Nucleus Software Exports Limited has informed the Exchange about Transcript
NUCLEUS · price
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Nucleus Software filed the transcript of its Q1 FY26 earnings call held on August 1, 2025. Consolidated revenue stood at Rs. 217.72 crore, down from Rs. 228.96 crore QoQ but up from Rs. 195.39 crore YoY; net profit was Rs. 35.20 crore versus Rs. 64.77 crore QoQ and Rs. 30.20 crore YoY, with EPS at Rs. 13.37. EBITDA fell sharply to Rs. 33.74 crore from Rs. 74.31 crore QoQ as cost of delivery rose to 70.1% of revenue from 57.3% QoQ. Order book improved to Rs. 703.16 crore (from Rs. 612.40 crore in March 2025), and cash balance grew to Rs. 965.93 crore. Management highlighted the go-live of its biggest FinnOne Neo collections implementation with 20,000+ users, new CMO Aabhinna Khare joining, AI capabilities being embedded in products (though not yet separately billed), and FinnAxia wins at HNB and Federal Bank. Notably, management confirmed the CFO resigned abruptly after the call and avoided giving forward growth guidance.
Mixed near-term picture: QoQ revenue and profit dropped sharply, but YoY growth and a rising order book suggest underlying momentum. The CFO's sudden exit without notice and management's reluctance to give forward guidance may concern investors, though the strong cash position and improving order pipeline provide some comfort.