Kaynes Technology India Ltd

📈 Kaynes Tech Q1 FY26: Order Book Surges 47%, Revenue Up 34% YoY

- Order book grew from ₹50,386M (Q1 FY25) to ₹74,011M (Q1 FY26) - 47% increase

- Q1 FY26 revenue: ₹6,735M (+34% YoY)

- EBITDA at ₹1,130M (+69% YoY), margin at 16.8%

- PAT at ₹746M (11.1% margin), 100bps YoY improvement

- Sanand OSAT facility on track for Dec 2025 production

- Chennai HDI PCB plant to open Jan 2026

- Transitioning from EMS to integrated ESDM (embedded systems/high-end electronics)

- Acquired August Electronics (Canada) for North America expansion

- Kavach program nearing pilot implementation

- FY26 revenue guidance maintained at ₹4,500 crore

- Exploring inorganic growth in NA/Europe for tech portfolio

- Working capital optimization initiatives underway