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KPITTECH - Fundamental Analysis: Financial Health & Valuation

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Rating: 4.2

Last Updated Time : 02 Feb 26, 01:17 pm

Fundamental Rating: 4.2

Stock Code KPITTECH Market Cap 27,155 Cr. Current Price 991 ₹ High / Low 1,475 ₹
Stock P/E 47.8 Book Value 71.2 ₹ Dividend Yield 0.86 % ROCE 34.4 %
ROE 27.1 % Face Value 10.0 ₹ DMA 50 1,159 ₹ DMA 200 1,233 ₹
Chg in FII Hold -0.74 % Chg in DII Hold 1.46 % PAT Qtr 87.6 Cr. PAT Prev Qtr 119 Cr.
RSI 21.2 MACD -39.8 Volume 25,03,713 Avg Vol 1Wk 18,36,435
Low price 963 ₹ High price 1,475 ₹ PEG Ratio 1.81 Debt to equity 0.07
52w Index 5.49 % Qtr Profit Var -22.0 % EPS 19.4 ₹ Industry PE 23.9

📊 Financials: KPIT Technologies demonstrates strong fundamentals with ROCE at 34.4% and ROE at 27.1%, reflecting excellent capital efficiency. Debt-to-equity ratio of 0.07 indicates negligible leverage, ensuring financial stability. However, quarterly PAT declined from 119 Cr. to 87.6 Cr. (-22.0%), showing short-term earnings pressure. Cash flows remain healthy given consistent profitability and strong operational efficiency.

💹 Valuation: Current P/E of 47.8 is significantly higher than industry average (23.9), suggesting premium valuation. P/B ratio (~13.9) is elevated, while PEG ratio of 1.81 indicates moderate growth-adjusted valuation. Intrinsic value analysis suggests entry opportunities around 960–1,020 ₹, offering margin of safety compared to current price (991 ₹).

🏢 Business Model & Advantage: KPIT Technologies operates in automotive software and engineering services, specializing in electric vehicles, autonomous driving, and mobility solutions. Its competitive advantage lies in niche expertise, global client base, and strong innovation focus. Market cap of 27,155 Cr. positions it as a mid-to-large cap IT services player with high growth potential.

📈 Entry Zone & Holding Guidance: Attractive entry zone: 960–1,020 ₹. Long-term investors may hold given strong fundamentals, negligible debt, and sector tailwinds. Short-term weakness is visible (RSI 21.2, MACD negative), but long-term outlook remains positive due to industry demand in automotive technology.

Positive

  • High ROCE (34.4%) and ROE (27.1%) highlight superior efficiency.
  • Debt-to-equity ratio of 0.07 ensures strong balance sheet.
  • DII holding increased (+1.46%), showing domestic institutional confidence.
  • Strong positioning in EV and mobility software solutions.

Limitation

  • High P/E (47.8) compared to industry average (23.9) suggests overvaluation.
  • Elevated P/B ratio (~13.9) indicates expensive price relative to book value.
  • Quarterly profit decline (-22.0%) signals earnings pressure.
  • Dividend yield of 0.86% is modest, limiting income appeal.
  • Stock trading below DMA 50 (1,159 ₹) and DMA 200 (1,233 ₹) shows bearish trend.

Company Negative News

  • Decline in FII holding (-0.74%) reflects reduced foreign investor confidence.
  • Profit contraction in latest quarter highlights margin challenges.

Company Positive News

  • DII inflows (+1.46%) show strong domestic institutional support.
  • Strong focus on EV and autonomous driving solutions positions company for long-term growth.

Industry

  • Industry P/E at 23.9 indicates moderate valuation levels.
  • Automotive technology sector benefits from global EV and mobility demand.
  • Companies with niche expertise in software and engineering hold competitive advantage.

Conclusion

⚖️ KPIT Technologies demonstrates robust fundamentals with excellent return metrics, negligible debt, and strong industry positioning. Despite premium valuation and short-term profit decline, the company remains a resilient player in automotive software. Entry around 960–1,020 ₹ is recommended for long-term investors seeking exposure to EV and mobility technology growth.

Would you like me to also outline technical support and resistance levels (based on DMA, RSI, and MACD) to complement this fundamental view?

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