IT - Software · IKS
IT Enabled Services/Business Process Outsourcing
from 1,747 today
We stay positive on the stock with an unchanged PT of Rs. 2,020 based on FY28E EPS of 61.0, though Q1 margins missed due to one-off TruBridge integration costs and organic growth estimate has been slightly slashed.
Inventurus Knowledge Solutions reported 1QFY27 revenue in line with estimates, though margins and PAT missed due to acquisition-related costs. We expect a CAGR of 17%/19%/20% in organic revenue/EBITDA/PAT over FY26-28 and reiterate our BUY rating with a target price of INR2,075.
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