Peerasab M

2 posts

Peerasab M

Peerasab M

@MPeerasab25

Katılım Mart 2024
21 Takip Edilen0 Takipçiler
Peerasab M
Peerasab M@MPeerasab25·
@Dixitagg What about investor bought shares with high value, whether they need to retain or sell ?
English
1
0
1
112
DIXIT AGGARWAL
DIXIT AGGARWAL@Dixitagg·
KAYNES TECH Q4FY26 CONCALL FINANCIALS: Revenue +50%, EBITDA +55%, PAT +60% Margin: 15.5% CORE: Landmark FY26; strong growth + scaling into semiconductors KEY DRIVERS: Defense & aerospace scaling fast OSAT + semiconductor entry Export growth + EV electronics demand STRATEGY: ODM transition + full-stack electronics play Design-to-manufacturing moat strengthening INDUSTRY TAILWINDS: China+1, PLI, semiconductor push Strong demand: smart meters, EV, automation RISKS: High working capital & capex Semiconductor execution risk Talent constraints GROWTH & GUIDANCE: FY27 growth: 40–50% EBITDA margin: 15–16% Order book: ₹5,500+ Cr #stockmarket #StockGains
DIXIT AGGARWAL tweet media
English
2
2
28
1.3K