Inventurus Knowledge Solutions - Where A.I. Meets the Business of Medicine

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IKS completion of Trubridge is maybe a week or so away from now. Q1 results and concall are also around the corner.

Maybe the management will choose to address the synergies in more quantified terms in the investor presentation. I hope so.

The strategic blueprint and layout I wouldn’t expect before q2 presentation. They would like to test the waters for few months before they open up.

Would like to see how Q1 shapes up in CC growth YoY and the new deals. The only real question I have on IKS is their ability to do sales, particularly the cross sell from Aquity. This will be the crux in seeing topline growth for the next 2 years while they manage the Trubridge integration and not much growth is likely to come from there, if any, atleast in Fy27.

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  • FY27Q1 Rev up 12% YoY in CC; Growing at same rate as the overall market.
  • Employee count has come down; AI theme playing out
  • EBITDA margin down to 33% from 35%; Reason: Acquisition expense.

Results seem reasonable.

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