Kellton Tech Solutions Ltd — Q4 FY26 earnings call
Summary generated by AI from the official transcript Kellton Tech Solutions Ltd filed with BSE on 03 Jun 2026. Every statement cites a verbatim quote from that document — open any citation to read it. This is a record of what management said, not a recommendation. How we check these summaries
The short read
Kellton Tech reported Q4 FY26 revenue of about Rs 319-320 crore with EBITDA margin of 9.8% and PAT of Rs 19.5 crore, while full-year FY26 revenue was Rs 1,225 crore, up 11.4% year-on-year. Management described the quarter as an audited balancing quarter with regrouping of numbers, and reported an EPS of Rs 1.79 for the full year, reflecting a higher share base after FCCB conversion. The company also discussed six new client wins, product launches including Phoenix.ai and Structy.ai, a credit rating upgrade to A-, and commentary on US business trends affected by geopolitical uncertainty and AI adoption.
Numbers mentioned
Revenue: Rs. 319 crores (Q4 FY26)
p. 2
“The Q4, we have achieved Rs. 319 crores, or close to Rs. 320 crores, with EBITDA margin of 9.8% and EBITDA of Rs. 30.7 crores and a PAT of Rs. 19.5 crores.”
Niranjan Chintam, page 2 of the filed PDF · View the filing
EBITDA margin: 9.8% (Q4 FY26)
p. 2
“The Q4, we have achieved Rs. 319 crores, or close to Rs. 320 crores, with EBITDA margin of 9.8% and EBITDA of Rs. 30.7 crores and a PAT of Rs. 19.5 crores.”
Niranjan Chintam, page 2 of the filed PDF · View the filing
PAT: Rs. 19.5 crores (Q4 FY26)
p. 2
“The Q4, we have achieved Rs. 319 crores, or close to Rs. 320 crores, with EBITDA margin of 9.8% and EBITDA of Rs. 30.7 crores and a PAT of Rs. 19.5 crores.”
Niranjan Chintam, page 2 of the filed PDF · View the filing
EPS: 0.34 paisa (Q4 FY26)
p. 3
“The EPS for this quarter is 0.34 paisa.”
Niranjan Chintam, page 3 of the filed PDF · View the filing
Revenue: Rs. 1,225 crores (FY26)
p. 3
“Now, coming to the full financial year, we have achieved Rs. 1,225 crores, which is about 11.4% year-on-year.”
Niranjan Chintam, page 3 of the filed PDF · View the filing
EBITDA: Rs. 143 crores (FY26)
p. 3
“EBITDA of, again, 1.8% for the whole year. And the EBITDA number is Rs. 143 crores or Rs. 144 crores close to, and Rs. 91 crores is the PAT for the whole year.”
Niranjan Chintam, page 3 of the filed PDF · View the filing
PAT: Rs. 91 crores (FY26)
p. 3
“EBITDA of, again, 1.8% for the whole year. And the EBITDA number is Rs. 143 crores or Rs. 144 crores close to, and Rs. 91 crores is the PAT for the whole year.”
Niranjan Chintam, page 3 of the filed PDF · View the filing
EPS: Rs. 1.79 paisa (FY26)
p. 3
“The EPS is Rs. 1.79 paisa.”
Niranjan Chintam, page 3 of the filed PDF · View the filing
Lines of code being converted (Phoenix project): 4 million lines of code
p. 8
“This is about 4 million lines of code.”
Karanjit Singh, page 8 of the filed PDF · View the filing
What management said it would do
A record of statements made on the call, in the words management used. Parakho does not forecast, endorse or assess them, and their presence here is not a view on whether they will happen.
Revenue growth — (+10%) · FY27
stated conditionally by Niranjan Chintam
p. 5
“Revenue, we are looking at (+10%) growth for this year is what we are looking at. If everything goes our way, it could be more than 10%.”
Niranjan Chintam, page 5 of the filed PDF · View the filing
Q&A highlights
Management's answers to analyst questions, in Parakho's words rather than a transcript. Each row names who answered and carries the verbatim quote it was drawn from.
Management said Kumori is showing growth and has enabled a ServiceNow partnership, with Microsoft and Snowflake partnerships also expected to yield revenue this year.
Answered by Niranjan Chintam
Asked by Priyanka: How has Kumori performed post-acquisition and are the expected synergies materializing?
p. 4
“Kumori has given us the capability to partnership with ServiceNow.”
Niranjan Chintam, page 4 of the filed PDF · View the filing
Management guided to at least 10% revenue growth for the year, potentially higher.
Answered by Niranjan Chintam
Asked by Rahul: What is the revenue target for the financial year end?
p. 5
“Revenue, we are looking at (+10%) growth for this year is what we are looking at.”
Niranjan Chintam, page 5 of the filed PDF · View the filing
Management said US growth was steady but slower than expected due to geopolitical conditions and AI-driven customer caution, with accounts receivable slowing; acquisitions remain focused on customer, geography, or capability fit rather than top-line size.
Answered by Srinivas Potluri
Asked by Vamsi: How is the US business trending and should acquisitions be expected?
p. 6
“the U.S. business is growing. It is showing a kind of a steady growth, not as much as we expected due to the war situation as well as AI.”
Srinivas Potluri, page 6 of the filed PDF · View the filing
Management described iterative internal AI adoption across QA, product management, and development, and said customers are increasingly asking about the company's own AI practices.
Answered by Karanjit Singh
Asked by Vamsi: How is AI adoption progressing within the company?
p. 8
“we have been iteratively adopting AI, and we can happily say that at least from whatever we benchmark ourselves, we are on the leading edge of this.”
Karanjit Singh, page 8 of the filed PDF · View the filing
Risks flagged
Geopolitical war situation creating economic uncertainty and delaying project starts
p. 6
“The war has put some uncertainty on the economy.”
Niranjan Chintam, page 6 of the filed PDF · View the filing
Accounts receivable slowdown in the US due to customer caution amid war situation
p. 6
“we are seeing some issues with our accounts receivable where they have slowed down a little bit.”
Srinivas Potluri, page 6 of the filed PDF · View the filing
AI-driven customer caution affecting decision-making and delaying contract signings
p. 6
“customers are asking us how are you building efficiencies into your delivery to us, etc.”
Srinivas Potluri, page 6 of the filed PDF · View the filing
Generated by claude-sonnet-5. Source: the transcript as filed with BSE. We link to the exchange's copy; we do not host transcripts. Parakho is a data and screening tool, not an investment adviser — nothing here is a recommendation to buy, sell or hold.