ALFA Concalls
Every earnings call, live and summarised
Earnings calls
Every Inventurus Knowledge Solutions earnings call we streamed: the live audio and our summary of what management said.
Revenue ₹1,592 Cr (+104% YoY, mostly TrueBridge consolidation) and EBITDA ₹442 Cr (~28%). Legacy IKS grew ~13% in USD. TrueBridge is flat for FY27, and management gives no growth guidance.
Revenue ₹1,592 Cr (+104% YoY, mostly TrueBridge consolidation) and EBITDA ₹442 Cr (~28%). Legacy IKS grew ~13% in USD. TrueBridge is flat for FY27, and management gives no growth guidance.
FY30 north-star target of ~₹3,000 Cr revenue. Management hopes for early-to-mid 30s margins by FY30. No formal growth guidance given.
IKS Health delivered strong 21% YoY revenue growth, yet the TrueBridge acquisition lowers margins to the 26-27% range temporarily.
IKS Health reported strong Q4 FY26 performance with 18.5% revenue growth (INR 857 cr). Strategy focuses on AI-native 'Platform Systems of Action' and integrating the TruBridge acquisition.
IKS Health delivered a strong FY26 with 20% revenue growth and significant margin expansion, though reported PAT was aided by one-time forex gains.
Inventurus Knowledge Solutions (IKS Health) reported strong FY26 performance with 20% INR revenue growth and significant margin expansion (EBITDA 34%, PAT 23%). The firm is transitioning to an AI-native healthcare enablement platform.
IKS Health announced a $557M acquisition of TruBridge to dominate the U.S. rural healthcare market. Strategic shift from 'System of Action' to an integrated 'System of Record' model.
IKS Health transforms into an integrated platform player through the $557M acquisition of TrueBridge, gaining a dominant EHR position in the $164B US rural hospital niche.
IKS Health to acquire TruBridge for $557M (Bid EV), creating a $698M revenue entity. Strategy focuses on AI-powered healthcare operating systems.
IKS Health announces strategic $557M acquisition of TruBridge Inc. to create an integrated 'Operating System for Healthcare', combining RCM and EHR capabilities.
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.