Kellton Tech Solutions Limited — Investor Meet, 20-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Kellton Tech reported strong Q1 FY'26 consolidated financials: Revenue Rs. 296 Cr (up 12.8% YoY), EBITDA Rs. 35 Cr (12.1% margin), and PAT Rs. 22 Cr (up 13.5% YoY). Standalone revenue was Rs. 53 Cr, noting hardware sales impacted margins. Key client wins include compliance solutions for a global beverage leader and US healthcare insurer, plus AI engineering for an Indian travel tech provider. Operational highlights feature zero-downtime migration for a large agriculture firm and the launch of KAI, their enterprise agentic AI platform. Management emphasized AI is C-suite driven, yielding higher profitability, with an order book of ~10 months. Confident outlook on AI-led growth.