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Earnings Call

Kaynes Technology India Earnings Call: Key Takeaways

Kaynes reported strong FY26 consolidated growth with revenue up 33% YoY to ₹36,264 mn and EBITDA up 40%. Management is pivoting toward a fully integrated electronics ODM via major OSAT and PCB expansions.

Why this was an Alfa AlertNot a filter event. Results are strong but no specific prior guidance range was provided to benchmark a material beat.
Highlights
Revenue growthFY26: 33% YoY; Q4FY26: 26% YoY.
MarginsFY26 EBITDA margin improved 70bps to 15.8%.
Order book₹83,663 mn (up from ₹65,969 mn in Mar-25).
Demand visibilityStrong; Order book at ₹83,663 mn.
Management confidenceHigh; expanding into OSAT and HDI PCB.

Growth

FY26 Revenue grew 33% YoY; PAT grew 24% YoY. Q4FY26 revenue saw 26% YoY growth, though Q4 PAT declined 21%.

Outlook

OSAT Unit 2 and PCB Unit 1 operational by July 2026. Massive Gross Block increase from ₹7,895 mn to ₹17,910 mn.

Risks

Q4 PAT margin compression (-450 bps YoY), rising finance costs (+39%), and increased net working capital (125 days).

Source

Earnings Call filed with BSE, NSE: KAYNES. Summary written with AI assistance from the document.

Read the document ↗

Kaynes Technology India Ltd: key numbers

Share price
₹3,650.00
Market cap
₹24,468 Cr
Revenue (annual)
₹3,626 Cr
Net profit (annual)
₹363.9 Cr
P/E (TTM)
70.8×Sector 45.9×
Promoter holding
53.46%+0.00% QoQ
FII holding
5.82%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:39 IST BSE
Annual General Meeting

Kaynes Technology India Annual General Meeting

Kaynes Technology held its 18th Annual General Meeting on September 17, 2026, transacting ordinary and special business items as scheduled.