Nucleus Software Exports Limited (531209) Earnings Call Transcripts

Nucleus Software Exports Limited's Latest Earnings Call - Q4 FY2026

Nucleus Software Exports Limited reported its Q4 and fiscal year 2026 results, showing stable revenue performance but a decline in net profit. For Q4, consolidated revenue was INR 224.77 crores, slightly down from INR 228.96 crores YoY. Annual revenue increased to INR 876.03 crores from INR 832.25 crores the previous year. Net profit for the quarter was INR 34.55 crores, down from INR 64.77 crores YoY, with annual net profit at INR 116.74 crores versus INR 163 crores last year. No specific guidance was provided, but management highlighted a strong order book and strategic investments in AI and sales capabilities.

Reported metrics

Guidance from management

No specific guidance was provided. Management highlighted a strong order book and strategic investments in AI and sales capabilities.

What management said

Good afternoon, and a warm welcome to this investor conference call for the year ending 31st March 2026. This being our years of going public. We celebrated the occasion with being ceremony last month. And we want to take this opportunity to thank all of you for your sustained support to this company with your voting in the form of your shares. And we want to reiterate our commitment to long-term growth of the compan...

So Bajaj Finance is not because of any other reason, but it is more of, I would say, they have on their own invested in a company which is a competitor to us. So that was a strategic reason with which this decision was taken.

What analysts pressed on

Analysts expressed concerns about the flat revenue growth and increased costs, particularly employee expenses. Questions were raised about competitive pressures and the impact of geopolitical issues on future performance.

Main topics on the call

• Revenue Performance — Quarterly revenue was INR 224.77 crores, a slight decrease from INR 228.96 crores YoY. Annual revenue rose to INR 876.03 crores from INR 832.25 crores. Management noted stable performance despite geopolitical challenges.
• Profit Decline — Net profit for Q4 was INR 34.55 crores, down from INR 64.77 crores YoY. Annual net profit decreased to INR 116.74 crores from INR 163 crores. Increased employee costs and geopolitical issues were cited as factors.
• Order Book Growth — The order book increased significantly to INR 1,044.31 crores from INR 656.68 crores. Management attributed this to successful marketing and sales efforts.
• Cost Management — Cost of delivery rose to 70.1% of revenue from 57.3% YoY. Marketing and sales expenses increased to 7.1% of revenue from 4.9% YoY, indicating a strategic focus on growth.

Read the full Nucleus Software Exports Limited transcript (Q4 FY2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 26 Nucleus Software Exports Limited earnings call transcripts on record, spanning February 3, 2020 to July 31, 2026. Based on this history, Nucleus Software Exports Limited reports quarterly. The most recent call on file is dated July 31, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

531209

Exchange

BSE

Country

IN

Sector

Information Technology

Industry

Software

Calls on record

26

First call

February 3, 2020

Most recent

July 31, 2026

Reporting cadence

quarterly