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Earnings · IT - Software · Small cap

Nucleus Software's Q4 profit hit by ₹21.95 cr labour-code charge

Net profit fell 28% on a one-time exceptional charge; revenue managed 5.3% growth. Dividend kept at ₹12.50.

5 earlier stories on Nucleus Software Exports Ltd.
Mkt cap₹1,996 cr
P/E17.09×
ROE20.02%
Debt / eq.0.00
Div yld1.64%
28.4% Drop in consolidated net profit for Q4 FY26

What's new

  • Net profit down 28.4% on ₹21.95 cr exceptional charge for new labour codes
  • Revenue grew 5.3% in Q4
  • Dividend unchanged at ₹12.50; founder Vishnu R Dusad reappointed for 5 years

Why this matters

The exceptional charge is non-recurring, but it dragged headline earnings to its lowest in recent quarters. Revenue growth of 5.3% is modest for a mid-tier IT firm, and the unchanged dividend offers no incremental signal. The reappointment of Dusad is routine governance but reinforces continuity.

What we're watching

  • Whether FY27 sees any further labour-code adjustments
  • If revenue growth can accelerate without acquisition tailwinds
  • Margins trajectory post the one-time hit

The full read

Nucleus Software's Q4 earnings were dented by a ₹21.95 crore exceptional charge tied to new labour codes, dragging net profit down 28.4% year-on-year. Revenue, however, rose 5.3%. The board stuck with a ₹12.50 dividend per share, matching last year's payout. Separately, founder Vishnu R Dusad was reappointed managing director for five more years, a non-event given his controlling stake. The market was already pricing in the slowdown: sector headwinds and prior guidance had set low expectations. The open question is whether the labour-code charge is truly one-off or signals broader cost creep in FY27.

Mentioned: ₹21.95 cr exceptional charge · Vishnu R Dusad reappointed · ₹12.50 dividend
Primary source BSE · NSE · Tijori

An independent reading of the company's own disclosure — the primary filing above is the final word.

Company snapshot

Nucleus Software Exports Ltd.

Software Services
₹1,995 cr
P/E 17.09×

Latest quarter · Mar 2026

Sales₹225 cr
Net profit₹35 cr
Op. margin+15.6%
EPS₹13.12

Strength & growth

Debt / equity0.00×
Current ratio2.09×
Sales CAGR+9.7%
EPS CAGR+15.7%
  1. 21 May 2026 · 3:17 PM IST Nucleus Software's Q4 profit hit by ₹21.95 cr labour-code charge
  2. 37d ago Nucleus Software's CMO exits three days after filing, compounding a bad quarter.
  3. 47d ago Nucleus Software loses Bajaj Finance to a rival that took its money.
  4. 51d ago Nucleus Software loses Bajaj Finance as a client
  5. 52d ago Nucleus Software's annual profit drops 28% on exceptional charge