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Earnings Call

Inventurus Knowledge Solutions Earnings Call: Key Takeaways

IKS Health announces strategic $557M acquisition of TruBridge Inc. to create an integrated 'Operating System for Healthcare', combining RCM and EHR capabilities.

Highlights
Revenue growth27.9% CAGR (2016-2025).
MarginsTargeting 26% proforma adj. EBITDA margin.
Demand visibilityStrong; $575M+ cross-sell whitespace in rural hospital markets.
Management confidenceHigh; leveraging past AQuity integration success.

Growth

IKS (FY25) revenue at $351M; TruBridge at $347M. Combined proforma EBITDA margin target of 26% for FY27.

Outlook

FY30 Vision: EBITDA target of ₹3,000 Cr (~3x growth from Dec 2025 LTM of ₹1,000 Cr).

Risks

High leverage (~3X EBITDA post-acquisition) and integration risks across 4-5 quarters post-closing in Q2 FY27.

Source

Earnings Call filed with NSE, NSE: IKS. Summary written with AI assistance from the document.

Read the document ↗

Inventurus Knowledge Solutions Ltd: key numbers

Share price
₹1,768.40
Market cap
₹30,341 Cr
Revenue (annual)
₹3,192 Cr
Net profit (annual)
₹721.5 Cr
P/E (TTM)
39.7×Sector 57.1×
Promoter holding
63.72%+0.00% QoQ
FII holding
8.01%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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