Nucleus Software Exports Limited — Investor Meet, 26-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Nucleus Software's Q4 FY26 consolidated revenue was INR 224.77 Cr, with full-year at INR 876.03 Cr. Net profit hit INR 34.55 Cr for the quarter, INR 116.74 Cr for the year. A key highlight is the order book surge to INR 1,044.31 Cr (from INR 656.68 Cr QoQ), thanks to 7 new client additions, mostly from India & US. Management noted investments in sales (40-50 new hires) and AI for client migrations and strengthening product lines like co-lending. Despite strategic client loss (Bajaj Finance), HDFC relationship remains strong. Employee costs rose from team investments & new labor codes. Geopolitical issues delayed some orders. Management is confident in long-term growth, exploring markets like Vietnam.