Kaynes Technology India Ltd. · NSE:KAYNES

Kaynes Technology India — Q1 FY27 Earnings Presentation

27 slides from Kaynes Technology India's earnings presentation, Aug 7, 2026

  1. Slide 1: Regulation 30 intimation letter to exchanges

    August 07, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relationship Dept., Exchange Plaza, Plot no. C/1, G Block, 14th floor, P. J. Tower, Bandra-Kurla Complex, Dalal Street, Fort Bandra (E), Mumbai - 400 001 Mumbai - 400 051 Scrip Code – 543664 Scrip Symbol – KAYNES Dear Sir

  2. Slide 2: Investor Presentation August 2026

    Investor Presentation August 2026 1 © 2026 Copyright Kaynes Technology. All Rights Reserved Confidential

  3. Slide 3: Disclaimer

    Disclaimer This presentation has been prepared by Kaynes Technology India Limited (“Company") solely for information purposes without any regard to any specific objectives, financial situations or informational needs of any particular person. This presentation may not be copied, distributed or disse

  4. Slide 4: Macro Economic Conditions

    Macro Economic Conditions Macro Factors • Rupee came down from ~85 in Jun 25 to ~96 in Jul 26. Down almost ~11%. • A weaker rupee and higher imported inflation make capital goods, spares Trade Policy Uncertainties West Asia Conflict Global Growth Moderation and technology imports more expensive, com

  5. Slide 5: Global Uncertainties Driving Longer Lead Times

    Global Uncertainties Driving Longer Lead Times Supply Chain Disruption Component Availability Tightens US – Iran Conflict • Allocation, not open market: Suppliers ration scarce inputs to strategic accounts + • AI / data-centre crowd-out: Memory & wafer capacity reallocated to higher-margin server de

  6. Slide 6: Global EMS Market Outlook

    Global EMS Market Outlook Global Electronics & EMS Market Global EMS Market – Geographical Share (2025) 4450 CAGR – Global Electronics Market – 6.6% CAGR – Global EMS market – 6.6% North America, 2350 18% 1975 APAC, 68% Europe, 6% 1225 Latin America, 645 5% 515 MEA, 3% 2021 2025 2035 Global Electron

  7. Slide 7: Indian EMS Market

    Indian EMS Market FY 2030 FY 2025 US$ 415 Billion US$ 185 Billion US$ 390 Billion US$ 140 Billion US$ 150 Billion US$ 40 Billion Source: KPMG – India’s Electronics Manufacturing Services(EMS) Opportunity Electronics Market Domestic Manufacturing EMS Market 6 © 2026 Copyright Kaynes Technology. All R

  8. Slide 8: Company Overview

    Click to edit Master title style Company Overview 7 © 2026 Copyright Kaynes Technology. All Rights Reserved Confidential

  9. Slide 9: Group Overview

    Group Overview 35+ Years 13 22 800,000+ Sft. 9K+ Global Certifications & Advanced Manufacturing Manufacturing Experience Accreditations Facilities Globally Shop Floor Area Global Workforce INR 22k Cr. 33% CAGR 8 500+ 30+ Market Capitalization ( 30th Jun 2026) 5 Year Revenue Growth Diversified Vertic

  10. Slide 10: Manufacturing Presence

    Manufacturing Presence CANADA August Electronics – Mfg. Unit 1 HIMACHAL PRADESH 1 Parwanoo Mfg. Unit USA 1 NCR - REGION DIGICOM – Mfg. Unit Manesar – 2 Mfg. Units 2  26 SMT Lines GUJARAT Sanand - Semicon Mfg 1 1  70 THD Lines Ahmedabad - Design.  26 Cable Harness Lines MAHARASTRA 1 1  48 plastic

  11. Slide 11: Diversified Portfolio

    Diversified Portfolio 10 © 2026 Copyright Kaynes Technology. All Rights Reserved Confidential

  12. Slide 12: From Contract Manufacturing to Product Leadership

    From Contract Manufacturing to Product Leadership Product Based Company Results: Box-build Solutions • Better Returns • Faster product Embedded Software development Metals / Plastic Smart Meters Wire Harness Bare PCBs • Greater customer OSAT stickiness • Larger Content with Customer • Sustainable EM

  13. Slide 13: Quality – Commitment to Excellence

    Quality – Commitment to Excellence “Don’ t Flow – Don’t Make; Can’t Flow – Can’t Make” Customer Feedback & 78 Quality Certifications achieved till date Review Quality Tools As Work Philosophy Initiatives  Total Quality  Active SGA & QC  BIQ Control(TQC) Circles CUSTOMER  Statistical Process  Ze

  14. Slide 14: People Growth Initiatives and Trainings

    People Growth Initiatives and Trainings Functional Training Major Initiatives Leadership • 280+ Trainings across 12 different categories Competencies • 60 Man hours training / annum / employee • Internal Auditors training Learning & • Sponsored overseas training opportunities EHS Training Developmen

  15. Slide 15: Sustainability in action

    Sustainability in action MSIL Green Eco Vadis Supplier Score – 64% Certification • Wind Power: 2.25M+ Units • Employee Welfare & POSH (Aug’24–Jun’25) • Ethical & Responsible Sourcing • Solar Power: 3 MW installation • Contributing towards Rural across plants (in progress) Development Projects • Ener

  16. Slide 16: CSR & Sustainability Initiatives

    CSR & Sustainability Initiatives Towards a better society… Plantation Drive in Madahalli Anganwadi Development Supporting Farming Community • Land Extent – 24.71 Acres (10 Hectares) • Location – Madahalli Research Station • Total Plantation – 2,050 Ficus Species • Carbon Absorption – • 12.3 MT Co2/Y

  17. Slide 17: Financial Highlights

    Click to edit Master title style Financial Highlights 16 © 2026 Copyright Kaynes Technology. All Rights Reserved Confidential

  18. Slide 18: Financial Quarterly Results Summary – Consolidated

    Financial Quarterly Results Summary – Consolidated Values in ₹ Million Revenue, INR Million EBITDA & Margin ₹9,460 ₹ 1,600 ₹ 1,476 23.0% 22.5% 22.0% ₹ 1,400 ₹ 1,130 21.5% 21.0% ₹6,735 ₹ 1,200 20.5% 20.0% ₹ 1,000 19.5% 19.0% ₹ 800 18.5% 16.8% 18.0% 17.5% ₹ 600 17.0% ₹ 400 15.6% 16.5% 16.0% 15.5% ₹ 20

  19. Slide 19: Key Ratios - Quarterly

    Key Ratios - Quarterly Net Debt to Equity Asset Turnover* 3.8 0.2 2.0 0.1 Q1' FY26 Q1' FY27 Q1' FY26 Q1' FY27 Net Working Capital Days* ROCE* 163 15.8% 122 11.6% Q1' FY26 Q1' FY27 Q1' FY26 Q1' FY27 Note: Ratios relating Asset Turnover, Net Working Capital Days and ROCE (adjusted for unutilized IPO &

  20. Slide 20: Diversified Revenue Mix- Quarterly

    Diversified Revenue Mix- Quarterly Vertical Wise Segments Wise Q1 FY26 Revenue - ₹6,735 Q1 FY26 Revenue - ₹6,735 Mn Mn Q1 FY 27 Revenue - ₹9,460 Q1 FY 27 Revenue - ₹9,460 Mn 59% Mn 51% 55% 45% 36% 25% 27% 26% 23% 19% 9% 7% 6% 5% 1% 2% 1% 2% Aerospace, Medical Railways IT, IoT, Automotive Industrial

  21. Slide 21: Diversified Revenue Mix

    Diversified Revenue Mix Vertical Wise Segments Wise FY 25 Revenue - ₹27,218 Mn FY 25 Revenue - ₹27,218 Mn 55% 55% FY 26 Revenue - ₹36,264 Mn FY 26 Revenue - ₹36,264 Mn 49% 43% 39% 28% 26% 25% 22% 18% 10% 7% 8% 6% 1% 2% 2% 2% Aerospace, Medical Railways IT, IoT, Automotive Industrial ODM, Prod. Engg.

  22. Slide 22: Profit & Loss – Q1 FY 27

    Profit & Loss – Q1 FY 27 Particulars (₹ Mn) Q1’ FY 27 Q1’ FY 26 YoY Growth Revenue from operations 9,460 6,735 40% Raw material cost 6,205 3,956 57% Employee expenses 851 589 44% Other expenses 929 1,059 (12%) EBITDA 1,476 1,130 30% EBITDA margin (%) 15.6% 16.8% (120 BPS) Depreciation and amortizati

  23. Slide 23: Profit & Loss - Consolidated

    Profit & Loss - Consolidated Values in ₹ Million Particulars (₹ Mn) FY24 FY25 FY26 Revenue from operations 18,046 27,218 36,264 Raw material cost 13,299 18,997 23,719 Employee expenses 1,028 1,781 3,136 Other expenses 1,178 2,333 3,669 EBITDA 2,542 4,107 5,741 EBITDA margin (%) 14.1% 15.1% 15.8% Dep

  24. Slide 24: Balance Sheet - Consolidated

    Balance Sheet - Consolidated Values in ₹ Million Particulars (₹ Mn) FY24 FY25 FY26 Gross Block (tangible assets) 3,276 6,263 13,320 Accumulated Depreciation 682 1,218 2,223 Net Block (tangible assets) 2,594 5,045 11,097 Intangible assets 620 2,381 5,364 Other non-current assets 3,571 12,154 14,006 T

  25. Slide 25: Cash Flow Statement - Consolidated

    Cash Flow Statement - Consolidated Values in ₹ Million Particulars (₹ Mn) FY24 FY25 FY26 Cash flow from operating activities Profit before tax 2,316 3,716 5,043 Adjustment for non-operating items 401 626 1,674 Operating profit before working capital changes 2,717 4,343 6,717 (Increase)/ decrease in

  26. Slide 26: Market & Financial Performance

    Market & Financial Performance Closing Price(31st March 2026) Opening Price (03rd April 2023) Share Price Trend(₹) Rs. 3,427 49% CAGR Rs. 992 4,741.4 3,427.8 2,869.2 Q1' FY 24 Q2' FY 24 Q3' FY 24 FY 24 Q1' FY 25 Q2' FY 25 Q3' FY 25 FY 25 Q1' FY 26 Q2' FY 26 Q3' FY 26 FY 26 Revenue (FY26): CAGR 47.7%

  27. Slide 27: Thank You!

    Thank You! www.kaynestechnology.co.in 26 © 2026 Copyright Kaynes Technology. All Rights Reserved Confidential

Kaynes Technology India — Q1 FY27 Earnings Presentation on 6ix