Kellton Tech Solutions Limited — Investor Meet, 17-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Kellton Tech Q3 & 9 months FY26 results show steady growth. Q3 revenue was Rs. 308 Cr (up 2.7% QoQ), EBITDA Rs. 39.7 Cr (up 5% QoQ) with 12.9% margin, and PAT Rs. 25.5 Cr (up 5.8% QoQ) at 8.3% margin. EPS rose to 50 paisa.

The company is deeply integrating AI, seeing 20-30% efficiency gains in outcome-based projects, though many clients are still cautious. Management dismissed "SaaS apocalypse" fears, highlighting AI's role in driving new projects and operational efficiency. Strategic acquisitions like Kumori accelerate ServiceNow capabilities. Kellton is also pursuing opportunities in data center services. Sentiment is positive on AI's long-term volume and efficiency benefits, focusing on strategic growth areas.