Kaynes Technology India Ltd
Kaynes Technology India Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Kaynes expects automotive sector growth to align with overall company growth, projected at around 50% plus/minus. Kaynes expects to sustain strong revenue growth with annual growth rates around 50% plus/minus, driven by automotive, industrial, aerospace, defense, and other verticals.
From Kaynes Technology India Ltd's Q2 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Kaynes expects automotive sector growth to align with overall company growth, projected at around 50% plus/minus.
- Industrial segment growth is also anticipated, with expansion beyond smart meters into other areas.
- Railways, electronics, aerospace, and defense sectors are expected to grow into noteworthy portions of the revenue mix, targeting double-digit percentages in a couple of years.
- IT and IoT currently contribute about 12% of total revenue, with expectations for increased orders in high-performance computing servers.
- Overall, the company anticipates significant growth driven by automotive, electric vehicles, industrial, aerospace, and defense verticals.
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Profitability & Margins
See what Kaynes Technology India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Kaynes has planned a total capex of about INR 3,700 crores with government approval.
- Current capex in H1 FY '26 was INR 840 crores.
- Equity contribution planned at about 30% of total capex, roughly INR 600-800 crores over 3 years.
- Expansion includes high-density interconnection PCB manufacturing and OSAT/semiconductor packaging.
- Investments also target copper clad laminates, prepreg, and a new PCB factory near Tuticorin.
- PC board factory in Chennai is expected to generate cash in a couple of years to support equity infusion in new projects.
- They are focusing on technology collaborations and next-gen product manufacturing with a focus on profitability.
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Top-ranked in Industrial Manufacturing
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- The current order book for Q2 FY '26 stands at approximately INR 8,000 crores (INR 80,994 million).
- This is a significant increase compared to INR 54,228 million in Q2 FY '25.
- The order book figure excludes orders and LOIs from the OSAT and PCB segments, which will be reported separately once operations commence.
- Monthly order inflow has increased compared to the first quarter, indicating strong customer traction.
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Kaynes Technology India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹1.2K Cr, net profit ₹91 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Kaynes Technology India Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Kaynes Technology India Ltd Q2 FY26 results?
Kaynes expects automotive sector growth to align with overall company growth, projected at around 50% plus/minus. Kaynes expects to sustain strong revenue growth with annual growth rates around 50% plus/minus, driven by automotive, industrial, aerospace, defense, and other verticals.
What is Kaynes Technology India Ltd share price analysis?
Kaynes Technology India Ltd currently shows a neutral. The stock trades at a P/E of 71.4 with a market cap of ₹26,130 Cr. Investors should review the full earnings analysis for detailed insights.
Is Kaynes Technology India Ltd planning capital expenditure?
Kaynes has planned a total capex of about INR 3,700 crores with government approval.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.