Kaynes Technology India Limited — PPTs, 30-07-2025: Investor Presentation

**1. Financial Highlights:**

Kaynes Technology posted robust Q1 FY26 results: Revenue climbed 34% YoY to ₹673.5 Cr. EBITDA soared 69% YoY to ₹113.0 Cr, pushing margins to 16.8%. Profit after tax rose 47% YoY to ₹74.6 Cr, with margins at 11.1%. The order book stands strong at ₹7,401.1 Cr.

**2. Strategic Initiatives & Growth Drivers:**

Strategic expansion includes new geographic footprints in USA, Canada, and SE Asia, plus entry into OSAT and HDI PCB. Major capacity additions are underway in Chamarajanagar (aerospace focus) and Hyderabad. IoT-enabled ODM solutions remain a key growth driver.

**3. Business Developments:**

Key business development includes the acquisition of Sensonic GmbH, bolstering its presence in the railway sector.

**4. Market Position & Competitive Advantage:**

A strong market position as a leading integrated ESDM and IoT solutions provider across diverse high-growth verticals. Competitive edge stems from long-standing relationships with marquee global customers, extensive certifications, and robust R&D.

**5. Investor Implications:**

The strong Q1 performance and strategic expansions signal positive growth potential, with the robust order book providing revenue visibility. Investors should monitor increasing net working capital days and the slight decline in ROCE/ROE for operational efficiency.