ALFA Finder| 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
- ₹632.60
- Market cap
- ₹1,665 Cr
- Revenue (annual)
- ₹876.0 Cr
- Net profit (annual)
- ₹116.7 Cr
- P/E (TTM)
- 16.6×Sector 23.6×
- Promoter holding
- 73.60%+0.00% QoQ
- FII holding
- 2.56%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 Bags New Order from Shinhan Vietnam Finance Company Limited
Shinhan Finance selected Nucleus Software's FinnOne Neo 9.0 platform for lending operations in Vietnam. The engagement covers loan origination, servicing, and collections modules.
- From
- Shinhan Vietnam Finance Company Limited
Nucleus Software Exports Earnings Call Transcript: Key Takeaways
Q2 revenue ₹227.7 Cr, up 8.2% QoQ, but EBITDA margin is 6.8% and PAT fell 19.2% YoY. Management gave no numbers on margin recovery.
Nucleus Software Exports Results Update
Nucleus Software reported Q2 FY2026-27 consolidated revenue of Rs 227.70 Crore, EBITDA Rs 15.41 Crore and PAT Rs 21.25 Crore via a press release. The filing is a press release with headline P&L highlights.
Nucleus Software Exports Q2 FY27 Results: Net Profit ₹21.2 Cr, Down 19.4% YoY
Nucleus Software Exports Ltd reported revenue from operations of ₹227.7 Cr (+6.7% YoY) and net profit of ₹21.2 Cr (-19.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹21.2 Cr · -19.4% YoY
Nucleus Software Exports Employee Stock Options
Nucleus Software granted 4,481 RSUs to eligible employees under its RSU Scheme-2026. The grant was approved by the Compensation Committee effective October 30, 2026.
Nucleus Software Exports Board Meeting Date
Nucleus Software Exports has scheduled a Board Meeting on 31 October 2026 to approve standalone and consolidated financial results for Q1/H1 FY27. No figures are disclosed in this advance notice.