Earnings Call/Transcript
Nucleus Software Q2 FY27 Earnings Call Transcript
Nucleus Software filed the transcript of its earnings conference call for the quarter and half year ended September 30, 2026, held on November 2, 2026.
Get instant AI-powered insights about company performance, financials, and strategy. Ask questions about trends, competition, and developments while receiving responses backed by official documents and market data, with clear attribution to source documents.


Bearish
4
Neutral
8
Bullish
2
Bearish
32
Neutral
8
Bullish
6
Bearish
28
Neutral
0
Bullish
4
Bearish
28
Neutral
0
Bullish
4
Bearish
28
Neutral
0
Bullish
4
Bearish
28
Neutral
0
Bullish
4
Nucleus Software Exports Ltd (NUCLEUS) is currently trading at 632.15 per share. Stock prices fluctuate during market hours on NSE and BSE based on demand, company updates, and overall market conditions. Refer to the live price chart above for the most recent price movement.
Nucleus Software Exports Limited develops and markets enterprise lending and transaction-banking software for banks and financial institutions, serving more than 200 institutions across 50 countries through products, implementation, support, and maintenance services. Quarterly consolidated revenue reached Rs. 227.7 crore, rising 8.2% sequentially and 6.7% year-on-year, while product revenue increased to 84.4% of total revenue. However, dollar-denominated revenue declined 1.9% year-on-year, highlighting currency effects and limited underlying international growth in the reported period. The order book increased to Rs. 1,317 crore, with products representing 90%, but long enterprise implementations mean conversion is gradual. Projects can take three to eighteen months, and occasionally two years, explaining why a substantially larger order book has not yet produced a proportionate revenue acceleration. Profitability remains under pressure despite revenue improvement: quarterly EBITDA margin recovered to 6.8% from 3.6% sequentially but remained below 10.8% a year earlier. AI talent investments, employee increments, labour-code effects, RSU costs, and elevated marketing spending are currently weighing on operating leverage. Nucleus Software Exports Limited is strengthening its global positioning through AWS and FPT partnerships, product launches, analyst recognition, and AI-led product development. Yet India still contributes 57.3% of revenue, while receivable days increased to 80, making execution, international scaling, and cash conversion important monitoring priorities.
Over the past 52 weeks, Nucleus Software Exports Ltd has traded between a low of ₹607.90 and a high of ₹1,057.20. The 52-week high and low indicate the stock’s price range over the last year and help investors understand its volatility and recent trading levels.
Nucleus Software Exports Ltd has a market capitalization of approximately 1,677.71. Market capitalization represents the total value of a company’s outstanding shares and helps investors understand its size, stability, and relative risk compared to other listed companies.
Nucleus Software Exports Ltd’s investment profile depends on its business fundamentals, valuation, and long-term outlook. The stock currently trades at a PE ratio of 16.72 and operates in the its sector sector. Investors typically assess financial performance, growth prospects, and individual risk tolerance before making investment decisions.
Based on its market capitalization of 1,677.71 Cr, Nucleus Software Exports Ltd is classified as a Small Cap stock. Large-cap stocks are generally more stable, while mid-cap and small-cap stocks tend to offer higher growth potential along with higher price volatility.
Nucleus Software Exports Ltd operates in the its sector sector. Sector classification matters because companies in the same sector are often affected by similar economic conditions, regulatory changes, and competitive dynamics, which can influence overall stock performance.
The Price-to-Earnings (PE) ratio of Nucleus Software Exports Ltd is 16.72. The PE ratio compares a company’s share price to its earnings and is commonly used to assess valuation. Comparing the PE ratio with sector peers and historical levels provides better context.
Nucleus Software said project implementation can range from three months to 18 months. In some cases, the cycle can spill into two years because enterprise deployments require data migration, correction and operational readiness work.
Nucleus Software said AI-skilled professionals are commanding higher costs because competition for those skills has increased. Management also cited labour-code effects and employee policies as contributors to personnel expense in Q2 FY27.
Nucleus Software reported EBITDA of Rs 15.4 crore in Q2 FY27. It was more than double the Rs 7.6 crore recorded in Q1 FY27 but below Rs 23.1 crore in Q2 FY26. EBITDA margin was 6.8%.
Nucleus Software reported consolidated revenue of Rs 227.70 crore for Q2 FY27. This was 6.7% higher than Rs 213.51 crore in Q2 FY26 and 8.2% higher quarter-on-quarter.

IT - Software
Software Products
1,678 Cr
Low Risk
16.7
18.8
0.6
1.8
1,057.20
607.90
Sales CAGR
Profit CAGR
ROE
ROCE

Earnings Call/Transcript
Nucleus Software filed the transcript of its earnings conference call for the quarter and half year ended September 30, 2026, held on November 2, 2026.
Order Win/Contract
Nucleus Software's FinnOne Neo 9.0 has been selected by Shinhan Finance to modernise lending operations and support growth in Vietnam.
Public Notice/Press Release
Nucleus Software published newspaper advertisements announcing a special window until February 4, 2027 for re-lodgement and dematerialisation of eligible physical share transfer requests.
Earnings Call/Transcript
Nucleus Software Exports has published the audio recording of its earnings call for the quarter and half year ended September 30, 2026, held on November 2, 2026.
Public Notice/Press Release
Nucleus Software Exports published a newspaper advertisement for its financial results for the quarter and half year ended September 30, 2026.
Financial Results
Nucleus Software reported Q2 FY27 consolidated revenue of Rs 227.70 crore and PAT of Rs 21.25 crore, compared with Rs 213.51 crore and Rs 26.29 crore, respectively, a year earlier.
View Standalone
View Standalone
View Standalone
View Standalone
View Standalone
View Standalone
View Standalone
View Standalone