Nucleus Soft.
Nucleus Soft. Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Q4 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
The company expects long-term value delivery and sustained growth, as reiterated by Vishnu R. Management emphasizes long-term value creation and sustained growth commitment (Page 16, Vishnu R.
From Nucleus Soft.'s Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company expects long-term value delivery and sustained growth, as reiterated by Vishnu R. Dusad.
- India remains the strong growth center, with active exploration into other markets such as Southeast Asia (Vietnam) for expansion.
- Order book has grown significantly to over INR 1,000 crore from around INR 600 crore last year, indicating robust future revenue potential.
- Recent wins and a strong order pipeline suggest positive revenue momentum in upcoming quarters despite flat current quarter revenues.
- Investment continues in teams and product development, with a focus on promising areas like co-lending, gold loan, and finance against security.
- Marketing and sales efforts have been strengthened with increased headcount and leadership focus, expected to aid future sales growth.
- Conversion cycles vary widely but active deal discussions, including in Japan and the US, indicate potential new revenue streams.
- Overall, the trajectory is promising, boosted by combined efforts in marketing, product innovation, and geographical expansion.
Profitability & Margins
See what Nucleus Soft. said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- In Q4 FY26, there was a gross addition of fixed assets amounting to INR 18.35 crore.
- This included INR 6.35 crore on computer and servers, INR 11.78 crore on Building and Plant & Machinery, INR 0.03 crore on Furniture & Fixtures, INR 0.15 crore on Software, and INR 0.04 crore on Office Equipment.
- The company continues to invest significantly in its teams, which is seen as key to delivering value.
- Investments have also been made in upscaling teams and in AI capabilities, particularly focused on co-lending, gold loan, and finance against security product lines.
- New subsidiary established in Vietnam to explore growth opportunities.
- Overall, investments cover infrastructure, human resources, technology enhancements, and geographic expansion to drive long-term growth.
Top-ranked in IT - Software
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Nucleus Soft. said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- As of March 31, 2026, the order book position stood at approximately INR 1,044.31 crore.
- This includes INR 899.44 crore from product business and INR 144.87 crore from project and services business.
- Compared to December 31, 2025, order book increased significantly from INR 656.68 crore (INR 588.74 crore product and INR 67.94 crore services).
- The robust order book is expected to positively impact revenues over the coming quarters due to ongoing implementation cycles.
- Major orders primarily come from India and the US, with a few from other geographies.
- Order inflow has increased over previous years, with seven new logos added in FY26 compared to three in FY25, indicating promising growth trajectory.
Nucleus Soft. — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹225 Cr, net profit ₹35 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Nucleus Software Exports Ltd's management said in earlier quarters
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Frequently Asked Questions
What were Nucleus Soft. Q4 FY26 results?
The company expects long-term value delivery and sustained growth, as reiterated by Vishnu R. Management emphasizes long-term value creation and sustained growth commitment (Page 16, Vishnu R.
What is Nucleus Soft. share price analysis?
Nucleus Soft. currently shows a neutral. The stock trades at a P/E of 16.2 with a market cap of ₹1,853 Cr. Investors should review the full earnings analysis for detailed insights.
Is Nucleus Soft. planning capital expenditure?
In Q4 FY26, there was a gross addition of fixed assets amounting to INR 18.35 crore.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.