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Blue Cloud Softech Solutions Ltd

Q3 FY26IT - Software

Blue Cloud Softech Solutions Q3 FY26 earnings call: Revenue & Margins

Q3 FY26 earnings call: what management said on revenue, margins and capex.

Price₹22
Market cap₹2.1K Cr
P/E32.5
Updated23 Aug 2026
Read4 min read

Blue Cloud Softech Solutions Ltd Q3 FY26 key numbers

Revenue
Overall data centre CAPEX phase one: $350 million, with funding mainly via external investors (60%), internal accruals (20%), and debt/equity (SPV level).

As stated in Blue Cloud Softech Solutions Ltd's Q3 FY26 earnings call transcript · published 15 Jul 2026. Reported figures, not investment advice.

The short version

FY 2027 projected revenue: ~Rs. FY 2027 revenue projected around Rs.

From Blue Cloud Softech Solutions Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • FY 2027 projected revenue: ~Rs. 3,000 crores consolidated.
  • Expected growth rate: 25% to 30% year-on-year from FY 2027 onwards (consolidated).
  • Data centre business rollout timeline:
  • FY 2028: 40 MW capacity at 40% occupancy, ~16% EBITDA margin.
  • FY 2029: 80 MW capacity at 55% occupancy, EBITDA margin rising to 40-42%.
  • FY 2030: Interim growth in capacity and occupancy.
  • FY 2031: Occupancy to rise to 80%.
  • FY 2032: 100 MW full deployment with 85% occupancy, EBITDA margin up to ~50%.
  • Overall data centre CAPEX phase one: $350 million, with funding mainly via external investors (60%), internal accruals (20%), and debt/equity (SPV level).

2 more points from Blue Cloud Softech Solutions Ltd's call on revenue

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Profitability & Margins

See what Blue Cloud Softech Solutions Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Blue Cloud Softech plans a major data centre expansion starting FY 2028 with a phased rollout:
  • FY 2028: 40 MW capacity at 40% occupancy
  • FY 2029: 80 MW at 55% occupancy
  • FY 2030: 100 MW at 70% occupancy
  • FY 2031-2032: Occupancy stabilizing at 80%-85%
  • Estimated CAPEX for phase one (up to 100 MW) is approximately $350 million.
  • Funding strategy includes:
  • ~60% investment from external investors/family offices
  • ~20% from Blue Cloud’s internal accruals/proceeds
  • Remaining from debt at SPV level and equity dilution in SPV (not the parent company).

2 more points from Blue Cloud Softech Solutions Ltd's call on capex

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Top-ranked in IT - Software

Ranked on what management guided this quarter

Guidance-ranked
1Workmates Core2
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2Virtual Galaxy
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3
Rev 2Mar 1
4
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5
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

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Order Book & Pipeline

  • The consolidated order book value is approximately Rs. 3,000 crores for FY 2027.
  • This projection includes ongoing cybersecurity contracts and AI healthcare initiatives.
  • Major revenue contributors include safety, security, and surveillance platforms, AI healthcare products (BluHealth, BluBio), and telecom services such as CNPN networks for industrial automation.
  • The AI data centre business is planned with phased capacity rollouts starting FY 2028, reaching 100 megawatt by FY 2032.
  • Occupancy is expected to grow from 40% in FY 2028 to 85% by FY 2032.
  • CAPEX for data centre phase one is about $350 million.

2 more points from Blue Cloud Softech Solutions Ltd's call on order book

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Blue Cloud Softech Solutions Ltd — Quarterly revenue & net profit

Revenue Net profit
Sep 2024Q2 FY25
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26

Reported quarterly figures (₹ Cr). Latest (Q3 FY26): revenue ₹265 Cr, net profit ₹19 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Blue Cloud Softech Solutions Ltd's management said in earlier quarters

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  • 3i Infotech Ltd (Q3 FY26)

    Q3 FY26 consolidated operating revenue: ₹172.1 crore, a 1.6% decrease QoQ (Page 3, Page 22). Key investor presentation takeaways from 3i Infotech Ltd's Q3 FY26

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  • Cybertech Systems & Software Ltd (Q3 FY26)

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Frequently Asked Questions

What were Blue Cloud Softech Solutions Ltd Q3 FY26 results?

FY 2027 projected revenue: ~Rs. FY 2027 revenue projected around Rs.

What is Blue Cloud Softech Solutions Ltd share price analysis?

Blue Cloud Softech Solutions Ltd currently shows a neutral. The stock trades at a P/E of 32.5 with a market cap of ₹2,084 Cr. Investors should review the full earnings analysis for detailed insights.

Is Blue Cloud Softech Solutions Ltd planning capital expenditure?

Blue Cloud Softech plans a major data centre expansion starting FY 2028 with a phased rollout: - FY 2028: 40 MW capacity at 40% occupancy - FY 2029: 80 MW at 55% occupancy - FY 2030: 100 MW at 70% occupancy - FY 2031-2032: Occupancy stabilizing at 80%-85% - Estimated CAPEX for phase one (up to 100 MW) is approximately $350 million.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.