| 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
- ₹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 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 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