Top Tweets for #highnessmicroelectronics
Highness Microelectronics locked in 10% circuit and near ATH
Second anchor lockup opens next week
Very strong growth guided aheaded by management, 2-3x possible here
Gaurav Kejriwal, MD, #HighnessMicroelectronics Ltd., said semiconductor investments, localisation, and global supply chain diversification are creating strong growth opportunities for India’s electronics manufacturing sector.
Watch the full interview: https://t.co/xuKrrmjv4e
#SME #HIGHNESS #HighnessMicroelectronics
Highness Microelectronics Limited H2 FY26 Earnings Call Highlights
👉 FY27 & Future Outlook:
▫️Management targets FY27 revenue of ₹30-32 Cr with EBITDA margins around 35% and PAT margins >25%
💠For FY28, revenue is guided to exceed ₹50 Cr while maintaining similar margin profile.
💠Steady-state EBITDA margins post-stabilization of new lines expected at 30-32% and PAT at 15-17%; near-term guidance reflects optimism from favourable project mix, high-margin contracts and backward integration benefits.
💠Goa COG/FOG facility on track for first commercial production in ~1 year (July-Aug 2027); will drive 10-15% reduction in input costs through in-house open-cell manufacturing.
💠Advanced glass cutting line at existing Rabale facility to be operational by end-July / mid-August 2026, immediately supporting railways & metro orders.
💠Phased machine capex of ~₹20 Cr (first phase ₹10-12 Cr, second ₹8-10 Cr) focused on automation and capacity tripling.
💠Key growth drivers: defence indigenization, railway modernization, medical electronics and industrial automation.
💠Strategic focus on higher value-add solutions, localization, technology partnerships (including Axiom USA) and global market expansion.
👉 Current Order Book / Projects and Future Pipeline:
▫️Order pipeline described as healthy and growing with customer engagement and diversified demand across all four segments
💠Three design wins already secured from APAC (including Australia) in railways and aerospace — revenue already booked >₹5-6 Cr; another three railway design wins in advanced pipeline expected to close during FY27.
💠Defence & Aerospace contributed 39% (₹6.38 Cr) of FY26 revenue; value-addition currently 40-45% (target 50-60% post-capex).
💠Railways 27% (₹4.36 Cr), Medical & Healthcare 26.7% (₹4.30 Cr), Industrial Automation 6.6% (₹1.07 Cr).
💠Export revenue at 43.8% (₹7.06 Cr) with established orders from Australia & Gulf and rising interest from Western countries; management targeting gradual increase in global share.
💠Addressable opportunity in railways/metro display market; roadmap to capture initial 10%+ market share once Goa facility ramps up, with further domestic and export upside.
💠Delayed export trade receivables largely cleared; final tranche expected by September 2026.
👉 Other Notable Points:
▫️Vertically integrated player with 19+ years of experience, 45+ team size, 17+ product offerings and in-house design-to-manufacturing capabilities; claims as only Indian manufacturer for certain specialised displays competing with global giants.
💠Competitive strengths highlighted: ISO 13485:2016 & ISO 9001:2015 certifications, customisation-led OEM solutions, repeat customer base, rugged/weather-resilient products engineered for extreme conditions
💠Sourcing primarily display glass from Far East Asia followed by significant in-house value addition and ruggedization (especially for defence); minimal direct geopolitical impact.
💠Business model split between off-the-shelf products and customised market-specific solutions across Defence & Aerospace, Railways, Medical & Healthcare, and Industrial Automation
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👉Smaller. Less covered, though noisy at times. Yet occasionally, genuinely exceptional.
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#SMEGems #SMEPlatform #HiddenChampions #SME
1/ Big milestone for Highness Microelectronics 🚀
Company formed a strategic alliance with Axiom Manufacturing, USA, through a newly signed MoU aimed at expanding technical collaboration, manufacturing capabilities, and global market reach.
#HighnessMicroelectronics #ElectronicsManufacturing
2/ The partnership focuses on three key areas:
✅ Advanced electronics architecture
✅ Design workflows & engineering execution
✅ Shared technical expertise, infrastructure, and training
A strong step toward deeper innovation and execution excellence.
3/ Manufacturing synergy across two major regions:
🇮🇳 India: Leveraging Highness’ SMT, COG & FOG manufacturing capabilities for India + APAC markets.
🇺🇸 USA: Utilizing Axiom’s facilities and design capabilities to serve North & South America.
4/ Strategic impact of this collaboration:
🌍 Expanded access to global customers
📈 Stronger positioning in China+1 supply chain opportunities
🛰 Entry into high-value sectors including defense, aerospace & SATCOM
⚡ Enhanced engineering + PCB design capabilities
5/ This alliance represents more than a partnership—it’s a platform for innovation, scale, and global growth.
Excited for what’s ahead.
#Semiconductors #Electronics #Manufacturing #SupplyChain #GlobalExpansion
Highness Microelectronics signed another interesting MOU with Axiom.
If anyone is keen, they can read my detailed thread on the company below.
#highness #highnessmicroelectronics
Highness MicroElectronics Valuation & Business Review
As Highness Microelectronics lists tomorrow, I decided to do a detailed business breakdown & a DCF-based valuation analysis.
With an IPO price of 120, my estimated fair value stands at INR 197 for FY26.
Disc: Post is purely meant for educational purposes, and not a buy/sell recommendation. Please consult your advisor or do your due diligence before investing.
Detailed thread & business review below.
#highness #HighnessMicroelectronics
First session live at MEDW 2026…
Up next: Highness Microelectronics with Mr. Yogesh Kaushik on mobility displays & HMI.
Stay tuned 👀
#HighnessMicroelectronics #MEDW2026 #MobilityDisplays #HMI #SmartMobility #LiveEvent #IndustryInsights #FutureOfMobility
Highness Micro Electronics lists at 5% premium at 125.
Anyone keen on evaluating the company, post listing, can read the thesis below.
#SMEIPO #highness #highnessmicroelectronics #IPOalert
Highness MicroElectronics Valuation & Business Review
As Highness Microelectronics lists tomorrow, I decided to do a detailed business breakdown & a DCF-based valuation analysis.
With an IPO price of 120, my estimated fair value stands at INR 197 for FY26.
Disc: Post is purely meant for educational purposes, and not a buy/sell recommendation. Please consult your advisor or do your due diligence before investing.
Detailed thread & business review below.
#highness #HighnessMicroelectronics
#MarketsWithMC | हाइनस माइक्रोइलेक्ट्रॉनिक्स के आईपीओ को इनवेस्टर्स का जबर्दस्त रिस्पॉन्स मिला है। यह आईपीओ 27 मार्च को बंद हो गया। यह आईपीओ 180 गुना सब्सक्राइब हुआ है। इस बारे में विस्तार से जानने के लिए पढ़ें यह रिपोर्ट...
https://t.co/H9R7y7kO8w
#HighnessMicroelectronics #Stockmarketnews #IPO #sharemarektindia #moneycontrol
@Tanmay_31_ spoke with Mr. Gaurav Kejriwal, Founder and MD of #HighnessMicroelectronics.
IPO closing today on 27th Mar.
The company is a Digital imaging solutions provider for segments like healthcare,defence etc.
Listen & take an informed call
https://t.co/iiTWbXmFc0
#IPOAlert #HighnessMicroelectronics IPO @ ₹120 (₹62 Cr mcap): niche defence/rail/medical display play with strong margins (~24% PAT) and export ramp. Forward PE drops 13x→5x (FY26–30). Key risks: no ₹ order book, small scale, WC intensity. Execution on pipeline = key trigger.
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