Nucleus Software Exports (531209) Q4 25/26 earnings summary

Executive summary

• Celebrated years of being public with a bell-ringing ceremony, reaffirming commitment to long-term growth.

• Management highlighted ongoing uncertainty but expressed confidence in improvement and proactive initiatives.

• Audited standalone and consolidated financial results for the quarter and year ended March 31, 2026, were approved by the Board and reviewed by the Audit Committee.

• Statutory auditors issued an unmodified opinion on both standalone and consolidated results.

• Final dividend of Rs. 12.50 per equity share recommended for FY 2025-26, subject to shareholder approval.

Financial highlights

• Consolidated revenue for FY 2025-26 was Rs. 87,603 lakhs, up from Rs. 83,225 lakhs year-over-year.

• Full-year net profit was Rs. 11,674 lakhs, down from Rs. 16,300 lakhs in the previous year.

• EBITDA for Q4 was INR 34.62 crore, up sequentially but down from INR 74.33 crore year-on-year; full-year EBITDA was INR 124.15 crore, down from INR 167.60 crore.

• EPS for FY 2025-26 was Rs. 44.35, down from Rs. 61.40 in FY 2024-25.

• Order book at year-end stood at INR 1,044.31 crore, a significant increase from INR 656.68 crore at the previous quarter-end.

Outlook and guidance

• Management does not provide specific revenue or earnings guidance.

• Robust order book expected to positively impact revenues over several quarters, with most contracts spanning multiple years.

• Revenue recognition may lag due to implementation cycles and contract complexity.

• The company continues to monitor developments related to the new Labour Codes and will evaluate further impacts on employee benefits as needed.