Скачать или смотреть Kaynes Tech: Short-Term Pain, Long-Term Gain? Q4 FY25 Explained

In this video, we analyze the Q4 FY25 results of Kaynes Technologies and explore the company’s evolving growth story. Despite operational challenges in Q3 due to delayed smart meter order execution, Kaynes delivered a strong Q4 performance, with the management maintaining a sharp focus on profitability. The EBITDA margin target of 15%+ for FY25 was upheld, even as the full-year revenue guidance was slightly reduced.

We also cover Kaynes Technologies’ ambitious roadmap for FY26, where management has guided for ₹4,350 crore in revenue, reflecting a 60% year-on-year growth, along with improved EBITDA margins of 15.5%. A significant portion of this growth is expected to come from two strategic initiatives — the semiconductor (OSAT) and HDI PCB businesses — for which the company has earmarked a capex of ₹3,400 crore and ₹1,400 crore respectively. These projects are scheduled to commence operations by Q4 FY26.

The video further examines Kaynes’ acquisition of August Electronics, a business with superior EBITDA margins and a revenue base of around CAD 57 million. We discuss its long-term growth potential and how it complements Kaynes’ diversification across sectors such as energy, medical, IT, and telecom.

Additionally, we touch on Kaynes’ growing focus on exports. Around 15% of FY26 revenues are expected from international markets, with the long-term target being 20–25% of total revenues from exports over the next 4–5 years. This reflects the company's growing global aspirations and scale.

Whether you’re an investor, analyst, or someone tracking India’s electronics and semiconductor sectors, this video offers deep insights into one of the fastest-growing companies in the EMS space.

00:00 Start
00:40 Q4 FY25 Financial Highlights
01:57 FY25 Financial Highlights
02:58 Key Operating Metrics
04:25 Gross Block V/S Asset Turns
05:49 Revenue Mix
06:31 Operational Issues in Q3
07:28 Management Guidance
10:41 Valuations

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Use of this information is at the user's own risk. The Company and its directors, associates and employees will not be liable for any loss or liability incurred to the user due to investments made or decisions taken based on the information provided herein. The investment discussed or views expressed herein may not be suitable for all investors. The users should rely on their own research and analysis and should consult their investment advisors to determine the merit, risks and suitability of recommendation. Past performance is not a guarantee for future performance or future results. Information herein is believed to be reliable, although its accuracy and completeness cannot be guaranteed. The images used may be copyright of the company or third party. As a condition to using the services, the user agrees to the terms of use of the website and the services.


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Yadnya Academy Pvt. Ltd. (InvestYadnya) is registered with SEBI under SEBI (Research Analyst) Regulations, 2014 with registration no. INH000008349.
Disclosure with regard to ownership and material conflicts of interest
1. Neither Research Analyst nor the entity nor his associates or relatives have any financial interest in the subject Company;
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