AI Company-Kellton Tech Solutions Ltd posts a revenue growth of 11.1 per cent YoY in Q2FY26

Kellton Tech Solutions Ltd. announced its financial results for the Second Quarter ended September 30, 2025 (Q2 FY26), reporting a substantial Year-over-Year revenue growth of 11.1 per cent. The total revenue for the quarter stood at Rs 300.90 crore, marking a 1.6 per cent sequential increase compared to the previous quarter's Rs 296.10 crore. The company's profitability metrics were strong, with an EBITDA of Rs 37.80 crore, translating to an EBITDA margin of 12.6 per cent. The net profit for the quarter was Rs 24.10 crore, achieving a PAT margin of 8 per cent and an EPS of Rs 0.42.

Operationally, Kellton Tech secured several major achievements showcasing its capability in executing large-scale digital transformation. Key highlights include the successful implementation of a next-generation integration platform (iPaaS) for a leading global food services enterprise, going live across 10 countries and over 1,500 stores. Furthermore, Kellton played a crucial role in powering the live streaming of the Asia Cup 2025 for a leading OTT platform, ensuring flawless, high-quality broadcasting for millions of viewers, which reinforces its expertise in cloud-native engineering and low-latency streaming.

A significant strategic development during Q2 FY26 was the signing of a Memorandum of Understanding (MoU) with a major European technology company. This partnership aims to jointly develop a sovereign, human-centric AI ecosystem under the EU–India Framework Agreement, with Kellton contributing to the creation of an AI Gigafactory to advance secure and ethical AI, Cloud, and Cybersecurity services. The company also received formal appreciation from a leading agri-tech enterprise and successfully delivered key milestones for a Big Four consulting firm’s Taxation platform, underscoring its commitment to technical excellence and disciplined delivery.

The company’s growth momentum was further fuelled by five new project wins across diverse sectors, largely centred on advanced AI frameworks. These new projects involve deploying Agentic AI solutions for risk modelling and decision workflows with a leading U.S. consumer finance company, and developing an Agentic AI-powered Risk Adjustment solution for a pioneering healthcare AI firm. Other wins include a large-scale SAP S/4HANA modernisation for an industrial enterprise and expanding intelligent payment processing for a global packaging solutions provider, highlighting Kellton's strong foothold in delivering intelligence-driven, scalable, and secure digital transformation initiatives.

About the Company

Kellton Tech Solutions Ltd. is a publicly listed global leader in AI and digital transformation, founded on the belief in Infinite Possibilities with Technologies. Headquartered in Hyderabad, India, and supported by more than 1,800 employees across delivery centres and offices in the United States, Europe, and the Asia-Pacific region, Kellton serves a diverse portfolio of clients across industries--including BFSI, manufacturing, hospitality, retail, healthcare, energy, and the public sector. With deep expertise in Agentic AI, enterprise application modernisation, cloud engineering, data and analytics, IoT, and process automation, Kellton delivers transformative solutions powered by innovation. Its proprietary platforms and services have earned recognition from leading analysts: Kellton has been named a Leader in Zinnov Zones for ER&D Digital Engineering and Experience Engineering and recognised by ISG and Avasant for its SAP services.

The company's promoters hold 38.70 per cent stake as of September 2025 and the stock trades at a PE of 14x whereas the industry PE is 33x. The company has a market cap of over Rs 1,100 crore. The stock is up 15.5 per cent from its 52-week low of Rs 19.01 per share and has given multibagger returns of over 100 per cent in 5 years.

Disclaimer: The article is for informational purposes only and not investment advice.