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Earnings Call

Inventurus Knowledge Solutions Earnings Call: Key Takeaways

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.

Highlights
Revenue growth20% YoY in INR for FY26.
MarginsImproving; FY26 EBITDA margin at 34.2% vs 29.7% YoY.
Order book450+ enterprise customers; 90%+ repeat revenue.
Demand visibilityStrong; US healthcare expenditure estimated at $5tn (CY24).
Management confidenceHigh; aiming for ₹3,000 Cr EBITDA by FY30.

Growth

FY26 Revenue grew 19.9% YoY to ₹31,938 mn; PAT surged 48.4% YoY to ₹7,216 mn.

Outlook

Vision FY30 targets EBITDA of ₹3,000 Cr (~3x growth); proposed acquisitions of TruBridge and ARAI to drive AI strategy.

Risks

Integration risks from TruBridge and ARAI acquisitions; reliance on Top 10 clients (37% revenue).

Source

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

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Inventurus Knowledge Solutions Ltd: key numbers

Share price
₹1,815.80
Market cap
₹31,154 Cr
Revenue (annual)
₹3,192 Cr
Net profit (annual)
₹721.5 Cr
P/E (TTM)
40.8×Sector 57.8×
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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