Inventurus Knowledge Solutions Limited — PPTs, 23-04-2026: Investor Presentation

IKS Health is acquiring TruBridge, a key player in healthcare revenue cycle management (RCM) and Electronic Health Record (EHR) systems for small to mid-sized rural hospitals. TruBridge has shown solid performance, with revenue growing at 6% CAGR to $347M and adjusted EBITDA at 10% CAGR to $69M by 2025.

This strategic move aims to combine IKS's AI-powered care enablement platform (System of Action) with TruBridge's EHR (System of Record), creating a powerful "Operating System for Healthcare." This integration promises seamless workflows, reduced friction, and compounding value through continuous learning, moving beyond traditional UI-focused systems.

The $557M acquisition is expected to boost IKS's market reach, diversifying into the SaaS EHR business and providing significant cross-sell opportunities within TruBridge's client base, estimated at over $575M. Management anticipates the deal will be profitable and EPS accretive in FY27, targeting improved combined EBITDA margins within four quarters post-closing. This positions IKS for accelerated revenue growth and stronger financial performance.