Nucleus Software Exports Limited — Investor Meet, 05-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Nucleus Software reported Q1 FY26 consolidated revenue of Rs. 217.72 Cr and Net Profit of Rs. 35.20 Cr. While revenue dipped QoQ, it grew YoY. EBITDA was Rs. 33.74 Cr. The order book saw a significant rise to Rs. 703.16 Cr from Rs. 612.40 Cr last quarter. Management highlighted successful large-scale product implementations, including one with 20,000 users. The company is actively focusing on global expansion, particularly North America, and strengthening its marketing with a new CMO. Despite recent order conversion delays due to board-level scrutiny, the pipeline is robust, and management aims to improve top-line for margin restoration, reiterating a long-term value commitment.