Nucleus Software Exports（NUCLEUS）株式概要Nucleus Software Exports Limitedは、インド、極東、東南アジア、ヨーロッパ、中東、アフリカ、オーストラリア、および国際的な金融サービス業界に融資およびトランザクション・バンキング製品を提供している。 詳細NUCLEUS ファンダメンタル分析スノーフレーク・スコア評価3/6将来の成長1/6過去の実績2/6財務の健全性6/6配当金5/6報酬株価収益率（ 14.6 x） Indian市場（ 24.6 x）を下回っています。収益は年間8.87%増加すると予測されています 同業他社や業界と比較して、良好な取引価格 リスク分析不安定な配当実績 すべてのリスクチェックを見るNUCLEUS Community Fair Values Create NarrativeSee what 6 others think this stock is worth. Follow their fair value or set your own to get alerts.Your Fair Value₹Current Price₹817.0540.2% 割高 内在価値ディスカウントGrowth estimate overAnnual revenue growth rate5 Yearstime period%/yrDecreaseIncreasePastFuture013b2016201920222025202620282031Revenue ₹12.5bEarnings ₹2.1bAdvancedSet Fair ValueView all narrativesFeatured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrativeNucleus Software Exports Limited 競合他社InfoBeans TechnologiesSymbol: NSEI:INFOBEANMarket cap: ₹16.7bSasken TechnologiesSymbol: NSEI:SASKENMarket cap: ₹20.7bRoute MobileSymbol: NSEI:ROUTEMarket cap: ₹34.8bExcelsoft TechnologiesSymbol: NSEI:EXCELSOFTMarket cap: ₹10.7b価格と性能株価の高値、安値、推移の概要Nucleus Software Exports過去の株価現在の株価₹817.0552週高値₹1,378.0052週安値₹712.00ベータ-0.0841ヶ月の変化-1.71%3ヶ月変化-10.76%1年変化-8.18%3年間の変化32.62%5年間の変化47.88%IPOからの変化678.51%最新ニュースValuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹834, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 22x in the Software industry in India. Total returns to shareholders of 29% over the past three years.Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: ₹7.86 (vs ₹13.28 in 3Q 2025)Third quarter 2026 results: EPS: ₹7.86 (down from ₹13.28 in 3Q 2025). Revenue: ₹2.20b (up 7.0% from 3Q 2025). Net income: ₹207.0m (down 41% from 3Q 2025). Profit margin: 9.4% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 21Nucleus Software Exports Limited to Report Q3, 2026 Results on Feb 10, 2026Nucleus Software Exports Limited announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 09Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹9.99 (down from ₹12.35 in 2Q 2025). Revenue: ₹2.30b (up 14% from 2Q 2025). Net income: ₹262.9m (down 21% from 2Q 2025). Profit margin: 11% (down from 16% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 31Nucleus Software Exports Limited to Report Q2, 2026 Results on Nov 08, 2025Nucleus Software Exports Limited announced that they will report Q2, 2026 results at 9:15 AM, Indian Standard Time on Nov 08, 2025Price Target Changed • Aug 04Price target decreased by 13% to ₹1,350Down from ₹1,560, the current price target is provided by 1 analyst. New target price is 33% above last closing price of ₹1,016. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₹66.00 for next year compared to ₹61.40 last year.最新情報をもっと見るRecent updatesValuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹834, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 22x in the Software industry in India. Total returns to shareholders of 29% over the past three years.Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: ₹7.86 (vs ₹13.28 in 3Q 2025)Third quarter 2026 results: EPS: ₹7.86 (down from ₹13.28 in 3Q 2025). Revenue: ₹2.20b (up 7.0% from 3Q 2025). Net income: ₹207.0m (down 41% from 3Q 2025). Profit margin: 9.4% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jan 21Nucleus Software Exports Limited to Report Q3, 2026 Results on Feb 10, 2026Nucleus Software Exports Limited announced that they will report Q3, 2026 results on Feb 10, 2026Reported Earnings • Nov 09Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹9.99 (down from ₹12.35 in 2Q 2025). Revenue: ₹2.30b (up 14% from 2Q 2025). Net income: ₹262.9m (down 21% from 2Q 2025). Profit margin: 11% (down from 16% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 31Nucleus Software Exports Limited to Report Q2, 2026 Results on Nov 08, 2025Nucleus Software Exports Limited announced that they will report Q2, 2026 results at 9:15 AM, Indian Standard Time on Nov 08, 2025Price Target Changed • Aug 04Price target decreased by 13% to ₹1,350Down from ₹1,560, the current price target is provided by 1 analyst. New target price is 33% above last closing price of ₹1,016. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₹66.00 for next year compared to ₹61.40 last year.分析記事 • Jul 23Shareholders May Not Be So Generous With Nucleus Software Exports Limited's (NSE:NUCLEUS) CEO Compensation And Here's WhyKey Insights Nucleus Software Exports will host its Annual General Meeting on 28th of July Total pay for CEO Parag...お知らせ • Jul 22Nucleus Software Exports Limited to Report Q1, 2026 Results on Jul 31, 2025Nucleus Software Exports Limited announced that they will report Q1, 2026 results on Jul 31, 2025分析記事 • Jul 11Weak Statutory Earnings May Not Tell The Whole Story For Nucleus Software Exports (NSE:NUCLEUS)A lackluster earnings announcement from Nucleus Software Exports Limited ( NSE:NUCLEUS ) last week didn't sink the...Reported Earnings • Jul 05Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹61.40 (down from ₹71.56 in FY 2024). Revenue: ₹8.32b (flat on FY 2024). Net income: ₹1.63b (down 15% from FY 2024). Profit margin: 20% (down from 23% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Jul 02Nucleus Software Exports Limited, Annual General Meeting, Jul 28, 2025Nucleus Software Exports Limited, Annual General Meeting, Jul 28, 2025, at 10:00 Indian Standard Time.New Risk • Jul 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.分析記事 • Jun 29Nucleus Software Exports (NSE:NUCLEUS) Will Pay A Dividend Of ₹12.50Nucleus Software Exports Limited ( NSE:NUCLEUS ) has announced that it will pay a dividend of ₹12.50 per share on the...Declared Dividend • Jun 28Dividend of ₹12.50 announcedDividend of ₹12.50 is the same as last year. Ex-date: 11th July 2025 Payment date: 1st January 1970 Dividend yield will be 1.1%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 2 years, which should provide support to the dividend and adequate earnings cover.New Risk • May 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.5% average weekly change).Reported Earnings • May 17Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹61.40 (down from ₹71.56 in FY 2024). Revenue: ₹8.99b (up 8.7% from FY 2024). Net income: ₹1.63b (down 15% from FY 2024). Profit margin: 18% (down from 23% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.分析記事 • May 17Nucleus Software Exports Limited (NSE:NUCLEUS) Stock Rockets 35% But Many Are Still Ignoring The CompanyNucleus Software Exports Limited ( NSE:NUCLEUS ) shares have continued their recent momentum with a 35% gain in the...Buy Or Sell Opportunity • May 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 47% to ₹1,186. The fair value is estimated to be ₹931, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.分析記事 • May 14Returns At Nucleus Software Exports (NSE:NUCLEUS) Are On The Way UpFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...お知らせ • Apr 28Nucleus Software Exports Limited to Report Fiscal Year 2025 Results on May 16, 2025Nucleus Software Exports Limited announced that they will report fiscal year 2025 results on May 16, 2025Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹944, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 26x in the Software industry in India. Total returns to shareholders of 121% over the past three years.お知らせ • Apr 09Nucleus Software Exports Limited Announces Appointment of Saurav Kumar Mohanty as Chief Risk Officer,Effective April 8, 2025Nucleus Software Exports Limited announced the appointment of Saurav Kumar Mohanty as Chief Risk Officer,Effective April 8, 2025. Mr. Saurav Kumar Mohanty is a seasoned risk management professional with 16 years of enriched experience in Enterprise Risk Management for meeting business objective. His expertise lies in designing and setting up Enterprise Risk Management framework, identification and managing risk, managing and building governance framework on Strategic Risk, Operational risk, Project Risk, Fraud Risk, Information Security Risk, Crisis Management and Business continuity, Data Privacy and Regulatory & Compliance risk, develop strategic framework for dealing with risks and provide cutting-edge solutions. Mr. Mohanty is a certified lead auditor in ISO 27001:2013 and ISO 9001:2015 and also TCS certified internal auditor.分析記事 • Mar 16A Look At The Intrinsic Value Of Nucleus Software Exports Limited (NSE:NUCLEUS)Key Insights Using the 2 Stage Free Cash Flow to Equity, Nucleus Software Exports fair value estimate is ₹982 Current...Buy Or Sell Opportunity • Feb 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to ₹828. The fair value is estimated to be ₹1,046, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: ₹13.28 (vs ₹15.43 in 3Q 2024)Third quarter 2025 results: EPS: ₹13.28 (down from ₹15.43 in 3Q 2024). Revenue: ₹2.06b (flat on 3Q 2024). Net income: ₹349.7m (down 15% from 3Q 2024). Profit margin: 17% (down from 20% in 3Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.お知らせ • Jan 07Nucleus Software Exports Limited to Report Q3, 2025 Results on Jan 28, 2025Nucleus Software Exports Limited announced that they will report Q3, 2025 results on Jan 28, 2025分析記事 • Jan 04Earnings Working Against Nucleus Software Exports Limited's (NSE:NUCLEUS) Share PriceWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 33x, you may consider...お知らせ • Dec 20+ 1 more updateNucleus Software Exports Limited Appoints Bharadwaj Rao as Regional Sales Head - ANZNucleus Software announced the appointment of Bharadwaj Rao as Regional Sales Head ANZ, effective November 25, 2024. Bharadwaj brings over two decades of extensive experience in sales, with a strong focus on the financial services industry. His career is distinguished by a proven ability to streamline processes, drive organizational change, and align sales objectives with broader business goals. With a track record of driving growth and delivering exceptional customer service in the technology sector, Bharadwaj Rao brings unparalleled knowledge and expertise to his new role. Throughout his career, Bharadwaj has partnered with leading IT companies, honing his expertise in Go-To-Market (GTM) strategies, collaborating with delivery teams, and leveraging partner ecosystems to deliver end-to-end, innovative solutions that empower clients and drive sustainable growth. He also brings extensive experience in Strategic Account Management, specializing in serving banking and financial institutions and cultivating long-term, trust-based relationships with key stakeholders. Bharadwaj's appointment reaffirms Nucleus Software's commitment to customer-centricity and delivering exceptional value, while strengthening its position as a global leader in the financial services industry. In his new role at Nucleus Software, Bharadwaj will focus on driving business expansion, and aligning the product portfolio to meet evolving customer needs. He will also play a pivotal role in strengthening relationships with existing customers and developing strategies to deliver greater value, accelerate innovation, and drive brand growth in the region. Bharadwaj holds an engineering degree and is recognized for his well-rounded and dynamic personality. His diverse interests include a passion for reading, playing badminton, and enjoying music, all of which reflect his balanced approach to both intellectual and physical pursuits.分析記事 • Nov 15Nucleus Software Exports Limited Just Missed EPS By 23%: Here's What Analysts Think Will Happen NextNucleus Software Exports Limited ( NSE:NUCLEUS ) just released its latest second-quarter report and things are not...Reported Earnings • Nov 13Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₹12.35 (down from ₹16.65 in 2Q 2024). Revenue: ₹2.21b (up 7.8% from 2Q 2024). Net income: ₹330.6m (down 26% from 2Q 2024). Profit margin: 15% (down from 22% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.お知らせ • Nov 01Nucleus Software Exports Limited to Report Q2, 2025 Results on Nov 12, 2024Nucleus Software Exports Limited announced that they will report Q2, 2025 results on Nov 12, 2024お知らせ • Aug 22Nucleus Software Exports Limited (BSE:531209) announces an Equity Buyback for 448,018 shares, representing 1.67% for INR 723.55 million.Nucleus Software Exports Limited (BSE:531209) announces a share repurchase program. Under the offer, the company will repurchase up to 448,018 shares, representing 1.67% of its issued share capital, for a total consideration of INR 723.55 million. The maximum price at which the shares will be repurchased is INR 1,615 per share. The company has fixed September 3, 2024, as the record date for the program. As of August 16, 2024, the company had 26,773,324 shares in issue.New Risk • Aug 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹1,410, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 35x in the Software industry in India. Total returns to shareholders of 168% over the past three years.分析記事 • Aug 08Nucleus Software Exports Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's shaping up to be a tough period for Nucleus Software Exports Limited ( NSE:NUCLEUS ), which a week ago released...Price Target Changed • Aug 06Price target decreased by 10% to ₹1,540Down from ₹1,720, the current price target is provided by 1 analyst. New target price is 28% above last closing price of ₹1,200. Stock is up 8.7% over the past year. The company is forecast to post earnings per share of ₹68.30 for next year compared to ₹71.56 last year.Reported Earnings • Aug 04First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹11.28 (down from ₹20.00 in 1Q 2024). Revenue: ₹2.10b (up 1.8% from 1Q 2024). Net income: ₹302.0m (down 44% from 1Q 2024). Profit margin: 14% (down from 26% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.5%. Earnings per share (EPS) also missed analyst estimates by 42%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.お知らせ • Jul 24Nucleus Software Exports Limited to Report Q1, 2025 Results on Aug 03, 2024Nucleus Software Exports Limited announced that they will report Q1, 2025 results at 12:15 PM, Indian Standard Time on Aug 03, 2024Buy Or Sell Opportunity • Jul 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to ₹1,497. The fair value is estimated to be ₹1,235, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.分析記事 • Jul 05Nucleus Software Exports Limited (NSE:NUCLEUS) Held Back By Insufficient Growth Even After Shares Climb 26%Nucleus Software Exports Limited ( NSE:NUCLEUS ) shares have had a really impressive month, gaining 26% after a shaky...Buy Or Sell Opportunity • Jul 01Now 13% overvalued after recent price riseOver the last 90 days, the stock has risen 8.4% to ₹1,410. The fair value is estimated to be ₹1,247, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.分析記事 • Jun 29Nucleus Software Exports' (NSE:NUCLEUS) Earnings Are Of Questionable QualityUnsurprisingly, Nucleus Software Exports Limited's ( NSE:NUCLEUS ) stock price was strong on the back of its healthy...Buy Or Sell Opportunity • Jun 24Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to ₹1,437. The fair value is estimated to be ₹1,153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.Reported Earnings • Jun 23Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₹71.56 (up from ₹47.73 in FY 2023). Revenue: ₹8.26b (up 30% from FY 2023). Net income: ₹1.92b (up 50% from FY 2023). Profit margin: 23% (up from 20% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.お知らせ • Jun 22Nucleus Software Exports Limited, Annual General Meeting, Jul 15, 2024Nucleus Software Exports Limited, Annual General Meeting, Jul 15, 2024, at 11:00 Indian Standard Time.分析記事 • Jun 22Nucleus Software Exports' (NSE:NUCLEUS) Shareholders Will Receive A Bigger Dividend Than Last YearNucleus Software Exports Limited's ( NSE:NUCLEUS ) dividend will be increasing from last year's payment of the same...Declared Dividend • Jun 21Dividend increased to ₹12.50Dividend of ₹12.50 is 25% higher than last year. Ex-date: 5th July 2024 Payment date: 14th August 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 2 years, which should provide support to the dividend and adequate earnings cover.Valuation Update With 7 Day Price Move • May 30Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₹1,166, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 29x in the Software industry in India. Total returns to shareholders of 100% over the past three years.お知らせ • May 12Nucleus Software Exports Limited to Report Q4, 2024 Results on May 23, 2024Nucleus Software Exports Limited announced that they will report Q4, 2024 results on May 23, 2024お知らせ • May 09Nucleus Software Exports Limited Announces CFO ChangesNucleus Software Exports Limited at its board meeting held on May 8, 2024 appointed Mr. Surya Prakash Kanodia as the Chief Financial Officer (CFO) and Key Managerial Personnel of the Company with effect from May 8, 2024, and Mr. Anurag Mantri to be relieved from his additional responsibility of Chief Financial Officer (CFO) of the Company with effect from May 7, 2024. Mr. Mantri will continue with his current position as an Executive Director and Chief Operating Officer (COO) of the Company. Mr. Surya Prakash Kanodia is a senior finance leader having more than 20 years of vast and diverse experience in streamlining, reorganizing and integration of finance objectives like forecasting, budgeting, controlling to deliver profitable results. His specialization includes structuring large deals, establishing partnerships, Pricing and contract management, risk monitoring and stakeholder management. He has worked with leading IT Companies in the past. Mr. Kanodia is a Chartered Accountant and a Chartered Financial Analyst.Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹1,405, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 34x in the Software industry in India. Total returns to shareholders of 169% over the past three years.分析記事 • Apr 04Estimating The Fair Value Of Nucleus Software Exports Limited (NSE:NUCLEUS)Key Insights The projected fair value for Nucleus Software Exports is ₹1,431 based on 2 Stage Free Cash Flow to Equity...分析記事 • Mar 15Nucleus Software Exports (NSE:NUCLEUS) Could Become A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...分析記事 • Feb 21Nucleus Software Exports Limited (NSE:NUCLEUS) Looks Inexpensive After Falling 26% But Perhaps Not Attractive EnoughNucleus Software Exports Limited ( NSE:NUCLEUS ) shareholders won't be pleased to see that the share price has had a...Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹1,299, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 32x in the Software industry in India. Total returns to shareholders of 158% over the past three years.Reported Earnings • Feb 13Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₹15.43 (up from ₹14.32 in 3Q 2023). Revenue: ₹2.16b (up 28% from 3Q 2023). Net income: ₹413.1m (up 7.7% from 3Q 2023). Profit margin: 19% (down from 23% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 39% per year.お知らせ • Jan 26Nucleus Software Exports Limited to Report Q3, 2024 Results on Feb 12, 2024Nucleus Software Exports Limited announced that they will report Q3, 2024 results at 12:15 PM, Indian Standard Time on Feb 12, 2024お知らせ • Dec 26Nucleus Software Exports Limited Announces Resignation of Pardeep Pahal as Chief Human Resource Officer, Effective on December 27, 2023Nucleus Software Exports Limited informed that Mr. Pardeep Pahal, appointed as Chief Human Resource Officer is departing the Company, effective on December 27, 2023. On mutually deciding to part ways, Mr. Pardeep Pahal is amicably relieved from his role to pursue other interests. Mr. Pardeep Pahal is MBA from IMT Ghaziabad, MSW from Jamia Islamia and specialization in Labour Laws from MMH college.分析記事 • Dec 19Why Investors Shouldn't Be Surprised By Nucleus Software Exports Limited's (NSE:NUCLEUS) Low P/ENucleus Software Exports Limited's ( NSE:NUCLEUS ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like...New Risk • Nov 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.4% average weekly change).Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: ₹16.65 (vs ₹4.12 in 2Q 2023)Second quarter 2024 results: EPS: ₹16.65 (up from ₹4.12 in 2Q 2023). Revenue: ₹2.17b (up 67% from 2Q 2023). Net income: ₹445.9m (up 304% from 2Q 2023). Profit margin: 21% (up from 8.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.お知らせ • Oct 26Nucleus Software Exports Limited to Report Q2, 2024 Results on Nov 09, 2023Nucleus Software Exports Limited announced that they will report Q2, 2024 results on Nov 09, 2023Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹1,318, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 25x in the Software industry in India. Total returns to shareholders of 127% over the past three years.お知らせ • Sep 21Nucleus Software Exports Limited Appoints Anurag Mantri as Chief Operating Officer, Effective September 21, 2023Nucleus Software Exports Limited announced that Mr. Anurag Mantri, Executive Director and CFO is also designated as Chief Operating Officer of the Company with effect from September 21, 2023. Mr. Anurag Mantri started his career with Nucleus Software in 1994. While working with Nucleus, Anurag has managed complex global and regional business transformation programs and Digital Transformation Initiatives. Anurag had also managed the Global Customer care Centre of Excellence for Transaction Banking and led sales for Nucleus's flagship products FinnOne Neo and FinnAxia in Southeast Asia. Anurag has also led Services and Cloud Technologies Businesses for Nucleus. He strongly believes in providing thought partnership and high-quality experiential certainty to his customers. He joined the Board in December 2020. His areas of expertise include Business Transformation, Complex Program Management and Spawning successful Business Leaders. In this role, Anurag will be having a sharp focus on driving Nucleus 3.0.Reported Earnings • Aug 05First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: ₹20.00 (up from ₹4.02 in 1Q 2023). Revenue: ₹2.07b (up 61% from 1Q 2023). Net income: ₹535.6m (up 397% from 1Q 2023). Profit margin: 26% (up from 8.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. CFO, P&L Head of Services and Executive Director Anurag Mantri was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.お知らせ • Jul 25Nucleus Software Exports Limited to Report Q1, 2024 Results on Aug 04, 2023Nucleus Software Exports Limited announced that they will report Q1, 2024 results on Aug 04, 2023お知らせ • Jul 15Nucleus Software Exports Limited Approves Final Dividend for the Financial Year Ended March 31, 2023Nucleus Software Exports Limited announced that at the AGM was held on July 14, 2023, the company approved the final dividend of INR 10.00/- per Equity Share for the financial year ended March 31, 2023.Upcoming Dividend • Jun 30Upcoming dividend of ₹10.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 13 August 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.6%).分析記事 • Jun 23Nucleus Software Exports' (NSE:NUCLEUS) Shareholders Will Receive A Bigger Dividend Than Last YearNucleus Software Exports Limited ( NSE:NUCLEUS ) has announced that it will be increasing its dividend from last year's...お知らせ • Jun 16Nucleus Software Exports Limited, Annual General Meeting, Jul 14, 2023Nucleus Software Exports Limited, Annual General Meeting, Jul 14, 2023, at 11:00 Indian Standard Time.お知らせ • May 29Nucleus Software Exports Limited Declares Final DividendNucleus Software Exports Limited at its Board of Directors meeting held on May 26, 2023 has declared a Final dividend of INR 10.00/- per Equity Share (i.e. 100% of face value of INR 10 each) of the Company for FY-22-23 subject to the approval of the Shareholders at the ensuing Annual General Meeting.Reported Earnings • May 27Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹47.73 (up from ₹14.28 in FY 2022). Revenue: ₹6.69b (up 35% from FY 2022). Net income: ₹1.28b (up 212% from FY 2022). Profit margin: 19% (up from 8.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 49%. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.分析記事 • May 27The Return Trends At Nucleus Software Exports (NSE:NUCLEUS) Look PromisingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...お知らせ • May 26Nucleus Software Exports Limited to Report Q4, 2023 Results on May 26, 2023Nucleus Software Exports Limited announced that they will report Q4, 2023 results at 12:15 PM, Indian Standard Time on May 26, 2023Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₹809, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the Software industry in India. Total returns to shareholders of 247% over the past three years.Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹628, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the Software industry in India. Total returns to shareholders of 260% over the past three years.Price Target Changed • Feb 20Price target increased by 11% to ₹670Up from ₹601, the current price target is provided by 1 analyst. New target price is 16% above last closing price of ₹577. Stock is up 22% over the past year. The company is forecast to post earnings per share of ₹32.00 for next year compared to ₹14.28 last year.Reported Earnings • Feb 15Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: ₹14.32 (up from ₹2.77 in 3Q 2022). Revenue: ₹1.79b (up 47% from 3Q 2022). Net income: ₹383.4m (up 377% from 3Q 2022). Profit margin: 22% (up from 6.6% in 3Q 2022). Revenue exceeded analyst estimates by 22%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.分析記事 • Feb 15Nucleus Software Exports (NSE:NUCLEUS) Could Be Struggling To Allocate CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹480, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Software industry in India. Total returns to shareholders of 65% over the past three years.お知らせ • Feb 03Nucleus Software Exports Limited to Report Q3, 2023 Results on Feb 14, 2023Nucleus Software Exports Limited announced that they will report Q3, 2023 results on Feb 14, 2023Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹445, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Software industry in India. Total returns to shareholders of 49% over the past three years.Reported Earnings • Nov 08Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: ₹4.12 (up from ₹2.95 in 2Q 2022). Revenue: ₹1.39b (up 22% from 2Q 2022). Net income: ₹110.3m (up 29% from 2Q 2022). Profit margin: 7.9% (up from 7.5% in 2Q 2022). Revenue missed analyst estimates by 6.1%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Reported Earnings • Aug 12First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: ₹4.02 (up from ₹2.07 in 1Q 2022). Revenue: ₹1.35b (up 25% from 1Q 2022). Net income: ₹107.7m (up 80% from 1Q 2022). Profit margin: 8.0% (up from 5.5% in 1Q 2022). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 33%. Over the next year, revenue is forecast to grow 26%, compared to a 22% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.Upcoming Dividend • Jun 23Upcoming dividend of ₹7.00 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 07 August 2022. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.9%. Within top quartile of Indian dividend payers (1.9%). In line with average of industry peers (1.8%).Reported Earnings • Jun 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹14.28 (down from ₹40.62 in FY 2021). Revenue: ₹4.97b (down 3.2% from FY 2021). Net income: ₹409.1m (down 65% from FY 2021). Profit margin: 8.2% (down from 23% in FY 2021). Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 26%, compared to a 24% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.分析記事 • May 19Returns On Capital Are Showing Encouraging Signs At Nucleus Software Exports (NSE:NUCLEUS)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...Reported Earnings • May 18Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹14.28 (down from ₹40.62 in FY 2021). Revenue: ₹5.32b (up 3.6% from FY 2021). Net income: ₹409.1m (down 65% from FY 2021). Profit margin: 7.7% (down from 23% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 8.4%, compared to a 25% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.Price Target Changed • Apr 27Price target decreased to ₹650Down from ₹700, the current price target is provided by 1 analyst. New target price is 52% above last closing price of ₹427. Stock is down 21% over the past year. The company is forecast to post earnings per share of ₹13.20 for next year compared to ₹40.62 last year.Buying Opportunity • Feb 24Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be ₹572, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7% per annum over the last 3 years.Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₹465, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 23x in the Software industry in India. Total returns to shareholders of 48% over the past three years.Reported Earnings • Feb 08Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: ₹2.77 (down from ₹8.55 in 3Q 2021). Revenue: ₹1.22b (down 2.0% from 3Q 2021). Net income: ₹80.4m (down 68% from 3Q 2021). Profit margin: 6.6% (down from 20% in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Over the next year, revenue is forecast to grow 19%, compared to a 22% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.Buying Opportunity • Feb 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be ₹707, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 11% per annum over the last 3 years.Valuation Update With 7 Day Price Move • Dec 01Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₹498, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Software industry in India. Total returns to shareholders of 37% over the past three years.分析記事 • Nov 29Returns On Capital At Nucleus Software Exports (NSE:NUCLEUS) Have Hit The BrakesIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...Reported Earnings • Nov 13Second quarter 2022 earnings released: EPS ₹2.95 (vs ₹10.14 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹1.24b (down 9.7% from 2Q 2021). Net income: ₹85.8m (down 71% from 2Q 2021). Profit margin: 6.9% (down from 22% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Aug 19Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹566, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 25x in the Software industry in India. Total returns to shareholders of 48% over the past three years.株主還元NUCLEUSIN SoftwareIN 市場7D1.7%1.7%2.1%1Y-8.2%-6.6%8.1%株主還元を見る業界別リターン: NUCLEUS過去 1 年間で-6.6 % の収益を上げたIndian Software業界を下回りました。リターン対市場: NUCLEUSは、過去 1 年間で8.1 % のリターンを上げたIndian市場を下回りました。価格変動Is NUCLEUS's price volatile compared to industry and market?NUCLEUS volatilityNUCLEUS Average Weekly Movement6.0%Software Industry Average Movement7.8%Market Average Movement7.1%10% most volatile stocks in IN Market10.2%10% least volatile stocks in IN Market4.7%安定した株価: NUCLEUS 、 Indian市場と比較して、過去 3 か月間で大きな価格変動はありませんでした。時間の経過による変動: NUCLEUSの 週次ボラティリティ ( 6% ) は過去 1 年間安定しています。会社概要設立従業員CEO（最高経営責任者ウェブサイト19861,917Parag Bhisewww.nucleussoftware.comNucleus Software Exports Limited は、インド、極東、東南アジア、ヨーロッパ、中東、アフリカ、オーストラリア、および国際的な金融サービス業界に融資およびトランザクション・バンキング製品を提供している。同社の製品には、銀行やその他の金融サービス会社のリテール、企業、イスラム部門をサポートするために設計された融資ソリューションであるFinnOne Neo、ローン組成ソフトウェアであるFinnOne Neo顧客獲得システム、FinnOne Neoローン管理システム、迅速なインターフェイスのための自動化対応フレームワークであるFinnOne Neoコレクション、オンラインおよびオフラインのデジタル決済ソリューションであるPaySe、およびその他のソフトウェアサービスが含まれる。デジタル融資プラットフォーム「FinnOne Neo」、グローバル債権、グローバル決済、グローバル流動性管理、金融サプライチェーン管理、仮想口座管理、デジタルコンパス、e-Trade Finance、ビジネス・インターネットバンキングからなる統合グローバル・トランザクション・バンキング・ソリューション「FinnAxia」、生産性とセキュリティのためのソリューション「FarEdge anomaly detector」を提供している。さらに、テスト、コンサルティング、アプリケーション開発、メンテナンス、インフラ管理サービスも提供している。同社は1986年に設立され、インドのノイダを拠点としている。もっと見るNucleus Software Exports Limited 基礎のまとめNucleus Software Exports の収益と売上を時価総額と比較するとどうか。NUCLEUS 基礎統計学時価総額₹21.49b収益（TTM）₹1.47b売上高(TTM)₹8.80b14.6xPER（株価収益率2.4xP/SレシオNUCLEUS は割高か？公正価値と評価分析を参照収益と収入最新の決算報告書（TTM）に基づく主な収益性統計NUCLEUS 損益計算書（TTM）収益₹8.80b売上原価₹5.66b売上総利益₹3.14bその他の費用₹1.68b収益₹1.47b直近の収益報告Dec 31, 2025次回決算日該当なし一株当たり利益（EPS）55.82グロス・マージン35.73%純利益率16.70%有利子負債／自己資本比率0.9%NUCLEUS の長期的なパフォーマンスは？過去の実績と比較を見る配当金1.5%現在の配当利回り20%配当性向View Valuation企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/09 21:45終値2026/05/08 00:00収益2025/12/31年間収益2025/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Nucleus Software Exports Limited 1 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。3 アナリスト機関Rahul JainDolat Capital Market Pvt. Ltd.Manik TanejaEmkay Global Financial Services Ltd.Krupal ManiarICICI Securities Ltd.
Featured narrative•Software opportunityZenaTechabout 2 months ago author updated this narrativeJOFair Value from Jolt_CommunicationsUS$6.8569.3% 割安 内在価値ディスカウントZenaTech: A big bet on the rise of AI drones and drones-as-a-serviceKey Takeaways ZenaTech is focusing its efforts into building AI drones, combining Drone as a Service, SaaS, and AI as its key revenue drivers. Previously building software for agriculture, ZenaTech has shifted rapidly toward drone services, now driving ~70% of revenue after recent acquisitions.Read full narrative3.2kusers have viewed this narrative9users have liked this narrative0users have commented on this narrative77users have followed this narrativeRead narrative
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹834, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 22x in the Software industry in India. Total returns to shareholders of 29% over the past three years.
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: ₹7.86 (vs ₹13.28 in 3Q 2025)Third quarter 2026 results: EPS: ₹7.86 (down from ₹13.28 in 3Q 2025). Revenue: ₹2.20b (up 7.0% from 3Q 2025). Net income: ₹207.0m (down 41% from 3Q 2025). Profit margin: 9.4% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 21Nucleus Software Exports Limited to Report Q3, 2026 Results on Feb 10, 2026Nucleus Software Exports Limited announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 09Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹9.99 (down from ₹12.35 in 2Q 2025). Revenue: ₹2.30b (up 14% from 2Q 2025). Net income: ₹262.9m (down 21% from 2Q 2025). Profit margin: 11% (down from 16% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 31Nucleus Software Exports Limited to Report Q2, 2026 Results on Nov 08, 2025Nucleus Software Exports Limited announced that they will report Q2, 2026 results at 9:15 AM, Indian Standard Time on Nov 08, 2025
Price Target Changed • Aug 04Price target decreased by 13% to ₹1,350Down from ₹1,560, the current price target is provided by 1 analyst. New target price is 33% above last closing price of ₹1,016. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₹66.00 for next year compared to ₹61.40 last year.
Valuation Update With 7 Day Price Move • Apr 06Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹834, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 22x in the Software industry in India. Total returns to shareholders of 29% over the past three years.
Reported Earnings • Feb 11Third quarter 2026 earnings released: EPS: ₹7.86 (vs ₹13.28 in 3Q 2025)Third quarter 2026 results: EPS: ₹7.86 (down from ₹13.28 in 3Q 2025). Revenue: ₹2.20b (up 7.0% from 3Q 2025). Net income: ₹207.0m (down 41% from 3Q 2025). Profit margin: 9.4% (down from 17% in 3Q 2025). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jan 21Nucleus Software Exports Limited to Report Q3, 2026 Results on Feb 10, 2026Nucleus Software Exports Limited announced that they will report Q3, 2026 results on Feb 10, 2026
Reported Earnings • Nov 09Second quarter 2026 earnings: EPS and revenues miss analyst expectationsSecond quarter 2026 results: EPS: ₹9.99 (down from ₹12.35 in 2Q 2025). Revenue: ₹2.30b (up 14% from 2Q 2025). Net income: ₹262.9m (down 21% from 2Q 2025). Profit margin: 11% (down from 16% in 2Q 2025). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.5%. Earnings per share (EPS) also missed analyst estimates by 32%. Revenue is forecast to grow 9.9% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 16% per year but the company’s share price has increased by 38% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 31Nucleus Software Exports Limited to Report Q2, 2026 Results on Nov 08, 2025Nucleus Software Exports Limited announced that they will report Q2, 2026 results at 9:15 AM, Indian Standard Time on Nov 08, 2025
Price Target Changed • Aug 04Price target decreased by 13% to ₹1,350Down from ₹1,560, the current price target is provided by 1 analyst. New target price is 33% above last closing price of ₹1,016. Stock is down 20% over the past year. The company is forecast to post earnings per share of ₹66.00 for next year compared to ₹61.40 last year.
分析記事 • Jul 23Shareholders May Not Be So Generous With Nucleus Software Exports Limited's (NSE:NUCLEUS) CEO Compensation And Here's WhyKey Insights Nucleus Software Exports will host its Annual General Meeting on 28th of July Total pay for CEO Parag...
お知らせ • Jul 22Nucleus Software Exports Limited to Report Q1, 2026 Results on Jul 31, 2025Nucleus Software Exports Limited announced that they will report Q1, 2026 results on Jul 31, 2025
分析記事 • Jul 11Weak Statutory Earnings May Not Tell The Whole Story For Nucleus Software Exports (NSE:NUCLEUS)A lackluster earnings announcement from Nucleus Software Exports Limited ( NSE:NUCLEUS ) last week didn't sink the...
Reported Earnings • Jul 05Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹61.40 (down from ₹71.56 in FY 2024). Revenue: ₹8.32b (flat on FY 2024). Net income: ₹1.63b (down 15% from FY 2024). Profit margin: 20% (down from 23% in FY 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 9.4% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Jul 02Nucleus Software Exports Limited, Annual General Meeting, Jul 28, 2025Nucleus Software Exports Limited, Annual General Meeting, Jul 28, 2025, at 10:00 Indian Standard Time.
New Risk • Jul 01New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 8.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (8.9% average weekly change). Minor Risk Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past.
分析記事 • Jun 29Nucleus Software Exports (NSE:NUCLEUS) Will Pay A Dividend Of ₹12.50Nucleus Software Exports Limited ( NSE:NUCLEUS ) has announced that it will pay a dividend of ₹12.50 per share on the...
Declared Dividend • Jun 28Dividend of ₹12.50 announcedDividend of ₹12.50 is the same as last year. Ex-date: 11th July 2025 Payment date: 1st January 1970 Dividend yield will be 1.1%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (20% earnings payout ratio) and cash flows (24% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 25% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
New Risk • May 19New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.5% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.5% average weekly change).
Reported Earnings • May 17Full year 2025 earnings: EPS exceeds analyst expectationsFull year 2025 results: EPS: ₹61.40 (down from ₹71.56 in FY 2024). Revenue: ₹8.99b (up 8.7% from FY 2024). Net income: ₹1.63b (down 15% from FY 2024). Profit margin: 18% (down from 23% in FY 2024). The decrease in margin was driven by higher expenses. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 9.6%. Revenue is forecast to grow 6.7% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 35% per year but the company’s share price has increased by 41% per year, which means it is tracking significantly ahead of earnings growth.
分析記事 • May 17Nucleus Software Exports Limited (NSE:NUCLEUS) Stock Rockets 35% But Many Are Still Ignoring The CompanyNucleus Software Exports Limited ( NSE:NUCLEUS ) shares have continued their recent momentum with a 35% gain in the...
Buy Or Sell Opportunity • May 16Now 27% overvalued after recent price riseOver the last 90 days, the stock has risen 47% to ₹1,186. The fair value is estimated to be ₹931, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.
分析記事 • May 14Returns At Nucleus Software Exports (NSE:NUCLEUS) Are On The Way UpFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
お知らせ • Apr 28Nucleus Software Exports Limited to Report Fiscal Year 2025 Results on May 16, 2025Nucleus Software Exports Limited announced that they will report fiscal year 2025 results on May 16, 2025
Valuation Update With 7 Day Price Move • Apr 17Investor sentiment improves as stock rises 21%After last week's 21% share price gain to ₹944, the stock trades at a forward P/E ratio of 13x. Average forward P/E is 26x in the Software industry in India. Total returns to shareholders of 121% over the past three years.
お知らせ • Apr 09Nucleus Software Exports Limited Announces Appointment of Saurav Kumar Mohanty as Chief Risk Officer,Effective April 8, 2025Nucleus Software Exports Limited announced the appointment of Saurav Kumar Mohanty as Chief Risk Officer,Effective April 8, 2025. Mr. Saurav Kumar Mohanty is a seasoned risk management professional with 16 years of enriched experience in Enterprise Risk Management for meeting business objective. His expertise lies in designing and setting up Enterprise Risk Management framework, identification and managing risk, managing and building governance framework on Strategic Risk, Operational risk, Project Risk, Fraud Risk, Information Security Risk, Crisis Management and Business continuity, Data Privacy and Regulatory & Compliance risk, develop strategic framework for dealing with risks and provide cutting-edge solutions. Mr. Mohanty is a certified lead auditor in ISO 27001:2013 and ISO 9001:2015 and also TCS certified internal auditor.
分析記事 • Mar 16A Look At The Intrinsic Value Of Nucleus Software Exports Limited (NSE:NUCLEUS)Key Insights Using the 2 Stage Free Cash Flow to Equity, Nucleus Software Exports fair value estimate is ₹982 Current...
Buy Or Sell Opportunity • Feb 11Now 21% undervalued after recent price dropOver the last 90 days, the stock has fallen 27% to ₹828. The fair value is estimated to be ₹1,046, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 44%. Revenue is forecast to grow by 23% in 2 years. Earnings are forecast to grow by 47% in the next 2 years.
Reported Earnings • Jan 30Third quarter 2025 earnings released: EPS: ₹13.28 (vs ₹15.43 in 3Q 2024)Third quarter 2025 results: EPS: ₹13.28 (down from ₹15.43 in 3Q 2024). Revenue: ₹2.06b (flat on 3Q 2024). Net income: ₹349.7m (down 15% from 3Q 2024). Profit margin: 17% (down from 20% in 3Q 2024). Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 44% per year but the company’s share price has only increased by 17% per year, which means it is significantly lagging earnings growth.
お知らせ • Jan 07Nucleus Software Exports Limited to Report Q3, 2025 Results on Jan 28, 2025Nucleus Software Exports Limited announced that they will report Q3, 2025 results on Jan 28, 2025
分析記事 • Jan 04Earnings Working Against Nucleus Software Exports Limited's (NSE:NUCLEUS) Share PriceWhen close to half the companies in India have price-to-earnings ratios (or "P/E's") above 33x, you may consider...
お知らせ • Dec 20+ 1 more updateNucleus Software Exports Limited Appoints Bharadwaj Rao as Regional Sales Head - ANZNucleus Software announced the appointment of Bharadwaj Rao as Regional Sales Head ANZ, effective November 25, 2024. Bharadwaj brings over two decades of extensive experience in sales, with a strong focus on the financial services industry. His career is distinguished by a proven ability to streamline processes, drive organizational change, and align sales objectives with broader business goals. With a track record of driving growth and delivering exceptional customer service in the technology sector, Bharadwaj Rao brings unparalleled knowledge and expertise to his new role. Throughout his career, Bharadwaj has partnered with leading IT companies, honing his expertise in Go-To-Market (GTM) strategies, collaborating with delivery teams, and leveraging partner ecosystems to deliver end-to-end, innovative solutions that empower clients and drive sustainable growth. He also brings extensive experience in Strategic Account Management, specializing in serving banking and financial institutions and cultivating long-term, trust-based relationships with key stakeholders. Bharadwaj's appointment reaffirms Nucleus Software's commitment to customer-centricity and delivering exceptional value, while strengthening its position as a global leader in the financial services industry. In his new role at Nucleus Software, Bharadwaj will focus on driving business expansion, and aligning the product portfolio to meet evolving customer needs. He will also play a pivotal role in strengthening relationships with existing customers and developing strategies to deliver greater value, accelerate innovation, and drive brand growth in the region. Bharadwaj holds an engineering degree and is recognized for his well-rounded and dynamic personality. His diverse interests include a passion for reading, playing badminton, and enjoying music, all of which reflect his balanced approach to both intellectual and physical pursuits.
分析記事 • Nov 15Nucleus Software Exports Limited Just Missed EPS By 23%: Here's What Analysts Think Will Happen NextNucleus Software Exports Limited ( NSE:NUCLEUS ) just released its latest second-quarter report and things are not...
Reported Earnings • Nov 13Second quarter 2025 earnings: EPS and revenues miss analyst expectationsSecond quarter 2025 results: EPS: ₹12.35 (down from ₹16.65 in 2Q 2024). Revenue: ₹2.21b (up 7.8% from 2Q 2024). Net income: ₹330.6m (down 26% from 2Q 2024). Profit margin: 15% (down from 22% in 2Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 4.8%. Earnings per share (EPS) also missed analyst estimates by 23%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 50% per year but the company’s share price has only increased by 24% per year, which means it is significantly lagging earnings growth.
お知らせ • Nov 01Nucleus Software Exports Limited to Report Q2, 2025 Results on Nov 12, 2024Nucleus Software Exports Limited announced that they will report Q2, 2025 results on Nov 12, 2024
お知らせ • Aug 22Nucleus Software Exports Limited (BSE:531209) announces an Equity Buyback for 448,018 shares, representing 1.67% for INR 723.55 million.Nucleus Software Exports Limited (BSE:531209) announces a share repurchase program. Under the offer, the company will repurchase up to 448,018 shares, representing 1.67% of its issued share capital, for a total consideration of INR 723.55 million. The maximum price at which the shares will be repurchased is INR 1,615 per share. The company has fixed September 3, 2024, as the record date for the program. As of August 16, 2024, the company had 26,773,324 shares in issue.
New Risk • Aug 20New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.7% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.7% average weekly change).
Valuation Update With 7 Day Price Move • Aug 20Investor sentiment improves as stock rises 22%After last week's 22% share price gain to ₹1,410, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 35x in the Software industry in India. Total returns to shareholders of 168% over the past three years.
分析記事 • Aug 08Nucleus Software Exports Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's shaping up to be a tough period for Nucleus Software Exports Limited ( NSE:NUCLEUS ), which a week ago released...
Price Target Changed • Aug 06Price target decreased by 10% to ₹1,540Down from ₹1,720, the current price target is provided by 1 analyst. New target price is 28% above last closing price of ₹1,200. Stock is up 8.7% over the past year. The company is forecast to post earnings per share of ₹68.30 for next year compared to ₹71.56 last year.
Reported Earnings • Aug 04First quarter 2025 earnings: EPS and revenues miss analyst expectationsFirst quarter 2025 results: EPS: ₹11.28 (down from ₹20.00 in 1Q 2024). Revenue: ₹2.10b (up 1.8% from 1Q 2024). Net income: ₹302.0m (down 44% from 1Q 2024). Profit margin: 14% (down from 26% in 1Q 2024). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 9.5%. Earnings per share (EPS) also missed analyst estimates by 42%. Revenue is forecast to grow 15% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 52% per year but the company’s share price has only increased by 30% per year, which means it is significantly lagging earnings growth.
お知らせ • Jul 24Nucleus Software Exports Limited to Report Q1, 2025 Results on Aug 03, 2024Nucleus Software Exports Limited announced that they will report Q1, 2025 results at 12:15 PM, Indian Standard Time on Aug 03, 2024
Buy Or Sell Opportunity • Jul 15Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to ₹1,497. The fair value is estimated to be ₹1,235, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.
分析記事 • Jul 05Nucleus Software Exports Limited (NSE:NUCLEUS) Held Back By Insufficient Growth Even After Shares Climb 26%Nucleus Software Exports Limited ( NSE:NUCLEUS ) shares have had a really impressive month, gaining 26% after a shaky...
Buy Or Sell Opportunity • Jul 01Now 13% overvalued after recent price riseOver the last 90 days, the stock has risen 8.4% to ₹1,410. The fair value is estimated to be ₹1,247, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.
分析記事 • Jun 29Nucleus Software Exports' (NSE:NUCLEUS) Earnings Are Of Questionable QualityUnsurprisingly, Nucleus Software Exports Limited's ( NSE:NUCLEUS ) stock price was strong on the back of its healthy...
Buy Or Sell Opportunity • Jun 24Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 17% to ₹1,437. The fair value is estimated to be ₹1,153, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 46%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 44% in the next 2 years.
Reported Earnings • Jun 23Full year 2024 earnings: EPS exceeds analyst expectationsFull year 2024 results: EPS: ₹71.56 (up from ₹47.73 in FY 2023). Revenue: ₹8.26b (up 30% from FY 2023). Net income: ₹1.92b (up 50% from FY 2023). Profit margin: 23% (up from 20% in FY 2023). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 4.0%. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 46% per year but the company’s share price has only increased by 31% per year, which means it is significantly lagging earnings growth.
お知らせ • Jun 22Nucleus Software Exports Limited, Annual General Meeting, Jul 15, 2024Nucleus Software Exports Limited, Annual General Meeting, Jul 15, 2024, at 11:00 Indian Standard Time.
分析記事 • Jun 22Nucleus Software Exports' (NSE:NUCLEUS) Shareholders Will Receive A Bigger Dividend Than Last YearNucleus Software Exports Limited's ( NSE:NUCLEUS ) dividend will be increasing from last year's payment of the same...
Declared Dividend • Jun 21Dividend increased to ₹12.50Dividend of ₹12.50 is 25% higher than last year. Ex-date: 5th July 2024 Payment date: 14th August 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Sustainability & Growth Dividend is well covered by both earnings (17% earnings payout ratio) and cash flows (17% cash payout ratio). The dividend has increased by an average of 15% per year over the past 10 years. However, payments have been volatile during that time. EPS is expected to grow by 40% over the next 2 years, which should provide support to the dividend and adequate earnings cover.
Valuation Update With 7 Day Price Move • May 30Investor sentiment deteriorates as stock falls 19%After last week's 19% share price decline to ₹1,166, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 29x in the Software industry in India. Total returns to shareholders of 100% over the past three years.
お知らせ • May 12Nucleus Software Exports Limited to Report Q4, 2024 Results on May 23, 2024Nucleus Software Exports Limited announced that they will report Q4, 2024 results on May 23, 2024
お知らせ • May 09Nucleus Software Exports Limited Announces CFO ChangesNucleus Software Exports Limited at its board meeting held on May 8, 2024 appointed Mr. Surya Prakash Kanodia as the Chief Financial Officer (CFO) and Key Managerial Personnel of the Company with effect from May 8, 2024, and Mr. Anurag Mantri to be relieved from his additional responsibility of Chief Financial Officer (CFO) of the Company with effect from May 7, 2024. Mr. Mantri will continue with his current position as an Executive Director and Chief Operating Officer (COO) of the Company. Mr. Surya Prakash Kanodia is a senior finance leader having more than 20 years of vast and diverse experience in streamlining, reorganizing and integration of finance objectives like forecasting, budgeting, controlling to deliver profitable results. His specialization includes structuring large deals, establishing partnerships, Pricing and contract management, risk monitoring and stakeholder management. He has worked with leading IT Companies in the past. Mr. Kanodia is a Chartered Accountant and a Chartered Financial Analyst.
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 19%After last week's 19% share price gain to ₹1,405, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 34x in the Software industry in India. Total returns to shareholders of 169% over the past three years.
分析記事 • Apr 04Estimating The Fair Value Of Nucleus Software Exports Limited (NSE:NUCLEUS)Key Insights The projected fair value for Nucleus Software Exports is ₹1,431 based on 2 Stage Free Cash Flow to Equity...
分析記事 • Mar 15Nucleus Software Exports (NSE:NUCLEUS) Could Become A Multi-BaggerThere are a few key trends to look for if we want to identify the next multi-bagger. Firstly, we'd want to identify a...
分析記事 • Feb 21Nucleus Software Exports Limited (NSE:NUCLEUS) Looks Inexpensive After Falling 26% But Perhaps Not Attractive EnoughNucleus Software Exports Limited ( NSE:NUCLEUS ) shareholders won't be pleased to see that the share price has had a...
Valuation Update With 7 Day Price Move • Feb 19Investor sentiment deteriorates as stock falls 16%After last week's 16% share price decline to ₹1,299, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 32x in the Software industry in India. Total returns to shareholders of 158% over the past three years.
Reported Earnings • Feb 13Third quarter 2024 earnings: EPS and revenues miss analyst expectationsThird quarter 2024 results: EPS: ₹15.43 (up from ₹14.32 in 3Q 2023). Revenue: ₹2.16b (up 28% from 3Q 2023). Net income: ₹413.1m (up 7.7% from 3Q 2023). Profit margin: 19% (down from 23% in 3Q 2023). The decrease in margin was driven by higher expenses. Revenue missed analyst estimates by 6.0%. Earnings per share (EPS) also missed analyst estimates by 17%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 39% per year.
お知らせ • Jan 26Nucleus Software Exports Limited to Report Q3, 2024 Results on Feb 12, 2024Nucleus Software Exports Limited announced that they will report Q3, 2024 results at 12:15 PM, Indian Standard Time on Feb 12, 2024
お知らせ • Dec 26Nucleus Software Exports Limited Announces Resignation of Pardeep Pahal as Chief Human Resource Officer, Effective on December 27, 2023Nucleus Software Exports Limited informed that Mr. Pardeep Pahal, appointed as Chief Human Resource Officer is departing the Company, effective on December 27, 2023. On mutually deciding to part ways, Mr. Pardeep Pahal is amicably relieved from his role to pursue other interests. Mr. Pardeep Pahal is MBA from IMT Ghaziabad, MSW from Jamia Islamia and specialization in Labour Laws from MMH college.
分析記事 • Dec 19Why Investors Shouldn't Be Surprised By Nucleus Software Exports Limited's (NSE:NUCLEUS) Low P/ENucleus Software Exports Limited's ( NSE:NUCLEUS ) price-to-earnings (or "P/E") ratio of 20.7x might make it look like...
New Risk • Nov 15New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 7.4% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk High level of non-cash earnings (26% accrual ratio). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (7.4% average weekly change).
Reported Earnings • Nov 10Second quarter 2024 earnings released: EPS: ₹16.65 (vs ₹4.12 in 2Q 2023)Second quarter 2024 results: EPS: ₹16.65 (up from ₹4.12 in 2Q 2023). Revenue: ₹2.17b (up 67% from 2Q 2023). Net income: ₹445.9m (up 304% from 2Q 2023). Profit margin: 21% (up from 8.5% in 2Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 17% p.a. on average during the next 2 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 21% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
お知らせ • Oct 26Nucleus Software Exports Limited to Report Q2, 2024 Results on Nov 09, 2023Nucleus Software Exports Limited announced that they will report Q2, 2024 results on Nov 09, 2023
Valuation Update With 7 Day Price Move • Oct 18Investor sentiment improves as stock rises 18%After last week's 18% share price gain to ₹1,318, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 25x in the Software industry in India. Total returns to shareholders of 127% over the past three years.
お知らせ • Sep 21Nucleus Software Exports Limited Appoints Anurag Mantri as Chief Operating Officer, Effective September 21, 2023Nucleus Software Exports Limited announced that Mr. Anurag Mantri, Executive Director and CFO is also designated as Chief Operating Officer of the Company with effect from September 21, 2023. Mr. Anurag Mantri started his career with Nucleus Software in 1994. While working with Nucleus, Anurag has managed complex global and regional business transformation programs and Digital Transformation Initiatives. Anurag had also managed the Global Customer care Centre of Excellence for Transaction Banking and led sales for Nucleus's flagship products FinnOne Neo and FinnAxia in Southeast Asia. Anurag has also led Services and Cloud Technologies Businesses for Nucleus. He strongly believes in providing thought partnership and high-quality experiential certainty to his customers. He joined the Board in December 2020. His areas of expertise include Business Transformation, Complex Program Management and Spawning successful Business Leaders. In this role, Anurag will be having a sharp focus on driving Nucleus 3.0.
Reported Earnings • Aug 05First quarter 2024 earnings: EPS and revenues miss analyst expectationsFirst quarter 2024 results: EPS: ₹20.00 (up from ₹4.02 in 1Q 2023). Revenue: ₹2.07b (up 61% from 1Q 2023). Net income: ₹535.6m (up 397% from 1Q 2023). Profit margin: 26% (up from 8.4% in 1Q 2023). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 4.0%. Earnings per share (EPS) also missed analyst estimates by 15%. Revenue is forecast to grow 20% p.a. on average during the next 2 years, compared to a 14% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
Board Change • Aug 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 4 experienced directors. 5 highly experienced directors. CFO, P&L Head of Services and Executive Director Anurag Mantri was the last director to join the board, commencing their role in 2020. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Jul 25Nucleus Software Exports Limited to Report Q1, 2024 Results on Aug 04, 2023Nucleus Software Exports Limited announced that they will report Q1, 2024 results on Aug 04, 2023
お知らせ • Jul 15Nucleus Software Exports Limited Approves Final Dividend for the Financial Year Ended March 31, 2023Nucleus Software Exports Limited announced that at the AGM was held on July 14, 2023, the company approved the final dividend of INR 10.00/- per Equity Share for the financial year ended March 31, 2023.
Upcoming Dividend • Jun 30Upcoming dividend of ₹10.00 per share at 0.9% yieldEligible shareholders must have bought the stock before 07 July 2023. Payment date: 13 August 2023. Payout ratio is a comfortable 21% and this is well supported by cash flows. Trailing yield: 0.9%. Lower than top quartile of Indian dividend payers (1.5%). Lower than average of industry peers (1.6%).
分析記事 • Jun 23Nucleus Software Exports' (NSE:NUCLEUS) Shareholders Will Receive A Bigger Dividend Than Last YearNucleus Software Exports Limited ( NSE:NUCLEUS ) has announced that it will be increasing its dividend from last year's...
お知らせ • Jun 16Nucleus Software Exports Limited, Annual General Meeting, Jul 14, 2023Nucleus Software Exports Limited, Annual General Meeting, Jul 14, 2023, at 11:00 Indian Standard Time.
お知らせ • May 29Nucleus Software Exports Limited Declares Final DividendNucleus Software Exports Limited at its Board of Directors meeting held on May 26, 2023 has declared a Final dividend of INR 10.00/- per Equity Share (i.e. 100% of face value of INR 10 each) of the Company for FY-22-23 subject to the approval of the Shareholders at the ensuing Annual General Meeting.
Reported Earnings • May 27Full year 2023 earnings: EPS and revenues exceed analyst expectationsFull year 2023 results: EPS: ₹47.73 (up from ₹14.28 in FY 2022). Revenue: ₹6.69b (up 35% from FY 2022). Net income: ₹1.28b (up 212% from FY 2022). Profit margin: 19% (up from 8.2% in FY 2022). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 5.7%. Earnings per share (EPS) also surpassed analyst estimates by 49%. Revenue is forecast to grow 9.1% p.a. on average during the next 2 years, compared to a 13% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has fallen by 13% per year but the company’s share price has increased by 50% per year, which means it is well ahead of earnings.
分析記事 • May 27The Return Trends At Nucleus Software Exports (NSE:NUCLEUS) Look PromisingWhat trends should we look for it we want to identify stocks that can multiply in value over the long term? In a...
お知らせ • May 26Nucleus Software Exports Limited to Report Q4, 2023 Results on May 26, 2023Nucleus Software Exports Limited announced that they will report Q4, 2023 results at 12:15 PM, Indian Standard Time on May 26, 2023
Valuation Update With 7 Day Price Move • May 26Investor sentiment improves as stock rises 29%After last week's 29% share price gain to ₹809, the stock trades at a forward P/E ratio of 20x. Average forward P/E is 22x in the Software industry in India. Total returns to shareholders of 247% over the past three years.
Valuation Update With 7 Day Price Move • Mar 21Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹628, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 18x in the Software industry in India. Total returns to shareholders of 260% over the past three years.
Price Target Changed • Feb 20Price target increased by 11% to ₹670Up from ₹601, the current price target is provided by 1 analyst. New target price is 16% above last closing price of ₹577. Stock is up 22% over the past year. The company is forecast to post earnings per share of ₹32.00 for next year compared to ₹14.28 last year.
Reported Earnings • Feb 15Third quarter 2023 earnings: EPS and revenues exceed analyst expectationsThird quarter 2023 results: EPS: ₹14.32 (up from ₹2.77 in 3Q 2022). Revenue: ₹1.79b (up 47% from 3Q 2022). Net income: ₹383.4m (up 377% from 3Q 2022). Profit margin: 22% (up from 6.6% in 3Q 2022). Revenue exceeded analyst estimates by 22%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
分析記事 • Feb 15Nucleus Software Exports (NSE:NUCLEUS) Could Be Struggling To Allocate CapitalFinding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment improves as stock rises 20%After last week's 20% share price gain to ₹480, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Software industry in India. Total returns to shareholders of 65% over the past three years.
お知らせ • Feb 03Nucleus Software Exports Limited to Report Q3, 2023 Results on Feb 14, 2023Nucleus Software Exports Limited announced that they will report Q3, 2023 results on Feb 14, 2023
Valuation Update With 7 Day Price Move • Jan 17Investor sentiment improved over the past weekAfter last week's 16% share price gain to ₹445, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Software industry in India. Total returns to shareholders of 49% over the past three years.
Reported Earnings • Nov 08Second quarter 2023 earnings: EPS and revenues miss analyst expectationsSecond quarter 2023 results: EPS: ₹4.12 (up from ₹2.95 in 2Q 2022). Revenue: ₹1.39b (up 22% from 2Q 2022). Net income: ₹110.3m (up 29% from 2Q 2022). Profit margin: 7.9% (up from 7.5% in 2Q 2022). Revenue missed analyst estimates by 6.1%. Earnings per share (EPS) also missed analyst estimates by 18%. Revenue is forecast to grow 21% p.a. on average during the next 2 years, compared to a 16% growth forecast for the Software industry in India. Over the last 3 years on average, earnings per share has fallen by 22% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Reported Earnings • Aug 12First quarter 2023 earnings: EPS and revenues miss analyst expectationsFirst quarter 2023 results: EPS: ₹4.02 (up from ₹2.07 in 1Q 2022). Revenue: ₹1.35b (up 25% from 1Q 2022). Net income: ₹107.7m (up 80% from 1Q 2022). Profit margin: 8.0% (up from 5.5% in 1Q 2022). Revenue missed analyst estimates by 14%. Earnings per share (EPS) also missed analyst estimates by 33%. Over the next year, revenue is forecast to grow 26%, compared to a 22% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
Upcoming Dividend • Jun 23Upcoming dividend of ₹7.00 per shareEligible shareholders must have bought the stock before 30 June 2022. Payment date: 07 August 2022. Payout ratio is a comfortable 49% and this is well supported by cash flows. Trailing yield: 1.9%. Within top quartile of Indian dividend payers (1.9%). In line with average of industry peers (1.8%).
Reported Earnings • Jun 19Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹14.28 (down from ₹40.62 in FY 2021). Revenue: ₹4.97b (down 3.2% from FY 2021). Net income: ₹409.1m (down 65% from FY 2021). Profit margin: 8.2% (down from 23% in FY 2021). Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 26%, compared to a 24% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings.
分析記事 • May 19Returns On Capital Are Showing Encouraging Signs At Nucleus Software Exports (NSE:NUCLEUS)Finding a business that has the potential to grow substantially is not easy, but it is possible if we look at a few key...
Reported Earnings • May 18Full year 2022 earnings: EPS and revenues exceed analyst expectationsFull year 2022 results: EPS: ₹14.28 (down from ₹40.62 in FY 2021). Revenue: ₹5.32b (up 3.6% from FY 2021). Net income: ₹409.1m (down 65% from FY 2021). Profit margin: 7.7% (down from 23% in FY 2021). The decrease in margin was driven by higher expenses. Revenue exceeded analyst estimates by 4.8%. Earnings per share (EPS) also surpassed analyst estimates by 8.2%. Over the next year, revenue is forecast to grow 8.4%, compared to a 25% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 7% per year but the company’s share price has increased by 8% per year, which means it is well ahead of earnings.
Price Target Changed • Apr 27Price target decreased to ₹650Down from ₹700, the current price target is provided by 1 analyst. New target price is 52% above last closing price of ₹427. Stock is down 21% over the past year. The company is forecast to post earnings per share of ₹13.20 for next year compared to ₹40.62 last year.
Buying Opportunity • Feb 24Now 22% undervalued after recent price dropOver the last 90 days, the stock is down 18%. The fair value is estimated to be ₹572, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 2.7% per annum over the last 3 years.
Valuation Update With 7 Day Price Move • Feb 14Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₹465, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 23x in the Software industry in India. Total returns to shareholders of 48% over the past three years.
Reported Earnings • Feb 08Third quarter 2022 earnings: EPS misses analyst expectationsThird quarter 2022 results: EPS: ₹2.77 (down from ₹8.55 in 3Q 2021). Revenue: ₹1.22b (down 2.0% from 3Q 2021). Net income: ₹80.4m (down 68% from 3Q 2021). Profit margin: 6.6% (down from 20% in 3Q 2021). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 31%. Over the next year, revenue is forecast to grow 19%, compared to a 22% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has increased by 3% per year but the company’s share price has increased by 16% per year, which means it is tracking significantly ahead of earnings growth.
Buying Opportunity • Feb 07Now 20% undervalued after recent price dropOver the last 90 days, the stock is down 4.9%. The fair value is estimated to be ₹707, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has been flat over the last 3 years. Earnings per share has grown by 11% per annum over the last 3 years.
Valuation Update With 7 Day Price Move • Dec 01Investor sentiment deteriorated over the past weekAfter last week's 18% share price decline to ₹498, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 23x in the Software industry in India. Total returns to shareholders of 37% over the past three years.
分析記事 • Nov 29Returns On Capital At Nucleus Software Exports (NSE:NUCLEUS) Have Hit The BrakesIf we want to find a stock that could multiply over the long term, what are the underlying trends we should look for...
Reported Earnings • Nov 13Second quarter 2022 earnings released: EPS ₹2.95 (vs ₹10.14 in 2Q 2021)The company reported a poor second quarter result with weaker earnings, revenues and profit margins. Second quarter 2022 results: Revenue: ₹1.24b (down 9.7% from 2Q 2021). Net income: ₹85.8m (down 71% from 2Q 2021). Profit margin: 6.9% (down from 22% in 2Q 2021). Over the last 3 years on average, earnings per share has increased by 11% per year but the company’s share price has increased by 17% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Aug 19Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to ₹566, the stock trades at a forward P/E ratio of 25x. Average forward P/E is 25x in the Software industry in India. Total returns to shareholders of 48% over the past three years.
