Announced Wed, 12 Aug · 16:49 IST
Kaynes Technology Q1 FY27 earnings call transcript filed
Mgmt Guided Margin PressureOrder Pipeline DisclosedCfo Debt Reduction RoadmapMgmt Evaded Key QuestionInvestor Communications View source PDFExplain this filing
KAYNES · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
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₹3834.00
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₹3832.00
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AI summary
Kaynes filed Q1 FY27 earnings call transcript. Revenue rose 40% YoY to INR946 crores, EBITDA INR147.6 crores at 15.6% margin. EMS grew 48-53%, metering business was cut by 12% to manage receivables. Order book INR9,000 crores. OSAT and PCB start commercial revenue from Q3, FY27 target INR450-500 crores. Management warned FY27 is tough with PCB prices up 3x and component prices up 30-35%. Debt about INR800 crores.
Likely market impact
Mixed signals. Strong EMS growth and large order book positive, but management flagged margin pressure and a tough FY27 due to component costs and working capital drag.