KELLTONTEC - Kellton Tech
📢 Recent Corporate Announcements
Kellton Tech has announced a strategic partnership with FutureAge AI Labs to develop Zourney, an AI-native B2B travel platform. The platform is designed to solve fragmentation in the travel trade by embedding intelligence across the booking value chain, from pricing to post-sales. A key value proposition is the reduction of the booking workflow from the industry average of 1-2 days down to less than five minutes. This initiative targets the growing digital needs of India's B2B travel operators and distribution partners.
- Compresses booking workflow duration from 1-2 days to less than 5 minutes
- Reduces the need for an average of 3-5 customer callbacks per booking through automated workflows
- Provides a unified operating layer with one platform and one API for travel agents
- Leverages Kellton's global delivery capabilities and team of over 2,000 professionals
Kellton Tech's proprietary Agentic AI platform, KAI, has been awarded the AGBA Innovation Star Rating Certificate 2026, supported by India's Ministry of Electronics and Information Technology (MeitY). The platform achieved a "High-Potential: Outstanding performance" tier rating in the Generative AI category. KAI is currently operational across the US, Europe, and APAC, delivering autonomous AI solutions for BFSI, retail, and industrial sectors. This institutional validation is expected to boost client confidence and strengthen the company's positioning in global enterprise and public sector markets.
- KAI platform conferred AGBA Innovation Star Rating Certificate 2026 with "Outstanding performance" tier.
- Recognition is backed by the Ministry of Electronics and Information Technology (MeitY), Govt. of India.
- Proprietary AI agents are deployed globally, streamlining procurement, compliance, and customer experience.
- The certification follows a rigorous independent technology assessment process, enhancing institutional credibility.
Kellton Tech Solutions Limited has officially released the audio recording of its earnings conference call for the third quarter of FY26. The call, which discussed financial results for the period ending December 31, 2025, is now accessible to the public via the company's website. This disclosure is a standard regulatory requirement under SEBI (LODR) Regulations to ensure transparency for all stakeholders. Investors can use this recording to gain deeper insights into management's commentary on quarterly performance and future growth outlook.
- Audio recording of the Q3 FY26 earnings call made available on February 14, 2026
- Discussion pertains to financial results for the quarter ended December 31, 2025
- Compliance with Regulation 30 and 46 of SEBI (Listing Obligations and Disclosure Requirements)
- Recording link provided for public access on the company's official investor relations page
Kellton Tech Solutions reported a steady Q3 FY26 with revenue reaching ₹3,088 million, marking a 10.6% year-on-year growth. The company's profitability showed significant improvement as PAT rose 22% YoY to ₹255 million, supported by an 8.3% PAT margin. A strategic pivot toward 'Agentic AI' through its proprietary KAI platform is driving the Digital Transformation segment, which now accounts for 83% of total revenue. The company also secured a triple-pillar Microsoft Solutions Partner designation, strengthening its competitive position in cloud and AI transformation.
- Quarterly revenue grew 10.6% YoY to ₹3,088 million, with Digital Transformation contributing 83% of the mix.
- Profit After Tax (PAT) increased by 22% YoY to ₹255 million, resulting in an EPS of ₹0.5.
- EBITDA stood at ₹397 million with a margin of 12.9%, reflecting a 5% increase in absolute EBITDA.
- Achieved Microsoft Solutions Partner status across Data & AI, Digital & App Innovation, and Infrastructure pillars.
- Launched Kellton Agentic AI (KAI) platform, targeting up to 80% faster workflows for enterprise clients.
Kellton Tech reported a steady performance for Q3 FY26, with total revenue reaching ₹3,088 million, a 10.6% increase compared to the same period last year. The company's bottom line showed significant improvement, with Net Profit (PAT) rising 22% YoY to ₹255 million, driven by margin expansion and operating leverage. EBITDA stood at ₹397 million with a margin of 12.9%, while the PAT margin improved to 8.3%. The company also secured several high-profile AI-led projects and achieved Microsoft Triple Solutions Partner status, strengthening its position in the digital transformation space.
- Total revenue grew 10.6% YoY to ₹3,088 million in Q3 FY26 compared to ₹2,793 million in Q3 FY25.
- Net Profit (PAT) increased by 22% YoY to ₹255 million, with an improved PAT margin of 8.3%.
- EBITDA for the quarter was ₹397 million with a margin of 12.9%.
- Achieved Microsoft Triple Solutions Partner designation in Data & AI, Digital & App Innovation, and Azure Infrastructure.
- Secured major AI-driven contracts across advertising, telecom, and international development sectors, including a UN agency.
Kellton Tech Solutions Limited reported its financial results for the quarter ended December 31, 2025, showing a consolidated revenue of Rs 251.99 crore. The group's consolidated net profit for the quarter stood at Rs 21.83 crore, contributing to a nine-month total profit of Rs 61.74 crore. Standalone performance remained relatively flat with an EPS of 0.07 for the quarter. The company's international subsidiaries continue to be the primary drivers of its consolidated financial health, representing significant assets and revenue streams.
- Consolidated revenue for Q3 FY26 reported at Rs 251.99 crore.
- Consolidated net profit for the quarter ended Dec 2025 was Rs 21.83 crore.
- Nine-month consolidated revenue (Apr-Dec 2025) reached Rs 749.09 crore.
- Standalone EPS for the quarter remained stagnant at 0.07.
- Total assets of the six major reviewed subsidiaries stood at Rs 574.49 crore as of December 31, 2025.
Kellton Tech Solutions reported its unaudited financial results for the quarter ended December 31, 2025, showing a consolidated revenue of ₹251.99 crore. The company achieved a consolidated net profit of ₹21.83 crore for the quarter, contributing to a nine-month total profit of ₹61.74 crore. Standalone EPS remained flat at ₹0.07 for the quarter, matching both the previous quarter and the same period last year. Total consolidated assets were reported at ₹574.49 crore as of December 31, 2025.
- Consolidated revenue for Q3 FY26 stood at ₹25,199.90 lakhs (approx. ₹252 crore).
- Consolidated net profit for the quarter was ₹2,182.90 lakhs (approx. ₹21.8 crore).
- Nine-month consolidated revenue (April-December 2025) reached ₹74,908.76 lakhs.
- Standalone EPS for the quarter was ₹0.07, showing no growth compared to Q3 FY25.
- Total consolidated assets as of December 31, 2025, were valued at ₹57,448.85 lakhs.
Kellton Tech Solutions Limited has announced that its Board of Directors will meet on Thursday, February 12, 2026. The primary agenda is to consider and approve the unaudited financial results for the quarter ended December 31, 2025. The company also confirmed that the trading window for insiders has been closed since January 2, 2026, and will remain so until 48 hours after the results are declared. This is a standard regulatory filing ahead of the quarterly earnings release.
- Board meeting scheduled for February 12, 2026, to review Q3 performance.
- Financial results pertain to the quarter ended December 31, 2025.
- Trading window for insiders closed since January 2, 2026.
- Trading window to reopen 48 hours after the financial results are declared.
Kellton Tech Solutions Limited has scheduled its earnings conference call for Friday, February 13, 2026, at 5:00 PM IST. The management will discuss the company's financial performance for the third quarter of the 2025-26 fiscal year. This call provides an opportunity for investors and analysts to gain insights into the company's operational growth and future outlook. The company has provided multiple international toll-free access numbers and a DiamondPass link for seamless participation.
- Earnings conference call scheduled for February 13, 2026, at 5:00 PM IST
- Discussion will focus on Q3 FY2025-26 financial results and performance
- Primary dial-in numbers are +91 22 6280 1341 and +91 22 7115 8242
- International toll-free numbers available for USA, UK, Singapore, Hong Kong, and France
Kellton Tech Solutions Limited has filed its quarterly compliance certificate under Regulation 74(5) of SEBI (Depositories and Participants) Regulations, 2018. The certificate, issued by XL Softech Systems Limited, confirms that share certificates received for dematerialization during the quarter ended December 31, 2025, have been processed. This is a standard regulatory filing required for all listed companies to verify the integrity of electronic share records. There is no impact on the company's financial performance or business operations.
- Compliance certificate submitted for the quarter ended December 31, 2025.
- Issued by Registrar and Share Transfer Agent (RTA) XL Softech Systems Limited.
- Confirms adherence to SEBI (Depositories and Participants) Regulations, 2018.
- Standard administrative filing with no financial or operational impact.
Kellton Tech Solutions Limited has announced the closure of its trading window for all designated persons and their immediate relatives effective from January 01, 2026. This move is in compliance with SEBI (Prohibition of Insider Trading) Regulations, 2015, ahead of the company's quarterly financial disclosure. The window will remain closed until 48 hours after the announcement of the unaudited financial results for the quarter ended December 31, 2025. This is a standard regulatory procedure and does not indicate any change in company fundamentals.
- Trading window for designated persons closed starting January 01, 2026.
- Closure is related to the upcoming unaudited financial results for the quarter ended December 31, 2025.
- The window will reopen 48 hours after the financial results are officially declared.
- Compliance maintained with SEBI (Prohibition of Insider Trading) Regulations and exchange circulars from 2019.
Financial Performance
Revenue Growth by Segment
The Digital Transformation segment is the primary driver, contributing 83% of total revenue. Overall revenue for Q2 FY26 reached INR 3,009 Mn, representing an 11.1% YoY growth compared to INR 2,709 Mn in Q2 FY25. H1 FY26 revenue stood at INR 5,971 Mn, up 12.0% YoY from INR 5,333 Mn.
Geographic Revenue Split
While specific percentage splits are not provided, the company notes a strong brand presence in India and is actively investing to expand its footprint outside India. Foreign operations are managed through subsidiaries like Kellton Tech Solutions Inc. and Kellton Tech Inc. (USA).
Profitability Margins
Profitability showed an upward trend in Q2 FY26: Operating (EBITDA) margin rose to 12.6% from 12.1% YoY, and Net (PAT) margin improved to 8.0% from 7.2% YoY. H1 FY26 PAT margin was 7.8% compared to 7.4% in H1 FY25.
EBITDA Margin
EBITDA margin for Q2 FY26 was 12.6%, a 50 bps increase YoY. Absolute EBITDA grew 15.6% YoY to INR 378 Mn. Management has set a long-term target of 20% EBITDA margin by optimizing overheads and leveraging economies of scale in acquired entities.
Capital Expenditure
Not explicitly disclosed in absolute INR Cr for future periods, but the company is deploying funds from the first round of FCCB and seeking a new round of FCCB primarily for acquisitions and working capital requirements.
Credit Rating & Borrowing
The company utilizes FCCB (Foreign Currency Convertible Bonds) for low-cost funding. It also carries promoter loans of INR 22.94 Cr and subsidiary loans of INR 4.58 Cr as of May 2024.
Operational Drivers
Raw Materials
As a technology services firm, the primary 'raw material' is human capital, consisting of a curated team of 1800+ employees, which accounts for the bulk of operational costs.
Import Sources
Not applicable as the company is a service provider; however, talent is primarily sourced from India with global delivery capabilities.
Key Suppliers
Not applicable for IT services; the company relies on technology partners for Cloud and DevOps services.
Capacity Expansion
Current capacity is defined by its 1800+ employee base. Expansion is driven by 'team augmentation' and 'curated team' expansion to support new digital transformation projects.
Raw Material Costs
Employee benefit expenses are the primary cost. Total expenses for FY25 were INR 9,702 Mn against a revenue of INR 10,978 Mn (approx. 88% of revenue).
Manufacturing Efficiency
Not applicable; efficiency is measured by project delivery, such as the successful iPaaS implementation across 10 countries and 1,500+ stores for a global food services client.
Logistics & Distribution
Not applicable; services are delivered digitally or through onsite team augmentation.
Strategic Growth
Expected Growth Rate
12%
Growth Strategy
Growth is driven by a two-pronged strategy: organic expansion in Digital Transformation (83% of revenue) and inorganic growth through 'opportunistic buys' of deep tech companies. The company uses FCCB proceeds to acquire firms with single-digit EBITDA margins and aims to scale them to higher profitability within 6-12 months by removing redundant overheads.
Products & Services
Digital Transformation services, Product Development, AR/VR, AI/ML, Web3, Data Analytics, Cloud & DevOps, and iPaaS (Integration Platform as a Service).
Brand Portfolio
Kellton, Kellton Tech.
New Products/Services
Next-generation integration platform (iPaaS) recently implemented for a global food services enterprise; expected to drive recurring service revenue.
Market Expansion
Targeting global markets outside India where brand awareness is currently low, supported by increased marketing spend and international acquisitions.
Strategic Alliances
Not specifically named in the documents, though the company operates as a technology consulting partner for global enterprises.
External Factors
Industry Trends
The industry is shifting toward AI/ML and Web3 integration. Kellton is positioning itself as a CMMI Level 5 provider to capture high-end digital transformation projects, which currently grow at a 12% YoY rate for the company.
Competitive Landscape
Competes with global and Indian IT service providers in the digital transformation and product engineering space.
Competitive Moat
Moat is built on high-level certifications (CMMI Level 5) and specialized expertise in emerging tech (Web3, AI). This provides a competitive advantage in securing complex, large-scale global contracts that require high process maturity.
Macro Economic Sensitivity
Sensitive to global IT spending trends and digital transformation budgets of large enterprises.
Consumer Behavior
Enterprise shift toward 'Digital First' strategies is driving demand for Kellton's core services.
Geopolitical Risks
Exposure to international trade regulations and data protection laws (e.g., GDPR) across the 10 countries where it recently deployed iPaaS solutions.
Regulatory & Governance
Industry Regulations
Compliant with SEBI LODR Regulation 30 for material disclosures and Companies Act 2013 for internal financial controls. Adheres to global data protection policies.
Taxation Policy Impact
Effective tax rate is approximately 17-20% based on H1 FY26 PBT of INR 561 Mn and PAT of INR 468 Mn.
Legal Contingencies
The company reported no pending proceedings under the Insolvency and Bankruptcy Code, 2016. Related party transactions include office rent of INR 2.21 Cr paid to relatives of KMP.
Risk Analysis
Key Uncertainties
Equity dilution risk is high; the conversion of FCCB Round 1 into equity resulted in flat EPS (0.42) despite a 23% increase in PAT, impacting shareholder returns.
Geographic Concentration Risk
High dependence on the Indian market for brand recognition, with a strategic need to diversify revenue from international geographies.
Third Party Dependencies
Dependency on specialized tech talent; any increase in attrition could impact the delivery of high-margin AI/ML projects.
Technology Obsolescence Risk
Risk of rapid shifts in tech stacks (e.g., Web3, AI); mitigated by continuous investment in a 'curated team' and deep tech acquisitions.
Credit & Counterparty Risk
Working capital risk due to 'stretched' payment cycles from large clients like LIC, which could impact liquidity if not managed via FCCB or other borrowings.