Inventurus Knowledge Solutions Limited · NSE:IKS

Inventurus Knowledge Solutions — Q4 FY26 Earnings Presentation

34 slides from Inventurus Knowledge Solutions's earnings presentation, May 13, 2026

  1. Slide 1: Exchange filing cover letter: Investor Presentation

    May 13, 2026 BSE Limited National Stock Exchange of India Limited The Listing Department The Listing Department Phiroze Jeejeebhoy Towers Exchange Plaza, Plot No. C/1, G Block, 25th Floor, Dalal Street Bandra Kurla Complex Fort, Mumbai 400 001 Bandra (East), Mumbai 400051 Maharashtra, India Maharash

  2. Slide 2: IKS Health Q4 FY26 Investor Presentation

    IKS Health Q4 FY 26 Investor Presentation 1

  3. Slide 3: 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

  4. Slide 4: IKS Health - a comprehensive healthcare enablement platform empowering provider organizations

    IKS Health - a comprehensive healthcare enablement platform empowering provider organizations US$260bn / Total US$5tn US$34bn 8% / 12% US Healthcare TAM / Outsourced Market TAM / Outsourced Market Addressable Expenditure (CY2024) (CY2023) CAGR (2023-2028E) Market1,2 The only Comprehensive platform t

  5. Slide 5: IKS Health: Strategic Pillars of execution

    IKS Health: 5 Strategic Pillars of execution Establishing AQuity Acquisition Evolution Towards an AI-native. Agentic Leadership across Differentiated Growth Integration & Outcome-Oriented Platform Manifest features; while driving Market Strategy Optimization Company platform uniqueness - Launched in

  6. Slide 6: Awards and Recognition

    Awards and Recognition ET Edge Best Organisations for Women 2026 Financial Express AICONIC Award 2026 Best Use of AI in Healthcare & Lifesciences IKS Health Virtual Care Assistant 5

  7. Slide 7: Accelerating AI Initiatives

    Accelerating AI Initiatives Partnership with Certilytics, an innovator in AI driven healthcare intelligence, to connect payer rules and provider workflows using agentic AI, human oversight, and unified action Strategic acquihire of ThinkDTM, an AI-native product, strategy, and digital services compa

  8. Slide 8: IKS Health enables care transformation across the patient journey

    IKS Health enables care transformation across the patient journey Pre-visit Optimized Scheduling Patient Financial Patient Engagement Prospective Clinical Clearance Hub Chart Reviews Peri-visit Autonomous Coding Referral Order Management IKS ScribbleTM Pre-Visit Summary Legend Automation Level Post-

  9. Slide 9: Q4 - Strong growth while delivering continuous margin expansion

    Q4 - Strong growth while delivering continuous margin expansion Deep Client Strong Margin Globally Diversified Growth At Scale Relationships Profile Workforce 450+ 35% 13,331 INR 8,577 mn Enterprise level EBITDA Total Employees Revenue from customers Operations 18% INR mn 4,525 24% 1,981 / 550 YoY g

  10. Slide 10: Key Deal Wins

    Key Deal Wins IKS Health has entered a strategic multi-year full platform partnership with Holyoke Medical Center, a legacy Aquity customer. This collaboration leverages AI-driven and human-led solutions to reduce administrative burden, lower costs, and drive new revenue for the hospital's financial

  11. Slide 11: Q4 FY26: Growing faster than market with improving margins

    Q4 FY 26: Growing faster than market with improving margins Revenue EBITDA INR Mn INR Mn 3,002 32.7% YoY 8,577 2,816 8,150 7,240 18.5% YoY 2,262 35.0% 34.6% 6.6% QoQ 31.2% 5.2% QoQ Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 PAT* Adjusted PAT** INR Mn INR Mn 2,269 2,154 2,060 1,833 39.4% YoY 1,6

  12. Slide 12: Q4 FY26 - Improving EPS and maintaining high ROE

    Q4 FY 26 - Improving EPS and maintaining high ROE EPS ₹ ROE % 35.3% 31.2% 31.3% 12.3 11.0 38.5% YoY 8.9 12.3% QoQ Q4 FY25 Q3 FY26 Q4 FY26 Q4 FY25 Q3 FY26 Q4 FY26 EPS is calculated as profit for the period divided by weighted Return on Equity is calculated as profit for the period divided average num

  13. Slide 13: FY26 - Strong growth while delivering continuous margin expansion

    FY 26 - Strong growth while delivering continuous margin expansion Deep Client Strong Margin Globally Diversified Growth At Scale Relationships Profile Workforce 450+ 34% 13,331 INR 31,938 mn Enterprise level EBITDA Total Employees Revenue from customers Operations 20% INR mn 11,811/37% 23% 1,981 /

  14. Slide 14: FY26: Growing faster than market with improving margins

    FY 26: Growing faster than market with improving margins Revenue EBITDA INR Mn INR Mn 31,938 10,913 26,640 7,911 34.2% 19.9% YoY 38.0% YoY 29.7% PAT* Adjusted PAT** INR Mn INR Mn 7,216 8,087 4,861 5,504 22.6% 25.3% 48.4% YoY 46.9% YoY 18.2% 20.7% *PAT includes a ₹127 million non-recurring, non-cash

  15. Slide 15: FY26 - Improving EPS and maintaining high ROE

    FY 26 - Improving EPS and maintaining high ROE EPS ₹* ROE* % 43 33.0% 31.4% 29 47.7% YoY EPS is calculated as profit for the period divided by weighted Return on Equity is calculated as profit for the period divided average number of equity shares as defined in IND AS 33. by average equity balance d

  16. Slide 16: FY26 - Strong Cash Generation supporting growth aspirations

    FY 26 - Strong Cash Generation supporting growth aspirations OCF & FCF Net Debt INR Mn INR Mn 99.0% OCF YoY 122.5% FCF YoY 15

  17. Slide 17: A Decade of Consistent Profitable Growth

    A Decade of Consistent Profitable Growth 28.7% 46.4% Revenue CAGR PAT CAGR 16

  18. Slide 18: Financials - Summary INR millions

    Financials - Summary INR millions INR Mn Particulars Q4 FY 26 Q3 FY 26 QoQ% Q4 FY 25 YoY% FY 26 FY 25 YoY% Revenue USD mn 95 93 2.4% 84 12.6% 364 316 15.4% Revenue 8,577 8,150 5.2% 7,240 18.5% 31,938 26,640 19.9% Other Income - Operating - - 0.0% 0.0% 176 -100.0% Forex Gain/ (Loss) 352 87 303.3% (24

  19. Slide 19: Other KPI Metrics

    Other KPI Metrics Particulars FY 26 FY 25 Adjusted EBITDA per employee 0.88 0.63 Revenue from Top 10 customers INR mn 11,811 9,230 Contribution from Top 10 customers 37.0% 34.6% Revenue from Top 5 customers INR mn 6,856 5,828 Contribution from Top 5 customers 21.5% 21.9% Ageing of Top 10 clients (nu

  20. Slide 20: Proposed Acquisition of TruBridge

    Strategic Growth Proposed Acquisition of TruBridge

  21. Slide 21: System of Action + System of Record → Operating System for Healthcare

    System of Action + System of Record → Operating System for Healthcare Closed loop operating model Value created Directly linking the System of Record Data feed & capabilities and System of Action enables: needed from EHR Elimination of middleware ● Reduced friction Critical needs for agentic AI orch

  22. Slide 22: Strategic Acquisition: TruBridge

    Strategic Acquisition: TruBridge Value AI-First Growth Scalable, efficient Protection Strategy Opportunity operating platform IKS Health Vision FY 2030 ₹ Crores LTM December 2025 FY 30 EBITDA ≅ 1000 ≅ 3000 Net Debt ≅ 300 Similar to Dec 2025 21

  23. Slide 23: Proposed Acquisition of ARAI

    Technology advancement Proposed Acquisition of ARAI

  24. Slide 24: ARAI - Founding team

    ARAI - Founding team Dr. Asoke Talukder Dr. Roland Haas Co-Founder & CAIO Co-Founder & CEO Adj Faculty, CSE, NITK Surathkal Professor at IITB Dr Asoke Kumar Talukder is a serial entrepreneur and polymath. Born and raised in Germany, Dr. Haas studied Computer He is a Physicist by training, Data Scien

  25. Slide 25: IKS Health AI Strategy and the Gap

    IKS Health AI Strategy and the Gap IKS is executing a strong AI roadmap — with ARAI, we will rely much lesser on third party models What IKS Already Has The Gap — What ARAI Brings Agentic AI platform built on Google Cloud / Gemini Accelerates IKS’s AI R&D with expertise to build models for RCM (deni

  26. Slide 26: Buy Vs Build - Accelerating Time to Market

    Buy Vs Build - Accelerating Time to Market Acquisition Price $1.2M in upfront cash for Discounted ESOPs over 4 years to acquiring the IP align long term interest Build Vs. Buy - Cost Avoidance Analysis 30% Increase in $8–12M 2–3 Yrs efficiency Estimated Build Cost Time-to-Parity if all the Knowledge

  27. Slide 27: Joint Value Proposition: IKS + ARAI + TruBridge

    Joint Value Proposition: IKS + ARAI + TruBridge One Integrated System - Compounding Value creation SYSTEM OF RECORD INTELLIGENCE LAYER SYSTEM OF ACTION (Stores the record) (Makes it smart) (Makes it actionable) TruBridge EHR ARAI Solutions IKS Health Via EHR + Services AI Brain Care Enablement Platf

  28. Slide 28: Powered By

    rouse] =| Gap MS. SARES ee Bbitig 60) BDSo FOUNDATION

  29. Slide 29: 2025-26: A Story of Expansion

    2025-26: A Story of Expansion • With a focus on constantly improving access to quality primary healthcare for underprivileged communities, IKS Cares Foundation has been expanding its scope of work – to cover a wider range of health needs, beneficiaries, and geographies. • Newly added in 2025-26: Den

  30. Slide 30: More than doubling the impact in FY2025-26

    More than doubling the impact in FY2025-26 • From 15,118 screenings in it’s first year and a half of existence, IKS Cares has screened over 30,000 children and adults in FY25-26 alone • In addition, live, on-site dental treatment addresses a huge unmet need 29

  31. Slide 31: Key Programs: Mumbai and Hyderabad

    Key Programs: Mumbai and Hyderabad Free Mobile Clinics for Anemia and Diabetes - Mobile clinics, led by IKS’s medical personnel, offer the latest diagnostic facilities, physical examination by our doctors, free medication, and follow up checks. Free Mobile Dental Health - IKS’s dentists deliver live

  32. Slide 32: Medical Camps: Impact as of end March 2026

    Medical Camps: Impact as of end March 2026 194 45577 SCREENED 15931 DIAGNOSED AS ANEMIC MEDICAL CAMPS of which 112 were in As of March, 2026. FY25-26 110+ FOLLOW-UP Follow Up & 73% Children 42% Children Medications CAMPS Positively Impacted Moved From Anemic Provided To Non-Anemic Level 31

  33. Slide 33: Dental Camps: Impact as of end March 2026

    Dental Camps: Impact as of end March 2026 15 1789 DENTAL SCREENINGS 915 DENTAL TREATMENTS DENTAL CAMPS As of March, 2026. • Complete oral health assessment • Ultrasonic scaling (Cleaning of teeth) • Filling primary cavities: GIC & Composite Restorations • Fluoride based preventive treatments • Medic

  34. Slide 34: Thank You

    (x, IKS CARES ai; FOUNDATION Thank You HEALTH

Inventurus Knowledge Solutions — Q4 FY26 Earnings Presentation on 6ix