ConCallIQ
Go Pro
INVENTURUSKNOWLEDGESOLUT Diversified 2026-04-??

Inventurus Knowledge Solutions Ltd — Q4 FY26

Inventurus Knowledge Solutions delivered a strong Q4 FY26 with revenue of ₹857 crore (+18.5% YoY), EBITDA of ₹300 crore (35% margin), and PAT of ₹206 crore (+39% YoY).

bullish high
Compare with...
Revenue ₹857 Cr +18.5%
EBITDA ₹300 Cr +33%
PAT ₹206 Cr +39%
EBITDA Margin 35%
Duration 92 min
Read Time 1 min read

✓ Verified against BSE filing

2-Minute Summary

✦ AI-Generated from Full Transcript

Inventurus Knowledge Solutions delivered a strong Q4 FY26 with revenue of ₹857 crore (+18.5% YoY), EBITDA of ₹300 crore (35% margin), and PAT of ₹206 crore (+39% YoY). Growth was driven by platform adoption, AI-led automation (Scribble Select, MyCare Hub), and strategic acquisitions (TrueBridge, ARI). Headcount grew only 5.3% vs 13% constant-currency revenue growth, demonstrating operating leverage. Management outlined a true north target of tripling EBITDA to ₹3,000 crore by FY30, underpinned by the TrueBridge acquisition and proprietary AI/neurosymbolic models. Key risks include integration complexity of TrueBridge, potential pricing deflation in point-solution features, and elevated leverage post-acquisition.

Risks4 trackedTranscriptfull text
Research workspace

Focused Modules

!Risks 4 risks

Risk Intelligence

TrueBridge integration complexity

View Risks →
Transcript Full text

Call Transcript

Full transcript text is available on this route.

Read Transcript →

Quarter Snapshot

Client count 600+
-100 YoY

Deliberate pruning of small clients; 90% of revenue from top clients.

Headcount 13,331
+5.3% YoY

Revenue grew 18.5% YoY with only 5.3% headcount growth, showing nonlinearity.

Top 10 customer revenue share 52.7%
+28% YoY

Top 10 customers grew 28% YoY, indicating strong account expansion.

Operating cash flow to EBITDA 79%
+24pp YoY

Improved from 55% in FY25 to 79% in FY26, reflecting better cash conversion.

Fast read

Guidance and risk preview

Top guidance EBITDA target of ₹3,000 crore by FY30

Management targets tripling EBITDA from ~₹1,000 crore (LTM Dec 2025) to ₹3,000 crore by FY30, driven by TrueBridge integration and AI-led automation.

Top risk TrueBridge integration complexity

The Cobalt-to-PostgreSQL migration and cross-selling system-of-action features into the EHR install base is a 18-24 month process with execution risk.

View Risks →