AI Summary
✦ ClarthaInventurus Knowledge Solutions is a technology-enabled healthcare solutions provider serving physician businesses in the United States, Canada, and Australia. Its care enablement platform supports outpatient and inpatient activities across health systems, academic medical centers, and multi-specialty and single-specialty groups. Revenue grew 19.9% year-on-year, while the TruBridge turnaround remains central to sustaining growth and improving margins. The Abridge AI stake sale for $10 million also provides capital flexibility, though it does not expand the core platform. Profit growth reached 48.4%, with improving margins indicating operating leverage, but ROE is unavailable. Debt-to-equity of 26.87 implies substantial leverage, which can amplify reported returns but increases financial risk. At 38.9x earnings, the shares appear rich relative to the reported growth profile, despite positive sentiment and 21% quarterly revenue growth. The key open question is whether TruBridge can deliver durable earnings improvement without raising execution and leverage concerns.
Valuation Metrics
Trading 8.1% above historical median. Valuation is stable — currently in the overvalued zone (z-score: +0.84). Confidence: 91%.
Live forward EPS implies next-12-month EPS of ₹68.17. Applying the stock's normalized valuation corridor produces a fair range of ₹2,355.96 to ₹2,606.82, with base value near ₹2,479.34 (+42.0% vs current price).
Live forward estimate anchored to the company's historical valuation corridor.
Forward EPS
₹68.17
Forward P/E
25.6x
Base Fair Value
₹2,479.34
Fair Range
₹2,355.96 - ₹2,606.82
Upside To Base
+42.0%
Estimate Source
Live forward EPS
Growth Estimate
+27.9%
5Y Average
36.10
Current
39.31
Overvalued
38.24
Undervalued
34.56
5Y Average
8.04
Current
8.75
Overvalued
9.24
Undervalued
6.83
5Y Average
23.18
Current
25.24
Overvalued
24.27
Undervalued
21.85
Peers & Comparison
Sector: Health Care · Theme: Health Care Equipment & Supplies
| Company | Rev. Growth | Margin | P/E | vs Avg | 52W Perf. |
|---|---|---|---|---|---|
CONCORD BIOTECH LIMITED CONCORDBIOPharmaceuticals | +26.2% | 24.8% | 49.0x Undervalued | -20% vs avg | -17.2% |
JUBILANT PHARMOVA LTD JUBLPHARMAPharmaceuticals | +18.7% | 4.8% | 36.7x Undervalued | -40% vs avg | -12.7% |
FORTIS HEALTHCARE LTD FORTISHospitals & Diagnostic Centres | +17.5% | 11.0% | 69.3x Fair | +13% vs avg | +1.4% |
LAURUS LABS LIMITED LAURUSLABSPharmaceuticals | +29.1% | 15.0% | 90.6x Premium | +48% vs avg | +123.1% |
INVENTURUS KNOWLEDGE SO L trades at a discount (39.3x vs peer avg 61.4x), suggesting potential undervaluation relative to the Health Care Equipment & Supplies cohort. Peers include CONCORD BIOTECH LIMITED, JUBILANT PHARMOVA LTD, FORTIS HEALTHCARE LTD — selected based on business model, industry classification, market cap similarity, and business theme alignment.
Financials
Real statement data for revenue, earnings quality, conversion, and balance-sheet coverage. Monetary values are shown in Rs crore.
Latest revenue
₹475 CrJun 2026Latest net profit
₹163 CrJun 2026Latest EPS
₹9.47Jun 2026Net margin
46.0%Jun 2026Performance
Bars show revenue and net profit. The line shows net margin.
- Revenue
- Net income
- Net margin %
Earnings
Revenue is shown in crores. EPS is rupees per share.
- Revenue
- EPS
Revenue to profit conversion
Bridge from operating numbers to profit for the latest reported period.
Latest reported period: Jun 2026
Debt level and coverage
Debt, cash and free cash flow compared on the same crore scale.
- Debt
- Free cash flow
- Cash & equivalents
Results
| Metric | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 250 | 183 | 201 | 240 | 241 | 290 | 319 | 356 | 404 | 413 | 475 |
| Expenses + | 113 | 123 | 123 | 124 | 138 | 161 | 170 | 178 | 207 | 201 | 256 |
| Operating Profit | 137 | 60 | 79 | 116 | 103 | 129 | 150 | 178 | 196 | 212 | 219 |
| OPM % | 55% | 33% | 39% | 48% | 43% | 44% | 47% | 50% | 49% | 51% | 46% |
| Other Income + | 7 | 7 | 1 | 6 | 6 | 2 | 2 | 2 | 2 | 1 | 1 |
| Interest | 6 | 7 | 2 | 2 | 4 | 3 | 3 | 2 | 3 | 4 | 4 |
| Depreciation | 5 | 7 | 7 | 7 | 7 | 7 | 7 | 9 | 10 | 11 | 11 |
| Profit before tax | 133 | 53 | 70 | 113 | 99 | 121 | 142 | 168 | 185 | 198 | 206 |
| Tax % | 15% | 20% | 18% | 18% | 16% | 17% | 20% | 18% | 21% | 15% | 21% |
| Net Profit + | 113 | 43 | 57 | 92 | 83 | 100 | 113 | 138 | 146 | 169 | 163 |
| EPS in Rs | 6.61 | 2.49 | 3.33 | 5.37 | 4.82 | 5.82 | 6.58 | 8.07 | 8.52 | 9.85 | 9.47 |
| Raw PDF |
All values in ₹ Crores unless otherwise stated. Source: Screener Master (Standalone).
Events Timeline
Announcement under Regulation 30 (LODR)-Analyst / Investor Meet - Outcome