@Ameya_Vaidya KPIT provides annual guidance, so expect it in Q4.
Gone through concall, they indicated that current yr is exceptional, so I believe Fy 24-25 revenue guidance may be slightly lower. I believe they have many upwards levers for margin, so if they lower revenue guidance than possible they increase margin guidance. My sense is that they can increase margin comfortably, which is dragged down by future investment.
Said so all the speculation as per my studies. I know few who sold KPIT in past due to valuation, which they thought will enter later, which was not possible for them. So for me it make sense to hold. Also when we got appro 40% revenue growth for non-cyclical company it won’t possible to cruble down the growth, growth may come down gradually if so.
Disc: Invested and my views are biased.