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Earnings Call

Inventurus Knowledge Solutions Earnings Call: Key Takeaways

IKS Health delivered a strong FY26 with 20% revenue growth and significant margin expansion, though reported PAT was aided by one-time forex gains.

Highlights
Revenue growth20% YoY growth in INR terms; 13% in constant currency.
MarginsEBITDA margins expanded to 34% in FY26, up from 30%.
Demand visibilityStrong US healthcare TAM of $260B with growing outsourcing trends.
Management confidenceBalanced but ambitious regarding AI integration and long-term targets.

Growth

FY26 revenue grew 20% YoY to ₹3,193cr; EBITDA grew 38% showing strong non-linear scalability.

Outlook

Targeting 3,000cr EBITDA by FY30, implying a 3x growth from current ₹1,000cr base.

Risks

High client concentration with top 10 contributing 37% and integration risks from the massive TruBridge acquisition.

Source

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

Read the document ↗

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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