Nucleus Software Exports Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Nucleus Software reported consolidated revenue of INR 210.4 crore for the quarter ended June 30, 2026, up 6.4% QoQ but with EBITDA margins falling sharply to 3.6% from 15.4% in the prior quarter. Management attributed the margin decline to higher personnel costs following a salary revision, increased sales and marketing spend, and RSU grants, while noting the order book grew to INR 1,244 crore. The company also highlighted progress on its AI strategy, the launch of its 9.0 product release, and the appointment of a new Chief Customer Success Officer.
Nucleus Software reported consolidated Q4 FY26 revenue of INR 224.77 crore and full-year FY26 revenue of INR 876.03 crore, with EBITDA of INR 34.62 crore for the quarter and INR 124.15 crore for the year. Management said the order book stood at INR 1,044.31 crore as of March 31, 2026, up from INR 656.68 crore at the end of the prior quarter, and that seven new logos were added during FY26 versus three in FY25. Management also discussed the loss of Bajaj Finance as a customer, ongoing customer migration from FinnOne to FinnOne Neo, and continued investment in sales, marketing and international expansion including a new subsidiary in Vietnam.