I’ll again say this.
Most corporates are essentially 5 star hotels + Health care services.
You’re really delusional if you think they can provide affordable healthcare.
Either get an insurance, be rich or demand the govt for good quality affordable healthcare.
You won’t go to Taj and expect a 10₹ coffee.
Kaynes Technology Q2 FY26 Concall Decoded: “India’s Chip Dream Finds Its Assembly Line (and Margins Too)”
1. Opening Hook
In a world where semiconductor talk is mostly PowerPoint deep and policy wide, Kaynes just went ahead and actually made chips. Not tweets, not promises — silicon with sweat. The Mysore-born EMS player turned ESDM powerhouse now sounds more like Taiwan Inc. than Tier-2 India.
From building India’s first multichip module to charming Mitsui and Infineon into its orbit, Kaynes is scripting the kind of “Make in India” fairytale bureaucrats only dream of. But before you pop the champagne — working capital’s still thirsty, and receivables are playing marathon.
Read on — this call had everything: semiconductors, sarcasm, subsidies, and the CFO’s version of cash flow yoga.
2. At a Glance
• Revenue ₹906 crore (+58% YoY): CFO swears it wasn’t Excel inflation, just real growth magic…
Read full piece: https://t.co/v5vXNxWx0v
#JustIn | #IT Minister, #AshwiniVaishnaw speaks about Electronics Component Industry PLI. He says,
▶️2026 is the year when 4 Semicon Units will begin commercial production - Kaynes, Tata Plant in Assam, Micron, CG Power
Here's more👇
Minister Ashwini Vaishnaw confirms 2026 as the breakout year for India's semiconductor mission, with 4 major players kicking off production. 🇮🇳✨
Kaynes Technology is set to play a pivotal role alongside global giants.
📍 Location: Sanand, Gujarat
💰 Investment: ₹3,300 Cr
The AIIMS Delhi jibe has definitely hit a raw nerve. The little buddy is so rattled that he cannot stop talking about it.
I can understand.
The realisation of intellectual inferiority must have hit him hard.
But our society ensures that people with basic skills, like shouting nonsense on TV, can also make a living. So carry on, Mr Aroor.
I see you are not respected much by your fellow journalists either.
So seeing doctors rallying together must be quite painful for you. Cope harder
All people commenting under the post with "nice information" , "thank you for this" , "great information" - please go see a psychiatrist or stop renting out your brain.
Day in the life of a European entrepreneur:
You wake up, it’s August and 29°C, your apartment has no AC because you live in a climate conscious building
You open LinkedIn to see Americans half your age raising $50M Series A, while you’re on the month 4 of due diligence for a €100k bridge round
You take a lunch break at 12pm because the restaurant closes at 2pm, reopens at 6pm, and is closed on Mondays
You eat bread with cheese for the third time this week. “This is the European lifestyle”, you tell yourself
Back in the office, you try to hire an engineer and discover it costs €90k to employ a person who receives €42k
Your accountant charges €400 to tell you that you owe €6,000 in unpaid VAT obligations you didn’t know existed
You google “Delaware corporate tax rate” in incognito mode
5pm, time to call it a day. You open up LinkedIn again to see that the candidate you wanted to hire just joined an AI startup in SF. His salary is higher than your entire seed round
You take the bus home, but need to get out early to not interrupt the cultural integration process of two friendly dark-skinned passengers (they are breaking windows)
You finally get to your 38 sqm apartment that costs €1,900, and you’re exhausted
Fortunately, tomorrow is Friday and your country just introduced a 4-day work week. You can finally rest
There is nothing better than life in Europe
Look at the damage done. Ayurvedic fraud companies are reaching out to doctors claiming "credibility" because some odd ball decided to make money by selling their soul to the wellness industry. This is why doctors need not only knowledge and empathy, but also integrity.
> Wakes up after 5hr 37min sleep
> Eats aalu paranthe with butter in breakfast.
> Asks mom/wife to give more pickle
> Drinks 6 cups of chai everyday
> Eat namkeen in Lunch
> More pickle
> Masaledar gravy
> Chai again
> Shouts at wife for making bland dinner
> Scroll reels and X
> Worship politicians
> Calls AQI a fraud index
> Outrage on things
> Get triggered easily
> Orders biryani and complain to cc if 5min late
> Consume churan for digestion
> Hari om burps
> 2800 steps daily
> Gym membership paid in Jan 25. Left in Feb.
> Blames it on vaccine.
🚀 Time to add KAYNES?
📍 Price bounced strongly from the 3900–4100 support zone
📊 Heavy volume confirms strong buying interest
If momentum holds, upside targets:
🎯 5200 → 5800–7100 in the next 1–2 years
Support held. Volume spoke. Trend may follow. 📈
Kotak was behind Laurus Labs with multiple sell reports within 1 week couple of years back
Now they are targeting Kaynes Technology with multiple sell reports within the last 4 days
Laurus Labs did 2x in 12-15mnths post that sell report
Let's see what Kaynes does from here
@safiranand You're quite the opposite Safir sir. You're a beacon of hope positivity & self reflection 🙏
Aap ke saath iss learning and investment ke saf(i)r me anand milta hai