Kaynes Technology India Limited has informed the Exchange about Transcript
KAYNES · price
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Kaynes Technology reported FY25 consolidated revenue of INR27,218 million, up 51% year-on-year, with EBITDA margin improving to 15.1% (up 101 bps) and PAT margin at 10.8% (up 62 bps). Q4 FY25 revenue grew 54% YoY to INR9,845 million, with EBITDA of INR1,679 million (margin 17.1%) and PAT of INR1,162 million. Order book surged to INR65,969 million from INR41,152 million a year ago, with average monthly order inflow rising to INR5,114 million. Management guided for minimum 60% revenue growth in FY26 (target ~INR4,350 crores) along with 50 bps EBITDA margin expansion. Construction of OSAT plant in Sanand and HDI PCB plant in Chennai is on track, with first chip production expected by Q3 FY26. The recent acquisition of August Electronics in Canada (CAD 57 million business) is margin accretive and strengthens North American footprint.
Strong results, robust order book growth, and positive FY26 guidance should support the stock. Investors should note that interim asset turns may dip due to capacity build-up for large global clients, and capex-heavy investments in OSAT and PCB will weigh on near-term returns.