KAYNES Q4 FY26 Guidance vs Delivery (KAYNES Management Mirror)

Revenue Targets

Management continues to target $1 billion in consolidated revenue by Mar'28, driven by EMS, bare board, and OSAT operations. In the Dec'25 Qtr, they expected OSAT to contribute at least INR 1,500 crores and PCB approximately INR 1,000 crores to this target. For Mar'26, the Dec'25 Qtr guidance anticipated total revenues crossing a minimum of INR 4,000 crores. In the Mar'26 Qtr, management expects the company to outgrow the 16-18% EMS industry growth rate by doubling it. [Status: Reaffirmed]