Kellton Tech Solutions Ltd

Subject

• Kellton selected by a leading U.S. healthcare company to design and build an AI-driven claims platform.

Engagement scope

• Engagement will unify healthcare, dental, and workers' compensation claims on a single enterprise platform.

Platform capabilities

• Platform will integrate with provider networks, policy administration, and billing systems to enable reliable data flow.

Strategic objectives

• Project aims to support AI-led automation and improved operational visibility.

Environment and compliance

• Designed for a regulated healthcare environment with high accuracy and auditability.

Key developments

• Kellton received the Emerging Excellence Award from the Asian Development Bank at its IDIQ Vendor Summit.
• The recognition acknowledges Kellton's performance as a technology partner under ADB's IDIQ framework.
• Kellton expects to expand the partnership into a $5 million strategic account.
• Kellton mobilised AI, data and product engineering talent to meet ADB requirements.
• Kellton was recognised among ADB's fastest-growing vendors under the framework.
• Kellton continues to support ADB IT with capabilities aligned to the Bank's priorities.

Publication for physical share re-lodgement

• Copies of newspaper publication published for the Special Window for re-lodgement of physical shares.
• Publications appeared in Business Standard (English) and Mana Telangana (Telugu).
• Reg 47 of SEBI LODR compliance is noted.
• Information is also available on Kellton's website.
• Date: August 06, 2026.
• No financial impact disclosed in this update.

Meeting Details

• Date: July 24, 2026.
• Time: not disclosed.
• Type and mode: earnings conference call, virtual.
• Event/organiser: Kellton Tech Solutions Limited.

Participants

• Chairman and Whole-Time Director
• Chief Executive Officer, India
• Chief Executive Officer, US

Purpose

• Discuss Q1 FY27 results and business updates with investor Q&A.

Additional Notes

• Transcript available on Kellton's website.

Financial Performance

• Revenue INR 316 crore; ~7% YoY growth; EBITDA 11.1%.
• PAT margin 7.1%; PAT INR 22.3 crore; EPS 42 paise.

Client Wins and Deployments

• Fortune India 500 conglomerate: unified enterprise workflow platform via low-code/no-code.
• Leading UAE enterprise group: cloud-native operating system for governance, finance and workflows.
• Middle East energy infra firm: digitize time-critical operations with regulatory approvals.
• Global industrial services enterprise: mission-critical field operations platform for performance optimization.
• Global pest management leader: AI-assisted scheduling and field operations on GCP.
• Oil India Optima deployment completed in under six months; 46 sites, 80 wells.
• Phoenix.ai launched: modernization 80% faster, at half the cost; 4 million lines of code.
• Structi.ai: AI context engine for enterprise intelligence.
• Snowflake select tier partner: strengthened data platform and analytics go-to-market.
• NBFC client: modernized loan origination system and sales portal.
• BW Gold award for Karnataka HRMS2 government transformation.

AI and Platform Initiatives

• Kumori acquisition focused on capability; Kumori revenue last quarter ~₹4 crore.
• KAI, Phoenix.ai, Structi.ai drive AI-led modernization across projects.
• Snowflake select tier partnership enhances data analytics capabilities and go-to-market.

Guidance and Visibility

• Nine-month order book provides visibility for the next nine months.
• No fixed guidance for next year; aim to meet or beat last year's growth.
• Contract starts delayed due to customers' cash-flow concerns.

Q&A Highlights

• Kumori: revenue impact not material; acquisition for capability; Kumori revenue ~₹4 crore.
• FCCB round: first round completed; second round delayed due to global headwinds.
• Receivables: DSO over 100 days; high due to Fortune 100 clients; limited write-offs.
• Action Energy JV: GCC collaboration targets 5% of $1B market over three years.
• Guidance: management avoids long-horizon forecasts; focuses on pipeline and nine-month visibility.
• AI strategy: core AI, not bolt-on; modernization emphasis.

Publication of unaudited results

• Kellton Tech published newspaper notices of its unaudited quarterly results for the quarter ended June 30, 2026.
• Notices appeared in Business Standard (English) and Mana Telangana (Telugu).
• Regulatory filing cites Regulation 47 of SEBI LODR and website publication.
• Information was provided for record; public availability on Kellton's website.
• Date of the publication: July 27, 2026; Place: Hyderabad.
• Scrip code 519602 referenced in the filing.

Meeting Details

• Date: June 25, 2026; Time: not disclosed.
• Type and mode: audio earnings call.
• Organizer: Kellton Tech Solutions Ltd.
• Key participant: Company Secretary.
• Purpose: discuss Q1 FY27 financial results.
• Availability: audio recording hosted on company website.

Meeting Details

• Earnings call audio recording for Q1 FY27; quarter ended June 30, 2026.

Participants

• No specific management participants listed in the filing.

Purpose

• To inform investors about availability of earnings-call recording.

Additional Notes

• Recording is hosted on company website; no transcript details provided.