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05-Feb-2026

Inventures Kowledge Solutions

To maintain EBITDA margin around 35%


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IKS Health hosted conference call on February 05, 2026. In the conference call, the company was represented by Sachin K. Gupta –CEO and Nithya Balasubramanian -CFO.

 

Key Takeaways of the call

The company is in the business of taking away chore tasks from healthcare providers in the US so that they are not distracted by those chores and focus on their core task of patient care those chore tasks.

The company’s TAM is 260 bilion US dollars and is underpenetrated and which is currently done by US healthcare internally and they are looking to outsource the same.

The current outsourcing penetration is around US $ 34 billion and is growing at 12%. If the company is growing more than 12% than it is gaining market share and slower than 12% than the company is loosing market share.

Headcount count increased from 13150 in Q3FY2025 to 13350 a growth of 1.5% however revenue has grown by 24% ...



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