Blue Cloud Softech Solutions Ltd
Blue Cloud Softech Solutions Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #5 of 38 in IT - Software
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What the Q4 FY26 call signalled
4 of 4 strong
The short version
The company targets revenue of Rs. Revenue is projected to reach Rs.
From Blue Cloud Softech Solutions Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- The company targets revenue of Rs. 3,000 crores by FY27, growing from current run rates of Rs. 200-250 crores per quarter to about Rs. 700+ crores per quarter by then.
- Post-FY27, management expects a year-on-year growth of around 25% to 35%, with a confidence level of approximately 30% CAGR.
- Growth drivers include long-term contracts, expansion in AI-first cybersecurity solutions, sovereign data centers, healthcare, enterprise applications, and international market penetration.
- Both organic growth and inorganic through acquisitions (like Global Impx) will contribute to increased order books and revenues.
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
- The company is targeting CAPEX of Rs. 150 crores to Rs. 200 crores as a minimum budget for the current year, with a possibility of increase depending on project rollouts.
- CAPEX will be used for projects such as Captive Non-Public Network (CNPN) telecom infrastructure and private mobile networks.
- There are plans for phased development of sovereign data centers, with the first line expected to be ready by Q1 of 2027.
- The data centers will help reduce recurring cloud service costs (currently 15%-35% of expenses) and improve margins.
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
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
- Current confirmed order book is approximately Rs. 1,100 crores for the next financial year (FY27).
- This order book mainly consists of long-term contracts, many spanning around 5 years, with some contracts extending till 2030.
- The order book mix: ~46-47% from cybersecurity, ~24-26% enterprise applications, ~14% from healthcare, and the rest from consulting and IT.
- Pending orders and pipeline: Several confirmed orders beyond the existing order book, including those in negotiation and MOU stages that contribute to the aspirational Rs. 3,000 crores revenue target in FY27.
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
Q4 FY26 figures are not in this chart yet. Latest shown: Dec 2025 (Q3 FY26). The Q4 FY26 numbers from the filing are in the analysis on this page.
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.
Full financials →Continue your research
What Blue Cloud Softech Solutions Ltd's management said in earlier quarters
Others in IT - Software this season
- Systango Technologies Ltd (Q4 FY26)
For FY26 (full year), Revenue from Operations is reported at INR 904 million, up 34.72% year-on-year from INR 671 million in FY25 (Page 26). Key investor presen
- Cybertech Systems & Software Ltd (Q4 FY26)
Q4FY26 Operating Revenue: ₹623.3 million, up 1.4% YoY (Q4FY25 Operating Revenue: ₹614.9 million) . Key investor presentation takeaways from Cybertech Systems &
- ASM Technologies Ltd (Q4 FY26)
Revenue from Operations for Q4 FY26: ₹135.1 Cr, up 18.0% YoY from ₹114.5 Cr in Q4 FY25 (Page 8). Key concall takeaways from ASM Technologies Ltd's Q4 FY26…
- 3i Infotech Ltd (Q4 FY26)
77 crore. Key concall takeaways from 3i Infotech's Q4 FY26 earnings call — and how it ranks against sector peers.
Potential multibaggers · Q2 FY27
Potential multibaggers in IT - Software
on management's own guidance
- Strong growth2
- Strong growth1
- CapitalNumbersGood growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Blue Cloud Softech Solutions Ltd Q4 FY26 results?
The company targets revenue of Rs. Revenue is projected to reach Rs.
What is Blue Cloud Softech Solutions Ltd share price analysis?
Blue Cloud Softech Solutions Ltd currently shows a moderate growth signal based on ranking data. 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?
The company is targeting CAPEX of Rs.
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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.