| 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
- ₹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.