Nucleus Software Exports Limited — Investor Meet, 03-08-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Nucleus Software reported Q1 revenue of INR 210.4 Cr (+6.4% QoQ) but PAT declined to INR 23.9 Cr, with EBITDA margins at 3.6%. This was impacted by increased sales & marketing investments, salary revisions, and RSU grants.

Order book surged to INR 1,244 Cr (+INR 200 Cr QoQ), driven by new logos and FinnOne Neo, reflecting strong market traction. Management highlighted AI integration in products (release 9.0) and internal AI upskilling. They remain committed to long-term growth and premium product positioning, with focus on Middle East and Southeast Asia. Productivity benefits from AI are anticipated.