Kaynes Technology - Attractive Valuation | But What’s the Smart Way to Play It?| Kaynes Latest News скачать в хорошем качестве

Kaynes Technology - Attractive Valuation | But What’s the Smart Way to Play It?| Kaynes Latest News

In this video, I break down Kaynes Technology’s latest business update call — a crucial one after the allegations raised in the Kotak report and the subsequent panic selling in the market. I explain how the management responded to every concern, what the key clarifications were, and how investors should interpret the latest developments. You’ll also find a clear analysis of Kaynes’ business fundamentals, near-term outlook, long-term growth drivers, and the overall risk–reward setup from here. Topics Covered: ✔ Kotak report concerns: What was raised vs. what management clarified ✔ Financial impact, receivables, inventory, and margin questions ✔ Scram & Censk acquisitions — real value, risks, and earnings impact ✔ Latest business update breakdown ✔ Risk-reward analysis and investment approach ✔ What the outlook looks like for FY26 & beyond This video will help you understand whether the correction has changed the thesis, what to track going forward, and how to position yourself depending on your risk profile. Timestamps: 00:00 - Intro 00:11 - Why They Have to Hold a Concall 01:05 - Error in Reporting, Not Intent 02:23 - Why Was IR Not Proactive? 03:05 - PAT margin is 28% — How? 04:01 - Why the Loss in H1FY25? 04:57 - Why Aren’t Exceptional Items Mentioned? 05:34 - The Risk of a Poor Business Model 07:05 - Why Was This Business Acquired? 07:49 - Expected Revenue from This Business 08:04 - 1400 Cr of Receivables – What’s the Solution? 09:54 - Guidance on Working Capital 10:24 - What Will Lead to Improvements? 11:58 - Risk of Losing Margins 12:58 - Provisioning: Risk of Losing Money? 14:02 - Confusion Between Goodwill and Intangibles 16:54 - Cash Flow and Balance Sheet Mismatch 18:42 - Contingent Liabilities 19:46 - Smart Meter Business Dependency 21:01 - Guidance on Free Cash Flow 21:35 - OSAT & PCB Project Updates 22:42 - Conclusion, Valuation, and Approach to This Bet Kaynes Technology Business Kaynes Technology Business Model Kaynes Technology Business Model Analysis Kaynes Technology Fraud Kaynes Technology Broker Latest Report Kaynes Technology Management Interview Kaynes Technology Future Kaynes Technology Accounting Mismanagement Kaynes Technology Management Analysis Kaynes Technology Corporate Governance Kaynes Technology Stock Kaynes Technology News Kaynes Technology Latest News Kaynes Technology Latest News Kaynes Technology Stock Latest News Kaynes Technology Latest Result Kaynes Technology Latest Quarterly Result Kaynes Technology Latest Earnings Call Kaynes Technology Latest Concall Kaynes Technology Latest Quarter Earnings Call Kaynes Technology Latest Quarter Concall Kaynes Technology Result Kaynes Technology Result News Kaynes Technology Latest Quarterly Result Kaynes Technology Latest Result News Kaynes Technology Latest Stock Update Kaynes Technology Latest Quarter Result Kaynes Technology Result Analysis Kaynes Technology Stock Analysis Kaynes Technology Share Kaynes Technology Share Analysis Kaynes Technology Stock Latest Update Kaynes Technology Share Latest Update Kaynes Technology Stock Latest News Kaynes Technology Share Latest News Kaynes Technology Stock Price Kaynes Technology Share Price Kaynes Technology Management Kaynes Technology Management Analysis Kaynes Technology Management Interview Kaynes Technology Management Commentary Kaynes Technology Stock Price Future Kaynes Technology Share Price Future Kaynes Technology Business Outlook Kaynes Technology K Stock Ka Kya Kare Kaynes Technology K Share Ka Kya Kare Kaynes Technology Ka Share Kab Chalega Kaynes Technology Ka Stock Kyu Gir Raha Hai Kaynes Technology Ka Share Kyu Gir Raha Hai Kaynes Technology Q2FY26 Result Analysis Kaynes Technology Concall Kaynes Technology Earnings Call Kaynes Technology Latest Quarter Concall Kaynes Technology Latest Quarter Earnings Call Kaynes Technology Latest Earnings Call Kaynes Technology Latest Concall Kaynes Technology Concall Analysis Kaynes Technology Earnings Call Analysis Kaynes Technology Q2FY26 Result News Kaynes Technology Q2FY26 Concall Kaynes Technology Q2FY26 Earnings Call Kaynes Technology Q2FY26 Result Analysis