Cyient has made available the complete transcript of its December 18, 2025 conference call discussing the strategic acquisition of Kinetic Technologies, providing detailed insights into the $93 million transaction that will accelerate the company's semiconductor product strategy and establish India's first ASIC-led custom power semiconductor platform.

Strategic Vision and Three-Pillar Approach

Executive Vice Chairman and Managing Director Krishna Bodanapu outlined Cyient Semiconductors' mission to become India's first and largest semiconductor company through a comprehensive three-pillar strategy. The approach focuses on delivering high-end services, providing end-to-end custom chips (turnkey ASIC), and developing proprietary custom chips for specific applications.

Kinetic Technologies Acquisition Rationale

CEO of Cyient Semiconductors Suman Narayan emphasized that the Kinetic acquisition accelerates their power strategy by years and doubles their addressable market to $8.50 billion. The transaction brings approximately 250 ASSP products and over 100 product patents, enabling cross-leverage across both custom ASSP and turnkey ASIC business pillars.

Financial Performance and Projections

CFO Ramya Mohan provided detailed financial insights during the Q&A session, confirming that Kinetic Technologies' current estimated revenue is $40.00 million with positive momentum following their strategic pivot away from consumer markets. The acquisition is structured to provide 70%-75% ownership initially, with a path to full control within four years.

Revenue Mix Evolution Strategy

The management outlined the expected evolution of Cyient Semiconductors' revenue composition following the Kinetic integration. By the end of FY27, the ASSP business (custom product IP) is projected to represent 50%-55% of total revenue, with custom ASIC turnkey contributing 30% and services maintaining 15%.

Strategic Partnerships and Ecosystem Development

The conference call highlighted Cyient's deliberate approach to building critical semiconductor ecosystem partnerships. Key alliances include Global Foundries for fab access and wafer economies, Amkor for assembly and packaging expertise, and Navitas for compound semiconductor technologies like GaN for data centers.

Market Opportunity and AI Power Demands

Bodanapu emphasized the massive market opportunity driven by AI power consumption, noting that a single AI query consumes 100 times more power than a Google query. Global AI electricity demand is projected to reach 21% by 2030, equivalent to the combined electricity consumption of India and Japan, creating substantial demand for power-efficient semiconductor solutions.

Conference Call Availability

The complete transcript of the December 18, 2025 conference call has been filed with BSE and NSE under Regulation 30 requirements. The recording remains accessible on Cyient's website under the investor relations section, providing stakeholders with comprehensive insights into the strategic acquisition and future growth plans for the semiconductor business.

Cyient has announced the strengthening of its Middle East operations to drive intelligent engineering solutions across key infrastructure sectors. The enhanced regional presence positions the company to deliver advanced engineering services in four critical sectors experiencing substantial growth in the Middle East: energy, utilities, transportation, and connectivity.

Strategic Enhancement of Regional Operations

The strengthened operations focus on delivering intelligent engineering solutions that leverage advanced technologies and methodologies. This strategic initiative aims to capitalize on the increasing demand for sophisticated engineering solutions in the region's rapidly evolving infrastructure landscape.

Intelligent Engineering Capabilities

Cyient's enhanced Middle East operations emphasize intelligent engineering approaches that integrate cutting-edge technologies with traditional engineering expertise. The energy sector focus addresses the region's transition toward smart energy systems and sustainable infrastructure development.

The utilities component supports the growing demand for intelligent utility networks and automated systems. The transportation sector enhancement positions Cyient to deliver smart mobility solutions, while the connectivity focus addresses advanced telecommunications and digital transformation requirements.

Market Positioning and Growth Impact

The strengthened Middle East presence aligns with Cyient's strategy to expand its intelligent engineering capabilities in high-growth markets. The region's emphasis on smart city development and infrastructure modernization creates significant opportunities for providers of intelligent engineering solutions.

This enhancement demonstrates Cyient's commitment to delivering technology-driven engineering services that meet the evolving needs of Middle Eastern markets across multiple sectors. By focusing on these key areas, Cyient aims to contribute to regional growth and drive innovation in intelligent engineering solutions across the Middle East.