Kaynes Technology India Limited has informed the Exchange about Investor Presentation
KAYNES · price
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Kaynes Technology reported FY26 consolidated revenue of ₹36,264 mn, up 33% YoY, with PAT of ₹3,639 mn (24% YoY). However, Q4 FY26 showed a concerning profit decline — PAT fell 21% YoY to ₹912 mn, with PAT margin contracting 450 bps to 7.3% vs 11.8% a year ago. EBITDA margin also compressed 150 bps YoY in Q4 to 15.6%. The company disclosed a strong order book of ₹83,663 mn (vs ₹65,969 mn in Q4 FY25), providing revenue visibility. Net debt remains near zero (₹2,074 mn net cash), and the company is expanding into OSAT and HDI PCB via subsidiaries (Sanand and Chennai facilities), with new manufacturing capacity coming up in Chamarajanagar (~350K sq ft) and Hyderabad. The company serves 500+ customers across 30+ countries across automotive, aerospace, industrial, medical, railways, and IoT verticals.
Q4 profit decline and margin compression may raise concerns near-term, but the ₹83.7 bn order book and ongoing capacity expansion support growth visibility. Near-zero debt provides balance sheet flexibility for the expansion roadmap.