| 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
- ₹633.70
- Market cap
- ₹1,668 Cr
- Revenue (annual)
- ₹876.0 Cr
- Net profit (annual)
- ₹116.7 Cr
- P/E (TTM)
- 15.8×Sector 21.8×
- 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 Other Announcement
Nucleus Software Exports Ltd has amended its Code of Conduct for Prevention of Insider Trading to align with SEBI regulations. This is a routine compliance update.
Nucleus Software Exports Employee Stock Options
Nucleus Software will acquire up to 1,14,187 equity shares through its Employee Incentive Trust to meet forthcoming vesting commitments under its RSU Scheme 2026.
- Execution
- on or before September 30, 2026
Nucleus Software Exports Other Announcement
Nucleus Software has filed its ESOP Trust Deed with stock exchanges as per SEBI regulations. This compliance intimation covers the legal establishment of its incentive trust.
Nucleus Software Exports Business Update
Nucleus Software announced that Stanbic IBTC Bank has upgraded its transaction banking capabilities to the FinnAxia 9.0 platform. This upgrade enhances digital banking and operational efficiency.
Nucleus Software Exports Product Launch
Nucleus Software launched FinnOne Neo 9.0 and FinnAxia 9.0 in Vietnam during its inaugural Synapse forum. The AI-powered platforms enhance digital lending and transaction banking capabilities.