Cyient Limited — Investor Meet, 24-12-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Cyient Semiconductors is driving to become a leading Indian semiconductor company with a fabless model across high-end services, custom chips (ASIC), and proprietary products. The acquisition of Kinetic Technologies for ~₹332 Cr (current revenue ~$40M) accelerates its product strategy, adding 100+ IPs and doubling its market opportunity in power conversion for AI and industrial applications to $8.5 billion. Kinetic is projected to be EBIT positive from FY27 with 15-20% annual revenue growth and 45-50% gross margins. Management is confident about achieving a balanced revenue mix, targeting 50-55% from custom products post-acquisition.