Here's Why Inventurus Knowledge Solutions Gets A 'Hold' Rating As ICICI Securities Initiates Coverage

NDTV Profit’s special research section collates quality and in-depth equity and economy research reports from across India’s top brokerages, asset managers and research agencies. These reports offer NDTV Profit’s subscribers an opportunity to expand their understanding of companies, sectors and the economy.

ICICI Securities Report

Inventurus Knowledge Solutions Ltd. is a Platform as a Service company that caters to US’ healthcare provider segment. It focusses on outsourcing the routine chores of physicians. nventurus Knowledge Solutions’ platform has 16 key features, spanning across chores in a physician’s value chain, bundled into:

1. admin offerings; and

2. clinical offerings.

With strong financial credentials (industry-leading growth/margin /return on equity), synergistic large acquisition (Aquity) and US healthcare industry-led tailwinds in its favor, the delta for IKS lies in the cross-selling-led potential arising from the ~800 customers added via the Aquity acquisition.

We model FY25–28E revenue/EPS CAGRs of 20%/34%. While we like Inventurus Knowledge Solutions business for its superior financial performance, technology prowess and attractive large scale opportunity; valuations at 33 times FY27E P/E are rich.

We recommend Hold with target price of 1,820 (based on 35x FY27 EPS).

Click on the attachment to read the full report:

DISCLAIMER

This report is authored by an external party. NDTV Profit does not vouch for the accuracy of its contents nor is responsible for them in any way. The contents of this section do not constitute investment advice. For that you must always consult an expert based on your individual needs. The views expressed in the report are that of the author entity and do not represent the views of NDTV Profit.

Users have no license to copy, modify, or distribute the content without permission of the Original Owner.