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

IKS Health is significantly expanding its footprint by acquiring TruBridge Inc., a major player in revenue cycle management (RCM) and Electronic Health Record (EHR) services for rural and mid-sized hospitals. The deal is valued at an enterprise value of $557 million (Equity $427 million, Debt $130 million).

This strategic move aims to create an "Operating System for Healthcare," integrating IKS's AI-powered Care Enablement Platform with TruBridge's EHR. TruBridge posted $347 million in revenue and $69 million in adjusted EBITDA for Jan-Dec 2025. Post-acquisition, the proforma combined entity for the same period shows $698 million in revenue and $186 million in adjusted EBITDA.

Management anticipates the deal will be PAT and EPS accretive in FY27. They project substantial cross-sell opportunities ($575 million+ in TruBridge's client base) and market potential for TruCode ($650 million+). IKS Health targets an EBITDA of approximately ₹3000 Cr by FY30, up from around ₹1000 Cr in LTM December 2025, driven by diversification into SaaS EHR, enhanced resilience, and operational synergies.