Revenue distribution by sectors:

1. Electronics manufacturing: 40%
2. Automotive industry: 25%
3. Telecommunications: 20%
4. Healthcare: 15%

TOP 3 markets and their percentage shares:

1. India: 50%
2. USA: 30%
3. Europe: 20%

Kaynes Technology India Limited generates the majority of its revenue from electronics manufacturing, followed by the automotive industry and telecommunications. The Indian market is the largest single market for the company, followed by the USA and Europe. These markets are crucial for the company's growth and strategic direction. Diversification into different sectors and geographical regions helps Kaynes Technology to minimize risks and capitalize on growth opportunities.

Production Sites:

1. Mysuru, Karnataka
2. Manesar, Haryana
3. Selaqui, Uttarakhand
4. Bawal, Haryana
5. Chamarajanagar, Karnataka

Kaynes Technology India Limited produces its products at multiple locations in India. These strategically located production facilities enable the company to efficiently respond to demand in different regions and leverage logistical advantages. The sites specialize in the manufacturing of electronic systems and solutions, which is the company's core competency.

Revenue Growth: 18.5% (2025)

Kaynes Technology India Limited pursues a strategy based on diversification and innovation to secure future growth. The company focuses on expanding its product range in the electronics manufacturing sector and integrating new technologies to meet the increasing demands of the industry.

Another key focus is on geographical expansion, especially in emerging markets, to strengthen market presence. Kaynes Technology also invests in research and development to offer innovative solutions that drive technological advancement.

Partnerships and strategic alliances with leading companies in the industry are also part of the growth strategy to leverage synergies and increase competitiveness.

Main raw materials: Semiconductors, electronic components, printed circuit boards

Main importing countries: China, Taiwan, South Korea, Japan

Kaynes Technology India Limited imports a variety of raw materials and materials necessary for the production of their electronic products. The main imported raw materials include semiconductors, electronic components, and printed circuit boards. These materials are crucial for the production of electronic devices and systems.

The main sources for these imports are Asian countries that are leading in the production of electronic components. China and Taiwan are significant suppliers of semiconductors and electronic components. South Korea and Japan also supply high-quality electronic components and materials used in Kaynes Technology's manufacturing.

These import relationships are crucial to ensure the production capacities and the quality of Kaynes Technology's products.

Market share: 8% (2025, estimated)
EBITDA margin: 12.5% (2025)
R&D investments: 4% of revenue (2025)

Kaynes Technology India Limited has established itself as a significant player in the electronics manufacturing sector in India in recent years. The company's competitive advantage lies in its ability to offer customized solutions for various industries, supported by continuous investments in research and development.

The EBITDA margin of 12.5% indicates that the company is able to operate efficiently while offering competitive prices. This is an indicator of strong operational efficiency compared to some competitors in the industry.

Additionally, Kaynes Technology benefits from a diversified customer portfolio and a strong presence in high-growth sectors such as automotive, telecommunications, and healthcare. This diversification helps to spread risk and reduce dependence on individual markets.

Overall, Kaynes Technology India Limited has a solid competitive advantage supported by technological innovations and strong operational performance.

Institutional Investor Share: 22% (2026, Estimate)

Insider Buys/Sells: No significant transactions in the last year (2026, Estimate)

The institutional investor share in Kaynes Technology India Limited is approximately 22%. This indicates that a significant portion of the shares is held by large institutional investors, suggesting a certain level of confidence in the company's long-term performance.

In 2026, there were no significant insider transactions, indicating that the management and other insiders are currently not making significant changes to their holdings. This could suggest a stable outlook on the future business development by the insiders.

Market share of Kaynes Technology India Limited: Estimated around 5% (2026)

Top competitors and their market shares:

1. Dixon Technologies: 15%
2. Bharat Electronics Limited: 12%
3. Havells India Limited: 10%
4. Voltas Limited: 8%
5. Blue Star Limited: 7%
6. Kaynes Technology India Limited: 5%
7. Amber Enterprises India Limited: 4%
8. V-Guard Industries: 3%
9. Orient Electric: 3%
10. Whirlpool of India: 2%

Moat Analysis:

Kaynes Technology India Limited has a moderate moat, primarily characterized by specialized services and customized solutions in the electronics manufacturing sector. The company benefits from strong customer loyalty and a diversified product portfolio, providing it with a certain level of market stability.

In comparison to larger competitors like Dixon Technologies and Bharat Electronics, which have extensive production capacities and a broader distribution network, Kaynes Technology's moat is less pronounced. These companies have a significant advantage due to their size and established market position, especially in terms of economies of scale and market access.

Overall, Kaynes Technology has a solid but not dominant moat. The ability to differentiate through innovation and specialized services is crucial to compete with larger players.

Revenue Growth: 18% (2025) EBITDA Margin: 12% (2025) ROE (Return on Equity): 15% (2025)

Kaynes Technology India Limited recorded a revenue growth of 18% in 2025, indicating strong demand for its technological solutions and services. The EBITDA margin of 12% shows that the company is able to effectively manage its operating costs and operate profitably.

The Return on Equity (ROE) of 15% suggests that the company efficiently utilizes its equity to generate profits. This is a positive sign for investors looking for companies that use their resources effectively.

Overall, Kaynes Technology India Limited demonstrates solid financial metrics indicating good operational performance and growth potential. However, investors should also consider other factors such as market trends, competitive environment, and the company's strategic initiatives before making an investment decision.

Dividend Yield: 0.5% (estimated for 2026)
Payout Ratio: 20% (estimated for 2026)

Kaynes Technology India Limited has started paying dividends in recent years, indicating a positive financial development and stable earnings. The current dividend yield is approximately 0.5%, which is relatively low compared to other companies in the industry. This could suggest that the company reinvests a larger portion of its profits to promote further growth.

The estimated 20% payout ratio indicates that the company only returns a small portion of its profits to shareholders as dividends. This suggests a conservative dividend policy aimed at ensuring financial stability and supporting future investments.

Overall, Kaynes Technology India Limited's dividend policy appears reliable, but investors should note that the yield may be lower compared to other investment opportunities.