Investor Presentation is enclosed.

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

IKS · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-5.2%1-day move

₹1687.50

prior close

₹1739.90

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-2.0+0.1+1.3-1.9-5.2-5.5-2.6-4.2-3.7-2.2-0.7-0.7+11.5—

Up moveDown movePending

AI summary

IKS Health reported strong Q4 FY26 results with revenue of INR 8,577 million (18% YoY growth) and EBITDA of INR 3,002 million, representing 32.7% YoY growth. Full year FY26 revenue stood at INR 31,938 million with 20% YoY growth, while EBITDA reached INR 10,913 million (38% YoY growth). The company achieved significant margin expansion with EBITDA margin improving from 29.7% to 34.2% and PAT margin expanding from 18.2% to 22.6% year-over-year. Key highlights include AI platform launches (Scribble, AssuRx, MyCareHub), completion of AQuity integration, and proposed acquisitions of TruBridge and ARAI. The company outlined its FY2030 vision targeting approximately INR 3,000 crore EBITDA with net debt around INR 300 crore.

Likely market impact

The strong margin expansion and AI-driven platform strategy position IKS Health favorably for continued outperformance. The proposed TruBridge and ARAI acquisitions, if completed, could accelerate growth and strengthen the integrated healthcare operating system, creating a defensible platform business.