Cyient Limited has announced the acquisition of a majority stake in Kinetic Technologies, a move designed to accelerate its product strategy within Cyient Semiconductors. This acquisition is expected to be EBIT accretive from year one (FY27) and EPS accretive from year two. Kinetic Technologies brings over 20 years of industry experience, proven products, and over 100 intellectual properties, which will double the addressable market for Cyient Semiconductors in data center, AI, and industrial applications. The company's strategy for Cyient Semiconductors is built on three pillars: delivering high-end services, providing end-to-end custom chips (turnkey ASIC), and developing proprietary custom chips for specific applications. The acquisition of Kinetic Technologies significantly bolsters the third pillar, focusing on power-efficient solutions for AI and industrial applications. This move is seen as critical for strengthening Cyient Semiconductors' IP-led play, enhancing revenue visibility, and driving long-term returns. During a conference call on December 18, 2025, management discussed the strategic rationale, highlighting that semiconductors are at a ripe stage for evolution in India. They emphasized the company's unique position to fill the gap for a standalone Indian semiconductor leader and scale globally. The acquisition is expected to double semiconductor revenue for Cyient Semiconductor and is part of a broader strategy involving targeted investments and partnerships to build a robust ecosystem.