Kaynes Tech ka Toofani Performance! 9 Mahine mein **37%** Revenue Badha, Acquisition se Duniya bhar mein Entry!

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AuthorKavya Nair|Published at:
Kaynes Tech ka Toofani Performance! 9 Mahine mein **37%** Revenue Badha, Acquisition se Duniya bhar mein Entry!
Overview

Bhaiyo aur Behno, Kaynes Technology ne 9 mahine mein kamaal kar dikhaya! Revenue **37%** bhaga aur PAT **54%** badh gaya. Q3 mein thoda margin compress hua, par order book **₹90,722 million** tak pahunch gaya hai. Ab company Canada aur Austria mein bhi expand kar rahi hai!

📉 Kaynes Tech Ke 9 Mahine Ke Numbers Sabke Hosh Uda Gaye!

Kaynes Technology India Limited ne 9 mahine (9M FY26) ke results unveil kiye hain, aur numbers ekdum solid hain. Overall revenue mein 37% ka tagda YoY jump aaya, jo ab ₹23,837 million ho gaya hai. Sirf revenue hi nahi, EBITDA bhi 55% badh kar ₹3,778 million ho gaya hai. Isse company ka EBITDA margin 15.9% ho gaya, matlab 190 bps ka sudhaar. Aur Profit After Tax (PAT) toh 54% badh kar ₹2,726 million par pahunch gaya, jisse PAT margin bhi 11.4% ho gaya, 120 bps ka sudhaar dikhaya.

Q3 FY26 Mein Thodi Ghabrahat?

Lekin jab Q3 FY26 ke numbers dekhe, toh picture thodi mix hai. Revenue toh 22% badh kar ₹8,040 million ho gaya, aur EBITDA bhi 24% badh kar ₹1,168 million par pahuncha, jisse EBITDA margin 14.5% par 30 bps sudhra. Lekin PAT 15% badh kar ₹766 million hua, par PAT margin 9.5% par 60 bps gir gaya. Lagta hai Q3 mein thoda cost pressure raha hoga ya product mix change hua hoga.

Order Book Zabardast Aur Debt Control Mein!

Company ki order book ki baat karein toh woh 50% se bhi zyada badh kar ₹90,722 million ho gayi hai! Ye future ke liye bahut achha sign hai. Net debt ₹6,656 million hai, par sabse achhi baat yeh hai ki Net Debt to Equity ratio sudhar kar 0.1 ho gaya hai, jo pehle 0.2 tha. Iska matlab company debt ko achhe se manage kar rahi hai aur uska net worth bhi badh kar ₹46,816 million ho gaya hai. Ek chiz jispar nazar rakhni hogi woh yeh hai ki working capital days thode badh kar 139 days ho gaye hain, jo pehle 107 din the. Inventory badhne ki wajah se aisa hua hai.

Global Expansion Ka Plan Tayyar!

Kaynes Technology sirf India mein hi nahi, ab duniya bhar mein apni pahunch bana rahi hai. Sanand mein OSAT pilot line chal padi hai aur Chennai mein PCB manufacturing bhi badha rahe hain. Naye plants Chamarajanagar aur Hyderabad mein bhi lag rahe hain, khaas kar aerospace aur SMT lines ke liye.

Sabse interesting baat hai inke acquisitions! Canada mein August Electronics Inc. ko kharid liya hai, jisse North America mein entry mil gayi. India mein Tranzmeo IT Solutions ko le kar AI aur Industry 4.0 mein entry li hai. Aur Austria mein Sensonic GmbH ko le kar smart rail-tech aur IoT mein smart sensing ka kaam karenge. Ye sab milakar Kaynes ek comprehensive electronics manufacturing services provider ban gaya hai.

Aage Kya? Risks Aur Opportunities

Ye sab Electronic System Design and Manufacturing (ESDM) sector mein ho raha hai, jismein future mein kaafi growth dikh rahi hai. Kaynes ka integrated model aur expansion plan is growth ka fayda uthane ke liye sahi hain. Lekin haan, investors ko thoda dhyan rakhna hoga. Working capital days ka badhna, naye plants ke liye bada investment, aur Q3 mein margin ka thoda girna – ye kuch chizein hain jinpar nazar rakhni hogi. Agar OSAT operations sahi chal gaye aur acquisitions successfully integrate ho gaye toh company government schemes aur global supply chain trends ka fayda utha sakti hai. Agar execution acha raha toh future bright hai.

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