Kellton Tech Solutions Limited (NSE: KELLTONTEC, BSE: 519602) reported double-digit year-on-year growth in revenue and profit for the quarter ended Dec. 31, 2025, supported by strong demand for digital transformation services and steady margin expansion, according to the company’s earnings presentation on unaudited Q3 FY26 results released on Feb. 12, 2026.
Q3 FY26 financial performance
Revenue for Q3 FY26 rose 10.6% year on year to ₹3,088 million, reflecting growth across core service lines. EBITDA increased 15.4% year on year to ₹397 million, with the EBITDA margin improving to 12.9% from 12.3% a year earlier. P
rofit after tax rose 22.0% year on year to ₹255 million, lifting the PAT margin to 8.3%. On a sequential basis, net revenue increased 2.7% quarter on quarter, while EBITDA rose 5.0% quarter on quarter, indicating steady momentum in client spending and operating leverage. Basic EPS for the quarter stood at ₹0.5 (restated for the post share-split face value).
Nine-month FY26 snapshot
For the nine months ended Dec. 31, 2025, net revenue increased 11.3% year on year to ₹9,031 million. EBITDA rose 13.9% to ₹1,133 million, with the EBITDA margin at 12.5%. Profit after tax grew 19.3% to ₹722 million, while EPS stood at ₹1.4 for the nine-month period, reflecting consistent profitability across quarters.
Business mix and growth drivers
Digital Transformation remained the largest contributor, accounting for 83.0% of Q3 FY26 revenue, followed by Enterprise Solutions at 13.9% and Other Services at 3.1%. The company continues to benefit from demand for AI/ML, data and analytics, cloud engineering, SAP services, product engineering and digital experience offerings.
Kellton highlighted growing traction for its AI-first delivery model and Agentic AI platform (KAI), which integrates LLMs, computer vision and workflow orchestration to automate enterprise processes end to end. Management said client adoption of full-stack automation is supporting higher-value engagements and longer-term contracts.
Client wins, partnerships and scale
During the quarter, Kellton announced multiple large deal wins across banking, telecommunications, healthcare, public sector and technology clients. The company also strengthened its ecosystem through strategic partnerships with Microsoft (Solutions Partner across Data & AI, Digital & App Innovation, and Azure Infrastructure), AWS, SAP, ServiceNow, Snowflake and Databricks.
The company operates with a global delivery footprint across the U.S., APAC, Middle East and Europe, supported by 1,800+ employees, 10+ centers of excellence, and a client base of 500+ enterprises, including 50+ Fortune 500 customers.
Strategic initiatives and M&A
Kellton completed the acquisition of Kumori Technologies, a ServiceNow specialist, to strengthen its enterprise platform and AI-led automation capabilitie. Management said the acquisition expands certified talent pools and delivery frameworks, positioning the company to capture growing demand for unified workflows and platform modernization.
Outlook
Management said the company’s strategic pivot toward AI-first, full-stack automation is gaining traction, with growing client adoption across financial services, healthcare, telecom and public sector verticals. While enterprise tech spending remains selective, Kellton expects demand for cloud modernization, data platforms and AI-led workflow automation to continue supporting growth and margin resilience over the medium term.
Summary
Kellton Tech delivered double-digit growth in Q3 FY26 revenue and profit, supported by strong demand for digital transformation and AI-led services. Margin expansion reflected operating leverage and a favorable mix. Large deal wins, deepened hyperscaler partnerships and the acquisition of Kumori Technologies strengthen the company’s positioning in enterprise automation and platform services as clients accelerate adoption of AI-first operating models.