Kaynes Technology India Ltd
Kaynes Technology India Ltd Q4 FY25 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Kaynes Technology expects a minimum 60% growth in consolidated operating revenues for FY '26, targeting around INR4,350 crores. Kaynes Technology projects a minimum of 60% revenue growth for FY '26, taking consolidated revenues to around INR4,350 crores, with potential to exceed this.
From Kaynes Technology India Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Kaynes Technology expects a minimum 60% growth in consolidated operating revenues for FY '26, targeting around INR4,350 crores.
- The company aims for continued strong growth over the next several years, with quality orders increasing from industrial, aerospace, automotive, and smart meter segments.
- They foresee export business growing to 15% of total revenues by FY '27, and 20-25% over 4-5 years, including growth from the Canadian entity and possible expansion in North America.
- New areas like OSAT, PCB, and space tech are expected to contribute significantly by FY '28, with large capex investments completed by then.
- The goal is for Kaynes to achieve $1 billion revenue by FY '28, with substantial contributions from new customers, new geographies, and new business areas.
- Overall, a mix of organic growth and acquisitions, plus capacity expansion, underpin the positive growth outlook.
Profitability & Margins
See what Kaynes Technology India Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Major capex is focused on semiconductor (semicon) and high-density interconnect (HDI) PCB projects, targeting completion by FY '27 with significant capacity utilization by FY '28.
- Around INR300-400 crores of investment planned within FY '26 for EMS business capex, supporting approx. 50-60% growth in EMS.
- OSAT project construction at Sanand, Gujarat, and HDI PCB project in Chennai are underway, expected to complete by the end of 2025. First chip production from OSAT expected by Q3 FY '26 with capacity committed by key customers.
- Investments in subsidiaries, including recent acquisitions like August Electronics (Canada) and Kaynes Space Tech, aimed at expanding geographies, increasing ODM capability, and strengthening technological footprint.
- Overall capex last year was around INR950 crores; significant portion went into new projects like semiconductors and HDI PCBs.
- Building capacities ahead of demand for future growth; some amount of capital expenditure buffers capacity for large global clients.
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
See what Kaynes Technology India Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The order book surged from INR 41,152 million at end of Q4 FY '24 to INR 65,969 million at end of Q4 FY '25.
- Sequentially, order book grew from INR 60,471 million in Q3 FY '25 to INR 65,969 million in Q4 FY '25.
- Average monthly order inflow increased from INR 4,285 million (Q3 FY '25) to INR 5,114 million (Q4 FY '25).
- The order book growth is largely driven by aerospace, industrial, and automotive sectors which are margin-accretive.
- The order book contains confirmed orders covering a 1.5-year execution time frame.
- There are significant confirmed orders extending beyond 5 years, though only 5 years of order book is published.
- The company has been winning large, long-term contracts from global clients, expanding capacity to meet this demand.
Kaynes Technology India Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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 Q4 FY25 results?
Kaynes Technology expects a minimum 60% growth in consolidated operating revenues for FY '26, targeting around INR4,350 crores. Kaynes Technology projects a minimum of 60% revenue growth for FY '26, taking consolidated revenues to around INR4,350 crores, with potential to exceed this.
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?
Major capex is focused on semiconductor (semicon) and high-density interconnect (HDI) PCB projects, targeting completion by FY '27 with significant capacity utilization by FY '28.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.