KELLTONTECNSEfinancial year 2026November 13, 2025

Kellton Tech Solutions Limited

2,860words
32turns
4analyst exchanges
0executives
Key numbers — 18 extracted
Rs. 300 crore
you for joining our Q2 financial year’26 earnings call. For this financial year, we have achieved Rs. 300 crores in revenue, which is about 11.1% year- on-year growth, Rs. 37.8 crores of EBITDA, and a net profi
11.1%
arnings call. For this financial year, we have achieved Rs. 300 crores in revenue, which is about 11.1% year- on-year growth, Rs. 37.8 crores of EBITDA, and a net profit of Rs. 24 crores. EBITDA margin
Rs. 37.8 crore
ncial year, we have achieved Rs. 300 crores in revenue, which is about 11.1% year- on-year growth, Rs. 37.8 crores of EBITDA, and a net profit of Rs. 24 crores. EBITDA margin is around 12.6, which is higher than
Rs. 24 crore
revenue, which is about 11.1% year- on-year growth, Rs. 37.8 crores of EBITDA, and a net profit of Rs. 24 crores. EBITDA margin is around 12.6, which is higher than last quarter. The PAT margin is again 8%. EP
8%
crores. EBITDA margin is around 12.6, which is higher than last quarter. The PAT margin is again 8%. EPS is 42 paisa. Despite the profit being high, the EPS is almost in line with what we had last
Rs. 597 crore
er of equity shares went up, hence the EPS is like flat. Now, for H1 FY’26, we have Rs. 597 crores, Rs. 73 crores in EBITDA, and Rs. 46.8 crores in net profit. EBITDA margin is today 12.3%, a PAT
Rs. 73 crore
hares went up, hence the EPS is like flat. Now, for H1 FY’26, we have Rs. 597 crores, Rs. 73 crores in EBITDA, and Rs. 46.8 crores in net profit. EBITDA margin is today 12.3%, a PAT margin of 7.8%
Rs. 46.8 crore
is like flat. Now, for H1 FY’26, we have Rs. 597 crores, Rs. 73 crores in EBITDA, and Rs. 46.8 crores in net profit. EBITDA margin is today 12.3%, a PAT margin of 7.8%, and the EPS is at 90 paisa.
12.3%
s. 597 crores, Rs. 73 crores in EBITDA, and Rs. 46.8 crores in net profit. EBITDA margin is today 12.3%, a PAT margin of 7.8%, and the EPS is at 90 paisa. Okay, with that, I want to hand it off to Kara
7.8%
rores in EBITDA, and Rs. 46.8 crores in net profit. EBITDA margin is today 12.3%, a PAT margin of 7.8%, and the EPS is at 90 paisa. Okay, with that, I want to hand it off to Karanjit. Can you talk abo
10 million
s is the first time where we are taking money from outside entities. That is to be around one of $10 million that we are taking. Okay, that we are using for building our IP, because a lot of, I guess, resea
Rs. 1100 crore
we would like to deploy it within a year. Jaymin Soni: So our current market capitalization is Rs. 1100 crores. Okay? Niranjan Chintam: Okay. Jaymin Soni: And up till, for USD 40 million, it sums to ar
Guidance — 5 items
Karanjit Singh
qa
Also, basically, this will expand into basically helping them, first of all, define and then implement the AI-driven initiatives.
Niranjan Chintam
qa
We will have to wait and watch what happens next year.
Niranjan Chintam
qa
What our target is, if you look at it, 20% EBITDA is our target, is what we want to go after.
Niranjan Chintam
qa
So I will be shelling out a lot more dollars for a 20% EBITDA company that has it, versus, let us say, a single digit number, and then improve the margins by our management, taking out some of the overhead that is not required, use economies of scale that we bring to the table.
Niranjan Chintam
qa
So that is a market that we already are present and we will expand there.
Risks & concerns — 5 flagged
So, we are basically working with them to integrate frameworks and basically automate risk modeling, portfolio evaluation, and decision workflows.
Karanjit Singh
And the last one that is in the healthcare space, so we basically just about started a collaboration with a pioneering healthcare AI company to develop an agentic AI-powered risk adjustment solution that will basically autonomously manage complex pair workflows.
Karanjit Singh
I think a lot of people might have questions related to H1, the impact of H1 on Kellton.
Niranjan Chintam
So this has exposed very much the risk of the market of geopolitical uncertainty.
Siddharth
To answer your question, yes, there is a geographic risk, especially America.
Niranjan Chintam
Q&A — 4 exchanges
Q
Thank you, Anushka. Ladies and gentlemen, apologies in advance. I have a severe cold and cough, so I may be coughing on the call, so I apologize for that. Okay, with that, I am going to start off with thank you for joining our Q2 financial year’26 earnings call. For this financial year, we have achieved Rs. 300 crores in revenue, which is about 11.1% year- on-year growth, Rs. 37.8 crores of EBITDA, and a net profit of Rs. 24 crores. EBITDA margin is around 12.6, which is higher than last quarter. The PAT margin is again 8%. EPS is 42 paisa. Despite the profit being high, the EPS is almost in l
Karanjit Singh
Sure. Thank you, Niranjan, and hello everyone. So, let me first start off by speaking about the operational highlights, and then I will speak about the new client wins. So, this quarter, we have had about five, six major highlights- So, the first one, let me start off by talking about we basically went live. We have implemented a next generation integration platform for a global food services company, and this was done across 10 countries and over 1,500 stores. So, what this meant was they basically would decommission their legacy middleware and move to the more seamless and native scalable ar
Q
Good evening, Jaymin.
Jaymin Soni
Good evening, sir. Thank you for giving me an opportunity. My question is I could not find any clarification from management for the requirement of this huge fundraising till now. So far, okay, let me clarify what that is for, right? See, when we initially, our company has so far been self-funded. This is the first time where we are taking money from outside entities. That is to be around one of $10 million that we are taking. Okay, that we are using for building our IP, because a lot of, I guess, research is going on in the AI world, a lot of dollars that we are spending. And also, the second
Q
Good morning, and a very happy Diwali.
Niranjan Chintam
Thank you, Siddharth, same to you. I have a question regarding the company that you told about the H1B crisis, H1B problem. So most of the IT companies, including Kellton also the revenue comes from the North American market, most of 80%. So this has exposed very much the risk of the market of geopolitical uncertainty. So what have you planned for the future planning to diversify the market beyond the North American, like in Southeast Asia, Middle East or Europe? So Europe has been our focus area, but as you are aware, Europe is pretty much in recession because of the Ukraine war. We have not
Q
Thank you. Ladies and gentlemen, thank you for joining the earnings call. So, we look forward to talking to you soon in the next quarter's earnings call. Have a great day and we will see you soon. Talk to you. Bye-bye.
Management
Speaking time
Niranjan Chintam
14
Jaymin Soni
8
Moderator
6
Siddharth
3
Karanjit Singh
1
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