#KaynesTechnologies - Twitter Hashtag

7 days ago

Everyone believes indian investors have missed the AI rally, however it is worth noting india does have AI players. #kaynestechnologies pure semiconductor manufacturer #CGpower semiconductor and industrial stability 💓 #moschip AI chip design #dixontechnologies semiconductor

0

65

TruthCapital

@ramesh_vd

3 months ago

#kaynestechnologies #kaynes Kaynes Technology — 🧵 Revenue drivers: Order book ₹8,366 Cr with 96.8% of FY27 already locked. Sanand OSAT plant goes live FY27 — India's first domestic chip packaging play. Chennai HDI PCB plant cuts 70%+ import dependence. August Electronics (Canada) adds high-margin North American aerospace volumes. Kavach railway ODM + RUDRA servers for C-DAC rounding it out. Margin levers: OSAT + HDI vertical integration saves 10–15% on import costs — EBITDA path: 15.8% → 17.0% → 18.8% by FY28. 25% flow-through on every incremental rupee of revenue. Finance costs peak in FY27 then fall; interest cover crosses 13x by FY28. Moat: Wide — and widening. Every single pillar rates Strong except IP (Moderate, moving to Strong as OSAT ramps). 18–36 month factory audit cycles mean no client can switch vendors without halting supply lines. 90%+ retention. ₹3,000+ Cr committed capex into OSAT + HDI that competitors simply cannot match overnight. CAP: 10+ years. Management: 57.8% promoter stake. Zero pledges. Scaled from ₹1,126 Cr (FY23) to ₹3,626 Cr (FY26) — tripled in 3 years. QIP funds deployed exactly as communicated. Only watch item: 135-day debtor cycle on railway and state utility contracts. Numbers : Revenue ₹3,626 Cr → ₹5,819 Cr (FY28E). EBITDA 15.8% → 18.8%. PAT ₹364 Cr → ₹620 Cr. CFO flips from -₹114.5 Cr to +₹680 Cr. P/E compresses 57.8x → 33.8x. Not investment advice. Do your own research.

ramesh_vd's tweet photo. #kaynestechnologies #kaynes

Kaynes Technology — 🧵

Revenue drivers: Order book ₹8,366 Cr with 96.8% of FY27 already locked. Sanand OSAT plant goes live FY27 — India's first domestic chip packaging play. Chennai HDI PCB plant cuts 70%+ import dependence. August Electronics (Canada) adds high-margin North American aerospace volumes. Kavach railway ODM + RUDRA servers for C-DAC rounding it out.

Margin levers: OSAT + HDI vertical integration saves 10–15% on import costs — EBITDA path: 15.8% → 17.0% → 18.8% by FY28. 25% flow-through on every incremental rupee of revenue. Finance costs peak in FY27 then fall; interest cover crosses 13x by FY28.

Moat: Wide — and widening. Every single pillar rates Strong except IP (Moderate, moving to Strong as OSAT ramps). 18–36 month factory audit cycles mean no client can switch vendors without halting supply lines. 90%+ retention. ₹3,000+ Cr committed capex into OSAT + HDI that competitors simply cannot match overnight. CAP: 10+ years.

Management: 57.8% promoter stake. Zero pledges. Scaled from ₹1,126 Cr (FY23) to ₹3,626 Cr (FY26) — tripled in 3 years. QIP funds deployed exactly as communicated. Only watch item: 135-day debtor cycle on railway and state utility contracts.

Numbers : Revenue ₹3,626 Cr → ₹5,819 Cr (FY28E). EBITDA 15.8% → 18.8%. PAT ₹364 Cr → ₹620 Cr. CFO flips from -₹114.5 Cr to +₹680 Cr. P/E compresses 57.8x → 33.8x.

Not investment advice. Do your own research.

0

7

2

8

2K

Business Standard

@bsindia

3 months ago

Kaynes Technologies reported a 21.5% drop in profit to ₹91.2 crore in the fourth quarter, while operating revenue went up 26% to ₹1,242 crore. #KaynesTechnologies #Q4FY26 #Q4Results #Q4FY26Results | @Avik_Das84 https://t.co/qTzVPinyas

1

0

684

Tariq Aziz @TAInvests

3 months ago

Kaynes’ problem is no longer the guidance miss alone; it is the market’s growing doubt over the credibility of its guidance framework. #KaynesTechnologies

Tariq Aziz @TAInvests

3 months ago

3626 Cr vs 4000 Cr guidance miss of 9.3% on yearly basis. Credibility of guidance is damaged. On sequential basis, there is recovery as the last quarter was a shockingly low miss. Ebidta margins are as per guidance. Now the new trajectory depends on tomorrow's concall.

0

1K

0

2

0

1K

Raghav CS 🇮🇳 🖋️ @valuevzard

7 months ago

#kaynestechnologies #KAYNES Promoter's remarks are note worthy.

0

8

3

1

2K

N Suresh

@NSuresh_ECW

7 months ago

Kaynes Technologies Q3 2026 Earnings ~Revenue at ₹804 Crores, Up 22% YoY ~Net Profit at ₹76.6 Crores, Up 15% YoY ~EBITDA Margins at 14.5%, Up from 14.2% YoY ~Order Book at ₹9,072.2 Crores as of 31st Dec 2025 #kaynestechnologies #Q3FY26 #StockMarketIndia

NSuresh_ECW's tweet photo. Kaynes Technologies Q3 2026 Earnings

~Revenue at ₹804 Crores,
Up 22% YoY

~Net Profit at ₹76.6 Crores,
Up 15% YoY

~EBITDA Margins at 14.5%,
Up from 14.2% YoY

~Order Book at ₹9,072.2 Crores as of 31st Dec 2025

#kaynestechnologies #Q3FY26 #StockMarketIndia

1

6

0

612

🇮🇳 Focused Investing

@ParveenBhansali

7 months ago

#KaynesTechnologies Short-term technicals and sentiment are weak and volatility remains elevated. While short-term price action is weak, fundamental business indicators remain reasonably strong compared with prior periods. Kaynes continues to invest in semiconductor and EMS infrastructure including OSAT and HDI PCB capacity, and tied to India’s semiconductor policies. Subsidiaries and expansions (e.g., overseas stake increases) are part of growth positioning. Negative near-term price action driven by guidance revisions, target cuts, and technical pressures is evident. However, fundamental business metrics and order growth remain intact, supported by capacity expansion and solid order books. The name remains cyclical and execution-driven meaning turns in operational execution or results upgrades could pivot sentiment.

0

18

0

4

2K

Shashank Jha

@shashank_jha_12

8 months ago

Kaynes Technologies just crashed 📉But is this a breakdown… or a long-term opportunity? PCBA vs ODM vs Box Build PCB & OSAT (Semicon) bets Management guidance vs reality Valuation till FY30 📷 Full Deep Dive 📷https://t.co/TGtVy4MgKu #KaynesTechnologies #IndianStocks #EMS

0

2

0

485

Next Big Bull (Ravi)

@alphaaInvestor

8 months ago

Added Kaynes Technologies on today’s fall 📉 Stock looks almost bottomed out at these levels — risk-reward turning favourable now.💡 Let’s see how it plays out from here🤞 ⚠️(Not a reco) #kaynes #kaynestech #swingtrade #Kaynestechnologies #StockMarket

Next Big Bull (Ravi)

@alphaaInvestor

8 months ago

Exited #kaynes Tech swing trade for now📉will look to re-enter if a better opportunity comes🔻 Added one more long-term bet in #Monolithisch India⚙️ Yes,valuations are a bit high🚨but growth potential looks strong to me📈will accumulate on dips✅ ⚠️Not a reco #investing #SMEs

alphaaInvestor's tweet photo. Exited #kaynes Tech swing trade for now📉will look to re-enter if a better opportunity comes🔻

Added one more long-term bet in #Monolithisch India⚙️

Yes,valuations are a bit high🚨but growth potential looks strong to me📈will accumulate on dips✅

⚠️Not a reco
#investing #SMEs https://t.co/3B5vg6huKV

1

0

2K

0

4

0

2K

Arpit Agarwal

@ArpitAgar_Aurum

8 months ago

I am up 9% on #KaynesTech #KAYNESTECHNOLOGY. Did you buy? DROP A “🚀” IN THE COMMENTS! 👉 FOLLOW ME I’m dropping more high-conviction multibaggers very soon. Let’s build wealth together. 💰🚀🔥 #kaynestechnologies

Arpit Agarwal

@ArpitAgar_Aurum

9 months ago

🚨 ALERT: Added a Large Position in #Kaynes at ₹3,920 🚨 A 50% crash… and now I’m buying with conviction. When fear takes over, opportunity shows up. And fundamentals? Stronger than ever. Here’s my clear, numbers-backed BUY case: 👇 1⃣ Fundamentals Still Outperforming 👉H1 FY26: +47% revenue, +75% EBITDA, margins expanding 👉Order book at ₹80,000+ crore → multi-year visibility 👉Management reaffirmed $1B revenue target by FY28 2⃣ Technically Oversold. ₹4,000 = My Strong Accumulation Zone. 👉 50% correction = valuation reset 👉 Weekly RSI at 27 - deeply oversold zone 👉 Strong rejection at ₹4,000 with sharp bounce and high volumes. 👉 Weekly candle forming a hammer, classic accumulation signal Yes, disclosures and reporting needed improvement. Yes, governance questions shook confidence. NO DOUBT! These issues Are Real, But fixable without breaking the growth engine. 🎯IPO in 2022. Early-stage listed companies make such mistakes. But: There is no fraud, no collapse in demand, no structural business deterioration. To be honest, stock was highly overvalued (traded at over 120x P/E) earlier. and it just needed one trigger to correct sharply. These issues simply became that trigger. Strong businesses fix them and keep growing. That's where the opportunity lies for the investor. BOLD PREDICTION: By June 2026, #KAYNES WILL MAKE A NEW ALL-TIME HIGH. 🤠 That’s why I’m building a long-term position here. 🚀 #KaynesTech #StockMarketIndia #Investing #StocksToWatch

ArpitAgar_Aurum's tweet photo. 🚨 ALERT: Added a Large Position in #Kaynes at ₹3,920 🚨

A 50% crash… and now I’m buying with conviction.
When fear takes over, opportunity shows up.
And fundamentals? Stronger than ever.

Here’s my clear, numbers-backed BUY case: 👇

1⃣ Fundamentals Still Outperforming
👉H1 FY26: +47% revenue, +75% EBITDA, margins expanding
👉Order book at ₹80,000+ crore → multi-year visibility
👉Management reaffirmed $1B revenue target by FY28

2⃣ Technically Oversold. ₹4,000 = My Strong Accumulation Zone.
👉 50% correction = valuation reset
👉 Weekly RSI at 27 - deeply oversold zone
👉 Strong rejection at ₹4,000 with sharp bounce and high volumes.
👉 Weekly candle forming a hammer, classic accumulation signal

Yes, disclosures and reporting needed improvement.
Yes, governance questions shook confidence.
NO DOUBT! These issues Are Real, But fixable without breaking the growth engine.

🎯IPO in 2022. Early-stage listed companies make such mistakes.

But: There is no fraud, no collapse in demand, no structural business deterioration.

To be honest, stock was highly overvalued (traded at over 120x P/E) earlier. and it just needed one trigger to correct sharply. These issues simply became that trigger.

Strong businesses fix them and keep growing. That's where the opportunity lies for the investor.

BOLD PREDICTION: By June 2026, #KAYNES WILL MAKE A NEW ALL-TIME HIGH. 🤠

That’s why I’m building a long-term position here. 🚀

#KaynesTech #StockMarketIndia #Investing #StocksToWatch

1

7

2

5K

0

2

1

0

285

Capt. Sachin Chaudhary

@suryachaudhary1

9 months ago

Yes sir/madam Around 3900 was the … in Kaynes #KAYNESTECHNOLOGY #kaynestechnologies #kaynes

4

34

0

2

5K

Anuj Yadav @Anujkkyadv

9 months ago

#kaynestechnologies — Nomura stays BUY @ ₹5,455 TP Key points from the update: • Growth target realigned due to smart-meter challenges • Cash flow improvement remains a key investor watch • Working-capital drag → growth drivers need reassessment • Management addresses accounting & collection concerns • Company to exit service model; will supply only devices ahead • Smart-meter revenue expected to decline sharply till FY28

0

2

0

75

Nisha Gupta

@macca2931996

9 months ago

#KAYNES Would you buy it? 50% off! 😀😀😀 #KaynesTech #KAYNESTECHNOLOGY #kaynestechnologies

0

2

0

317

The Big Bull Deals

@thebigbulldeals

9 months ago

#Dixon & #Kaynes showing recovery 🎯 #DixonTechnologies #kaynestechnologies

2

47

0

3

6K

Equity Trader @optionadictbnf

9 months ago

Fair value of 4 #EMS sector stocks Dixon Technology #DixonTechnologies Amber enterprises #amberent Syrma sgs #syrma Kaynes Technology #KaynesTech #kaynestechnologies Like 💖 Bookmark 🔖 Retweet ✅

optionadictbnf's tweet photo. Fair value of 4 #EMS sector stocks

Dixon Technology #DixonTechnologies
Amber enterprises #amberent
Syrma sgs #syrma
Kaynes Technology #KaynesTech

#kaynestechnologies

Like 💖 Bookmark 🔖 Retweet ✅ https://t.co/Jae16eFIBH

0

9

1

3

1K

Vishal Susheel (Vizu Stock Market Hints)

@vishal_susheel

9 months ago

#KAYNES Will you buy it ? 50% Discount 💀☠️ #KaynesTech #KAYNESTECHNOLOGY #kaynestechnologies

4

50

3

4

6K

Next Big Bull (Ravi)

@alphaaInvestor

9 months ago

💡Kaynes for the last 7 days⤵️ 🔻Kotak: Reduce 📈 JPM: Overweight ✅ ICICI: Buy Investors: Bhai, kya ho raha hai?🤯 💭This stock is more discussed than India’s batting lineup🏏 🪄At this rate,even astrology apps will give Kaynes ratings tomorrow😅 #Kaynes #kaynestechnologies

alphaaInvestor's tweet photo. 💡Kaynes for the last 7 days⤵️

🔻Kotak: Reduce
📈 JPM: Overweight
✅ ICICI: Buy

Investors: Bhai, kya ho raha hai?🤯

💭This stock is more discussed than India’s batting lineup🏏

🪄At this rate,even astrology apps will give Kaynes ratings tomorrow😅
#Kaynes #kaynestechnologies https://t.co/IeWhx5odFO

0

2

3

1

1K

ET NOW

@ETNOWlive

9 months ago

EXCLUSIVE | Kaynes Tech Stock Turmoil: CFO Jairam Paravastu cites this as reason, not governance for disclosure lapse - VIDEO #KaynesTech #StockMarket #kaynestechnologies https://t.co/5tQAivpGi9

0

3

0

1K