Inventurus Knowledge Solutions Limited share price

NSE: IKS · ISIN INE115Q01022

Key numbers

Market cap
₹ 30,461 Cr
Current price
₹ 1,815.80
52-week high / low
₹ 1,970 / 1,262
Stock P/E
40.7
Book value
₹ 167.4
Dividend yield
0.00%
ROCE
31.5%
ROE
31.4%
Debt to equity
0.27
Sales growth (3 yrs)
45.8%
Profit growth (3 yrs)
33.2%
1-year return
19.8%

About Inventurus Knowledge Solutions Limited

Inventurus Knowledge Solutions Limited operates as a technology-enabled healthcare solutions provider. The company offers a care enablement platform and associated services predominantly to healthcare enterprises in the United States, Canada, and Australia. The company offers a platform that serves healthcare organizations, including health systems/ integrated delivery networks, academic medical centers, multi-specialty medical groups, single-specialty medical groups, ancillary healthcare organizations, and other outpatient healthcare delivery organizations. Inventurus Knowledge Solutions Limited was incorporated in 2006 and is based in Navi Mumbai, India.

Quarterly results

Consolidated figures in ₹ crores

Mar 2025Jun 2025Dec 2025Mar 2026Jun 2026
Sales724740815858894
Operating profit226238282300295
Net profit148152183206194
EPS (₹)8.889.0710.9612.3111.56

Concall summary (2026-08-11)

AI summary of the earnings call transcript · tone: Positive · source document

Guidance & outlook

  • Again, we'll produce the same $68 million in EBITDA margin starting out at the $300 million a year than the $340 million a year that we were anticipating pre-close.
  • And then, obviously, in order to rapidly accelerate the transformation of their operating model, we're anticipating some customer discounts, etc., over the next few quarters, which will be about $2 million to $3 million a quarter.

Growth & demand

  • So, just wanted to call that out, which then also takes care of the quarter-on-quarter EBITDA growth, if you would, going from then INR300-odd crores to INR314 crores, which would make it a healthy quarter-on-quarter growth.
  • So, strong growth, strong continued performance in operating margins that results in appropriate growth of PAT, which is reflected at about 28% year-on-year, coming in at INR193 crores, which again, if you were to adjust for the one-time exceptional acquisition costs, it goes even higher.

Margins & costs

  • And so, happy to note that we have our plan laid out for getting back to our early-to-mid 30% EBITDA margins after our pro forma drop post-consolidation of TruBridge initially to, you know, the 26%-27% range.
  • It's really important to recognize, though, that that EBITDA would be approximately 200 bps higher if we adjust for that one-time exceptional costs associated with the TruBridge acquisition.

Capex & expansion

  • In Q4, we had about INR25 crores of acquisition expenses and in Q1, we had about INR20 crores of acquisition expenses.
  • And like I had said when we were doing the TruBridge acquisition, we had said that there was going to be a True North objective for FY'30 for INR3,000 crores.

Balance sheet & cash

  • But I think overall, when you combine those two dimensions and the cross-leverage that those two dimensions bring, I think we're really in the process of building a new operating system for healthcare provider organizations to bring them clinical and financial sustainability.
  • So, without dilution or without significant dilution, other than marginal dilution for ESOPs as well as without expanding our net debt, we will be back to the pre-TruBridge debt number and INR3,000 crores of EBITDA.

Peers in Health Information Services

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