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Inventurus Knowledge Solutions (IKS) investor relations material

Inventurus Knowledge Solutions Q2 25/26 earnings summary

Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.
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Q2 25/26 earnings summary31 Oct, 2025

Executive summary

  • Delivered strong Q2 FY26 results with 22% year-on-year revenue growth and 5.5% sequential growth, reaching INR 7,811 million in revenue.

  • EBITDA grew 43% year-on-year to INR 2,718 million, with margins at 34.8-35%, and PAT increased 60% year-on-year to INR 1,807 million.

  • Growth driven by AI-native platform transformation, successful integration and margin expansion from the AQuity acquisition, and new large platform deals.

  • Expanded client base with 450+ enterprise customers, high retention, and top 10 customers contributing 45% of revenue.

  • Recognized for innovation in AI-driven healthcare solutions, winning multiple industry awards.

Financial highlights

  • Revenue: INR 7,811 million, up 22% year-on-year and 5.5% quarter-on-quarter.

  • EBITDA: INR 2,718 million, up 43% year-on-year; margin at 34.8%.

  • PAT: INR 1,807 million, up 60% year-on-year; PAT margin at 23.1%.

  • EPS for the quarter: INR 10.8, up 159% year-on-year.

  • Operating cash flow: INR 3,984.8 million for H1 FY26; free cash flow yield at 124%.

Outlook and guidance

  • No formal annual or quarterly guidance; focus on outperforming the 12% TAM growth rate.

  • Margin range in the mid-30s expected to be sustainable, with continued investments in R&D and go-to-market capabilities.

  • Net debt-free target by FY 2027, barring major acquisitions.

  • Strategic investments in AI and technology platforms to drive future growth.

  • Robust pipeline for large, outcome-oriented platform deals; interest at an all-time high.

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