Q3 2026 Nucleus Software Exports Ltd Earnings Call Transcript
Key Points
- Nucleus Software Exports Ltd (BOM:531209) reported a steady increase in revenue, with INR220.03 crores for the quarter, up from INR213.51 crores quarter-on-quarter and INR205.7 crores year-on-year.
- The company added seven new logos this year, indicating successful client acquisition efforts.
- The order book position remains strong at INR656.68 crores, with a significant portion from the product business.
- The company is actively working on integrating AI into its product offerings, which could enhance future capabilities and competitiveness.
- Nucleus Software Exports Ltd (BOM:531209) maintains a robust cash position with INR971.6 crores in cash and cash equivalents, providing financial stability and flexibility for future investments.
- Net profit for the quarter decreased to INR20.7 crores from INR26.29 crores quarter-on-quarter and INR34.97 crores year-on-year.
- The cost of delivery remains high, and recent labor code changes are expected to increase these costs further.
- Migration of legacy customers from FinnOne to FinnOne Neo is progressing slowly, with no definitive timeline for completion.
- The company's EPS has declined to INR7.86 from INR9.99 in the previous quarter and INR13.28 year-on-year.
- Despite efforts to expand in the Australian market, growth has been slow due to a limited number of players and market density.
Good afternoon, everyone. This is Malti. A very warm welcome to all of you for this Nucleus Software earnings conference call for the quarter and nine Months ended on December 31, 2025.
For discussion, we have here from the management team, Mr. Vishnu R. Dusad, our Managing Director; Mr. Parag Bhise, CEO and Executive Director; Mr. Anurag Mantri, COO; Mr.Ashok Kumar Bhura, Chief Financial Officer; Mr. Apurva Chamaria, Chief Business Officer; Mr. Mukesh Bangia, Vice President; Mr. Abhishek Pallav, Vice President; Ms. Swati Patwardhan, Chief Human Resource Officer; Mr.Pradeep Malik, Vice President; and Mr. Tapan Jayaswal, Financial Controller.
As you all are aware, Nucleus Software does not provide any specific revenue earnings guidance. Anything which is said during this call, which may reflect the company's outlook for the future, or which may be construed as a forward-looking statement, must be reviewed in conjunction with the risks that the company faces. An audio and the transcript of this call would be shortly available on the Investors section of company's website,
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
