ALFA Finder| 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
- ₹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.