Blue Cloud Softech Solutions Q4 FY26 Share Price & Earnings Call Analysis
- Market cap
- ₹1,699 Cr
- P/E
- 26.52
- ROE
- 11.58%
- Price to sales
- 1.58
- Debt to equity
- 0.29
- 52W high / low
- ₹33.0 / ₹17.0
- EBITDA margin
- 15.05%
- Net profit margin
- 6.04%
- Promoter holding
- 38.44%
- Sales (last year)
- ₹1,088 Cr
Incorporated in 1991, Blue Cloud Softech Solutions Ltd is in the business of computer software and data processing services
Guidance scorecard · Q4 FY26 call
What Blue Cloud Softech Solutions Ltd's management guided
and where it ranks in IT - Software
IT - Software
RevenueQ4 FY26 call
20–40%- 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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MarginsQ4 FY26 call
Up 0–2%See what Blue Cloud Softech Solutions Ltd said on margins — free account, 30 seconds.
CapexQ4 FY26 call
Planned- 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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FundraisingQ4 FY26 call
See what Blue Cloud Softech Solutions Ltd said on fundraising — free account, 30 seconds.
Order bookQ4 FY26 call
Rising- 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 the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
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.
Peers
IT - Software companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 2%+ | ₹569 Cr | 34.7 | |
| 2 | 40%+ | Flat | ₹336 Cr | 7.3 | |
| 3 | CapitalNumbers | 20–40% | Up 2%+ | ₹181 Cr | 9.2 |
| 4 | 20–40% | Up 2%+ | ₹159 Cr | 11.5 | |
| 5 | Blue Cloud Soft.This stock | 20–40% | Up 0–2% | ₹1,826 Cr | 28.5 |
| 6 | 20–40% | Flat | ₹4,341 Cr | 84.7 |
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Pro shows every company guiding 40%+ revenue growth →Full IT - Software rankingFinancials of Blue Cloud Softech Solutions Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Blue Cloud Softech Solutions Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | |
|---|---|---|---|---|---|---|---|---|---|---|
| Sales + | 87 | 168 | 213 | 231 | 235 | 147 | 184 | 206 | 253 | 265 |
| Expenses + | 84 | 159 | 199 | 213 | 218 | 131 | 166 | 185 | 229 | 233 |
| Operating Profit | 3 | 9 | 14 | 19 | 18 | 15 | 17 | 21 | 24 | 33 |
| OPM % | 3% | 5% | 6% | 8% | 7% | 11% | 9% | 10% | 9% | 12% |
| Other Income + | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Interest | 0 | 2 | 3 | 3 | 2 | 1 | 1 | 0 | 1 | 5 |
| Depreciation | 0 | 0 | 0 | 1 | 0 | 1 | 1 | 1 | 1 | 3 |
| Profit before tax | 3 | 7 | 11 | 15 | 16 | 13 | 16 | 20 | 22 | 25 |
| Tax % | 11% | 38% | 23% | 29% | 27% | 28% | 17% | 26% | 30% | 26% |
| Net Profit + | 3 | 4 | 9 | 10 | 11 | 9 | 13 | 14 | 15 | 19 |
| EPS in Rs | 0.06 | 0.09 | 0.20 | 0.24 | 0.26 | 0.22 | 0.30 | 0.33 | 0.35 | 0.25 |
Financials of Blue Cloud Softech Solutions Ltd
Profit & Loss
Annual income statement trend
| Mar 2024 | Mar 2025 | TTM | |
|---|---|---|---|
| Sales + | 502 | 797 | 908 |
| Expenses + | 475 | 726 | 813 |
| Operating Profit | 27 | 70 | 95 |
| OPM % | 5% | 9% | 10% |
| Other Income + | 0 | 1 | 1 |
| Interest | 5 | 8 | 6 |
| Depreciation | 1 | 4 | 7 |
| Profit before tax | 21 | 59 | 82 |
| Tax % | 26% | 25% | |
| Net Profit + | 16 | 44 | 61 |
| EPS in Rs | 0.36 | 1.01 | 1.23 |
| Dividend Payout % | 0% | 0% |
Financials of Blue Cloud Softech Solutions Ltd
Balance Sheet
Capital structure and asset base
| Mar 2024 | Mar 2025 | Sep 2025 | |
|---|---|---|---|
| Equity Capital | 44 | 44 | 44 |
| Reserves | 34 | 78 | 114 |
| Borrowings + | 68 | 94 | 87 |
| Other Liabilities + | 48 | 135 | 96 |
| Total Liabilities | 193 | 351 | 341 |
| Fixed Assets + | 52 | 58 | 56 |
| CWIP | 0 | 0 | 0 |
| Investments | 0 | 0 | 0 |
| Other Assets + | 141 | 292 | 284 |
| Total Assets | 193 | 351 | 341 |
Financials of Blue Cloud Softech Solutions Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2024 | Mar 2025 | |
|---|---|---|
| Cash from Operating Activity + | -20 | -13 |
| Cash from Investing Activity + | -48 | -11 |
| Cash from Financing Activity + | 74 | 20 |
| Net Cash Flow | 7 | -4 |
| Free Cash Flow | -71 | -23 |
| CFO/OP | -51% | 3% |
Financials of Blue Cloud Softech Solutions Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2024 | Mar 2025 | |
|---|---|---|
| Debtor Days | 76 | 112 |
| Inventory Days | ||
| Days Payable | ||
| Cash Conversion Cycle | 76 | 112 |
| Working Capital Days | 30 | 51 |
| ROCE % | 37% |
Guidance history
How Blue Cloud Softech Solutions Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q4 FY26 call → | 20–40% | Up 0–2% | Planned | — | Rising |
| Q3 FY26 call → | 20–40% | Flat | Planned | Planned | Rising |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
18 out of 100 — Cooling
Over the past year its share price has done worse than most of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | −35.6% | 16% |
| Last 6 months | −3.1% | 48% |
| Last 3 months | −4.9% | 54% |
The price is 85.5% below its all-time high of ₹127.2 (26 Jul 2024). Stocks more than 20% below their peak have their score halved, so 36 became 18.
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Blue Cloud Softech Solutions Ltd: 0.4 × 16 + 0.4 × 48 + 0.2 × 54 = 36, halved to 18 because the price is more than 20% below its all-time high.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Blue Cloud Softech Solutions Ltd's management said in earlier quarters
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