Inventurus Knowledge Solutions
Inventurus Knowledge Solutions
Information TechnologyKey Fundamentals
SmallcapIT Enabled ServicesInformation TechnologyTapetide Score
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Key Insights
Strengths
2- Company has delivered good profit growth of 34.2% CAGR over last 5 years
- Company has a good return on equity (ROE) track record: 3 Years ROE 33.1%
Weaknesses
2- Stock is trading at 10.9 times its book value
- Though the company is reporting repeated profits, it is not paying out dividend
Growth Rate
AI Analysis — Bull vs Bear
Inventurus Knowledge Solutions (IKS) is a healthcare-focused IT and services company with a market capitalisation of about ₹30,688 crore. It has grown sales at a 46% CAGR over 3 years and 42% over 5 years, and profit at 34% over 5 years, with 3-year average ROE of 33%. The stock trades at 40x earnings and 10.9x book value, pays no dividend, and TTM sales growth of 21% is slower than its multi-year pace.
- Revenue has compounded at 46% over 3 years and 42% over 5 years, which is well above typical Indian IT services growth rates.
- TTM profit growth of 41% is well ahead of TTM sales growth of 21%, which points to operating leverage and margin expansion.
- Return on equity has stayed high: 36% over 5 years, 33% over 3 years, and 31% last year. This suggests capital-efficient growth.
- Profit has compounded at 34.2% over 5 years and 30% over 3 years, so earnings growth has held up over several periods.
- The stock has returned 22% over the past year, which shows market acceptance since listing.
- The company focuses on US healthcare outsourcing (clinical documentation, revenue cycle management, care support). This is a large market where cost pressure on providers can keep driving outsourcing demand. That supports its 21% TTM revenue growth.
- At a market cap of about ₹30,688 crore, IKS is a sizeable, specialised player in a niche with few direct listed Indian peers.
- The stock trades at 10.9x book value, a steep premium that leaves little room for disappointment on growth or margins.
- A P/E of 40x already prices in sustained high growth. Any further slowdown from the current 21% TTM sales growth could pressure the multiple.
- Sales growth is slowing: TTM growth of 21% is less than half the 3-year CAGR of 46%. The historical figures were likely boosted by acquisitions, such as the AQuity Solutions deal.
- Dividend yield is 0%. Despite steady profits and ROE above 30%, shareholders get no cash return, and the company appears to be keeping capital for acquisitions or debt reduction.
- ROE has slipped from a 5-year average of 36% to 31% last year. Acquisitions and a larger equity base may be diluting returns.
- Revenue depends heavily on US healthcare clients. Changes in US healthcare policy, reimbursement rules, or client budgets could affect growth, and this risk is not reflected in the 42% 5-year sales CAGR.
- The stock has limited listed history. 3-year and 5-year stock returns are unavailable and only a 1-year return of 22% is on record, so there is little evidence of how the stock behaves across market cycles.
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
- US-Iran conflict, oil price risk Sep 23
Markets are still exposed to the Middle East. Brent is holding below $100/barrel, but Trump's warning of further military action against Iran could quickly undo the recent relief rally in the Nifty 50, which rose 0.5% to 23,446.80.
- Stock testing key resistance Sep 23
IKS is right at the ₹1,950-1,960 hurdle. If the breakout fails, the stock could fall back toward the ₹1,845 stop loss set in the LiveMint trade call.
- CHRO exits for personal reasons Sep 4
Manisha Kadagathur resigned as Chief Human Resources Officer for personal reasons. HR leadership changes in a people-heavy healthcare services business can cause short-term disruption.
- Technical breakout, buy call issued Sep 23
LiveMint recommended IKS Health as a buy at ₹1,928, with a target of ₹2,080 and a stop loss of ₹1,845, over 2-3 weeks. That target is about 7.9% above the entry price. The call follows a decisive breakout after months of range-bound trading.
- Busy round of institutional investor meetings Sep 25
IKS has lined up investor meetings on Sep 17, in Chennai on Sep 28 (Franklin Templeton, Sundaram MF) and in Pune on Sep 30 (Bajaj MF). This points to steady engagement with domestic institutions and could widen ownership.
- 20th AGM approvals completed Sep 21
At the 20th AGM on Sep 21, 2026, shareholders approved the FY26 financials, reappointed director Amit Goela and amended the ESOP plan.
- Amaris McComas named new CHRO Sep 4
Amaris McComas takes over as Chief Human Resources Officer from Sep 5, 2026. The quick appointment means there's no gap in HR leadership.
TL;DR: IKS has momentum. It broke out after months of range-bound trading, earned a short-term buy call targeting ₹2,080 from ₹1,928, and has a full schedule of meetings with institutional investors such as Franklin Templeton, Sundaram and Bajaj MF. The main risks are macro: US-Iran tensions and oil prices could shake broader market sentiment, and the stock still has to clear the ₹1,950-1,960 resistance zone. The CHRO change and the routine AGM approvals don't change the fundamental picture. The trend looks to be improving, and a sustained close above ₹1,960 would be the next confirmation to watch.
Quarterly Results
| Particulars | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 567 | 620 | 640 | 643 | 657 | 724 | 740 | 781 | 815 | 858 | 894 |
| Expenses | 405 | 494 | 467 | 454 | 476 | 498 | 502 | 511 | 536 | 563 | 604 |
| Operating Profit | 162 | 126 | 173 | 189 | 181 | 226 | 238 | 270 | 279 | 295 | 290 |
| OPM % | 29% | 20% | 27% | 29% | 28% | 31% | 32% | 35% | 34% | 34% | 32% |
| Other Income | 6 | 15 | 4 | 5 | 27 | 3 | 3 | 4 | 6 | 5 | 6 |
| Interest | 26 | 32 | 26 | 22 | 21 | 21 | 18 | 16 | 23 | 13 | 10 |
| Depreciation | 19 | 27 | 28 | 28 | 28 | 28 | 28 | 30 | 32 | 34 | 34 |
| PBT | 124 | 81 | 122 | 144 | 160 | 180 | 195 | 228 | 229 | 253 | 251 |
| Tax % | 18% | 21% | 22% | 21% | 19% | 18% | 22% | 21% | 20% | 19% | 23% |
| Net Profit | 102 | 64 | 95 | 113 | 130 | 148 | 152 | 181 | 183 | 206 | 194 |
| EPS in Rs | 5.94 | 3.72 | 5.57 | 6.59 | 7.56 | 8.61 | 8.83 | 10.53 | 10.68 | 12 | 11.29 |
Profit & Loss
| Particulars | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM |
|---|---|---|---|---|---|---|---|---|
| Sales | 529 | 553 | 764 | 1,031 | 1,818 | 2,664 | 3,194 | 3,347 |
| Expenses | 367 | 348 | 466 | 639 | 1,297 | 1,893 | 2,110 | 2,213 |
| Operating Profit | 162 | 205 | 298 | 392 | 521 | 771 | 1,084 | 1,134 |
| OPM % | 31% | 37% | 39% | 38% | 29% | 29% | 34% | 34% |
| Other Income | 31 | 16 | 1 | -2 | 40 | 39 | 17 | 20 |
| Interest | 7 | 8 | 7 | 6 | 61 | 91 | 72 | 62 |
| Depreciation | 40 | 30 | 23 | 25 | 59 | 113 | 124 | 131 |
| PBT | 145 | 183 | 269 | 359 | 442 | 606 | 905 | 961 |
| Tax % | 5% | 9% | 13% | 15% | 16% | 20% | 20% | — |
| Net Profit | 137 | 165 | 233 | 305 | 370 | 486 | 722 | 764 |
| EPS in Rs | 167 | 200 | 13.61 | 17.86 | 21.68 | 28.33 | 42.03 | 44.5 |
| Div. Payout % | 0% | 12% | 393% | 55% | 0% | 0% | 0% | — |
Balance Sheet
| Particulars | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|
| Equity Capital | 8 | 8 | 17 | 17 | 17 | 17 | 17 |
| Reserves | 275 | 449 | 630 | 812 | 1,141 | 1,773 | 2,783 |
| Borrowings | 0 | 76 | 65 | 52 | 1,311 | 856 | 753 |
| Other Liabilities | 151 | 53 | 75 | 107 | 411 | 274 | 605 |
| Total Liabilities | 434 | 586 | 788 | 988 | 2,880 | 2,919 | 4,158 |
| Fixed Assets | 36 | 87 | 76 | 59 | 1,833 | 1,790 | 1,942 |
| CWIP | 0 | 0 | 0 | 0 | 3 | 13 | 6 |
| Investments | 1 | 14 | 16 | 32 | 195 | 114 | 377 |
| Other Assets | 397 | 485 | 695 | 898 | 849 | 1,003 | 1,832 |
| Total Assets | 434 | 586 | 788 | 988 | 2,880 | 2,919 | 4,158 |
Cash Flow
| Particulars | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|
| Operating | 163 | 175 | 233 | 288 | 210 | 318 | 674 |
| Investing | -79 | -167 | -82 | -158 | -1,137 | 241 | -222 |
| Financing | -41 | -37 | -59 | -152 | 780 | -389 | -412 |
| Net Cash Flow | 43 | -28 | 92 | -22 | -147 | 170 | 39 |
| Free Cash Flow | 152 | 168 | 222 | 280 | 177 | 276 | 614 |
| CFO/OP | 118 | 100 | 93 | 93 | 58 | 56 | 80 |
Ratios
| Particulars | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|
| Debtor Days | 51 | 49 | 46 | 57 | 73 | 73 | 65 |
| Cash Conversion Cycle | 51 | 49 | 46 | 57 | 73 | 73 | 65 |
| Working Capital Days | 20 | 41 | 15 | 21 | -75 | 10 | -31 |
| ROCE % | — | 47% | 47% | 50% | 30% | 27% | 32% |
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
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64 extracted metrics + investor summaries across FY16–FY27.
Documents
Frequently Asked Questions about Inventurus Knowledge Solutions
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Company Information
Incorporated in 2006, Inventurus Knowledge Solutions Ltd provides healthcare solutions through its care enablement platform[1]
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