Nucleus Software has released the transcript for its earnings conference call held on May 22, 2026, discussing the financial performance for the quarter and year ended March 31, 2026. The company reported a consolidated net profit of ₹34.55 crore for Q4 FY26, with revenue from operations reaching ₹224.77 crore. For the full year, the net profit stood at ₹116.74 crore on revenue of ₹876.03 crore. The order book position as of March 31, 2026, was strong at ₹1,044.31 crore, including ₹899.44 crore from product business and ₹144.87 crore from projects and services.

Financial Performance

During the quarter, revenue from operations was ₹224.77 crore, compared to ₹228.96 crore in the same period last year. The Profit After Tax (PAT) for Q4 FY26 was ₹34.55 crore, while EBITDA was recorded at ₹34.62 crore. Earnings per share (EPS) for the quarter stood at ₹13.12. For the full year FY26, the company achieved a total income of ₹940.19 crore and a net profit of ₹116.74 crore.

Operational Metrics

The company added seven new logos in FY26, an increase from three logos added in FY25. The headcount at the end of the quarter was approximately 2,000. Total cash and cash equivalents as of March 31, 2026, were ₹972.37 crore. The cost of delivery, including product development, was 70.1% of revenue for the quarter.

Strategic Updates

Management highlighted that the robust order book, which crossed ₹1,000 crore, is expected to positively impact revenue in the coming quarters. The company is focusing on strengthening its sales and account management functions, having added 40 to 50 sales executives in the last two years. Geographically, India remains the primary growth center, though the company is also exploring markets in the US and recently set up a subsidiary in Vietnam.

Nucleus Software Exports Limited has notified the stock exchanges of an upcoming Board of Directors meeting scheduled for Thursday, May 21, 2026, in compliance with Regulation 29 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Following the board meeting, the company has also announced an Investor/Analyst Earnings Conference Call for Friday, May 22, 2026, at 3:00 PM IST, to discuss the financial results for the quarter and year ended March 31, 2026. Both intimations were filed on May 11, 2026, and signed by Company Secretary Poonam Bhasin.

Board Meeting Agenda

The board meeting has been convened to address key financial disclosures for the fiscal year ended March 31, 2026. The following matters are on the agenda:

Financial Results and Dividend Consideration

The board will review and adopt the audited standalone financial results covering both the fourth quarter and the full financial year ending March 31, 2026. In addition, the audited consolidated financial results for the financial year ending March 31, 2026 will also be placed before the board for approval. The approved financial results are scheduled to be declared at the conclusion of the board meeting on May 21, 2026, and will also be made available on the Investor section of the company's website at www.nucleussoftware.com/Investors .

The board will also consider whether to recommend a final dividend for the financial year ended March 31, 2026. No specific dividend amount has been indicated in the intimation at this stage.

Earnings Conference Call Details

On May 22, 2026, the Management Team will participate in a conference call for investors and analysts to comment on the financial results for the quarter and year ended March 31, 2026. The following senior executives are scheduled to participate:

The call details are as follows:

International Access Numbers

International participants can join using the PIN number 9687955#. The region-wise access details are provided below:

About Nucleus Software Exports Ltd.

Nucleus Software Exports Ltd. is a software product company that provides lending and transaction banking products to global financial leaders. The company delivers fintech solutions to 200+ banks and financial institutions across 50 countries, supporting retail lending, corporate & SME finance, Islamic finance, automotive finance, cash management, mobile & internet banking, transaction banking, and more. Its solutions manage over $15 trillion value of yearly transactions, with over 26 million transactions each day through its globally integrated transaction banking platform. The lending platform manages $1.2 trillion+ value of loans globally, while enabling 500,000+ users to log in daily. Its flagship products, FinnOne Neo® (a next-generation digital lending platform) and FinnAxiA® (an integrated global transaction banking suite), are backed by more than 4 decades of BFSI domain expertise and an inbuilt AI-powered platform.

Regulatory Compliance

The notices have been submitted to both the National Stock Exchange of India Limited and BSE Limited in accordance with applicable listing regulations. The communications were issued from the company's registered office located at 33-35 Thyagraj Nagar, New Delhi - 110003.