| Revenue growth | 21% YoY growth; 12% growth in constant currency terms. |
|---|---|
| Margins | Temporary dip to 26-27% post-acquisition; aiming for 30%+ recovery. |
| Order book | Significant new wins in California and national musculoskeletal aggregators. |
| Demand visibility | Strong expansion in rural/community markets via TrueBridge and AI-driven efficiency. |
| Management confidence | High; focused on long-term 'True North' FY30 EBITDA targets. |
Growth
Revenue grew 12% in constant currency; EBITDA margin remains high at 33% (35% adjusted for acquisition costs).
Outlook
Management targets 3,000 Cr EBITDA by FY30 with margins returning to early-to-mid 30s.
Risks
TrueBridge acquisition brings lower margins and aggressive revenue recognition adjustments, potentially masking integration friction.
Last quarter's promises, checked
Delivered
- Headcount growth < revenue growth → 5.3% headcount vs 13% CC revenue (= BEAT)
- Margin expansion post-AQuity → 35% EBITDA margin achieved (= BEAT)
- Top 10 client vintage 5+ years → North of 5 years maintained (= BEAT)
Partly delivered
- Cross-sell into AQuity base → Holyoke Medical Center added but took longer than planned (= PARTIAL)
- Debt reduction → Constant pay down but TruBridge acquisition will increase leverage to 3x (= PARTIAL)
Earnings Call Transcript filed with NSE, NSE: IKS. Summary written with AI assistance from 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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- Key figure
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