Investor Presentation

August 07, 2026 BSE Limited National Stock Exchange of India Limited Corporate Relationship Dept., Exchange Plaza, Plot no. C/1, G Block, 14th floor, P. J. Tower, Bandra-Kurla Complex, Dalal Street, Fort Bandra (E), Mumbai - 400 001 Mumbai - 400 051 S crip Code – 543664 S crip Symbol – KAYNES Dear Sir/Madam, Subject: Investors/ Earnings Presentation under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. With reference to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the Investors/ Earnings Presentation for the Quarter ended June 30, 2026. The Company will use this presentation for any meeting scheduled with analysts or institutional investors up to September 30, 2026. The above information will also be available on the website of the Company at www.kaynestechnology.co.in. Request to kindly take this intimation on record. Thanking You, Yours faithfully, For Kaynes Technology India Limited Sudhasri Addepalli Company Secretary and Compliance Officer ICSI Membership No: ACS 79832 Enclosed: As above KAYNES TECHNOLOGY INDIA LIMITED CIN: L29128KA2008PLC045825 Website: www.kaynestechnology.co.in Email ID: kaynestechcs@kaynestechnology.net H.O & Regd Office: 23-25, Belagola, Food Industrial Estate Metagalli PO, Mysore 570016, Karnataka, India Telephone No: +91 8212582595 Investor Presentation August 2026 1 © 2026 Copyright Kaynes Technology. All Rights Reserved CCoonnffiiddeennttiiaall Disclaimer This presentation has been prepared by Kaynes Technology India Limited (“Company") solely for information purposes without any regard to any specific objectives, financial situations or informational needs of any particular person. This presentation may not be copied, distributed or disseminated, directly or indirectly, in any manner. Failure to comply with this directive may result in a violation of the applicable law in certain jurisdictions. By reviewing this presentation, you agree to be bound by the restrictions contained herein, and to maintain absolute confidentiality, regarding the information disclosed in these materials. This presentation does not constitute or form part of and should not be construed as, directly or indirectly, any offer or invitation or inducement to sell or issue, or any solicitation of any offer to purchase or subscribe for, any securities of the Company by any person in any jurisdiction, including in India, nor shall it or any part of it or the fact of its distribution form the basis of, or be relied on in connection with, any investment decision or any contract or commitment, therefore. This presentation contains statements that constitute forward looking statements. These statements include descriptions regarding the intent, belief or current expectations of the Company or its directors and officers with respect to the results of operations and financial condition of the Company. These statements can be recognized by the use of words such as ''expects", "plans", 'will", "estimates", "projects", or other words of similar meaning. Such forward-looking statements are not guarantees of future performance and involve risks and uncertainties, and actual results may differ materially from those in such forward-looking statements as a result of various factors and assumptions which the Company believes to be reasonable in light of its operating experience in recent years. The risks and uncertainties relating to these statements include, but not limited to, risks and uncertainties, regarding fluctuations in earnings, our ability to manage growth, competition, our ability to manage our international operations, government policies, regulations, etc. The Company does not undertake any obligation to revise or update any forward-looking statement that may be made from time to time by or on behalf of the Company including to reflect actual results, changes in assumptions or changes in factors affecting these statements. Given these risks, uncertainties and other factors, viewers of this presentation are cautioned not to place undue reliance on these forward-looking statements. This presentation may contain certain currency exchange rates and the same have been provided only for the convenience of readers. 2 © 2026 Copyright Kaynes Technology. All Rights Reserved CCoonnffiiddeennttiiaall Macro Economic Conditions Macro Factors • Rupee came down from ~85 in Jun 25 to ~96 in Jul 26. Down almost ~11%. • A weaker rupee and higher imported inflation make capital goods, spares Trade Policy Uncertainties West Asia Conflict Global Growth Moderation and technology imports more expensive, complicating supply-chain modernization and cost-control efforts. Inflation Trends Policy Rate Trends Commodity prices • WPI in India jumped to 9.68% in May 12,831 13,349 9.3% 2026, with petroleum and natural gas 11,112 9,515 9,808 2.7% 3.3% 3.9% prices up 61.5% YoY 5.50% 5.50% 1.8% 2.8% 5.25% 5.25% 5.25% 1.4% 2.7% • Even without physical shortages, fear 4.25% 4.00% 4.00% 2,449 2,619 2,829 3,193 3,568 Q0 1. '5 F% Y26 Q2- '0 F.1 Y% 26 Q3' FY26 Q4' FY26 Q1' FY27 of sustained high prices leads to 3.75% 3.75% capacity tightening Q1' FY26 Q2' FY26 Q3' FY26 Q4' FY26 Q1' FY27 Retail Inflation(CPI) Copper Aluminium Wholesale Inflation(WPI) 2.25% 2.00% 2.00% 2.00% 2.00% *Average Inflation taken on Quarterly basis • Repeated energy shocks embed a Precious Metals higher baseline for logistics and energy Rupee Depreciation 8,400 costs 1.40% 1.40% 1.40% 1.40% 1.40% 7,350 5,410 94.7 • El Niño-type rainfall stress can lift food Q1' FY26 Q2' FY26 Q3' FY26 Q4' FY26 Q1' FY27 3,960 3,370 91.5 inflation by 30–50 bps, and because 4,152 4,876 4,512 food has a large weight in CPI India USA China EU 3,293 3,459 87.3 89.1 85.6 Source Q1' FY26 Q2' FY26 Q3' FY26 Q4' FY26 Q1' FY27 • A meaningful hit to agricultural GVA India: RBI Repo Rate Gold Silver drags down overall GDP directly and USA: Federal Reserve China: PBoC 7-day Reverse Repo Rate UoM: via weaker rural demand spilloversinto EU: ECB Deposit Facility Rate S Po inu kr c She eet, World Bank C Go op ldp -e $r. / tA ol zu ,m Sii ln vi eu rm - $- /$ t/ om z*t 100 Q1' FY26 Q2' FY26 Q3' FY26 Q4' FY26 Q1' FY27 manufacturing and services 3 © 2026 Copyright Kaynes Technology. All Rights Reserved CCoonnffiiddeennttiiaall Global Uncertainties Driving Longer Lead Times Supply Chain Disruption Component Availability Tightens US – Iran Conflict • Allocation, not open market: Suppliers ration scarce inputs to strategic accounts • AI / data-centre crowd-out: Memory & wafer capacity Production Capacity Booked Earlier reallocated to higher-margin server demand AI / Data Centre Boom → → • Higher energy Prices: Higher electricity and natural gas prices increases plant operating cost, production cost per unit and also utility expenses Longer Supplier Lead Times • Chokepoint disruption: Freight, specialty gases and fab High Raw Material Prices energy costs hit at once • Bullwhip effect: Panic ordering amplifies the shortage Higher Procurement Cost further Lead Times Trends MCU & Power Devices High Cap & Auto MLCC Resistors & Inductors Diodes & MOSFETs Connectors Display ICs & TFT/OLED 26 – 52 Weeks 26 – 32 Weeks Up to 24 Weeks 26 - 40 Weeks 12 - 20 Weeks 12 - 20 Weeks Murata, Samsung EM, YAGEO Extended when demand SiCautomotive-grade the most TE, Molex, Amphenol; TE, Molex, Amphenol; Infineon, TI; peak SKUs high-end series strengthens by region constrained auto/EV/AI-server lines auto/EV/AI-server lines Component Price Change Component Price Change Component Price Change MCU & Power Devices 15-85% MLCCs & Tantalum Caps 15-60% Connectors 5-30% DRAM & NAND 40-105% Chip Resistors 15-25% Diodes & MOSFETs 10-20% 4 © 2026 Copyright Kaynes Technology. All Rights Reserved CCoonnffiiddeennttiiaall Global EMS Market Outlook Global Electronics & EMS Market Global EMS Market – Geographical Share (2025) 4450 CAGR –Global Electronics Market –6.6% CAGR –Global E [Showing first 8,000 characters — download PDF for full document]