| Revenue growth | FY26 grew 5.3% YoY to ₹876 Cr; Q4 flat at ₹224.77 Cr. |
|---|---|
| Margins | EBITDA margins compressed due to 75% rise in personnel costs and AI investments. |
| Order book | Surged to ₹1,044 Cr (₹899 Cr products, ₹145 Cr services) vs ₹600 Cr YoY. |
| Demand visibility | Strong, driven by India and US markets; recent subsidiary setup in Vietnam. |
| Management confidence | High on long-term strategy and robust order book despite current margin pressure. |
Growth
Q4 FY26 revenue flat YoY at ₹224.77 Cr. Yearly revenue grew 5% to ₹876 Cr; EBITDA margin fell to 14.2% from 20.1%.
Outlook
Order book jumped to ₹1,044 Cr vs ₹600 Cr YoY; targeting co-lending, gold loans, and Vietnam expansion.
Risks
Geopolitical issues in Middle East caused order delays; significant employee cost hike (75%) from new labor codes.
Earnings Call filed with NSE, NSE: NUCLEUS. Summary written with AI assistance from the document.
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.
More from Nucleus Software Exports Ltd
All →Nucleus Software Exports Management Change
Nucleus Software Exports appointed Mr. Sudhanshu Tripathi as Chief Marketing Officer effective September 21, 2026. He brings over two decades of technology-marketing leadership experience.
Nucleus Software Exports Investor Presentation: Key Takeaways
Nucleus Software reports Q1 FY27 consolidated revenue of INR 210.4 Cr (up 3.4% YoY) with an EBITDA of INR 7.6 Cr. Strategy focuses on AI-embedded products and expanding global market footprint.
Nucleus Software Exports Earnings Call Transcript: Key Takeaways
Nucleus Software reports 3.4% YoY revenue growth but significant margin contraction. High employee costs and marketing investments have severely eroded quarterly profitability despite a record order book.
Nucleus Software Exports Q1 FY27 Results: Net Profit ₹23.9 Cr, Down 32.1% YoY
Nucleus Software Exports Ltd reported revenue from operations of ₹210.4 Cr (-3.4% YoY) and net profit of ₹23.9 Cr (-32.1% YoY) for Q1 FY27.
- Key figure
- Net profit ₹23.9 Cr · -32.1% YoY
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.
Nucleus Software Exports Q4 FY26 Results: Net Profit ₹34.5 Cr, Down 46.8% YoY
Nucleus Software Exports Ltd reported revenue from operations of ₹224.8 Cr (-1.8% YoY) and net profit of ₹34.5 Cr (-46.8% YoY) for Q4 FY26.
- Key figure
- Net profit ₹34.5 Cr · -46.8% YoY