India · Delayed Price · Currency is INR Inventurus Knowledge Solutions Earnings Call Transcripts
Fiscal Year 2026
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The acquisition of TruBridge creates an integrated, AI-first healthcare platform targeting the large rural hospital market, with significant financial and operational synergies expected. The deal is immediately EPS accretive, expands the addressable market, and positions the combined entity as a leader in both rural and ambulatory care, leveraging proprietary AI and global delivery strengths.
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Q3 FY26 saw 24% YoY revenue growth and 40% YoY EBITDA growth, driven by tech leverage and strong execution across strategic pillars. Integration of AQuity is nearly complete, new deals will contribute from Q4, and margins are expected to remain in the low-to-mid 30s.
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Q2 FY26 saw 22% revenue and 43% EBITDA growth, driven by AI adoption, platform expansion, and operational transformation. Strong cash flow enabled debt reduction, while new large client wins and deeper Epic EHR integration position the company for continued outperformance.
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Q1 FY26 saw 16% revenue growth and 32% EBITDA margin, with strong PAT and cash flow improvements. Strategic execution in AI, AQuity integration, and platform deals drove performance, while intentional client pruning and margin optimization will continue for 2–3 quarters.
Fiscal Year 2025
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Q4 FY25 saw 17% revenue growth and 68% EBITDA growth, with strong margin expansion and major platform wins in mid-size and independent healthcare segments. Ongoing AQuity integration, tech-led transformation, and disciplined capital allocation underpin continued outperformance.
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Q3 FY 2025 saw 16% year-on-year revenue growth and EBITDA margin expansion to 31%, driven by strong cross-sell momentum, new large deals, and accelerated integration of AQuity. Net debt reduced significantly, with further improvement expected as new contracts ramp up.