Inventurus Knowledge Solutions Limited CC-Nov25.pdf · 2025-10-31
Hi, Sachin, Nithya and team. I am new to this company. So, I'll start with a comment and then maybe a couple of questions. I will also need -- I have so many questions. We need a separate session which I will request you. So, the comment is basically congratulations on creating a great business and also so being able to really explain the principles on which you are driving a business. It is a very, very healthy way of doing things and really, really appreciate that. With this, the first question that I would like to ask is when you describe your TAM is $260 billion, which is the overall spend on the administrative and the other tasks that the industry does, but you also have three or four go-to-market kind of a segmentation that is large Inventurus Knowledge Solutions Limited October 31, 2025 customers groups - Single Speciality, multi-speciality, large and medium-sized health systems . So, if you were to break up this TAM into your market segment, give us a flavor of that, please.
Yes. Absolutely. That's absolutely useful and I needed an order of magnitude only just to be able to understand better. So, that is one good thing. Second thing, Sachin, again, is something that I wonder. When you say that only $35 billion of this $260 billion has been outsourced and that the US health system is going through a lot of stress. So when we look at a growth rate of 12%, which is the current growth rate or the historical growth rate in the outsourcing market, I would expect this growth rate to accelerate forward quite significantly. I mean, as we have seen in the IT space also, once the customer starts seeing the benefit of what is accruing to them, the growth rate takes off like crazy. So, would you try to give some of your thought process on that?