The call has ended.
Key takeaways
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 growth | 104% YoY rupee growth; ~13% constant-currency IKS, TrueBridge-driven. |
|---|---|
| Margins | EBITDA ~28% incl. TrueBridge; IKS ~34.5%; early-mid 30s hoped by FY30. |
| Demand visibility | Management cites robust TrueBridge EHR demand; industry growth ~12%. |
| Management confidence | Over-optimistic; disclaims guidance while pushing aspirational targets. |
Growth
Legacy IKS grew ~13% YoY in USD terms. TrueBridge contributed $68M over 82 days, so headline growth is inorganic. Top-10 client revenue fell from ₹480 Cr to ₹342 Cr QoQ.
Outlook
FY30 north-star target of ~₹3,000 Cr revenue. Management hopes for early-to-mid 30s margins by FY30. No formal growth guidance given.
Risks
TrueBridge churn and stabilisation, with no FY27 growth modelled. Net debt ~$550M. A ~4% ESOP grant dilutes adjusted EBITDA. Management expects AI-driven price compression.
Summary by ALFA Finder, written with AI assistance from the earnings call transcript the company filed, published . Open it on ALFA Filings ›
The results behind this call
Inventurus Knowledge Solutions Q2 FY27 Results: Net Profit ₹213.4 Cr, Up 18.1% YoY
Inventurus Knowledge Solutions Ltd reported revenue from operations of ₹1,592 Cr (+103.9% YoY) and net profit of ₹213.4 Cr (+18.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹213.4 Cr · +18.1% YoY
What management said last time
Full summary →From the call summary published .
Outlook they gave
Management targets 3,000 Cr EBITDA by FY30 with margins returning to early-to-mid 30s.
Growth they described
Revenue grew 12% in constant currency; EBITDA margin remains high at 33% (35% adjusted for acquisition costs).
Call details
| Company | Inventurus Knowledge Solutions Limited |
|---|---|
| NSE symbol | IKS |
| ISIN | INE115Q01022 |
| Call | Q2 FY27 earnings call |
| Date | Friday, 6 November 2026 |
| Time | 8:30 AM IST |
Inventurus Knowledge Solutions Limited: key numbers
- Share price
- ₹1,655.10
- Market cap
- ₹28,397 Cr
- Revenue (annual)
- ₹3,192 Cr
- Net profit (annual)
- ₹721.5 Cr
- P/E (TTM)
- 35.5×Sector 53.4×
- Promoter holding
- 63.72%+0.00% QoQ
- FII holding
- 8.10%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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