Kellton Tech Solutions Limited has informed the Exchange about Transcript
KELLTONTEC · price
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Kellton Tech Solutions reported FY25 revenue of Rs. 1,099 crore, up 11.7% year-on-year, with EBITDA of Rs. 129 crore (11.8% margin) and net profit of around Rs. 80 crore (7.3% margin). Q4 revenue grew 15.7% YoY to Rs. 287 crore, but EBITDA margin dipped to about 10.5%, which management attributed to investments in AI retooling and the January appraisal cycle. The company signed 9 new clients in the quarter across AI, SAP, IoT, and digital transformation projects. Management guided that EBITDA margins will improve in coming quarters as bill rates catch up, and reiterated a target of reaching around $200 million in revenue within the next 2-3 years. The company also raised funds via FCCB (foreign currency convertible bonds) to expand working capital and pursue strategic acquisitions in the fast-evolving AI space.
The transcript confirms steady top-line growth and reinforces management's confidence in an upcoming margin recovery, which could be positive for the stock if delivered. However, Q4 margins were softer, and the FCCB-linked acquisition strategy adds some execution risk. Investors should watch for margin improvement in coming quarters and clarity on acquisition targets.