Q4 2026 Nucleus Software Exports Ltd Earnings Call Transcript
Key Points
- Nucleus Software Exports Ltd (BOM:531209) reported a year-on-year increase in annual revenue, reaching INR876.03 crores compared to INR832.25 crores in the previous year.
- The company added seven new logos in the financial year 2025-2026, compared to three in the previous year, indicating successful client acquisition efforts.
- The order book position significantly increased to INR1,044.31 crores from INR656.68 crores, showcasing strong future business prospects.
- Nucleus Software Exports Ltd has made strategic investments in AI and other technologies to enhance product capabilities and facilitate smooth client transitions to newer platforms.
- The company has expanded its sales and account management team, adding 40 to 50 sales executives, and appointed a Chief Business Officer to strengthen its market presence.
- The company's EBITDA for the year decreased to INR124.15 crores from INR167.6 crores in the previous year, indicating a decline in operating profitability.
- Net profit for the year fell to INR116.74 crores from INR163 crores, reflecting challenges in maintaining profit margins.
- Nucleus Software Exports Ltd lost Bajaj Finance as a client due to Bajaj's strategic investment in a competitor, impacting client retention.
- The company faces challenges in migrating clients from older software versions to newer platforms, with some implementations taking significant time due to extensive customizations.
- Despite efforts to increase marketing and sales expenses, these costs remain relatively low at 7.1% of revenue, potentially limiting market penetration and brand visibility.
Good evening, everyone. This is Madhuri. A very warm welcome to all of you for this Nucleus Software earnings conference call for the quarter and year ended on March 31, 2026.
For discussion, we have here from the management team, Mr. Vishnu R. Dusad, our Managing Director; Mr. Parag Bhise, CEO and Executive Director; Mr. Ashok Kumar Bhura, Chief Financial; 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 company's outlook for the future or which may be construed as forward-looking statements 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 the company's website, www.nucleussoftware.com.
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