KAYNES: Leadership Transition Will Drive Future Upside Despite Modest Risk Reassessment

Analysts have trimmed their price target for Kaynes Technology India by roughly 3 percent to reflect a slightly higher discount rate and marginally lower profit margin expectations, even as they factor in a modest uplift to long term revenue growth assumptions. What's in the News Board meeting scheduled for November 4, 2025, to consider and approve unaudited standalone and consolidated financial results for the quarter and half year ended September 30, 2025 (company filing) Board meeting on September 24, 2025, to consider changing the designation of Managing Director Ramesh Kunhikannan to Executive Vice Chairman and to appoint Dr. Muthukumar Narayanaswamy as Additional Director and Managing Director (company filing) Chief Executive Officer Rajesh Sharma has tendered his resignation, effective at the close of business on October 31, 2025, to pursue opportunities outside the organisation (company filing) Special or extraordinary shareholders meeting to be conducted via postal ballot in India on December 12, 2025 (company filing) Valuation Changes Fair Value: trimmed by about 3 percent, from approximately ₹7,136 to ₹6,953 per share, reflecting a modestly more conservative valuation.

Shared on 24 Nov 25

Fair value Increased 3.00%

KAYNES: AI Wearable Integration And Leadership Changes Will Drive Future Upside

Narrative Update on Kaynes Technology India: Analyst Price Target Revision Analysts have raised their fair value estimate for Kaynes Technology India from ₹6,928 to ₹7,136, a modest increase. This revision is based on optimistic projections for future revenue growth, even though profit margins have tightened and a slightly lower discount rate has been applied.

Shared on 08 Nov 25

Fair value Increased 2.59%

KAYNES: Improved Margins And Wearable Technology Integration Will Drive Upside

Analysts have raised their price target for Kaynes Technology India from ₹6,752.87 to ₹6,928.00, citing improved profit margin expectations. This increase in profit margin expectations more than offsets a slightly reduced revenue growth outlook.

Shared on 23 Sep 25

Fair value Increased 1.75%

The sharp increase in Kaynes Technology India's future P/E from 86.60x to 116.54x signals substantially higher growth expectations, underpinning a marginal rise in the consensus analyst price target from ₹6637 to ₹6753. What's in the News Kaynes Technology India successfully integrated the core team behind Mustard Smartglasses, enhancing its capabilities in AI-powered, waveguide-based smart wearable technology for global consumer and enterprise markets.

Shared on 04 Aug 25

Fair value Increased 6.28%

The consensus analyst price target for Kaynes Technology India has been raised to ₹6622, reflecting increased optimism driven by a significant rise in both the company’s future P/E multiple and net profit margin. What's in the News Board meeting scheduled to consider and approve unaudited Q1 FY26 results.

Shared on 01 May 25

Fair value Decreased 0.57%

Shared on 23 Apr 25

Fair value Increased 0.42%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 17 Apr 25

Fair value Decreased 0.31%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 0.47%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 02 Apr 25

Fair value Increased 14%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 26 Mar 25

Fair value Increased 0.83%

AnalystConsensusTarget has decreased future PE multiple from 90.1x to 80.5x.

Shared on 19 Mar 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 12 Mar 25

Fair value Decreased 12%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Vertical Integration And Advanced Manufacturing Will Fuel Future Demand

KAYNES: Leadership Transition Will Drive Future Upside Despite Modest Risk Reassessment

KAYNES: AI Wearable Integration And Leadership Changes Will Drive Future Upside

KAYNES: Improved Margins And Wearable Technology Integration Will Drive Upside

Shared on 23 Sep 25

Shared on 04 Aug 25

Shared on 01 May 25

Shared on 23 Apr 25

Shared on 17 Apr 25

Shared on 09 Apr 25

Shared on 02 Apr 25

Shared on 26 Mar 25

Shared on 19 Mar 25

Shared on 12 Mar 25