ALFA Finder| 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
- ₹1,660.20
- Market cap
- ₹28,485 Cr
- Revenue (annual)
- ₹3,192 Cr
- Net profit (annual)
- ₹721.5 Cr
- P/E (TTM)
- 35.6×Sector 54.5×
- 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.
More from Inventurus Knowledge Solutions Ltd
All →Inventurus Knowledge Solutions Acquisition Worth ₹4.65 Cr
Inventurus Knowledge Solutions' US subsidiary acquired 100% of Turbo Health Holdings, LLC for USD 500,000. The deal, worth ₹4.65 Crore, expands market reach in healthcare technology.
- Value
- ₹4.65 Cr
Inventurus Knowledge Solutions Earnings Call Transcript: 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.
Inventurus Knowledge Solutions Investor Presentation: Key Takeaways
Q2 FY27 revenue INR 15,925 mn (+103.9% YoY) with TruBridge consolidated for 82 days. Reported EBITDA margin 27.7%; PAT INR 2,176 mn (+20.4% YoY); adjusted PAT INR 2,734 mn.
Inventurus Knowledge Solutions Results Update
IKS Health reported strong Q2 FY27 revenue and EBITDA growth year-on-year, with TruBridge integration adding scale. The release also highlighted new US healthcare customer wins.
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
Inventurus Knowledge Solutions Board Meeting Date
Inventurus Knowledge Solutions will hold a board meeting on 05 November 2026 to consider September 2026 results. This advance notice reports no approved results yet.