| Revenue growth | Revenue up 3.4% YoY; growth driven by product segment. |
|---|---|
| Margins | Margins contracted sharply to 3.6% due to cost spikes. |
| Order book | Record ₹1,244 Cr order book; 88% from products. |
| Demand visibility | Strong visibility via record order book and AI strategy. |
| Management confidence | Balanced but defensive regarding margin erosion and client loss. |
Growth
Revenue grew 6.4% QoQ to ₹210.4 Cr; product revenue dominant at 83.9%.
Outlook
Order book stands at a record ₹1,244 Cr, primarily from products.
Risks
Margins crashed to 3.6% from 15.4% QoQ. Massive client concentration risk persists.
Last quarter's promises, checked
Delivered
- Japan market results → active discussions on top banks (= BEAT)
- Order book growth → reached ₹1,044 Cr vs ₹600 Cr YoY (= BEAT)
- New logo additions → 7 added in FY26 vs 3 in FY25 (= BEAT)
Partly delivered
- Sales headcount → added 40-50 executives to strengthen function (= PARTIAL)
Missed
- Revenue momentum → Q4 revenue flat YoY due to one-off base (= MISS)
- Employee costs → spiked significantly due to labor code/hiring (= MISS)
Earnings Call Transcript 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 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 FY26 revenue of ₹876.03 Cr, up 5.3% YoY, while PAT declined to ₹116.74 Cr from ₹163 Cr due to increased investments and employee costs.
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