• Semiconductor market outlook: India's semiconductor market is projected to exceed $100 billion by 2030, with the country estimated to achieve a 10% to 13% global semiconductor manufacturing market share over the long term.
• OSAT capex deployment: Kaynes Technology has invested roughly 20% to 30% of its planned ₹3,250 crore OSAT outlay, maintaining a modular investment approach linked directly to revenue progress.
• Semiconductor revenue guidance: Revenues are expected to begin flowing in the third and fourth quarters, with the company targeting ₹250 crore in revenue in FY27 and scaling to ₹2,500 crore by 2031.
• Semicon 2.0 strategy: Alongside expanding its existing OSAT assembly operations, Kaynes plans to leverage the Semicon 2.0 framework to move into product innovation, design, and proprietary intellectual property creation.