Kellton Tech Q3 FY26: Revenue ₹308 Cr, PAT ₹25.5 Cr, Up 5.8% QoQ
Kellton Tech reported Q3 FY26 revenue of ₹308 crore and PAT of ₹25.5 crore, up 5.8% sequentially. Nine-month revenue reached ₹905 crore. The company secured new client wins in cloud-native applications, legacy modernization using AI, and AI-driven orchestration for industry 4.0. They achieved Microsoft Solution Partner status and highlighted AI's role in driving operational efficiencies and enabling new projects.
The announcement details financial performance with sequential growth and highlights significant client wins and strategic initiatives, including the impact of AI and a recent acquisition. While the growth is positive, it is incremental, and the impact of AI on margins is still being navigated, suggesting a medium impact.
The company reported sequential growth in revenue, EBITDA, and PAT, along with improvements in margins. Positive commentary on client wins, operational achievements, and the strategic benefits of the Kumori acquisition, coupled with a confident outlook on AI adoption, contribute to a positive sentiment.
Kellton Tech Solutions Limited held its Q3 FY26 earnings conference call on February 13, 2026. The company reported a revenue of ₹308 crore for the quarter, a 2.7% increase from the previous quarter's ₹300 crore. EBITDA stood at ₹39.7 crore, up 5% from ₹37.8 crore in Q2 FY26. Profit After Tax (PAT) grew by 5.8% to ₹25.5 crore from ₹24 crore in the prior quarter. EBITDA margin was 12.9% and PAT margin was 8.3%.
For the nine months ended Q3 FY26, revenue was ₹905 crore compared to ₹812 crore in the same period last year. EBITDA for the nine months was ₹113 crore, with a margin of 12.5%, up from ₹99.5 crore (12.2% margin) in the previous year. PAT for the nine months was ₹8% of revenue, an improvement from 7.4% in the prior year. Diluted EPS for the nine months was ₹1.4, up from ₹1.3, and quarterly EPS was ₹0.50, up from ₹0.40 in Q2 FY26.
The company highlighted significant client wins and operational achievements, including product engineering for a global technology giant, legacy modernization using AI for a monolithic ERP environment involving four million lines of code, and deploying AI-driven orchestration systems for a world leader in heavy engineering. Kellton Tech also secured projects for application modernization for a global food services leader and platform modernization with AI for a travel tech provider. Engagements on the ServiceNow platform included AI-orchestrated workflows for a global healthcare provider and ITOM for a North American public sector power company.
Operationally, Kellton Tech enabled algorithmic financial systems for a premier global bank, achieved Microsoft Solution Partner designation in Data & AI, Digital & App Innovation, and Infrastructure. They also developed an AI-orchestrated creative ecosystem for a premier creative agency and an agentic AI-driven verification fabric on their proprietary KAI platform for a global communication provider. A prominent UN agency selected them to design and deliver a generative AI integrated application.
During the Q&A, management addressed concerns about the impact of AI on SaaS companies, stating that while AI will drive efficiency and change operational models, it will not lead to a "SaaS apocalypse" for enterprises. They noted that customers are beginning to demand efficiency gains be passed on, but also that AI enables projects that would otherwise be cost-prohibitive. The company is seeing 20-30% efficiency gains in outcome-based projects due to AI adoption. Regarding the Kumori Technologies acquisition, it was stated that it significantly deepens Kellton's expertise and partnership level with ServiceNow, enabling broader customer access and revenue growth. Management also indicated that while AI skills may command premium rates initially, this advantage is temporary as the industry adapts.
What to do with a filing like this
Kellton Tech Solutions Limited filed this with the NSE as a statutory disclosure, categorised under concall scheduled. It is a primary document, not a recommendation, and the desk marks it medium impact: worth reading, rarely worth acting on by itself.
That call is the part a filing cannot make for you. On RealCase, SEBI-registered research analysts and investment advisers read announcements like this one and turn the ones that matter into actions inside their model portfolios: a change in weight, a hold, or nothing at all. You are not left working out which of the roughly 250 filings published each day needs a response. The portfolio you follow is updated when a filing actually warrants it, with the reason written down.
See the model portfoliosA plain-language summary of a public exchange filing by Kellton Tech Solutions Limited. Read the original for the full detail.