).Reported Earnings • Oct 24Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: ₹7.51 (up from ₹5.20 in 2Q 2024). Revenue: ₹14.7b (up 23% from 2Q 2024). Net income: ₹2.04b (up 45% from 2Q 2024). Profit margin: 14% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 10+ 1 more updateKPIT Technologies Limited (NSEI:KPITTECH) completed the acquisition of an additional 13% stake in N-Dream AG.KPIT Technologies Limited (NSEI:KPITTECH) agreed to acquire an additional 13% stake in N-Dream AG for €3 million on July 24, 2024. Upon completion, KPIT Technologies Limited will own 26% stake in N-Dream AG. For the year ended December 31, 2023, N-Dream AG reported a turnover of CHF 3.4 million. The expected completion of the transaction is August 20, 2024. KPIT Technologies Limited (NSEI:KPITTECH) completed the acquisition of an additional 13% stake in N-Dream AG on October 9, 2024. The cash consideration of €2.3 million was made as primary investment and €0.7 million was made as secondary investment. The transaction has satisfied all the closing conditions.お知らせ • Sep 30KPIT Technologies Limited to Report First Half, 2025 Results on Oct 23, 2024KPIT Technologies Limited announced that they will report first half, 2025 results on Oct 23, 2024お知らせ • Aug 28KPIT Technologies Limited Approves Final Cash Dividend for the Financial Year Ended March 31, 2024KPIT Technologies Limited at its AGM held on August 27, 2024, approved to declare final cash dividend for the financial year ended March 31, 2024 at INR 4.60 per equity share of INR 10 each (at 46%) in addition to interim dividend paid at INR 2.10 per equity share of INR 10 each (at 21%).Price Target Changed • Jul 26Price target increased by 7.6% to ₹1,869Up from ₹1,736, the current price target is an average from 16 analysts. New target price is approximately in line with last closing price of ₹1,788. Stock is up 67% over the past year. The company is forecast to post earnings per share of ₹28.74 for next year compared to ₹21.95 last year.Declared Dividend • Jul 26Dividend increased to ₹4.60Dividend of ₹4.60 is 74% higher than last year. Ex-date: 9th August 2024 Payment date: 26th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 55% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 67% over the next 3 years, which should provide support to the dividend and adequate earnings cover.Reported Earnings • Jul 25First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ₹7.53 (up from ₹4.95 in 1Q 2024). Revenue: ₹13.6b (up 24% from 1Q 2024). Net income: ₹2.04b (up 52% from 1Q 2024). Profit margin: 15% (up from 12% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 83% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 24+ 1 more updateKPIT Technologies Limited, Annual General Meeting, Aug 27, 2024KPIT Technologies Limited, Annual General Meeting, Aug 27, 2024.お知らせ • Jun 28KPIT Technologies Limited to Report Q1, 2025 Results on Jul 24, 2024KPIT Technologies Limited announced that they will report Q1, 2025 results on Jul 24, 2024Reported Earnings • Apr 30Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: ₹21.95 (up from ₹14.11 in FY 2023). Revenue: ₹49.3b (up 47% from FY 2023). Net income: ₹5.95b (up 56% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Apr 30KPIT Technologies Limited Recommends Final Dividend for the Financial Year 2023-24KPIT Technologies Limited at its board of directors meeting held on April 29, 2024, recommended final dividend at INR 4.60 per equity share of INR 10.00 each (46%) for Fiscal Year 2023-24, subject to declaration of the same by members at the upcoming Annual General Meeting of the Company to be held within the stipulated timeline as per the Companies Act, 2013 and the Rules made thereunder. The dividend, if declared by the members at the AGM will be paid within the statutory timeline as per the Companies Act, 2013 & the Rules made thereunder.お知らせ • Apr 21KPIT Technologies Limited (NSEI:KPITTECH) acquired the remaining 40% stake in PathPartner Technology Pvt. Ltd. for INR 1 billionKPIT Technologies Limited (NSEI:KPITTECH) acquired the remaining 40% stake in PathPartner Technology Pvt. Ltd. for INR 1 billion on April 19, 2024. KPIT Technologies Limited (NSEI:KPITTECH) completed the acquisition of the remaining 40% stake in PathPartner Technology Pvt. Ltd. on April 19, 2024.お知らせ • Mar 28KPIT Technologies Limited to Report Fiscal Year 2024 Results on Apr 29, 2024KPIT Technologies Limited announced that they will report fiscal year 2024 results on Apr 29, 2024Recent Insider Transactions • Feb 28Insider recently bought ₹32m worth of stockOn the 23rd of February, Srinath Batni bought around 20k shares on-market at roughly ₹1,587 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹46m more in shares than they bought in the last 12 months.Upcoming Dividend • Feb 02Upcoming dividend of ₹2.10 per share at 0.3% yieldEligible shareholders must have bought the stock before 09 February 2024. Payment date: 29 February 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (1.2%).Price Target Changed • Feb 01Price target increased by 8.1% to ₹1,540Up from ₹1,424, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of ₹1,524. Stock is up 93% over the past year. The company is forecast to post earnings per share of ₹21.74 for next year compared to ₹14.10 last year.Reported Earnings • Jan 31Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: ₹5.73 (up from ₹3.72 in 3Q 2023). Revenue: ₹12.7b (up 39% from 3Q 2023). Net income: ₹1.55b (up 55% from 3Q 2023). Profit margin: 12% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 125% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 30KPIT Technologies Limited Approves an Interim Dividend for the Financial Year 2023-24KPIT Technologies Limited informed that the Board of Directors of the Company, at their meeting held on January 30, 2024 through video conferencing, has approved the Interim Dividend of INR 2.10 per equity share (i.e. 21%) of face value of INR 10 each, for the financial year 2023-24, to be paid to the members of the Company within stipulated time as per the provisions of Companies Act, 2013, and the Rules made thereunder. Record date is February 9, 2024.お知らせ • Jan 16Kpit Technologies Limited Announces Resignation of Nickhil Jakatdar as an Independent DirectorKPIT Technologies Limited informed that Dr. Nickhil Jakatdar (DIN: 05139034) has completed his term as an Independent Director of the Company on January 15, 2024, and consequently has ceased to be a Director of the Company w.e.f. the end of business hours of said date.お知らせ • Jan 11KPIT Technologies Limited Announces Change in ManagementKPIT Technologies Limited announced the changes in the Senior Management Personnel of the Company as approved by Board of Directors on January 11, 2024, as follows: Mr. Rohan Sohoni is elevated to Member of Executive Council. Mr. Rohan Sohoni, fluent in Japanese, has been in the region for over two decades and he has been instrumental in establishing KPIT's presence in Asia across JKC (Japan, Korea and China) and SEANZ (Southeast Asia, Australia and New Zealand) since 2005. Mr. Rohan Sohoni has been driving the growth for KPIT in Asia and Japan majorly with a trusted partnership with key clients. Managing executive relationships with clients and conceptualizing large, complex global deals has always been one of his strong attributes. Mr. Rohan Sohoni has an engineering degree in Computers. His executive education includes leadership excellence programs such as the GRLP (Global Resilient Leadership Program) conducted by the Nissan Foundation with Waseda & Wharton Business school as well as the KPIT "Elevate" at the Stanford Graduate School of Business, USA. Mr. Rajeeb Nath is moving into a new role of leading special projects. Mr. Rajeeb Nath has been with KPIT since 2015 and since mid of 2022, he assumed part time role and now will have much lesser time spent on active assignments. He has naturally gravitated towards supporting on special projects and moving out of the position of Executive Council Member. Mr. Rajesh Kumar Singh is moving into role of Sr. Vice President at KPIT. Mr. Rajesh Kumar Singh joined KPIT in 2017 and served as the Global Head of Human Resources till 2023. Mr. Singh has played a key role in building rigor in talent management in employee lifecycle with significant outcome on talent engagement, retention and development. He will be moving into his role as the Senior Vice President at KPIT. Mr. Shashwat Mitra is elevated to HR Functional Head. Mr. Shashwat Mitra has significant experience across geography in HR Strategy, Cultural Transformation, Leadership, Talent Management & Development, Compensation & HR Analytics. He joined KPIT in year 2022 & has been heading HR for India, Asia along with key strategic HR initiatives. He has played a key role in building pipeline for managers in Delivery which reinforces mission of being the `Best Place To Grow'. Now, Mr. Mitra has been elevated to HR Functional Head. Mr. Shashwat Mitra holds a degree in Mechanical Engineering (Gold Medalist and Hons) and Human Resources Management from XLRI Jamshedpur. He has 3 international papers published & a patent to his name and has been named 40 under 40 in Human Resources in 2023. Mr. Rohan Sohoni has been appointed as Member of the Executive Council with effect from January 01, 2024. Term of appointment: Existing Full-Time employment. Mr. Rajeeb Nath will be moving to a new role of leading special projects from Member of Executive Council (ceased to be senior management personnel with effect from January 01, 2024). Term of appointment: Existing Full-Time employment. Mr. Rajesh Kumar Singh moving to new role of Sr. Vice President from the role of HR Functional Head. (ceased to be senior management personnel with effect from January 01, 2024). Term of appointment: Existing Full-Time employment. Mr. Shashwat Mitra has been appointed as HR Functional Head with effect from January 01, 2024. Term of appointment: Existing Full-Time employment.Price Target Changed • Jan 09Price target increased by 10% to ₹1,424Up from ₹1,291, the current price target is an average from 14 analysts. New target price is 6.1% below last closing price of ₹1,517. Stock is up 111% over the past year. The company is forecast to post earnings per share of ₹21.49 for next year compared to ₹14.10 last year.お知らせ • Dec 23KPIT Technologies Limited to Report Q3, 2024 Results on Jan 30, 2024KPIT Technologies Limited announced that they will report Q3, 2024 results on Jan 30, 2024お知らせ • Dec 22Kpit Technologies Limited Announces Change in Role of Senior Management PersonnelKPIT Technologies Limited announced that Mr. Pankaj Sathe who is currently designated as Senior Management Personnel will move to a new role to establish and lead the Strategy & Growth Office with effect from December 22, 2023. Mr. Pankaj Sathe will continue to report to Mr. Kishor Patil, CEO & Managing Director of the Company. Term of appointment: Existing Full-Time employment Mr. Pankaj has over 25 years of in-depth experience in establishing sales, marketing and operations in new geographies, integrating acquired companies, partnering with customers and developing value- generating propositions for them. He has participated in the growth of the company globally and been instrumental in KPIT's growth in Europe, where he successfully established local presence and expanded business organically as well as inorganically. In KPIT, the first role that Pankaj focused on was to establish marketing of software services. He initiated the process of marketing planning in the organization, including corporate-level messaging into key customer accounts, branding and industry events. Pankaj led the global sales function of KPIT for several years and also moved onto play other key roles in KPIT over time including leading globally the HR and Operations based out of the India location. Pankaj is an Electronics & Telecommunications engineer from the Delhi College of Engineering, India and holds a master's in business administration from IIM, Lucknow, India. Pankaj began his career in sales and marketing in 1991 with the Godrej Group, India as Product Manager for new business areas and was responsible for their successful diversification into medical diagnostics. He later worked with companies like HCL and Ranbaxy in the areas of electronic CAD design, commercial, sales, marketing, product management and business management. He has been a member of the IEEE and supports the IIM Alumni Association, Europe.お知らせ • Nov 03KPIT Technologies Limited Appoints Gabriel Seiberth as President & Geography Head - Europe and a Member of the Executive CouncilKPIT Technologies Limited announced that Dr. Gabriel Seiberth has been appointed as President & Geography Head - Europe and a Member of the Executive Council with effect from November 02, 2023. Term of appointment: Full Time Employment. Gabriel has over 25 years of experience in technology, consulting, and engineering within the automotive and discrete manufacturing industries. This will help to further develop business both in terms of industry network and strategy. In the first part of his career, he worked for Siemens in various capacities, including consulting, strategy, and business development. The multinational technology conglomerate had just acquired Nixdorf Computers and was assembling a global information & communications division, of which Gabriel was a part. Upon Atos' acquisition of the Siemens IT division, Gabriel worked for this leading European IT organization for three years. In Germany, he took over engineering services and developed the IOT business at the intersection of Cloud and Edge. In 2014, he joined Accenture's newly formed Digital division. He helped to develop 'Industry X', which provides consulting, cloud, embedded software, engineering, and validation services to manufacturing clients. Gabriel was responsible for the automotive business in the DACH region and for the automotive transformational consulting team. During this time, he focused on digital transformation and software defined vehicles. Gabiel will be based out of Munich. Originally from Berlin, Gabriel has lived in Munich for more than 20 years. During his free time, he enjoys sports in the Alps, preferably running and cycling. He has a keen interest in theoretical computer science especially artificial intelligence, where he actively publishes.Reported Earnings • Nov 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: ₹5.20 (up from ₹3.09 in 2Q 2023). Revenue: ₹12.0b (up 61% from 2Q 2023). Net income: ₹1.41b (up 69% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.6%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 132% per year, which means it is tracking significantly ahead of earnings growth.Price Target Changed • Nov 01Price target increased by 8.6% to ₹1,204Up from ₹1,108, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of ₹1,215. Stock is up 71% over the past year. The company is forecast to post earnings per share of ₹20.65 for next year compared to ₹14.10 last year.Price Target Changed • Oct 05Price target increased by 8.0% to ₹1,065Up from ₹986, the current price target is an average from 10 analysts. New target price is 8.0% below last closing price of ₹1,157. Stock is up 74% over the past year. The company is forecast to post earnings per share of ₹19.99 for next year compared to ₹14.10 last year.お知らせ • Sep 26KPIT Technologies Limited to Report Q2, 2024 Results on Oct 30, 2023KPIT Technologies Limited announced that they will report Q2, 2024 results on Oct 30, 2023Recent Insider Transactions • Sep 13Executive Vice President of US recently sold ₹20m worth of stockOn the 8th of September, Rajeeb Nath sold around 17k shares on-market at roughly ₹1,173 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹256m more than they bought in the last 12 months.お知らせ • Aug 30KPIT Technologies Limited Approves Final Dividend for the Financial Year Ended March 31, 2023KPIT Technologies Limited at the Annual General Meeting held on August 29, 2023, approved to declare final dividend for the financial year ended at INR 2.65 per equity share of INR 10 each (at 26.50%) in addition to Interim Dividend paid at INR 1.45 per equity share of INR 10 each (at 14.50%).Upcoming Dividend • Aug 07Upcoming dividend of ₹2.65 per share at 0.4% yieldEligible shareholders must have bought the stock before 14 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.6%).お知らせ • Aug 03KPIT Technologies Limited, Annual General Meeting, Aug 29, 2023KPIT Technologies Limited, Annual General Meeting, Aug 29, 2023, at 15:00 Indian Standard Time. Agenda: To receive, consider and adopt the Audited Financial Statements for the financial year ended March 31, 2023, together with the reports of the Auditors and the Board of Directors thereon; to receive, consider and adopt the Audited Consolidated Financial Statements for the financial year ended March 31, 2023, together with the report of the Auditors thereon; to declare final dividend for the financial year ended March 31, 2023; to appoint a director in place of Mr. Kishor Patil who retires by rotation and being eligible offers himself for reappointment; to consider and if thought fit, to pass with or without modification(s), the following resolution as an ORDINARY RESOLUTION; and to consider other matters if any.Reported Earnings • Jul 26First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: ₹4.95 (up from ₹3.16 in 1Q 2023). Revenue: ₹11.2b (up 63% from 1Q 2023). Net income: ₹1.34b (up 57% from 1Q 2023). Profit margin: 12% (in line with 1Q 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 153% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 25Kpit Technologies Limited Announce Final Dividend for the Financial Year 2022-23KPIT Technologies Limited announced payment of Final Dividend of INR 2.65/- per Equity Share of INR 10/- each for the Financial Year 2022-23.お知らせ • Jul 15KPIT Technologies Limited to Report Q1, 2024 Results on Jul 25, 2023KPIT Technologies Limited announced that they will report Q1, 2024 results on Jul 25, 2023Recent Insider Transactions • Jul 06Head of Business Unit recently sold ₹2.0m worth of stockOn the 28th of June, Pushpahas Joshi sold around 2k shares on-market at roughly ₹1,098 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹9.6m. Insiders have been net sellers, collectively disposing of ₹236m more than they bought in the last 12 months.Recent Insider Transactions • May 31Insider recently sold ₹9.6m worth of stockOn the 24th of May, Abhijeet Tembe sold around 10k shares on-market at roughly ₹962 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹24m. Insiders have been net sellers, collectively disposing of ₹222m more than they bought in the last 12 months.Price Target Changed • May 04Price target increased by 9.0% to ₹875Up from ₹803, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹909. Stock is up 65% over the past year. The company is forecast to post earnings per share of ₹19.63 for next year compared to ₹14.10 last year.Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹14.10 (up from ₹10.17 in FY 2022). Revenue: ₹34.1b (up 40% from FY 2022). Net income: ₹3.81b (up 39% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 156% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Mar 23Insider recently sold ₹24m worth of stockOn the 17th of March, Akshay Kanetkar sold around 28k shares on-market at roughly ₹870 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹150m. Insiders have been net sellers, collectively disposing of ₹212m more than they bought in the last 12 months.Recent Insider Transactions • Mar 15Co-founder recently sold ₹7.4m worth of stockOn the 10th of March, Sashishekhar Pandit sold around 9k shares on-market at roughly ₹821 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹150m. This was Sashishekhar's only on-market trade for the last 12 months.Recent Insider Transactions • Mar 09Head of Business Unit recently sold ₹1.7m worth of stockOn the 2nd of March, Pushpahas Joshi sold around 2k shares on-market at roughly ₹845 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹150m. Insiders have been net sellers, collectively disposing of ₹181m more than they bought in the last 12 months.Recent Insider Transactions • Feb 19Insider recently sold ₹150m worth of stockOn the 15th of February, Ajay Bhagwat sold around 181k shares on-market at roughly ₹829 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹179m more than they bought in the last 12 months.Price Target Changed • Feb 03Price target increased by 8.4% to ₹753Up from ₹695, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₹776. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₹13.74 for next year compared to ₹10.17 last year.Upcoming Dividend • Feb 03Upcoming dividend of ₹1.45 per share at 0.5% yieldEligible shareholders must have bought the stock before 10 February 2023. Payment date: 02 March 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (1.8%).お知らせ • Feb 01KPIT Technologies Limited Approves the Interim Dividend for the Financial Year Ended March 31, 2023KPIT Technologies Limited informed that the Board of Directors at its meeting held on January 31, 2023, has approved the payment of an Interim Dividend of INR 1.45/- (14.5%) per Equity Share of INR 10/- each for the Financial Year ended March 31, 2023. The Interim Dividend approved by the Board of Directors at its Meeting held on Tuesday, January 31, 2023, will be paid to Members of the Company within statutory timelines as per the Companies Act, 2013.Reported Earnings • Feb 01Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: ₹3.72 (up from ₹2.60 in 3Q 2022). Revenue: ₹9.38b (up 51% from 3Q 2022). Net income: ₹1.00b (up 44% from 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 5.9%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 97% per year, which means it is tracking significantly ahead of earnings growth.Recent Insider Transactions • Dec 04Co-founder recently sold ₹722k worth of stockOn the 1st of December, Sashishekhar Pandit sold around 1k shares on-market at roughly ₹722 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹2.2m. This was Sashishekhar's only on-market trade for the last 12 months.Recent Insider Transactions • Nov 25Co-founder recently sold ₹3.4m worth of stockOn the 22nd of November, Sashishekhar Pandit sold around 5k shares on-market at roughly ₹684 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Sashishekhar's only on-market trade for the last 12 months.Recent Insider Transactions • Oct 28Insider recently sold ₹2.2m worth of stockOn the 25th of October, Pankaj Sathe sold around 3k shares on-market at roughly ₹728 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹61m more than they bought in the last 12 months.Reported Earnings • Oct 21Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: ₹3.09 (up from ₹2.42 in 2Q 2022). Revenue: ₹7.45b (up 26% from 2Q 2022). Net income: ₹834.8m (up 28% from 2Q 2022). Profit margin: 11% (in line with 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹660, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 20x in the Software industry in India. Total returns to shareholders of 610% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹276 per share.Upcoming Dividend • Aug 05Upcoming dividend of ₹1.85 per shareEligible shareholders must have bought the stock before 12 August 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (1.6%).お知らせ • Jul 30+ 3 more updatesKPIT Technologies Limited to Report Q3, 2023 Results between Jan 31, 2023 and Feb 01, 2023KPIT Technologies Limited announced that they will report Q3, 2023 results between Jan 31, 2023 and Feb 01, 2023お知らせ • Jul 27KPIT Technologies Limited Appoints Chinmay Pandit as Additional and Executive Director (Whole-Time Director)KPIT Technologies Limited announced the appointment of Mr. Chinmay Pandit as an Additional and Executive Director (Whole-time Director) of the Company, with effect from July 26, 2022.Reported Earnings • Jul 27First quarter 2023 earnings: EPS exceeds analyst expectationsFirst quarter 2023 results: EPS: ₹3.16 (up from ₹2.24 in 1Q 2022). Revenue: ₹6.86b (up 21% from 1Q 2022). Net income: ₹854.3m (up 42% from 1Q 2022). Profit margin: 13% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 22%, compared to a 23% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 16KPIT Technologies Limited to Report Q1, 2023 Results on Jul 26, 2022KPIT Technologies Limited announced that they will report Q1, 2023 results on Jul 26, 2022Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹543, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 22x in the Software industry in India. Total returns to shareholders of 486% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹249 per share.Reported Earnings • Apr 28Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: ₹10.17 (up from ₹5.43 in FY 2021). Revenue: ₹24.8b (up 22% from FY 2021). Net income: ₹2.74b (up 88% from FY 2021). Profit margin: 11% (up from 7.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 19%, compared to a 25% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Independent Director Anant Talaulicar was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.Reported Earnings • Feb 02Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: ₹2.60 (up from ₹1.55 in 3Q 2021). Revenue: ₹6.31b (up 22% from 3Q 2021). Net income: ₹700.1m (up 68% from 3Q 2021). Profit margin: 11% (up from 8.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 19%, compared to a 22% growth forecast for the industry in India.Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Independent Director Anant Talaulicar was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.お知らせ • Feb 01KPIT Technologies Limited Approves Interim Dividend for the Year 2022KPIT Technologies Limited announced that the Board of Directors of the Company, at its meeting held on February 1, 2022 approved Interim Dividend of INR 1.25 per equity share (i.e. 12.50%) of face value of INR 10 each, for the financial year 2021-22, to be paid to the members of the Company within stipulated time from the declaration by the Board, as per the provisions of Companies Act, 2013, and the Rules made thereunder. The Record Date, i.e. February 11, 2022, has been intimated to the Stock Exchanges vide letter dated January 25, 2022.決済の安定と成長配当データの取得安定した配当: 542651は 10 年未満配当金を支払っており、この間、支払額は 変動性 が高かった。増加する配当: 542651の配当金は増加していますが、同社は7年間しか配当金を支払っていません。配当利回り対市場KPIT Technologies 配当利回り対市場542651 配当利回りは市場と比べてどうか?セグメント配当利回り会社 (542651)1.1%市場下位25% (IN)0.3%市場トップ25% (IN)1.5%業界平均 (Software)2.5%アナリスト予想 (542651) (最長3年)2.2%注目すべき配当: 542651の配当金 ( 1.14% ) はIndian市場の配当金支払者の下位 25% ( 0.29% ) よりも高くなっています。高配当: 542651の配当金 ( 1.14% ) はIndian市場の配当金支払者の上位 25% ( 1.47% ) と比較すると低いです。株主への利益配当収益カバレッジ: 542651の 配当性向 ( 31.2% ) はかなり低いため、配当金の支払いは利益によって十分にカバーされます。株主配当金キャッシュフローカバレッジ: 542651は低い 現金配当性向 ( 21.3% ) であるため、配当金の支払いはキャッシュフローによって十分にカバーされています。高配当企業の発掘7D1Y7D1Y7D1YIN 市場の強力な配当支払い企業。View Management企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/05/07 15:31終値2026/05/07 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋KPIT Technologies Limited 15 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。29 アナリスト機関Pulkit Chawla360 ONE Capital Market Private LimitedAshwin MehtaAmbit CapitalNitin BhasinAmbit Capital26 その他のアナリストを表示
Declared Dividend • Jan 31Dividend of ₹2.25 announcedShareholders will receive a dividend of ₹2.25. Ex-date: 4th February 2026 Payment date: 28th February 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 41% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Upcoming Dividend • Jul 21Upcoming dividend of ₹6.00 per shareEligible shareholders must have bought the stock before 28 July 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (1.6%).
Declared Dividend • Jun 30Final dividend increased to ₹6.00Dividend of ₹6.00 is 30% higher than last year. Ex-date: 28th July 2025 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 50% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Declared Dividend • Jan 31Dividend increased to ₹2.50Dividend of ₹2.50 is 19% higher than last year. Ex-date: 4th February 2025 Payment date: 28th February 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 44% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jan 29KPIT Technologies Limited Approves an Interim Dividend on Equity for the Financial Year Ending March 31, 2025KPIT Technologies Limited announced Board of Directors of the Company, at their meeting held on January 29, 2025, through video conferencing, inter alia, has approved the Interim Dividend of INR 2.50/- per equity share (i.e. 25%) of face value of INR 10/each, for the financial year ending March 31, 2025, to be paid to the members of the Company within stipulated time as per the provisions of Companies Act, 2013, and the Rules made thereunder. Record date of February 4, 2025.
お知らせ • Aug 28KPIT Technologies Limited Approves Final Cash Dividend for the Financial Year Ended March 31, 2024KPIT Technologies Limited at its AGM held on August 27, 2024, approved to declare final cash dividend for the financial year ended March 31, 2024 at INR 4.60 per equity share of INR 10 each (at 46%) in addition to interim dividend paid at INR 2.10 per equity share of INR 10 each (at 21%).
New Risk • 21hNew minor risk - Profit margin trendThe company's profit margins are lower than last year and have reduced by more than 30%. Net profit margin: 9.7% Last year net profit margin: 14% This is considered a minor risk. A large drop in profit margin could indicate the company does not have strong competitive advantages or it is yet to establish itself and its core business. Even if it is a well established business, this may make it a much riskier investment than one that has a combination of proven competitive advantages and a stable or growing profit margin. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Profit margins are more than 30% lower than last year (9.7% net profit margin).
お知らせ • Apr 29KPIT Technologies Limited to Report Q4, 2026 Results on May 06, 2026KPIT Technologies Limited announced that they will report Q4, 2026 results on May 06, 2026
Buy Or Sell Opportunity • Apr 27Now 22% overvaluedOver the last 90 days, the stock has fallen 33% to ₹735. The fair value is estimated to be ₹605, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 22% over the last 3 years. Earnings per share has grown by 26%. For the next 3 years, revenue is forecast to grow by 11% per annum. Earnings are also forecast to grow by 16% per annum over the same time period.
Price Target Changed • Mar 31Price target decreased by 7.6% to ₹1,110Down from ₹1,201, the current price target is an average from 19 analysts. New target price is 75% above last closing price of ₹635. Stock is down 50% over the past year. The company is forecast to post earnings per share of ₹25.55 for next year compared to ₹30.93 last year.
Declared Dividend • Jan 31Dividend of ₹2.25 announcedShareholders will receive a dividend of ₹2.25. Ex-date: 4th February 2026 Payment date: 28th February 2026 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (22% cash payout ratio). The dividend has increased by an average of 41% per year over the past 7 years. However, payments have been volatile during that time. EPS is expected to grow by 66% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jan 30Third quarter 2026 earnings released: EPS: ₹4.90 (vs ₹6.89 in 3Q 2025)Third quarter 2026 results: EPS: ₹4.90 (down from ₹6.89 in 3Q 2025). Revenue: ₹16.2b (up 9.4% from 3Q 2025). Net income: ₹1.33b (down 29% from 3Q 2025). Profit margin: 8.2% (down from 13% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 26% per year but the company’s share price has only increased by 10% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 15KPIT Technologies Limited to Report Q3, 2026 Results on Jan 29, 2026KPIT Technologies Limited announced that they will report Q3, 2026 results on Jan 29, 2026
Reported Earnings • Nov 11Second quarter 2026 earnings released: EPS: ₹6.22 (vs ₹7.51 in 2Q 2025)Second quarter 2026 results: EPS: ₹6.22 (down from ₹7.51 in 2Q 2025). Revenue: ₹15.9b (up 7.9% from 2Q 2025). Net income: ₹1.69b (down 17% from 2Q 2025). Profit margin: 11% (down from 14% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has only increased by 21% per year, which means it is significantly lagging earnings growth.
お知らせ • Oct 31KPIT Technologies Limited to Report Q2, 2026 Results on Nov 10, 2025KPIT Technologies Limited announced that they will report Q2, 2026 results on Nov 10, 2025
お知らせ • Oct 28KPIT Technologies Limited (NSEI:KPITTECH) completed the acquisition of Caresoft Global Inc., CAREG LOTECH de RL de CV and Oxi S.R.L from Caresoft Global Holdings Limited, Sabella Davies and Richard Ambadipudi.KPIT Technologies Limited (NSEI:KPITTECH) entered into a definitive Share Purchase Agreement to acquire Caresoft Global Inc., CAREG LOTECH de RL de CV and Oxi S.R.L from Caresoft Global Holdings Limited, Sabella Davies and Richard Ambadipudi for approximately $190 million on May 6, 2025. Total consideration for acquisition will be a maximum of $191 million, including $25 million variable consideration swap or any other form and based on achievement of revenue and other business synergy details of the same milestones. This total consideration can be paid in one or more tranches over a period of 4 years with cash consideration and/or equity shares at the option of KPIT for an amount not more than $25 million, subject to shareholders' approval. As of August 8, 2025, the parties together renegotiated the consideration amount for Caresoft. Subsequently, the amount for acquisition of Caresoft is finalized at total consideration up to $157 million including $15 million variable pay based on achievement of revenue and other business synergy milestones. This consideration can be paid for in one or more tranches over a period of 4 years. Other terms & conditions of said agreement remain unchanged. KPIT will acquire the carved-out Caresoft Global’s Engineering Solutions business globally. Aligned with the needs of Global OEMs and KPIT’s goals, this partnership will create multi-dimensional synergies. As of August 15, 2025, KPIT Technologies (UK) Limited and KPIT Technologies Inc, USA have paid the Initial Consideration of $51 million. As of October 10, 2025, KPIT Technologies (UK) Limited has paid $6 million for acquiring 100% equity shares of OXI SRL Italy. For the period ending December 31, 2024, Caresoft Global Inc., CAREG LOTECH de RL de CV, Oxi S.R.L and Caresoft Engineering Business reported total revenue of $51 million. The transaction is subject to approval of offer by acquirer board and approval of offer by target shareholders. The deal has been approved by the board. On June 23, 2025, it was announced that the transaction is expected to close by the end of the current quarter. Avendus Capital Private Limited act as financial advisor for KPIT Technologies Limited. Khaitan & Co. acted as a legal advisor to KPIT Technologies. KPIT Technologies Limited (NSEI:KPITTECH) completed the acquisition of Caresoft Global Inc., CAREG LOTECH de RL de CV and Oxi S.R.L from Caresoft Global Holdings Limited, Sabella Davies and Richard Ambadipudi on October 28, 2025
Upcoming Dividend • Jul 21Upcoming dividend of ₹6.00 per shareEligible shareholders must have bought the stock before 28 July 2025. Payment date: 11 September 2025. Payout ratio is a comfortable 27% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.2%). Lower than average of industry peers (1.6%).
Reported Earnings • Jul 15Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹30.93 (up from ₹21.95 in FY 2024). Revenue: ₹58.4b (up 20% from FY 2024). Net income: ₹8.40b (up 41% from FY 2024). Profit margin: 14% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 37% per year.
お知らせ • Jul 09KPIT Technologies Limited, Annual General Meeting, Aug 12, 2025KPIT Technologies Limited, Annual General Meeting, Aug 12, 2025, at 10:30 Indian Standard Time.
Declared Dividend • Jun 30Final dividend increased to ₹6.00Dividend of ₹6.00 is 30% higher than last year. Ex-date: 28th July 2025 Payment date: 1st January 1970 Dividend yield will be 0.7%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 50% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 41% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
お知らせ • Jun 27KPIT Technologies Limited to Report Q1, 2026 Results on Jul 30, 2025KPIT Technologies Limited announced that they will report Q1, 2026 results on Jul 30, 2025
Reported Earnings • Apr 30Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹30.93 (up from ₹21.95 in FY 2024). Revenue: ₹58.4b (up 20% from FY 2024). Net income: ₹8.40b (up 41% from FY 2024). Profit margin: 14% (up from 12% in FY 2024). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 6.1%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year whereas the company’s share price has increased by 33% per year.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹1,071, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 25x in the Software industry in India. Total returns to shareholders of 81% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹527 per share.
お知らせ • Mar 27KPIT Technologies Limited to Report Q4, 2025 Results on Apr 28, 2025KPIT Technologies Limited announced that they will report Q4, 2025 results on Apr 28, 2025
Recent Insider Transactions • Mar 07Insider recently sold ₹18m worth of stockOn the 4th of March, Rohan Sohoni sold around 15k shares on-market at roughly ₹1,197 per share. This transaction amounted to 71% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹77m. Insiders have been net sellers, collectively disposing of ₹129m more than they bought in the last 12 months.
Declared Dividend • Jan 31Dividend increased to ₹2.50Dividend of ₹2.50 is 19% higher than last year. Ex-date: 4th February 2025 Payment date: 28th February 2025 Dividend yield will be 0.5%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (25% earnings payout ratio) and cash flows (18% cash payout ratio). The dividend has increased by an average of 44% per year over the past 6 years. However, payments have been volatile during that time. EPS is expected to grow by 59% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jan 30Third quarter 2025 earnings: EPS misses analyst expectationsThird quarter 2025 results: EPS: ₹6.89 (up from ₹5.73 in 3Q 2024). Revenue: ₹14.8b (up 18% from 3Q 2024). Net income: ₹1.87b (up 20% from 3Q 2024). Profit margin: 13% (in line with 3Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has only increased by 32% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 29KPIT Technologies Limited Approves an Interim Dividend on Equity for the Financial Year Ending March 31, 2025KPIT Technologies Limited announced Board of Directors of the Company, at their meeting held on January 29, 2025, through video conferencing, inter alia, has approved the Interim Dividend of INR 2.50/- per equity share (i.e. 25%) of face value of INR 10/each, for the financial year ending March 31, 2025, to be paid to the members of the Company within stipulated time as per the provisions of Companies Act, 2013, and the Rules made thereunder. Record date of February 4, 2025.
Recent Insider Transactions • Jan 05Insider recently sold ₹3.4m worth of stockOn the 30th of December, Nishant Tholiya sold around 2k shares on-market at roughly ₹1,472 per share. This transaction amounted to 3.7% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹77m. Insiders have been net sellers, collectively disposing of ₹79m more than they bought in the last 12 months.
お知らせ • Dec 24KPIT Technologies Limited to Report Q3, 2025 Results on Jan 29, 2025KPIT Technologies Limited announced that they will report Q3, 2025 results on Jan 29, 2025
Recent Insider Transactions • Dec 12CTO & Whole-Time Director recently sold ₹77m worth of stockOn the 9th of December, Anup Sable sold around 50k shares on-market at roughly ₹1,538 per share. This transaction amounted to 12% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹72m more than they bought in the last 12 months.
お知らせ • Nov 05Kpit Technologies Limited Announces Management ChangesKPIT Technologies Limited informed about the changes in the Senior Management Personnel of the Company as approved by Board of Directors on November 5, 2024, as follows: Consequent to resignation by Mr. Shashwat Mitra from his duties and responsibilities as Global HR Head, the Board has appointed Mr. Rajesh Kumar Singh as Global HR Head in the capacity of Sr. Vice President. Mr. Rajesh Kumar Singh joined KPIT in 2017 and served as the Global Head of Human Resources till 2023.Mr. Singh has played a key role in building rigor in talent management in the employee lifecycle with significant outcome on talent engagement, retention and development. His thought leadership in making improvements on processes, systems and business outcomes is highly appreciated as well. Now, Board has appointed Mr. Rajesh Kumar Singh as Global HR Head in the capacity of Sr. Vice President. Mr. Rajesh Kumar Singh started his career as Probationary Officer with SBI and then joined Civil Services in the Ministry of Communication & IT. He then proceeded to do his executive MBA from IIM Calcutta post which he worked in leadership roles in HR in leading companies - Infosys & Novartis. He has also done Post Graduation from National University of Singapore on Lee Kuan Yew Graduate Scholarship. Resignation of Mr. Mitra as Global HR Head due to personal reasons. Cessation as SMP with effect from November 5, 2024. Mr. Rajesh Kumar Singh is appointed as Senior Management Personnel with effect from November 5, 2024. Term of appointment: Existing Full-Time employment.
Valuation Update With 7 Day Price Move • Oct 30Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to ₹1,386, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 36x in the Software industry in India. Total returns to shareholders of 307% over the past three years.
Price Target Changed • Oct 25Price target decreased by 8.1% to ₹1,802Down from ₹1,960, the current price target is an average from 18 analysts. New target price is 31% above last closing price of ₹1,372. Stock is up 21% over the past year. The company is forecast to post earnings per share of ₹29.01 for next year compared to ₹21.95 last year.
New Risk • Oct 24New minor risk - Insider sellingThere has been significant insider selling in the company's shares over the past 3 months. Total value of shares sold: ₹27m This is considered a minor risk. There are several reasons why an insider may be selling, including to cover a tax obligation or pay for some other expense. However, we generally consider it a negative if insiders have been selling, especially if they do so below the current price. It implies that they considered a lower price to be reasonable. This is a weak signal, but if there is a pattern of unexplained selling, it can be a sign the insider believes the company's stock is overpriced. Note: We only include open market transactions and private dispositions of directly owned stock by individuals, not by corporations or trusts. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Significant insider selling over the past 3 months (₹27m sold).
Reported Earnings • Oct 24Second quarter 2025 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2025 results: EPS: ₹7.51 (up from ₹5.20 in 2Q 2024). Revenue: ₹14.7b (up 23% from 2Q 2024). Net income: ₹2.04b (up 45% from 2Q 2024). Profit margin: 14% (up from 12% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Earnings per share (EPS) also surpassed analyst estimates by 10%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 65% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 10+ 1 more updateKPIT Technologies Limited (NSEI:KPITTECH) completed the acquisition of an additional 13% stake in N-Dream AG.KPIT Technologies Limited (NSEI:KPITTECH) agreed to acquire an additional 13% stake in N-Dream AG for €3 million on July 24, 2024. Upon completion, KPIT Technologies Limited will own 26% stake in N-Dream AG. For the year ended December 31, 2023, N-Dream AG reported a turnover of CHF 3.4 million. The expected completion of the transaction is August 20, 2024. KPIT Technologies Limited (NSEI:KPITTECH) completed the acquisition of an additional 13% stake in N-Dream AG on October 9, 2024. The cash consideration of €2.3 million was made as primary investment and €0.7 million was made as secondary investment. The transaction has satisfied all the closing conditions.
お知らせ • Sep 30KPIT Technologies Limited to Report First Half, 2025 Results on Oct 23, 2024KPIT Technologies Limited announced that they will report first half, 2025 results on Oct 23, 2024
お知らせ • Aug 28KPIT Technologies Limited Approves Final Cash Dividend for the Financial Year Ended March 31, 2024KPIT Technologies Limited at its AGM held on August 27, 2024, approved to declare final cash dividend for the financial year ended March 31, 2024 at INR 4.60 per equity share of INR 10 each (at 46%) in addition to interim dividend paid at INR 2.10 per equity share of INR 10 each (at 21%).
Price Target Changed • Jul 26Price target increased by 7.6% to ₹1,869Up from ₹1,736, the current price target is an average from 16 analysts. New target price is approximately in line with last closing price of ₹1,788. Stock is up 67% over the past year. The company is forecast to post earnings per share of ₹28.74 for next year compared to ₹21.95 last year.
Declared Dividend • Jul 26Dividend increased to ₹4.60Dividend of ₹4.60 is 74% higher than last year. Ex-date: 9th August 2024 Payment date: 26th September 2024 Dividend yield will be 0.4%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (31% earnings payout ratio) and cash flows (21% cash payout ratio). The dividend has increased by an average of 55% per year over the past 5 years. However, payments have been volatile during that time. EPS is expected to grow by 67% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
Reported Earnings • Jul 25First quarter 2025 earnings: EPS exceeds analyst expectations while revenues lag behindFirst quarter 2025 results: EPS: ₹7.53 (up from ₹4.95 in 1Q 2024). Revenue: ₹13.6b (up 24% from 1Q 2024). Net income: ₹2.04b (up 52% from 1Q 2024). Profit margin: 15% (up from 12% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 1.0%. Earnings per share (EPS) exceeded analyst estimates by 17%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 39% per year but the company’s share price has increased by 83% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 24+ 1 more updateKPIT Technologies Limited, Annual General Meeting, Aug 27, 2024KPIT Technologies Limited, Annual General Meeting, Aug 27, 2024.
お知らせ • Jun 28KPIT Technologies Limited to Report Q1, 2025 Results on Jul 24, 2024KPIT Technologies Limited announced that they will report Q1, 2025 results on Jul 24, 2024
Reported Earnings • Apr 30Full year 2024 earnings: Revenues and EPS in line with analyst expectationsFull year 2024 results: EPS: ₹21.95 (up from ₹14.11 in FY 2023). Revenue: ₹49.3b (up 47% from FY 2023). Net income: ₹5.95b (up 56% from FY 2023). Profit margin: 12% (in line with FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 40% per year but the company’s share price has increased by 94% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Apr 30KPIT Technologies Limited Recommends Final Dividend for the Financial Year 2023-24KPIT Technologies Limited at its board of directors meeting held on April 29, 2024, recommended final dividend at INR 4.60 per equity share of INR 10.00 each (46%) for Fiscal Year 2023-24, subject to declaration of the same by members at the upcoming Annual General Meeting of the Company to be held within the stipulated timeline as per the Companies Act, 2013 and the Rules made thereunder. The dividend, if declared by the members at the AGM will be paid within the statutory timeline as per the Companies Act, 2013 & the Rules made thereunder.
お知らせ • Apr 21KPIT Technologies Limited (NSEI:KPITTECH) acquired the remaining 40% stake in PathPartner Technology Pvt. Ltd. for INR 1 billionKPIT Technologies Limited (NSEI:KPITTECH) acquired the remaining 40% stake in PathPartner Technology Pvt. Ltd. for INR 1 billion on April 19, 2024. KPIT Technologies Limited (NSEI:KPITTECH) completed the acquisition of the remaining 40% stake in PathPartner Technology Pvt. Ltd. on April 19, 2024.
お知らせ • Mar 28KPIT Technologies Limited to Report Fiscal Year 2024 Results on Apr 29, 2024KPIT Technologies Limited announced that they will report fiscal year 2024 results on Apr 29, 2024
Recent Insider Transactions • Feb 28Insider recently bought ₹32m worth of stockOn the 23rd of February, Srinath Batni bought around 20k shares on-market at roughly ₹1,587 per share. This trade did not impact their existing holding. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold ₹46m more in shares than they bought in the last 12 months.
Upcoming Dividend • Feb 02Upcoming dividend of ₹2.10 per share at 0.3% yieldEligible shareholders must have bought the stock before 09 February 2024. Payment date: 29 February 2024. Payout ratio is a comfortable 24% and this is well supported by cash flows. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.1%). Lower than average of industry peers (1.2%).
Price Target Changed • Feb 01Price target increased by 8.1% to ₹1,540Up from ₹1,424, the current price target is an average from 14 analysts. New target price is approximately in line with last closing price of ₹1,524. Stock is up 93% over the past year. The company is forecast to post earnings per share of ₹21.74 for next year compared to ₹14.10 last year.
Reported Earnings • Jan 31Third quarter 2024 earnings: EPS and revenues exceed analyst expectationsThird quarter 2024 results: EPS: ₹5.73 (up from ₹3.72 in 3Q 2023). Revenue: ₹12.7b (up 39% from 3Q 2023). Net income: ₹1.55b (up 55% from 3Q 2023). Profit margin: 12% (up from 11% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.1%. Earnings per share (EPS) also surpassed analyst estimates by 4.5%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 125% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 30KPIT Technologies Limited Approves an Interim Dividend for the Financial Year 2023-24KPIT Technologies Limited informed that the Board of Directors of the Company, at their meeting held on January 30, 2024 through video conferencing, has approved the Interim Dividend of INR 2.10 per equity share (i.e. 21%) of face value of INR 10 each, for the financial year 2023-24, to be paid to the members of the Company within stipulated time as per the provisions of Companies Act, 2013, and the Rules made thereunder. Record date is February 9, 2024.
お知らせ • Jan 16Kpit Technologies Limited Announces Resignation of Nickhil Jakatdar as an Independent DirectorKPIT Technologies Limited informed that Dr. Nickhil Jakatdar (DIN: 05139034) has completed his term as an Independent Director of the Company on January 15, 2024, and consequently has ceased to be a Director of the Company w.e.f. the end of business hours of said date.
お知らせ • Jan 11KPIT Technologies Limited Announces Change in ManagementKPIT Technologies Limited announced the changes in the Senior Management Personnel of the Company as approved by Board of Directors on January 11, 2024, as follows: Mr. Rohan Sohoni is elevated to Member of Executive Council. Mr. Rohan Sohoni, fluent in Japanese, has been in the region for over two decades and he has been instrumental in establishing KPIT's presence in Asia across JKC (Japan, Korea and China) and SEANZ (Southeast Asia, Australia and New Zealand) since 2005. Mr. Rohan Sohoni has been driving the growth for KPIT in Asia and Japan majorly with a trusted partnership with key clients. Managing executive relationships with clients and conceptualizing large, complex global deals has always been one of his strong attributes. Mr. Rohan Sohoni has an engineering degree in Computers. His executive education includes leadership excellence programs such as the GRLP (Global Resilient Leadership Program) conducted by the Nissan Foundation with Waseda & Wharton Business school as well as the KPIT "Elevate" at the Stanford Graduate School of Business, USA. Mr. Rajeeb Nath is moving into a new role of leading special projects. Mr. Rajeeb Nath has been with KPIT since 2015 and since mid of 2022, he assumed part time role and now will have much lesser time spent on active assignments. He has naturally gravitated towards supporting on special projects and moving out of the position of Executive Council Member. Mr. Rajesh Kumar Singh is moving into role of Sr. Vice President at KPIT. Mr. Rajesh Kumar Singh joined KPIT in 2017 and served as the Global Head of Human Resources till 2023. Mr. Singh has played a key role in building rigor in talent management in employee lifecycle with significant outcome on talent engagement, retention and development. He will be moving into his role as the Senior Vice President at KPIT. Mr. Shashwat Mitra is elevated to HR Functional Head. Mr. Shashwat Mitra has significant experience across geography in HR Strategy, Cultural Transformation, Leadership, Talent Management & Development, Compensation & HR Analytics. He joined KPIT in year 2022 & has been heading HR for India, Asia along with key strategic HR initiatives. He has played a key role in building pipeline for managers in Delivery which reinforces mission of being the `Best Place To Grow'. Now, Mr. Mitra has been elevated to HR Functional Head. Mr. Shashwat Mitra holds a degree in Mechanical Engineering (Gold Medalist and Hons) and Human Resources Management from XLRI Jamshedpur. He has 3 international papers published & a patent to his name and has been named 40 under 40 in Human Resources in 2023. Mr. Rohan Sohoni has been appointed as Member of the Executive Council with effect from January 01, 2024. Term of appointment: Existing Full-Time employment. Mr. Rajeeb Nath will be moving to a new role of leading special projects from Member of Executive Council (ceased to be senior management personnel with effect from January 01, 2024). Term of appointment: Existing Full-Time employment. Mr. Rajesh Kumar Singh moving to new role of Sr. Vice President from the role of HR Functional Head. (ceased to be senior management personnel with effect from January 01, 2024). Term of appointment: Existing Full-Time employment. Mr. Shashwat Mitra has been appointed as HR Functional Head with effect from January 01, 2024. Term of appointment: Existing Full-Time employment.
Price Target Changed • Jan 09Price target increased by 10% to ₹1,424Up from ₹1,291, the current price target is an average from 14 analysts. New target price is 6.1% below last closing price of ₹1,517. Stock is up 111% over the past year. The company is forecast to post earnings per share of ₹21.49 for next year compared to ₹14.10 last year.
お知らせ • Dec 23KPIT Technologies Limited to Report Q3, 2024 Results on Jan 30, 2024KPIT Technologies Limited announced that they will report Q3, 2024 results on Jan 30, 2024
お知らせ • Dec 22Kpit Technologies Limited Announces Change in Role of Senior Management PersonnelKPIT Technologies Limited announced that Mr. Pankaj Sathe who is currently designated as Senior Management Personnel will move to a new role to establish and lead the Strategy & Growth Office with effect from December 22, 2023. Mr. Pankaj Sathe will continue to report to Mr. Kishor Patil, CEO & Managing Director of the Company. Term of appointment: Existing Full-Time employment Mr. Pankaj has over 25 years of in-depth experience in establishing sales, marketing and operations in new geographies, integrating acquired companies, partnering with customers and developing value- generating propositions for them. He has participated in the growth of the company globally and been instrumental in KPIT's growth in Europe, where he successfully established local presence and expanded business organically as well as inorganically. In KPIT, the first role that Pankaj focused on was to establish marketing of software services. He initiated the process of marketing planning in the organization, including corporate-level messaging into key customer accounts, branding and industry events. Pankaj led the global sales function of KPIT for several years and also moved onto play other key roles in KPIT over time including leading globally the HR and Operations based out of the India location. Pankaj is an Electronics & Telecommunications engineer from the Delhi College of Engineering, India and holds a master's in business administration from IIM, Lucknow, India. Pankaj began his career in sales and marketing in 1991 with the Godrej Group, India as Product Manager for new business areas and was responsible for their successful diversification into medical diagnostics. He later worked with companies like HCL and Ranbaxy in the areas of electronic CAD design, commercial, sales, marketing, product management and business management. He has been a member of the IEEE and supports the IIM Alumni Association, Europe.
お知らせ • Nov 03KPIT Technologies Limited Appoints Gabriel Seiberth as President & Geography Head - Europe and a Member of the Executive CouncilKPIT Technologies Limited announced that Dr. Gabriel Seiberth has been appointed as President & Geography Head - Europe and a Member of the Executive Council with effect from November 02, 2023. Term of appointment: Full Time Employment. Gabriel has over 25 years of experience in technology, consulting, and engineering within the automotive and discrete manufacturing industries. This will help to further develop business both in terms of industry network and strategy. In the first part of his career, he worked for Siemens in various capacities, including consulting, strategy, and business development. The multinational technology conglomerate had just acquired Nixdorf Computers and was assembling a global information & communications division, of which Gabriel was a part. Upon Atos' acquisition of the Siemens IT division, Gabriel worked for this leading European IT organization for three years. In Germany, he took over engineering services and developed the IOT business at the intersection of Cloud and Edge. In 2014, he joined Accenture's newly formed Digital division. He helped to develop 'Industry X', which provides consulting, cloud, embedded software, engineering, and validation services to manufacturing clients. Gabriel was responsible for the automotive business in the DACH region and for the automotive transformational consulting team. During this time, he focused on digital transformation and software defined vehicles. Gabiel will be based out of Munich. Originally from Berlin, Gabriel has lived in Munich for more than 20 years. During his free time, he enjoys sports in the Alps, preferably running and cycling. He has a keen interest in theoretical computer science especially artificial intelligence, where he actively publishes.
Reported Earnings • Nov 02Second quarter 2024 earnings: EPS and revenues exceed analyst expectationsSecond quarter 2024 results: EPS: ₹5.20 (up from ₹3.09 in 2Q 2023). Revenue: ₹12.0b (up 61% from 2Q 2023). Net income: ₹1.41b (up 69% from 2Q 2023). Profit margin: 12% (in line with 2Q 2023). Revenue exceeded analyst estimates by 2.9%. Earnings per share (EPS) also surpassed analyst estimates by 5.6%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 42% per year but the company’s share price has increased by 132% per year, which means it is tracking significantly ahead of earnings growth.
Price Target Changed • Nov 01Price target increased by 8.6% to ₹1,204Up from ₹1,108, the current price target is an average from 12 analysts. New target price is approximately in line with last closing price of ₹1,215. Stock is up 71% over the past year. The company is forecast to post earnings per share of ₹20.65 for next year compared to ₹14.10 last year.
Price Target Changed • Oct 05Price target increased by 8.0% to ₹1,065Up from ₹986, the current price target is an average from 10 analysts. New target price is 8.0% below last closing price of ₹1,157. Stock is up 74% over the past year. The company is forecast to post earnings per share of ₹19.99 for next year compared to ₹14.10 last year.
お知らせ • Sep 26KPIT Technologies Limited to Report Q2, 2024 Results on Oct 30, 2023KPIT Technologies Limited announced that they will report Q2, 2024 results on Oct 30, 2023
Recent Insider Transactions • Sep 13Executive Vice President of US recently sold ₹20m worth of stockOn the 8th of September, Rajeeb Nath sold around 17k shares on-market at roughly ₹1,173 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹256m more than they bought in the last 12 months.
お知らせ • Aug 30KPIT Technologies Limited Approves Final Dividend for the Financial Year Ended March 31, 2023KPIT Technologies Limited at the Annual General Meeting held on August 29, 2023, approved to declare final dividend for the financial year ended at INR 2.65 per equity share of INR 10 each (at 26.50%) in addition to Interim Dividend paid at INR 1.45 per equity share of INR 10 each (at 14.50%).
Upcoming Dividend • Aug 07Upcoming dividend of ₹2.65 per share at 0.4% yieldEligible shareholders must have bought the stock before 14 August 2023. Payment date: 28 September 2023. Payout ratio is a comfortable 29% and this is well supported by cash flows. Trailing yield: 0.4%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.6%).
お知らせ • Aug 03KPIT Technologies Limited, Annual General Meeting, Aug 29, 2023KPIT Technologies Limited, Annual General Meeting, Aug 29, 2023, at 15:00 Indian Standard Time. Agenda: To receive, consider and adopt the Audited Financial Statements for the financial year ended March 31, 2023, together with the reports of the Auditors and the Board of Directors thereon; to receive, consider and adopt the Audited Consolidated Financial Statements for the financial year ended March 31, 2023, together with the report of the Auditors thereon; to declare final dividend for the financial year ended March 31, 2023; to appoint a director in place of Mr. Kishor Patil who retires by rotation and being eligible offers himself for reappointment; to consider and if thought fit, to pass with or without modification(s), the following resolution as an ORDINARY RESOLUTION; and to consider other matters if any.
Reported Earnings • Jul 26First quarter 2024 earnings: EPS and revenues exceed analyst expectationsFirst quarter 2024 results: EPS: ₹4.95 (up from ₹3.16 in 1Q 2023). Revenue: ₹11.2b (up 63% from 1Q 2023). Net income: ₹1.34b (up 57% from 1Q 2023). Profit margin: 12% (in line with 1Q 2023). Revenue exceeded analyst estimates by 2.8%. Earnings per share (EPS) also surpassed analyst estimates by 15%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 41% per year but the company’s share price has increased by 153% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 25Kpit Technologies Limited Announce Final Dividend for the Financial Year 2022-23KPIT Technologies Limited announced payment of Final Dividend of INR 2.65/- per Equity Share of INR 10/- each for the Financial Year 2022-23.
お知らせ • Jul 15KPIT Technologies Limited to Report Q1, 2024 Results on Jul 25, 2023KPIT Technologies Limited announced that they will report Q1, 2024 results on Jul 25, 2023
Recent Insider Transactions • Jul 06Head of Business Unit recently sold ₹2.0m worth of stockOn the 28th of June, Pushpahas Joshi sold around 2k shares on-market at roughly ₹1,098 per share. This transaction amounted to 1.8% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹9.6m. Insiders have been net sellers, collectively disposing of ₹236m more than they bought in the last 12 months.
Recent Insider Transactions • May 31Insider recently sold ₹9.6m worth of stockOn the 24th of May, Abhijeet Tembe sold around 10k shares on-market at roughly ₹962 per share. This transaction amounted to 33% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹24m. Insiders have been net sellers, collectively disposing of ₹222m more than they bought in the last 12 months.
Price Target Changed • May 04Price target increased by 9.0% to ₹875Up from ₹803, the current price target is an average from 10 analysts. New target price is approximately in line with last closing price of ₹909. Stock is up 65% over the past year. The company is forecast to post earnings per share of ₹19.63 for next year compared to ₹14.10 last year.
Reported Earnings • Apr 28Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹14.10 (up from ₹10.17 in FY 2022). Revenue: ₹34.1b (up 40% from FY 2022). Net income: ₹3.81b (up 39% from FY 2022). Profit margin: 11% (in line with FY 2022). Revenue exceeded analyst estimates by 1.7%. Earnings per share (EPS) also surpassed analyst estimates by 1.8%. Revenue is forecast to grow 18% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 38% per year but the company’s share price has increased by 156% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Mar 23Insider recently sold ₹24m worth of stockOn the 17th of March, Akshay Kanetkar sold around 28k shares on-market at roughly ₹870 per share. This transaction amounted to 52% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹150m. Insiders have been net sellers, collectively disposing of ₹212m more than they bought in the last 12 months.
Recent Insider Transactions • Mar 15Co-founder recently sold ₹7.4m worth of stockOn the 10th of March, Sashishekhar Pandit sold around 9k shares on-market at roughly ₹821 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹150m. This was Sashishekhar's only on-market trade for the last 12 months.
Recent Insider Transactions • Mar 09Head of Business Unit recently sold ₹1.7m worth of stockOn the 2nd of March, Pushpahas Joshi sold around 2k shares on-market at roughly ₹845 per share. This transaction amounted to 2.0% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹150m. Insiders have been net sellers, collectively disposing of ₹181m more than they bought in the last 12 months.
Recent Insider Transactions • Feb 19Insider recently sold ₹150m worth of stockOn the 15th of February, Ajay Bhagwat sold around 181k shares on-market at roughly ₹829 per share. This transaction amounted to 6.9% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹179m more than they bought in the last 12 months.
Price Target Changed • Feb 03Price target increased by 8.4% to ₹753Up from ₹695, the current price target is an average from 8 analysts. New target price is approximately in line with last closing price of ₹776. Stock is up 25% over the past year. The company is forecast to post earnings per share of ₹13.74 for next year compared to ₹10.17 last year.
Upcoming Dividend • Feb 03Upcoming dividend of ₹1.45 per share at 0.5% yieldEligible shareholders must have bought the stock before 10 February 2023. Payment date: 02 March 2023. Payout ratio is a comfortable 26% and this is well supported by cash flows. Trailing yield: 0.5%. Lower than top quartile of Indian dividend payers (1.6%). Lower than average of industry peers (1.8%).
お知らせ • Feb 01KPIT Technologies Limited Approves the Interim Dividend for the Financial Year Ended March 31, 2023KPIT Technologies Limited informed that the Board of Directors at its meeting held on January 31, 2023, has approved the payment of an Interim Dividend of INR 1.45/- (14.5%) per Equity Share of INR 10/- each for the Financial Year ended March 31, 2023. The Interim Dividend approved by the Board of Directors at its Meeting held on Tuesday, January 31, 2023, will be paid to Members of the Company within statutory timelines as per the Companies Act, 2013.
Reported Earnings • Feb 01Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: ₹3.72 (up from ₹2.60 in 3Q 2022). Revenue: ₹9.38b (up 51% from 3Q 2022). Net income: ₹1.00b (up 44% from 3Q 2022). Profit margin: 11% (in line with 3Q 2022). Revenue exceeded analyst estimates by 4.2%. Earnings per share (EPS) also surpassed analyst estimates by 5.9%. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 36% per year but the company’s share price has increased by 97% per year, which means it is tracking significantly ahead of earnings growth.
Recent Insider Transactions • Dec 04Co-founder recently sold ₹722k worth of stockOn the 1st of December, Sashishekhar Pandit sold around 1k shares on-market at roughly ₹722 per share. This transaction amounted to 3.3% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth ₹2.2m. This was Sashishekhar's only on-market trade for the last 12 months.
Recent Insider Transactions • Nov 25Co-founder recently sold ₹3.4m worth of stockOn the 22nd of November, Sashishekhar Pandit sold around 5k shares on-market at roughly ₹684 per share. This transaction amounted to 14% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Sashishekhar's only on-market trade for the last 12 months.
Recent Insider Transactions • Oct 28Insider recently sold ₹2.2m worth of stockOn the 25th of October, Pankaj Sathe sold around 3k shares on-market at roughly ₹728 per share. This transaction amounted to 1.4% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹61m more than they bought in the last 12 months.
Reported Earnings • Oct 21Second quarter 2023 earnings: EPS misses analyst expectationsSecond quarter 2023 results: EPS: ₹3.09 (up from ₹2.42 in 2Q 2022). Revenue: ₹7.45b (up 26% from 2Q 2022). Net income: ₹834.8m (up 28% from 2Q 2022). Profit margin: 11% (in line with 2Q 2022). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.3%. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Sep 23Investor sentiment improved over the past weekAfter last week's 15% share price gain to ₹660, the stock trades at a forward P/E ratio of 49x. Average forward P/E is 20x in the Software industry in India. Total returns to shareholders of 610% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹276 per share.
Upcoming Dividend • Aug 05Upcoming dividend of ₹1.85 per shareEligible shareholders must have bought the stock before 12 August 2022. Payment date: 23 September 2022. Payout ratio is a comfortable 28% and this is well supported by cash flows. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (1.6%).
お知らせ • Jul 30+ 3 more updatesKPIT Technologies Limited to Report Q3, 2023 Results between Jan 31, 2023 and Feb 01, 2023KPIT Technologies Limited announced that they will report Q3, 2023 results between Jan 31, 2023 and Feb 01, 2023
お知らせ • Jul 27KPIT Technologies Limited Appoints Chinmay Pandit as Additional and Executive Director (Whole-Time Director)KPIT Technologies Limited announced the appointment of Mr. Chinmay Pandit as an Additional and Executive Director (Whole-time Director) of the Company, with effect from July 26, 2022.
Reported Earnings • Jul 27First quarter 2023 earnings: EPS exceeds analyst expectationsFirst quarter 2023 results: EPS: ₹3.16 (up from ₹2.24 in 1Q 2022). Revenue: ₹6.86b (up 21% from 1Q 2022). Net income: ₹854.3m (up 42% from 1Q 2022). Profit margin: 13% (up from 11% in 1Q 2022). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 5.2%. Over the next year, revenue is forecast to grow 22%, compared to a 23% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 25% per year but the company’s share price has increased by 87% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 16KPIT Technologies Limited to Report Q1, 2023 Results on Jul 26, 2022KPIT Technologies Limited announced that they will report Q1, 2023 results on Jul 26, 2022
Valuation Update With 7 Day Price Move • Jun 01Investor sentiment improved over the past weekAfter last week's 19% share price gain to ₹543, the stock trades at a forward P/E ratio of 42x. Average forward P/E is 22x in the Software industry in India. Total returns to shareholders of 486% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹249 per share.
Reported Earnings • Apr 28Full year 2022 earnings: EPS exceeds analyst expectationsFull year 2022 results: EPS: ₹10.17 (up from ₹5.43 in FY 2021). Revenue: ₹24.8b (up 22% from FY 2021). Net income: ₹2.74b (up 88% from FY 2021). Profit margin: 11% (up from 7.2% in FY 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 1.2%. Over the next year, revenue is forecast to grow 19%, compared to a 25% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 77% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Apr 27Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Independent Director Anant Talaulicar was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
Reported Earnings • Feb 02Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: ₹2.60 (up from ₹1.55 in 3Q 2021). Revenue: ₹6.31b (up 22% from 3Q 2021). Net income: ₹700.1m (up 68% from 3Q 2021). Profit margin: 11% (up from 8.1% in 3Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 1.5%. Over the next year, revenue is forecast to grow 19%, compared to a 22% growth forecast for the industry in India.
Board Change • Feb 02Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 12 experienced directors. No highly experienced directors. Independent Director Anant Talaulicar was the last director to join the board, commencing their role in 2019. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
お知らせ • Feb 01KPIT Technologies Limited Approves Interim Dividend for the Year 2022KPIT Technologies Limited announced that the Board of Directors of the Company, at its meeting held on February 1, 2022 approved Interim Dividend of INR 1.25 per equity share (i.e. 12.50%) of face value of INR 10 each, for the financial year 2021-22, to be paid to the members of the Company within stipulated time from the declaration by the Board, as per the provisions of Companies Act, 2013, and the Rules made thereunder. The Record Date, i.e. February 11, 2022, has been intimated to the Stock Exchanges vide letter dated January 25, 2022.