Kellton Tech - Growing IT company


(vikas sinha) #209

As long as they keep growing at similar pace and PE remains the same :money_mouth_face:


(vikas sinha) #210

“Earnings Call” on August 16th, 2018 from 04:00 PM-05:00 PM IST.


(vikas sinha) #211

Q1 results:

YoY:
20% Topline increase
35% Bottomline increase.
No exceptionals, so Margins improved.


#212

Perhaps some should probe the management with tough questions listed above during the concal


(vikas sinha) #213

Previous concall

“Kellton Tech Solutions Limited Q4
and
Full Year FY18 Earnings Conference Call”
May 31, 2018

Views:

  • Capital as Fuel for Growth, is lacking, hence 2020 plan of 2000 Cr is looks not possible, as as has been said before, QIP was not done. Guidance was only 15-20% growth, which they have beaten by good margin.

  • Overall decent answers, Receivables days they say are just the norm with increasing number of bigger clients

  • Margins have improved, debt reduced by 5% YoY

  • 80% repeat customers, zero bench size

  • Lower taxes due to Trump in US and 7% of revenues of Europe via Ireland, where they want to focus