Kaynes Technology India Limited — PPTs, 07-08-2026: Investor Presentation

Kaynes Technology saw strong Q1 FY27 revenue growth, hitting ₹946.0 Cr, up ~40% YoY. EBITDA also climbed ~31% to ₹147.6 Cr. However, net profit declined ~24% YoY to ₹56.4 Cr, with margins narrowing. The order book remains robust at ₹8903.8 Cr, a ~20% increase YoY. Over five years, revenue and EBITDA have compounded at ~33% and ~50.6% respectively.

Key strategic moves include shifting up the electronics value chain from manufacturing services to product design and delivery, aiming for better returns and customer stickiness. Recent developments include global manufacturing expansions in USA and Canada, and acquisitions like Sensonic GmbH (railway signaling software). The firm also launched Kaynes Semicon (OSAT) and Kaynes Circuits (bare PCBs) for backward integration. The OEM Turnkey-Boxbuild segment now accounts for 51% of revenue. Net Debt to Equity improved to 0.1. Management remains focused on product leadership for sustainable competitive advantage despite navigating supply chain disruptions.