ALFA Finder| Revenue growth | 3.4% YoY, 6.4% QoQ. |
|---|---|
| Margins | EBITDA margin at 3.6%; impacted by RSU grants and salary revisions. |
| Order book | INR 1,244 Cr total; 88% from products. |
| Demand visibility | Strong order book visibility with INR 1,244 Cr. |
| Management confidence | Confident in product positioning despite competitive pricing challenges. |
Growth
Revenue grew 6.4% QoQ and 3.4% YoY. PAT at INR 23.9 Cr saw a 32.2% YoY degrowth.
Outlook
Order book stands at INR 1,244 Cr. Management expects implementation cycles to result in subsequent revenue recognition.
Risks
High attrition (3%), DSO increased to 63 days, and margin pressure from increased marketing and employee costs.
Last quarter's promises, checked
Delivered
- Japan market results in upcoming quarter → Delivered results/active discussions (= BEAT)
- Strengthen sales headcount by 40-50 → Delivered approx. 2,000 total headcount (= BEAT)
- Order book upwards of INR 1,000 Cr → Delivered INR 1,244 Cr (= BEAT)
Partly delivered
- Implementation cycle revenue recognition → Partial flow-through to Q1 revenue (= PARTIAL)
Missed
- Revenue growth trajectory → Delivered 3.4% YoY growth vs previous 10% (= MISS)
- Profitability maintenance → Delivered 32.2% YoY PAT degrowth (= MISS)
Investor Presentation filed with BSE, 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.
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Nucleus Software Exports Results Update
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Nucleus Software Exports Q2 FY27 Results: Net Profit ₹21.2 Cr, Down 19.4% YoY
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- Key figure
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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.