Semiconductor stock in focus after Motilal Oswal MF buys additions 225,015 shares in the Co.

Synopsis:
Kaynes Technology India Ltd saw fresh investor interest after Motilal Oswal Mutual Fund increased its stake beyond 5 percent. The stock touched an intraday high of Rs. 6,249, the same as its opening price, representing a 0.78 percent gain from the previous close.

Semiconductor stock in focus as institutional buying supported sentiment. Motilal Oswal Mutual Fund raised its holding, while its parent brokerage recently reiterated a positive view with meaningful upside potential from current levels.

Kaynes Technology India Ltd, with a market capitalization of Rs. 41,647.31 crore, opened at Rs. 6,249, matching its intraday high, against a previous close of Rs. 6,200.35. This reflected a 0.78 percent increase. 

What’s the News?

Motilal Oswal Mutual Fund has raised its stake in Kaynes Technology India Ltd to 5.0285 percent. The fund acquired 225,015 shares, equivalent to 0.3361 percent stake in the company. 

Prior to this, it held 31,41,937 shares, or 4.6925 percent. With the latest acquisition, its total holding stands at 33,66,952 shares, or 5.0285 percent. The move reflects continued institutional confidence in Kaynes, which has been expanding its capabilities in advanced electronics manufacturing.

On July 19, 2025, Motilal Oswal Financial Services set a target price of Rs. 7,300, implying a 16.8 percent potential upside from today’s opening price.

Also read: Cement stock jumps over 4% after promoter plan to sell 6.49% stake in the company

Financial Snapshot

On a quarter-on-quarter basis, revenue declined 31.6 percent to Rs. 673 crore in Q1FY26 from Rs. 984 crore in Q4FY25. Profit before tax fell 32.4 percent to Rs. 96 crore from Rs. 142 crore, while net profit decreased 35.3 percent to Rs. 75 crore from Rs. 116 crore.

On a year-on-year basis, revenue rose 33.7 percent to Rs. 673 crore in Q1FY26 from Rs. 504 crore in Q1FY25. PBT grew 50 percent to Rs. 96 crore from Rs. 64 crore, while net profit jumped 47.1 percent to Rs. 75 crore from Rs. 51 crore in the same period last year.

About the Company

Kaynes Technology India focuses on designing and manufacturing advanced electronic modules and solutions for diverse industries. Its portfolio includes bare printed circuit boards, component assembly, and interface cards. The company serves clients across automotive, industrial, railways, aerospace and defence, medical, and consumer/IoT sectors, operating nine plants in seven Indian states with a presence in 26 countries worldwide.

Written by -Manan Gangwar 

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