Analysts/Institutional Investor Meet/Con. Call Updates

August 11, 2026 BSE Limited National Stock Exchange of India Limited The Listing Department The Listing Department Phiroze Jeejeebhoy Towers Exchange Plaza, Plot No. C/1, G Block, 25th Floor, Dalal Street Bandra Kurla Complex Fort, Mumbai 400 001 Bandra (East), Mumbai 400051 Maharashtra, India Maharashtra, India BSE Scrip Code: 544309 NSE Symbol: IKS Dear Sir/Ma’am, Sub: Transcript of the Q1 FY 2026-27 Earnings Conference Call. Pursuant to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of the earnings conference call held on Thursday, August 6, 2026, with respect to the Company’s financial results for the quarter ended June 30, 2026. The said transcript has also been uploaded on the Company’s website and can be accessed through the following link: https://ikshealth.com/ir/2027/q1/transcript-q1.pdf This is for your information and records. Thanking you. Yours sincerely, For Inventurus Knowledge Solutions Limited Sameer Chavan Company Secretary and Compliance Officer Membership No. F7211 Encl: As above Inventurus Knowledge Solutions Limited Registered Address: 801, Building No. 5, 8th Floor, Mindspace Business Park (SEZ), Thane-Belapur Road, Airoli, Navi Mumbai – 400708, Thane, Maharashtra, India Ph.: +91 22 3071 1100 | W: www.ikshealth.com | CIN: L72200MH2006PLC337651 “Inventurus Knowledge Solutions Limited Q1 FY27 Earnings Conference Call” August 06, 2026 M A NAGEMENT : MR. S ACHIN G U PTA – F OUNDER A ND G L OBAL C HIEF XECUTIVE FFICER M . N B – W -T D & S ITHYA ALASUBRAMANIAN HOLE IME IRECTOR C F O HIEF INANCIAL FFICER M . S M – VP, I R R ARANSH UNDRA NVESTOR ELATIONS ODERATOR M S . S E EMA N AYAK – ICICI S E CURITIES Moderator: Ladies and gentlemen, good day and welcome to IKS Health Q1 FY27 Earnings Conference Call. As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing star then zero on your touch-tone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Seema Nayak from ICICI Securities. Thank you, and over to you, Ms. Nayak. Seema Nayak: Good morning, ladies and gentlemen. Thank you for joining us today on the Q1 FY27 earnings call of IKS Health. On behalf of ICICI Securities, I would like to thank the management of IKS Health for giving us the opportunity to host this call. Today, we have with us Mr. Sachin Gupta, Founder and CEO; Ms. Nithya Balasubramanian, CFO; and Mr. Saransh Mundra, Head of Investor Relations. I turn it over to Mr. Saransh for his brief statement and to take the proceedings forward. Thank you, over to you, Saransh. Saransh Mundra: Thank you. Thank you, Seema. Good morning to everyone. Thank you for attending our earnings call. We hope you had the opportunity to look at our earnings and presentation. Before I hand it over to Sachin, brief disclaimer. As part of our prepared remarks and during question-and-answers, we may make certain statements that involve estimations, deliberate uncertainty. We don't take any responsibility to update such forward-looking statements, and your discretion is warranted while making any investment decisions. Thank you. Over to you, Sachin. Sachin Gupta: All right. Thank you, Saransh, and good morning, good evening, everyone, depending on wherever you are. Welcome to our conference call for discussing the financial performance for the first quarter of fiscal '27 ending June 30th, 2026. On the call today, I will start off with providing a quick overview and sort of state of the union of the business, provide a high-level financial overview, turn it over to Nithya for some detailed remarks on some of the financials, and then take it back to close towards the medium-term outlook of the business, especially as we look to consolidate TruBridge and integrate it effectively and how the next few years are looking. And then, you know, we'll turn it over to everybody for Q&A. So, to start off with, again, because there's always some, you know, new participants on the call, as well as there's been a significant evolution in the company, just to remind everyone, I think we're a unique platform, a unique care enablement platform that is focused on delegating the chores of healthcare so that healthcare providers can focus on their core. And there are two aspects of our platform now with the acquisition of TruBridge that make us unique. One, in our traditional market, I think we're still the only truly comprehensive system of action that sort of delegates these chore tasks from providers to the right combination of technology and humans, including AI-enabled technology. And again, in a market that's full of point solution vendors, I think we are pretty much the only comprehensive platform that does that for large medical groups, be those independent or health system-owned. That's been our traditional market. And now we've added a very important dimension to our business where we are now working towards being the only truly integrated system of action and system of record for the rural and community market. As you know, typically, for healthcare systems delivery organizations, they are often straddled between technology that is coming from their electronic health records vendor, which is the system of record, and multiple point solution vendors that delegate chore tasks that are created due to regulations, as well as, in fact, some tasks being created due to the system of records being inefficient. And in the rural and community market, which is a very, very large market with 2,100-plus hospitals, the reality is we will be the first of its kind deeply integrated system of action and system of record, such that all of these chore tasks can actually be orchestrated in the native workflows of the EHR itself without context switching. And I think it's unequivocally validated that for healthcare provider organizations, that's the Holy Grail. If they can actually receive that, that truly takes care of all of their challenges. So, excited about the recent evolution that we've had for the rural and community market. Of course, a lot of work to do to realize it effectively. But I think overall, when you combine those two dimensions and the cross-leverage that those two dimensions bring, I think we're really in the process of building a new operating system for healthcare provider organizations to bring them clinical and financial sustainability. All of this, as you know, is a very large TAM, which is now expanded further for us because of the rural health system market kicking in. North of $260 billion, of which outsourcing is only about $35 billion. Just to remind everybody, the overall market is growing at close to 8%, and the outsourced TAM is growing at about 12%. And today, prior to TruBridge, we're about 600-odd large provider groups that we've serviced across urban and semi-urban settings. And obviously, most of that, because we are basically the operating infrastructure for these provider systems, most of that tends to be recurring revenue because we're basically part of their operating infrastructure that helps them operate on a day-to-day basis. Long tenure clients. And prior to TruBridge, with about 12,900-odd people, which, obviously, I'll talk a little bit more about that in the context of our financials because year-on-year, we're continuing to see non-linearity between revenue growth and people growth, which we also witnessed in this past quarter relative to the same quarter last year, of which about 1,900 of our people are clinical and nearly 600 now technology-focused engineering employees that we are leveraging to continue to build our proprietary technology embedded in our platform, and close to 60 sales and marketing people. Obviously, these are pre-TruBridge numbers beca [Showing first 8,000 characters — download PDF for full document]