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Earnings Call Transcript

Kellton Tech Solutions Earnings Call Transcript: Key Takeaways

Kellton Tech delivered moderate growth but management struggled to provide specific guidance, citing global headwinds and delayed client starts.

Guidance and delivery
Management target Revenue FY27
Highlights
Revenue growth7% YoY growth achieved 316 Cr revenue.
MarginsEBITDA margin at 11.1%; PAT margin at 7.1%.
Order bookCurrent backlog provides approximately nine months of revenue visibility.
Demand visibilityStrong AI interest but tempered by delayed US decision-making.
Management confidenceBalanced but evasive regarding specific forward-looking numerical guidance.

Growth

Achieved 7% YoY revenue growth with EBITDA margins at 11.1%, though receivables remain unusually high at 100+ days.

Outlook

Management aims to meet or beat FY26 growth rates in FY27, though numbers remain vague.

Risks

High receivables in PSU/Government projects and delayed US contract execution due to macroeconomic uncertainty.

Last quarter's promises, checked

Delivered

  • Guided 2.7% revenue growth → delivered 7% YoY (= BEAT)
  • Guided PAT improvement → delivered 7.1% margin (= BEAT)
  • Guided 20-30% AI efficiency gains → delivered 30% via KAI (= BEAT)

Partly delivered

  • Guided Kumori acquisition for growth → delivered moderate growth but US delays (= PARTIAL)
Source

Earnings Call Transcript filed with NSE, NSE: KELLTONTEC. Summary written with AI assistance from the document.

Read the document ↗

Kellton Tech Solutions Ltd: key numbers

Share price
₹13.46
Market cap
₹715.3 Cr
Revenue (annual)
₹1,217 Cr
Net profit (annual)
₹91.66 Cr
P/E (TTM)
7.8×Sector 22.1×
Promoter holding
36.03%-1.64% QoQ
FII holding
0.72%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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From
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Value
₹4,700 Cr