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Earnings Call

Nucleus Software Exports Earnings Call: Key Takeaways

Nucleus Software reports modest YoY revenue growth but flat QoQ performance. The order book saw a massive 60% jump, yet high employee costs continue to pressure margins and net profit realization.

Highlights
Revenue growthAnnual revenue grew 5.2% YoY; quarterly revenue flat QoQ at ₹224.77cr.
MarginsPressure from rising delivery costs, currently 70.1% of revenue.
Order bookSurged to ₹1,044cr from ₹656cr last year, mainly product business.
Demand visibilityStrong visibility via order book, despite geopolitical delays in Middle East.
Management confidenceBalanced, though slightly defensive regarding client attrition and rising employee costs.

Growth

Annual revenue grew 5.2% to ₹876cr, while quarterly profit of ₹34.55cr represents a significant drop YoY.

Outlook

Order book stands at ₹1,044cr, suggesting a strong pipeline for FY27 execution.

Risks

High employee cost inflation (up 25% YoY) and customer churn in the NBFC segment are major headwinds.

Source

Earnings Call filed with NSE, NSE: NUCLEUS. Summary written with AI assistance from the document.

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Nucleus Software Exports Ltd: key numbers

Share price
₹679.55
Market cap
₹1,789 Cr
Revenue (annual)
₹876.0 Cr
Net profit (annual)
₹116.7 Cr
P/E (TTM)
17.0×Sector 22.1×
Promoter holding
73.60%+0.00% QoQ
FII holding
3.32%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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