Kaynes Technology India Ltd.
KAYNESIndustrials filings
We hold this company’s filings and have not read the financial statements out of them yet. Every filing on record is listed under filings, and each one opens.
Earnings calls
35 transcript(s)/analyst meet(s) served; 29 document(s) on file are not transcripts (cover letters, duplicates, unresolved) and are excluded. Speaker attribution is shown only where the segmenter attributes ≥ 95% of sentences to management or analysts (0 of 35 documents here); elsewhere sentences render unattributed.
| Kind | Date | Period | Served | Attribution rate |
|---|---|---|---|---|
| TRANSCRIPT | 20230207 | 2022-12-31 | yes | |
| DUPLICATE | 20230207 | 2022-12-31 | no | |
| TRANSCRIPT | 20230520 | 2023-03-31 | yes | |
| DUPLICATE | 20230520 | 2023-03-31 | no | |
| TRANSCRIPT | 20230804 | 2023-06-30 | yes | |
| DUPLICATE | 20230804 | 2023-06-30 | no | |
| TRANSCRIPT | 20231104 | 2023-09-30 | yes | |
| DUPLICATE | 20231104 | 2023-09-30 | no | |
| TRANSCRIPT | 20240203 | 2023-12-31 | yes | |
| DUPLICATE | 20240203 | 2023-12-31 | no | |
| TRANSCRIPT | 20240521 | 2024-03-31 | yes | |
| DUPLICATE | 20240521 | 2024-03-31 | no | |
| COVER_LETTER | 20240727 | 2024-06-30 | no | |
| TRANSCRIPT | 20240731 | 2024-06-30 | yes | |
| DUPLICATE | 20240731 | 2024-06-30 | no | |
| TRANSCRIPT | 20250805 | 2024-06-30 | yes | |
| DUPLICATE | 20250805 | 2024-06-30 | no | |
| COVER_LETTER | 20241024 | 2024-09-30 | no | |
| COVER_LETTER | 20241030 | 2024-09-30 | no | |
| TRANSCRIPT | 20241105 | 2024-09-30 | yes | |
| DUPLICATE | 20241105 | 2024-09-30 | no | |
| COVER_LETTER | 20251105 | 2024-09-30 | no | |
| COVER_LETTER | 20250123 | 2024-12-31 | no | |
| COVER_LETTER | 20250128 | 2024-12-31 | no | |
| TRANSCRIPT | 20250201 | 2024-12-31 | yes | |
| DUPLICATE | 20250201 | 2024-12-31 | no | |
| TRANSCRIPT | 20260128 | 2024-12-31 | yes | |
| COVER_LETTER | 20260206 | 2024-12-31 | no | |
| TRANSCRIPT | 20260212 | 2024-12-31 | yes | |
| DUPLICATE | 20260212 | 2024-12-31 | no | |
| COVER_LETTER | 20250512 | 2025-03-31 | no | |
| COVER_LETTER | 20250516 | 2025-03-31 | no | |
| TRANSCRIPT | 20250521 | 2025-03-31 | yes | |
| DUPLICATE | 20250521 | 2025-03-31 | no | |
| TRANSCRIPT | 20260519 | 2025-03-31 | yes | |
| TRANSCRIPT | 20250726 | 2025-06-30 | yes | |
| COVER_LETTER | 20250731 | 2025-06-30 | no | |
| DUPLICATE | 20260730 | 2025-06-30 | no | |
| TRANSCRIPT | 20251031 | 2025-09-30 | yes | |
| TRANSCRIPT | 20251108 | 2025-09-30 | yes | |
| DUPLICATE | 20251108 | 2025-09-30 | no | |
| COVER_LETTER | 20251208 | 2025-09-30 | no | |
| TRANSCRIPT | 20260508 | 2026-03-31 | yes | |
| COVER_LETTER | 20260514 | 2026-03-31 | no | |
| DUPLICATE | 20260519 | 2026-03-31 | no | |
| COVER_LETTER | 20260808 | 2026-06-30 | no | |
| TRANSCRIPT | 20260812 | 2026-06-30 | yes | |
| DUPLICATE | 20260812 | 2026-06-30 | no |
KAYNES
files the standard Schedule III statements. Every figure below opens to the filing it was read from; where a figure is not shown, the reason is printed in its place.
Identity
| Statement division | general |
| Scope served | consolidated |
| Panels on this page | 4 |
Market
No split, bonus or consolidation is on record for this company inside the period this price series covers, so the closes need no adjustment.
| Last close | 3,509.50 |
| 52-week range | 3001.0 – 7593.0 |
| Return 1M | -10.84% |
| Return 3M | 7.5% |
| Return 1Y | -52.92% |
| Return 3Y | 65.58% |
| Return 5Y | not reported for this period |
| Market capitalisation | not shown — we could not confirm it |
| Shares outstanding | not shown — we could not confirm it |
| P/E | not shown — we could not confirm it |
| P/B | not shown — we could not confirm it |
| EV/EBITDA | not shown — we could not confirm it |
Latest quarter filed — period ending 2026-06-30
In INR crore except per-share figures. `period_id` is the period the filing names for the number; the date beside each cell is when it was filed.
| Revenue from operations | 946.00 |
| Other income | 14.00 |
| Total income | 960.00 |
| Cost of materials consumed | 669.00 |
| Purchases of stock-in-trade | 0.00 |
| Changes in inventories | -49.00 |
| Employee benefit expense | 85.00 |
| Finance costs | 37.00 |
Ownership — 2026-06-30, and the change from 2026-03-31
| Holder | Per cent | Change |
|---|---|---|
| promoter and promoter group | 0.53 | 0.00 |
| institutions foreign | 0.06 | -0.01 |
| institutions domestic | 0.12 | -0.03 |
| mutual funds | 0.10 | -0.02 |
| public | 0.47 | 0.00 |
Documents on file
| Class | Most recent | On file |
|---|---|---|
| COVER_LETTER | 2026-06-30 | 13 |
| DUPLICATE | 2026-06-30 | 16 |
| TRANSCRIPT | 2026-06-30 | 19 |
Financial statements
Filed results, consolidated, in INR crore except per-share figures. Every figure opens to the filing it was read from. Quarterly and annual columns are the periods the filing itself names, never a document date.
Quarterly results, as filed
| Line | 2022-12-31 | 2023-03-31 | 2023-06-30 | 2023-09-30 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Revenue from operations | 289.00 | 654.00 | 297.00 | 361.00 | 509.00 | 637.00 | 504.00 | 572.00 | 661.00 | 673.00 | 906.00 | 804.00 | 1,243.00 | 946.00 |
| Other income | 3.00 | 9.00 | 8.00 | 9.00 | 9.00 | 29.00 | 28.00 | 34.00 | 25.00 | 27.00 | 43.00 | 45.00 | 42.00 | 14.00 |
| Total income | 292.00 | 663.00 | 305.00 | 370.00 | 519.00 | 667.00 | 532.00 | 606.00 | 686.00 | 701.00 | 949.00 | 849.00 | 1,284.00 | 960.00 |
| Cost of materials consumed | 237.00 | 498.00 | 205.00 | 278.00 | 390.00 | 498.00 | 387.00 | 407.00 | 481.00 | 410.00 | 641.00 | 569.00 | 921.00 | 669.00 |
| Purchases of stock-in-trade | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| Changes in inventories | -34.00 | -50.00 | 1.00 | -18.00 | -5.00 | -19.00 | -20.00 | 0.00 | -23.00 | -15.00 | -40.00 | -43.00 | -72.00 | -49.00 |
| Employee benefit expense | 19.00 | 41.00 | 24.00 | 22.00 | 25.00 | 32.00 | 33.00 | 40.00 | 58.00 | 59.00 | 77.00 | 87.00 | 91.00 | 85.00 |
| Finance costs | 9.00 | 17.00 | 11.00 | 12.00 | 15.00 | 15.00 | 23.00 | 22.00 | 27.00 | 28.00 | 23.00 | 25.00 | 41.00 | 37.00 |
| Depreciation and amortisation | 5.00 | 9.00 | 5.00 | 7.00 | 6.00 | 7.00 | 8.00 | 9.00 | 11.00 | 16.00 | 17.00 | 20.00 | 54.00 | 37.00 |
| Other expenses | 26.00 | 64.00 | 28.00 | 30.00 | 29.00 | 31.00 | 37.00 | 43.00 | 52.00 | 106.00 | 80.00 | 72.00 | 110.00 | 93.00 |
| Total expenses | 262.00 | 580.00 | 273.00 | 330.00 | 460.00 | 565.00 | 468.00 | 521.00 | 605.00 | 604.00 | 798.00 | 730.00 | 1,144.00 | 873.00 |
| Profit before exceptional items and tax | 30.00 | 83.00 | 32.00 | 39.00 | 58.00 | 102.00 | 64.00 | 85.00 | 81.00 | 96.00 | 152.00 | 119.00 | 140.00 | 88.00 |
| Exceptional items | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | -3.00 | -0.00 | 0.00 |
| Profit before tax | 30.00 | 83.00 | 32.00 | 39.00 | 58.00 | 102.00 | 64.00 | 85.00 | 81.00 | 96.00 | 152.00 | 116.00 | 140.00 | 88.00 |
| Current tax | 6.00 | 20.00 | 8.00 | 8.00 | 13.00 | 17.00 | 14.00 | 22.00 | 17.00 | 27.00 | 32.00 | 45.00 | 38.00 | 32.00 |
| Deferred tax | 1.00 | -1.00 | -0.00 | -1.00 | 1.00 | 4.00 | -1.00 | 3.00 | -2.00 | -5.00 | -2.00 | -5.00 | 11.00 | -1.00 |
| Tax expense | 7.00 | 20.00 | 7.00 | 7.00 | 13.00 | 21.00 | 13.00 | 25.00 | 14.00 | 21.00 | 30.00 | 40.00 | 49.00 | 31.00 |
| Profit for the period | 23.00 | 64.00 | 25.00 | 32.00 | 45.00 | 81.00 | 51.00 | 60.00 | 66.00 | 75.00 | 121.00 | 77.00 | 91.00 | 56.00 |
| Profit attributable to owners | — | 5,814,250.00 | — | 0.00 | 0.00 | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | — |
| Profit attributable to non-controlling interests | — | 1.00 | — | 0.00 | 0.00 | — | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | — |
| Other comprehensive income | -0.00 | -1.00 | 0.00 | -1.00 | 1.00 | 0.00 | -0.00 | 0.00 | 0.00 | -1.00 | 0.00 | 25.00 | -8.00 | -4.00 |
| Total comprehensive income | 23.00 | 63.00 | 25.00 | 32.00 | 46.00 | 81.00 | 51.00 | 60.00 | 67.00 | 74.00 | 122.00 | 101.00 | 83.00 | 53.00 |
| Earnings per share, basic | 4.74 | 8.44 | 4.23 | 5.55 | 7.72 | 13.13 | 7.93 | 9.38 | 10.39 | 11.63 | 18.56 | 11.34 | 13.32 | 8.42 |
| Earnings per share, diluted | 4.69 | 8.37 | 4.23 | 5.55 | 7.49 | 12.97 | 7.84 | 9.29 | 10.28 | 11.52 | 18.50 | 11.20 | 13.23 | 8.36 |
Annual results, as filed
| Line | 2023-03-31 | 2024-03-31 | 2026-03-31 |
|---|---|---|---|
| Revenue from operations | 1,126.00 | 1,805.00 | 3,626.00 |
| Other income | 11.00 | 56.00 | 157.00 |
| Total income | 1,138.00 | 1,861.00 | 3,783.00 |
| Cost of materials consumed | 848.00 | 1,371.00 | 2,542.00 |
| Purchases of stock-in-trade | 0.00 | 0.00 | 0.00 |
| Changes in inventories | -68.00 | -41.00 | -170.00 |
| Employee benefit expense | 77.00 | 103.00 | 314.00 |
| Finance costs | 35.00 | 53.00 | 117.00 |
| Depreciation and amortisation | 19.00 | 25.00 | 107.00 |
| Other expenses | 101.00 | 118.00 | 367.00 |
| Total expenses | 1,011.00 | 1,629.00 | 3,276.00 |
| Profit before exceptional items and tax | 126.00 | 232.00 | 507.00 |
| Exceptional items | 0.00 | 0.00 | -3.00 |
| Profit before tax | 126.00 | 232.00 | 504.00 |
| Current tax | 31.00 | 46.00 | 142.00 |
| Deferred tax | -0.00 | 2.00 | -1.00 |
| Tax expense | 31.00 | 48.00 | 140.00 |
| Profit for the period | 95.00 | 183.00 | 364.00 |
| Profit attributable to owners | 5,814,250.00 | — | 0.00 |
| Profit attributable to non-controlling interests | 1.00 | — | 0.00 |
| Other comprehensive income | 0.00 | 1.00 | 16.00 |
| Total comprehensive income | 95.00 | 184.00 | 380.00 |
| Earnings per share, basic | 19.84 | 30.63 | 54.85 |
| Earnings per share, diluted | 19.61 | 30.24 | 54.45 |
Balance sheet, as filed
| Line | 2023-03-31 | 2023-09-30 | 2024-03-31 | 2024-09-30 | 2025-09-30 | 2026-03-31 |
|---|---|---|---|---|---|---|
| Total assets | 1,419.00 | 1,635.00 | 3,265.00 | 3,796.00 | 6,733.00 | 6,894.00 |
| Non-current assets | 188.00 | 267.00 | 678.00 | 1,094.00 | 3,199.00 | 3,047.00 |
| Current assets | 1,231.00 | 1,368.00 | 2,587.00 | 2,703.00 | 3,535.00 | 3,847.00 |
| Property, plant and equipment | 90.00 | 129.00 | 259.00 | 336.00 | 630.00 | 1,110.00 |
| Capital work-in-progress | 11.00 | 38.00 | 77.00 | 158.00 | 402.00 | 372.00 |
| Goodwill | 2.00 | 2.00 | 15.00 | 15.00 | 72.00 | 16.00 |
| Other intangible assets | 22.00 | 22.00 | 18.00 | 21.00 | 425.00 | 382.00 |
| Inventories | 413.00 | 551.00 | 548.00 | 713.00 | 982.00 | 1,103.00 |
| Trade receivables | 227.00 | 206.00 | 356.00 | 531.00 | 1,122.00 | 1,528.00 |
| Cash and cash equivalents | 28.00 | 13.00 | 19.00 | 45.00 | 56.00 | 109.00 |
| Total equity and liabilities | 1,419.00 | 1,635.00 | 3,265.00 | 3,796.00 | 6,733.00 | 6,894.00 |
| Equity | 960.00 | 1,017.00 | 2,488.00 | 2,601.00 | 4,685.00 | 4,762.00 |
| Equity share capital | 58.00 | 58.00 | 64.00 | 64.00 | 67.00 | 67.00 |
| Other equity | 901.00 | 958.00 | 2,423.00 | 2,535.00 | 4,613.00 | 4,681.00 |
| Total liabilities | 458.00 | 618.00 | 777.00 | 1,195.00 | 2,049.00 | 2,132.00 |
| Non-current liabilities | 43.00 | 42.00 | 40.00 | 76.00 | 359.00 | 404.00 |
| Current liabilities | 415.00 | 576.00 | 736.00 | 1,120.00 | 1,690.00 | 1,727.00 |
| Borrowings, non-current | 15.00 | 14.00 | 11.00 | 43.00 | 310.00 | 337.00 |
| Borrowings, current | 121.00 | 245.00 | 295.00 | 640.00 | 538.00 | 538.00 |
| Trade payables | 223.00 | 264.00 | 361.00 | 406.00 | 837.00 | 851.00 |
Cash flow, as filed
| Line | 2023-03-31 | 2023-09-30 | 2024-03-31 | 2024-09-30 | 2025-09-30 | 2026-03-31 |
|---|---|---|---|---|---|---|
| Net cash from operating activities | -43.00 | -23.00 | 70.00 | -230.00 | -175.00 | -600.00 |
| Net cash from investing activities | -377.00 | -47.00 | -1,505.00 | -72.00 | -1,270.00 | -917.00 |
| Net cash from financing activities | 554.00 | 57.00 | 1,429.00 | 327.00 | 1,496.00 | 1,580.00 |
| Purchase of property, plant and equipment | 0.00 | 81.00 | 383.00 | 422.00 | 841.00 | 1,240.00 |
| Net increase in cash | 134.00 | -13.00 | -7.00 | 26.00 | 52.00 | 62.00 |
| con:CFO.BEFORE_TAX | -18.00 | -4.00 | 118.00 | -201.00 | -179.00 | -461.00 |
| con:INTEREST_RECEIVED.OPERATING | -10.00 | 0.00 | 0.00 | 0.00 | 43.00 | 0.00 |
| con:INTEREST_PAID.OPERATING | -35.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:DIVIDENDS_RECEIVED.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:TAX_PAID.OPERATING | 50.00 | 20.00 | 48.00 | 29.00 | 39.00 | 140.00 |
| con:CF_OTHER.OPERATING | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:INVESTMENTS_PURCHASED | 0.00 | 0.00 | 26.00 | 0.00 | 0.00 | 69.00 |
| con:INVESTMENTS_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:PPE_DISPOSALS | 58.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.SUBSIDIARIES_SOLD | 0.00 | 0.00 | 0.00 | 1.00 | 0.00 | 0.00 |
| con:CF_INVESTING.SUBSIDIARIES_ACQUIRED | 0.00 | 0.00 | 0.00 | 0.00 | 27.00 | 29.00 |
| con:CF_INVESTING.JV_SOLD | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
| con:CF_INVESTING.JV_ACQUIRED | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 | 0.00 |
Who owns it
The shareholding pattern filed with the exchange every quarter, as a series. Percentages are of total shares. Each figure names the filing it was read from and the date it was filed.
| Holder | 2023-09-30 | 2023-12-21 | 2023-12-31 | 2024-03-31 | 2024-06-30 | 2024-09-30 | 2024-12-31 | 2025-03-31 | 2025-06-24 | 2025-06-30 | 2025-09-30 | 2025-12-31 | 2026-03-31 | 2026-06-30 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Promoter and promoter group | 63.57 | 57.83 | 57.83 | 57.83 | 57.83 | 57.75 | 57.75 | 57.75 | 53.52 | 53.52 | 0.53 | 0.53 | 0.53 | 0.53 |
| Domestic institutions | 15.59 | 19.25 | 19.05 | 18.36 | 17.87 | 16.08 | 15.04 | 16.97 | 21.93 | 22.40 | 0.24 | 0.17 | 0.15 | 0.12 |
| Mutual funds | — | — | — | — | — | — | — | — | — | 18.91 | 0.21 | 0.15 | 0.13 | 0.10 |
| Insurance companies | 0.49 | 1.60 | 1.50 | 2.06 | 1.73 | 1.75 | 1.76 | 2.37 | 2.19 | 2.15 | 0.02 | 0.02 | 0.01 | 0.01 |
| Foreign institutions | 9.90 | 12.54 | 12.71 | 14.20 | 14.27 | 14.91 | 14.84 | 11.17 | 10.67 | 10.71 | 0.11 | 0.09 | 0.07 | 0.06 |
| Government | — | — | — | — | — | — | — | — | — | — | — | 0.00 | 0.00 | 0.00 |
| Public | 36.43 | 42.17 | 42.17 | 42.17 | 42.17 | 42.25 | 42.25 | 42.25 | 46.48 | 46.48 | 0.47 | 0.47 | 0.47 | 0.47 |
| Non-institutional | 10.94 | 10.38 | 10.41 | 9.61 | 10.04 | 11.26 | 12.38 | 14.11 | 13.87 | 13.37 | 0.12 | 0.21 | 0.24 | 0.29 |
| Shares outstanding | 58142496 | 63918073 | 63918073 | 63918073 | 63918073 | 64010770 | 64010770 | 64010770 | 66957093 | 66957093 | 67034654 | 67034654 | 67034654 | 67034654 |
Related parties
Transactions with related parties as disclosed to the exchange for the period ending 2024-09-30, by counterparty, largest first. Amounts are as filed. Each row names the filing and the date it was filed.
| Counterparty | Relationship | Type | Amount in the period | Transactions |
|---|---|---|---|---|
| Kaynes Semicon Private Limited | Subsidiary Company | Advance, Any other transaction, Investment, Sale of | 1,377,160,000.00 | 4 |
| Kaynes Electronics Manufacturing Private Limited | Subsidiary Company | Advance, Any other transaction, Investment, Purchase | 932,560,000.00 | 6 |
| Kaynes Mechatronics Private Limited | Subsidiary Company | Advance, Any other transaction, Investment, Purchase | 325,350,000.00 | 5 |
| Digicom Electronics Inc Limited | Subsidiary Company | Advance, Investment | 249,420,000.00 | 2 |
| Kaynes International Design & Manufacturing Company Priv | Subsidiary Company | Advance, Any other transaction, Purchase of goods or | 114,190,000.00 | 4 |
| Essnkay Electronics LLC | Subsidiary Company | Investment | 110,180,000.00 | 1 |
| Kaynes Technology Inc | Associate Company | Investment, Purchase of goods or services, Sale of g | 15,290,000.00 | 3 |
| Ramesh Kunhikannan | Managing Director | Remuneration | 9,000,000.00 | 1 |
| Savitha Ramesh | Whole Time Director | Remuneration | 9,000,000.00 | 1 |
| Rajesh Sharma | Chief Executive Officer | Remuneration | 6,500,000.00 | 1 |
| Jairam Paravasthu Sampath | Whole Time Director | Remuneration | 4,800,000.00 | 1 |
| Govind Shasiprasad Menokee | Relative of KMP | Remuneration | 4,200,000.00 | 1 |
| Premita Ramesh | Relative of KMP | Remuneration | 3,000,000.00 | 1 |
| Kaynes Circuits India Private Limited | Subsidiary Company | Advance, Any other transaction, Investment, Purchase | 2,880,000.00 | 5 |
| S M Adithya Jain | Company Secretary | Remuneration | 1,750,000.00 | 1 |
What management said
Every earnings call we hold for this company, read in full. Prepared remarks are separated from the question-and-answer session and every paragraph names who said it and on which page. These are management’s own words, not filed figures.
| Date | Quarter | Who spoke | |
|---|---|---|---|
| 2026-08-12 | FYFY27 | TECHNOLOGY INDIA LIMITED | Read the call |
| 2026-08-12 | Q1FY27 | TECHNOLOGY INDIA LIMITED | Read the call |
| 2026-07-30 | Q1FY26 | Read the call | |
| 2026-05-19 | FYFY25 | KAYNES TECHNOLOGY INDIA LIMITED, TECHNOLOGY INDIA LIMITED | Read the call |
| 2026-05-19 | Q4FY26 | KAYNES TECHNOLOGY INDIA LIMITED, TECHNOLOGY INDIA LIMITED | Read the call |
| 2026-05-08 | Q4FY26 | Read the call | |
| 2026-02-12 | Q3FY25 | TECHNOLOGY INDIA LIMITED | Read the call |
| 2026-01-28 | Q3FY25 | Read the call | |
| 2025-11-08 | Q2FY26 | KAYNES TECHNOLOGY INDIA LIMITED, TECHNOLOGY INDIA LIMITED | Read the call |
| 2025-10-31 | Q2FY26 | Read the call | |
| 2025-08-05 | Q1FY25 | KAYNES TECHNOLOGY INDIA LIMITED, TECHNOLOGY INDIA LIMITED | Read the call |
| 2025-07-26 | Q1FY26 | Read the call | |
| 2025-05-21 | Q4FY25 | KAYNES TECHNOLOGY INDIA LIMITED | Read the call |
| 2025-02-01 | Q3FY25 | KAYNES TECHNOLOGY INDIA LIMITED, TECHNOLOGY INDIA LIMITED | Read the call |
| 2025-01-23 | Q3FY25 | Read the call | |
| 2024-11-05 | Q2FY25 | KAYNES TECHNOLOGY INDIA LIMITED | Read the call |
| 2024-10-24 | Q2FY25 | Read the call | |
| 2024-07-31 | Q1FY25 | KAYNES TECHNOLOGY INDIA LIMITED, TECHNOLOGY INDIA LIMITED | Read the call |
| 2024-05-21 | Q4FY24 | CHAIRPERSON,, LIMITED, MRS., RAMESH, TECHNOLOGY INDIA LIMITED | Read the call |
| 2024-02-03 | Q3FY24 | TECHNOLOGY INDIA LIMITED | Read the call |
| 2023-11-04 | Q2FY24 | PRIVATE LIMITED, TECHNOLOGY INDIA LIMITED | Read the call |
| 2023-08-04 | Q1FY24 | RESEARCH, IIFL SECURITIES LIMITED, TECHNOLOGY INDIA LIMITED | Read the call |
| 2023-05-20 | Q4FY23 | INDIA LIMITED, KAYNES TECHNOLOGY INDIA LIMITED | Read the call |
| 2023-02-07 | Q3FY23 | KAYNES TECHNOLOGY INDIA LIMITED | Read the call |
Some earlier announcements under this heading are covering letters only — no transcript was attached.
What they said about it, quarter by quarter
| Topic | Q2FY26 | Q3FY23 | Q3FY24 | Q3FY25 | Q4FY23 | Q4FY24 | Q4FY25 | Q4FY26 |
|---|---|---|---|---|---|---|---|---|
| Capex | So from that perspective, we have put together a capex for the first plant. | From the IPO proceeds, we have earmarked INR 989 million as capex to expand our existing facility in Mysore and Manesar. | What is the kind of capex that you have already done? | And like I made the initial remarks, we talked about -- we have now cited good customers who are now talking to us in terms of fine-tuning the capex s… | We have allocated INR 989 million towards CAPEX expansion and upgrade our facilities in Mysore, Manesar and Bengaluru and Chennai and acquired 1,20,00… | So we have always been working towards making our company self-sufficient as far as funding this 60% growth with CAPEX, which is generated out of our … | As far as the bulk of the capex is concerned, it is going into new projects, which is our semicon and HDI PCB. | — |
| Capital allocation | — | — | In line with our stated policy of having last mile presence in the US, we have done acquisition of Digicom Electronics. | We are adding newer teams into our fold, mainly we had an acquisition in the U.S., we had some acquisitions in India and so on and so forth. | — | In overseas, we have done an acquisition called Digicom Electronics, which is primarily a player in the low volume and let's say prototyping work and … | Following this acquisition, we are well positioned to present a compelling opportunity to these customers more comprehensively, positioning the Canada… | What we have been talking about and executing the new product in 12 months to 18 months, today, our ability to launch the product in 9 months, the ful… |
| Costs | — | And just on this, I mean, so basically, with -- as you mentioned, that inventory was on the higher side because of availability or uncertainty of raw … | — | — | — | We always have a cost reduction program, both fixed costs, that is manufacturing costs, establishment costs, and all of those, plus we also have a ver… | — | — |
| Debt and cash | Efficient working capital management, strategic supplier collaboration continue to drive the cash flow improvements and operational resilience, keepin… | Management is focused on areas like working capital and other areas. | Net working capital at the end of December was at 117 days on an annualized basis, lower than the 135 days at the end of the previous quarter. | Net working capital days at the end of December quarter was 107 days, which is smaller than the previous year same quarter figure of 117 days. | We are working on improving our working capital and we are confident that we will bring it down further in the coming days. | On the operational efficiencies, we have made consistent effort to improving the working capital cycle and I am pleased to inform you that the working… | Net working capital days for the year 2025 were at 87 days, while the inventory days improved from 97 to 91 days. | I would request you all to appreciate that as a stand-alone Kaynes EMS business, our net working capital days has come from 64 days to 54 days. |
| Demand | Globally, the PCB market is projected to cross USD100 billion by 2030, and India's domestic market alone is expected to grow at a 20% CAGR, driven by … | The growth that we witnessed was largely led by strong demand across automotive, railway and industrial verticals. | Kaynes Technology India Limited January 31, 2024 We continue to witness strong demand across verticals, with monthly order inflow reaching INR2,788 mi… | The smart meter factory at Hyderabad is in series production and we are happy to inform you that several lakhs of meters have been supplied and robust… | Our order book as on March 31st 23 stood at INR 26,482 million. | Kaynes Technology India Limited May 17, 2024 We continue to witness strong demand across verticals. | Our order book surged from INR41,152 million at the end of Q4 of FY '24 to INR65,969 million at the end of Q4 FY '25. | At the same time, we are consciously building a strong pipeline of future leaders who can carry forward their values, culture and long-term vision of … |
| Guidance | It may take 5 to 7 years' timeframe for the government to identify the priority sectors, trunk lines based on passenger movement, etc. So we expect Ka… | And there also, we expect some large amount of business. | I am very pleased to share with you all that we have surpassed our FY23-year run rate during the first nine months of FY24. I am confident of deliveri… | In the coming quarter of this year, we expect to pick up the revenue growth rates such that the annual operating revenue growth would exceed 55% on ye… | So, in absolute terms certainly the EBITDA number will increase and in percentage terms it is showing an upward trend so far and we expect further kic… | We expect further improvement going forward with sustained action on this front too. | So if you noticed our working capital, net working capital also has gone up from I mean, it has not come down as much as we expected despite reduction… | Ms. Poornima Ranganath, with extensive legal and governance experience, is guiding philosophy principles in people development and in our legal framew… |
| Margin | November 05, 2025 75% year-on-year and resulting in an EBITDA margin of 16.5%, an expansion of 270 basis points over last year for the first half. | We registered a quarterly EBITDA of INR 411.58 million. | Our Q3 FY24 EBITDA was INR699 million compared to INR412 million last year. | January 28, 2025 for the quarter was INR665 million, up by 47% year-on-year and PAT margin for the quarter stood at 10.1%. | Our FY23 EBITDA was INR 1,683 million compared to INR 937 million last year. | So that is how we are going to retain the margins at anything between 14.5% to 15% EBITDA. | With our recent acquisition of August Electronics in Canada, we have strengthened our North American footprint, added manufacturing capability in Cana… | The positive thing is getting into the product, a new technology and, of course, an expanded margin product, and the other side is on the working capi… |
| People | — | If you can just highlight one on the capacity utilization. | But all the other lines being established and then coming, delivering good capacity utilization, yes. | — | So, that is the reduction primarily comes by uh, better utilization of inventory and the number of days of inventory reduction. | So we don't think it's material to do any other let's say utilization of that particular thing. | We are also signing up clients for significant capacity utilizations in both of these subsidiary entities. | — |
| Pricing | — | So any particular change in the segment mix, which has led to this or pricing pressures, etcetera? | — | — | A one is in inventory which helps us to execute the orders and B which is reducing payables which helps us in terms of better relationship with suppli… | — | — | — |
| Revenue growth | So we are pretty confident that we should be able to match not only revenue growth, but also the profit. | Coming to our performance for the period ended 31st December 22, our total revenue for the quarter stood at INR 2,917 million, registering a growth of… | Coming to our performance for the quarter ended December 31, 2023, our total revenue was INR5,093 million, registering a growth of 76% year-on-year. | I am pleased to inform you all that we have been able to achieve an operating revenue of INR17,373 million during the first 3 quarters of the year FY … | May 17,2023 Our total revenue was 3,646 million registering a growth of 53% year-on-year. | I am happy to inform you that we have been able to achieve a revenue of 18,046 million during the financial year 2024, which represents a strong growt… | But I'm afraid that we'll keep building capacities and incurring slightly higher expenditure for future growth of business. | Going forward, our focus remains clear, improving execution in EMS, moving towards product- driven revenues, ramping up PCB and OSAT, with discipline … |
What they said they would do
Sentences in which management set an expectation. Each names the speaker and the page of the transcript it came from.
| Date | Quarter | Who | What they said |
|---|---|---|---|
| 2024-05-21 | Q4FY24 | RAMESH | For the year 2025, we expect to clock a similar rate of growth in revenue greater than 60% and an improvement in operational EBITDA margin of more than 100 basis points. |
| 2024-07-31 | Q1FY25 | KAYNES TECHNOLOGY INDIA LIMITED | For the financial year 2025 going ahead, we expect to have a good traction from all the different verticals, and we will meet and exceed our estimates of 30,000 million of revenue and corresponding EBITDA margin targeting at 15% for FY '25. |
| 2024-11-05 | Q2FY25 | KAYNES TECHNOLOGY INDIA LIMITED | So, we are among the remaining and we expect about same, about 15%, 20% of market share in this particular business. |
| 2024-11-05 | Q2FY25 | KAYNES TECHNOLOGY INDIA LIMITED | There also, our plan is that we should be able to at least 15% of growth, we should be able to self-fund. |
| 2024-11-05 | Q2FY25 | KAYNES TECHNOLOGY INDIA LIMITED | Because this year, we'll execute about INR3,000 crores, but that 12-month forward order cover will be especially in a lean time like Q2. So, obviously, Q3, Q4, we expect some more push-up to happen. |
| 2025-11-08 | Q2FY26 | KAYNES TECHNOLOGY INDIA LIMITED | So as we go forward, we expect automotive to grow at the rate of growth of our company's growth rate, which will be anywhere around 50% plus/minus, you can take. |