Kaynes Technology Projects ₹4,525 Cr Revenue by FY26, Eyes Export-Led Growth with OSAT & PCB Expansion

is aiming for ₹4,525 crore in revenue for FY26, driven by a strong order book, ramp-up of global contracts, and higher export momentum. Whole Time Director & CFO Jairam Sampath expects strong exports growth, stating that major orders from US and European clients in aerospace and automotive will add ₹200–300 crore in additional export revenue. Backed by execution of new opportunities, the company also expects a 50 bps improvement in EBITDA margin to 15.6%. In Q4FY25, it reported ₹984 crore revenue and ₹116 crore net profit, with an impressive 17.1% margin. Kaynes plans annual capex of ₹200–300 crore in its EMS segment to support over 50% potential growth. The OSAT and PCB businesses are currently under construction and is expected to be fully operational by FY27, contributing ₹1,000–1,500 crore annually. Funded through a recent QIP, these expansions reflect Kaynes' strategic push toward scale, exports, and diversification. Technical Analysis KAYNES recently faced rejection near the strong resistance zone of ₹6833.50, forming a bearish candle on the daily chart with high volume, signaling short-term selling pressure. The stock now trades around ₹6100, just above the 9-day EMA, 70-day EMA, and 100-day SMA, suggesting a possible consolidation or dip toward ₹6046–₹5979. On the weekly chart, the structure remains bullish above key moving averages (9, 70, and 100-week EMAs), though momentum is cooling with RSI near 60 on both timeframes. A breakdown below ₹5979 could trigger a fall toward ₹5529, while strength above ₹6188 may open the door for a retest of ₹6833 and a potential breakout toward ₹7788. Follow me for more such posts, Thank You! Disclaimer: This post is for informational purposes only and not a recommendation to buy or sell any securities. I, or my family, associates, or relatives, may have a financial interest in the securities mentioned.