Kaynes Technology India Limited — PPTs, 05-02-2026: Investor Presentation

Kaynes Technology delivered a strong performance for 9M FY26, with consolidated revenue up 37% year-on-year to 2,383.7 Cr and Profit After Tax jumping 54% to 272.6 Cr. Q3 FY26 also showed robust growth, with revenue at 804 Cr (up 22% YoY) and PAT at 76.6 Cr (up 15% YoY). The company's order book surged to an impressive 9,072.2 Cr. Industrial (including EV) and Automotive segments remain key revenue drivers.

A core strategy is transforming into a fully integrated electronics ODM. This involves significant backward integration into HDI PCB manufacturing and vertical integration into OSAT (Outsourced Semiconductor Assembly and Test) services, with its pilot OSAT plant already operational in Sanand, launching India's first commercial multi-chip module. Recent acquisitions like August Electronics (Canada), Tranzmeo (India), and Sensonic (Austria) further enhance global reach and technological capabilities in AI and smart solutions. These moves aim to accelerate client time-to-market and capitalize on the booming electronics manufacturing sector.