Inventurus Knowledge Solutions Limited · NSE:IKS
Inventurus Knowledge Solutions — Q2 FY26 Earnings Presentation
22 slides from Inventurus Knowledge Solutions's earnings presentation, Oct 30, 2025
Slide 1: IKS Health Q2 FY26 Investor Presentation
IKS Health Q2 FY 26 Investor Presentation 1
Slide 2: Disclaimer
Disclaimer This presentation may include opinions and assumptions about future performance which could be considered as forward-looking statements. Forward-looking statements intrinsically cover several risks and uncertainties, which may lead to a material difference between actual results and the s
Slide 3: IKS Health - a comprehensive healthcare enablement platform empowering provider organizations
IKS Health - a comprehensive healthcare enablement platform empowering provider organizations US$260bn / US$34bn US$5tn 8% / 12% Total TAM / Outsourced Market TAM / Outsourced Market US Healthcare Addressable Expenditure (CY2024) (CY2023) CAGR (2023-2028E) Market1,2 The only Comprehensive platform t
Slide 4: IKS Health: 5 Strategic Pillars of execution
IKS Health: 5 Strategic Pillars of execution Establishing AQuity Acquisition Leadership across Differentiated Evolution Towards an AI-native. Agentic Integration & features; while Growth Market Outcome-Oriented Platform Manifest Optimization driving platform Strategy Company uniqueness - Launched int
Slide 5: Partnerships
Partnerships Launch of Agentic AI platform on Google Cloud 80% tasks handled autonomously, with human precision where it matters most The Connected Workflow Scribble and Stacks listed in Connection Hub on Epic Showroom Integration with Epic electronic health record software 5
Slide 6: IKS Health Agentic AI Platform
IKS Health Agentic AI Platform 6
Slide 7: Awards and Recognition
Awards and Recognition Google Cloud DORA Award Augmenting Human Expertise with AI D&B's Business Enterprises of Tomorrow 2025 Award Digital Solutions (Mid-Corporate) category Top-Rated Health Information Management Vendor 2026 Outsourced Coding & Computer Assisted Coding Managed Services 7
Slide 8: IKS Health enables care transformation across the patient journey
IKS Health enables care transformation across the patient journey Automation Level Automation Level Automation Level Automation Level Optimized Patient Patient Prospective Pre-Visit Scheduling Financial Engagement Clinical Chart Clearance Hub Reviews Automation Level Automation Level Automation Leve
Slide 9: Q2 - Strong growth while delivering continuous margin expansion
Q2 - Strong growth while delivering continuous margin expansion Deep Client Globally Diversified Growth At Scale Strong Margin Profile Relationships Workforce INR 7,811 mn 450+ 35% 12,940 Revenue from Enterprise level EBITDA Total Employees Operations customers 22% INR mn 3,548/45% 23% 2,228 / 542 YoY
Slide 10: Key Deal Wins
Key Deal Wins Expanded partnership with this legacy AQuity client to include VBC offerings. Advent Health is a national health system with more than 100,000 team members and more than 2,000 care sites that include hospitals, physician practices, ambulatory surgery centers, outpatient clinics, and mo
Slide 11: Q2 FY 26: Growing faster than market with improving margins
Q2 FY 26: Growing faster than market with improving margins Revenue EBITDA INR Mn INR Mn 7,811 2,718 7,401 21.5% YoY 2,378 43.2% YoY 6,428 1898 34.8% 5.5% QoQ 32.1% 14.3% QoQ 29.5% Q2 FY25 Q1 FY26 Q2 FY26 Q2 FY25 Q1 FY26 Q2 FY26 PAT Adjusted PAT* INR Mn INR Mn 1,981 1,807 1,682 59.9% YoY 53.6% YoY 1
Slide 12: Q2 FY 26 - Improving EPS and maintaining high ROE
Q2 FY 26 - Improving EPS and maintaining high ROE EPS ₹ ROE % 59.0% YoY 19.2% QoQ EPS is calculated as profit for the period divided by weighted average Return on Equity is calculated as profit for the period divided by total number of equity shares as defined in IND AS 33. equity at the end of the per
Slide 13: Q2 FY 26 - Continued strong cash generation supporting growth aspirations
Q2 FY 26 - Continued strong cash generation supporting growth aspirations OCF & FCF Net Debt INR Mn INR Mn 124.4% FCF Yield (Q2 FY 26) 92.1% OCF YoY 124.0% FCF YoY 13
Slide 14: A Decade of Consistent Profitable Growth
A Decade of Consistent Profitable Growth 27.9% 32.3% Revenue CAGR PAT CAGR 14
Slide 15: Financials - Summary INR millions
Financials - Summary INR millions INR Mn Particulars Q2 FY 26 Q1 FY 26 QoQ% Q2 FY 25 YoY% H1 FY 26 H1 FY 25 YoY% Revenue USD mn 90.2 86.7 4.0% 76.9 17.4% 177 153 15.3% Revenue 7,811 7,401 5.5% 6,428 21.5% 15,212 12,829 18.6% Other Income - Operating* - - 0.0% 7 -100.0% 42 -100.0% Forex Gain/ (Loss)
Slide 16: Robust Balance Sheet
Robust Balance Sheet INR Mn Particulars As on September 30, 2025 As on March 31, 2025 PPE 447.5 465.8 Right-of-use assets 1,061.7 828.2 Intangible Assets 4,708.6 4,764.4 Goodwill 12,437.3 11,972.6 Strategic Investments & Loan 3,799.1 1,137.4 Trade Receivables 6,377.7 5,537.1 Cash and cash equivalent
Slide 17: Other KPI Metrics
Other KPI Metrics Particulars Q2 FY 26 Q1 FY 26 Q2 FY 25 Annualised Adjusted EBITDA per employee in INR mn 0.91 0.81 0.56 Revenue from Top 10 customers INR mn 3,548 3,213 2,300 Contribution from Top 10 customers 45.4% 43.4% 35.8% Revenue from Top 5 customers INR mn 2,628 2,349 1,413 Contribution fro
Slide 18: Join the Movement
Join the Movement Grow, Scale, Thrive
Slide 19: Q2FY26
Q2FY26 October 30, 2025 Better, Safer, and More Efficient Healthcare
Slide 20: Frequently Asked Questions
Frequently Asked Questions 1. What is IKS Health’s right to win or differentiating factor compared to other players in the market? What is the impact of AI on the business model? A: IKS Health distinguishes itself primarily through our unwavering commitment to client outcomes, a principle deeply e
Slide 21: This model presents significant advantages by enabling access to two distinct pools of economic value
This model presents significant advantages by enabling access to two distinct pools of economic value for IKS Health: firstly, a recurring revenue stream calculated as a percentage of the client's revenue; and secondly, a direct share in the total "economic value add" (such as EBITDA improvement) th
Slide 22: What is the investment in product development?
Sep-25 Sep-24 Increase/(Decrease) Headcount 12,940 13,528 -4.4% Revenue 90.20 76.9 17.4% 6. What is the investment in product development? A: Product development experienced a 49% year-over-year increase, primarily attributable to the recruitment of new leadership and key talent within the Un
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