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Kaynes Technology India Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- Margin pressure expected due to component cost inflation and supply shortages; pricing pass-through ongoing
- Space tech: 3U satellite prototype ready; launch expected mid-2027; titanium gas bottle manufacturing for ISRO and DRDO
- OSAT and PCB capex INR1,200 crore spent; commercial production to start Q3 FY27; INR500 crore revenue target FY27
- Capex guidance FY27: INR300 crore each for OSAT and PCB, INR250 crore for EMS; funding on track
- Q1 FY27 revenue INR946 crore +40% y-y; EBITDA INR147.6 crore +31% y-y; EBITDA margin 15.6%
- Strong order book INR9,000 crore; new customer wins including large EV manufacturer and global brands
- EMS business grew 48% y-y; smart metering business degrew due to working capital and flood impact
- Working capital days at 190; strategic inventory buildup amid supply chain disruptions
- Management committed to balance sheet improvement and operational excellence
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.