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Sanjay Ahuja

15th Sep · SEBI-Registered Analyst

SEMICONDUCTOR STOCK WITH MORE THAN 100% GROWTH IN IT'S ORDER BOOK IN JUST 2 YEARS TO KEEP IN YOUR WATCHLIST

India’s semiconductor sector is booming, with the market size rising from $38 billion in 2023 to $50 billion in 2025, and projected to hit $100 billion by 2030. With a market capitalization of Rs 48,048 crore,

KAYNES
has reported a robust surge in it's order book, rising from Rs 30,004 million in Q1FY24 to Rs 74,011 million in Q1FY26, marking an impressive 146 percent growth in just two years. This sharp expansion highlights strong demand visibility, reflecting customer confidence and positioning the company for sustained growth in India’s fast-evolving semiconductor and electronics manufacturing sector. The company is evolving from a pure EMS provider into an integrated ESDM player, strengthening capabilities in embedded design, prototyping, high-end electronics, and system integration. By increasing ODM contributions, the company aims to boost margins and deepen customer relationships, positioning itself as a strategic thought partner rather than just a contract manufacturer.

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