Kellton Tech Solutions Ltd (NSE:KELLTONTEC)

Q1 2026 Kellton Tech Solutions Ltd Earnings Call Transcript

Aug 13, 2025 / 11:30 AM GMT

Release Date Price: ₹25.05 (-0.32%)

Transcript

Key Points

Positve

Kellton Tech Solutions Ltd (BOM:519602) reported a consolidated revenue growth of 12.8% year-on-year and 3% quarter-on-quarter.
The company secured three significant client wins, including partnerships with a global beverages leader and a leading US healthcare insurer.
Successfully migrated a mission-critical application for a major agriculture and food production enterprise with zero downtime.
Launched an enterprise-grade AI platform, KAI, which autonomously manages workloads and integrates seamlessly with enterprise systems.
The company was invited to present at a conference in Finland, showcasing its expertise and earning praise for professionalism.

Negative

The increase in revenue was partly due to hardware sales, which typically have lower margins compared to services.
Profitability did not increase proportionally with revenue due to the lower margins from hardware sales.
There is uncertainty in the US business environment, with companies holding back on spending due to economic conditions.
The company has not yet segmented AI revenue, making it difficult to track profitability specifically from AI initiatives.
The current order book is only looking at a 10-month horizon, indicating potential challenges in long-term visibility.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

KELL.NS - Kellton Tech Solutions Ltd
Q1 2026 Kellton Tech Solutions Ltd Earnings Call
Aug 13, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Kelton Tech Solutions Limited Q1 F 526 earnings conference call.

As a reminder, all participant lines will be in the list only more, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal an operator by pressing 0 on your touchstone phone.

I would like to thank you all for participating in the company's earning call for the first quarter of the financial year 2026. Before we begin, I would like to mention a short cautionary statement.

Some of the statements made in today's con call may be forward-looking in nature, and such

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