Kaynes Technology India Limited — PPTs, 04-11-2025: Investor Presentation

Kaynes Technology posted strong H1 FY26 results with revenue jumping 47% YoY to ₹1,579.7 Cr and profit after tax (PAT) surging 77% YoY to ₹196 Cr. Q2 FY26 saw even higher growth, with revenue up 58% to ₹906.2 Cr and PAT doubling to ₹121.4 Cr. The company boasts a robust order book of ₹8,099.4 Cr. Industrial and Automotive segments are key revenue drivers, with India dominating geographically.

Kaynes is strategically transforming into an integrated electronics player by expanding into OSAT and HDI PCB manufacturing. This backward and vertical integration aims to offer end-to-end solutions, enhancing supply chain visibility and accelerating time-to-market. Recent developments include the launch of India's first commercial Multi-chip module from its Sanand OSAT facility, set to ramp up mass production by January 2026. Capacity expansions are underway at Chamarajanagar and Hyderabad, further bolstering manufacturing capabilities. Acquisitions like August Electronics, Tranzmeo, and Sensonic are driving technological and global reach, with management aiming to become a fully integrated electronics ODM.