| Revenue growth | 104% YoY rupee growth; ~13% constant-currency IKS, TrueBridge-driven. |
|---|---|
| Margins | EBITDA ~28% incl. TrueBridge; IKS ~34.5%; early-mid 30s hoped by FY30. |
| Demand visibility | Management cites robust TrueBridge EHR demand; industry growth ~12%. |
| Management confidence | Over-optimistic; disclaims guidance while pushing aspirational targets. |
Growth
Legacy IKS grew ~13% YoY in USD terms. TrueBridge contributed $68M over 82 days, so headline growth is inorganic. Top-10 client revenue fell from ₹480 Cr to ₹342 Cr QoQ.
Outlook
FY30 north-star target of ~₹3,000 Cr revenue. Management hopes for early-to-mid 30s margins by FY30. No formal growth guidance given.
Risks
TrueBridge churn and stabilisation, with no FY27 growth modelled. Net debt ~$550M. A ~4% ESOP grant dilutes adjusted EBITDA. Management expects AI-driven price compression.
Earnings Call Transcript filed with NSE, NSE: IKS. Summary written with AI assistance from the document.
Inventurus Knowledge Solutions Ltd: key numbers
- Share price
- ₹1,655.10
- Market cap
- ₹28,397 Cr
- Revenue (annual)
- ₹3,192 Cr
- Net profit (annual)
- ₹721.5 Cr
- P/E (TTM)
- 35.5×Sector 53.4×
- 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 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.
Inventurus Knowledge Solutions Other Announcement
Inventurus Knowledge Solutions Ltd has filed its quarterly shareholding pattern for the period ended September 30, 2026. This filing is a standard regulatory compliance disclosure.
Inventurus Knowledge Solutions Annual General Meeting
Inventurus Knowledge Solutions held its 20th Annual General Meeting on September 21, 2026, transacting ordinary and special business items, including amendments to its ESOP Plan 2022.