Blue Cloud Softech Solutions Ltd (539607)
Snapshot
Events
- Latest results
- Q1 FY27, filed 15 Aug 2026
- Board meeting filing
- 27 Aug 2026
Exchange data. Each figure as its own page shows it; the dates are the data's. Information only, not investment advice.
📈 Share price & events
Latest quarterly results (Q1 FY27)
In its latest reported quarter, Q1 FY27, Blue Cloud's revenue was ₹293 Cr (+42.0% year on year, +5.2% on the previous quarter), and net profit ₹18.0 Cr (+28.2% year on year); the operating margin was 20.4%.
| Q1 FY27 (₹ Cr) | Value | YoY vs Q1 FY26 | QoQ |
|---|---|---|---|
| Revenue | ₹293 | +42.0% | +5.2% |
| Operating profit | ₹59.6 | +183.9% | +24.2% |
| Net profit | ₹18.0 | +28.2% | +49.6% |
| EPS (₹) | 0.23 | -30.3% | +43.8% |
| Operating margin | 20.4% | — | — |
📢 Recent Corporate Announcements
Blue Cloud Softech Solutions announced progress on its USD 150 million multi-year programme with SpaceX International Ltd, Labuan. The company completed the architecture phase and delivered approximately ₹25 crore of work in the quarter ended 30 September 2026. The contract is executed via US subsidiary Blue Cloud USA across AI infrastructure (USD 100m), cybersecurity (USD 25m), and telecommunications (USD 25m). Delivery commenced on 24 August 2026, and work for the October-December 2026 quarter is currently underway.
- Delivered approximately ₹25 crore worth of work in the quarter ended 30 September 2026
- Total programme value stands at USD 150 million across three technology sectors
- USD 100 million allocated to AI Infrastructure and Data Centre, USD 25 million to Cybersecurity, and USD 25 million to Telecom
- Work delivery commenced on 24 August 2026 with architecture phase fully completed
Blue Cloud Softech Solutions has signed a tripartite Memorandum of Understanding (MoU) with the Ministry of Telecommunications and Digital Affairs of Senegal and GCIB for Africa. The MoU establishes a non-binding, non-exclusive cooperation framework spanning 3 years to support Senegal's digital transformation and innovation initiatives. It entails no immediate financial commitments or order values, with any future projects requiring separate binding agreements. With TTM revenue at ₹1,089 Cr, the commercial impact remains contingent on converting exploratory discussions into actual contracts.
- Signed a 3-party MoU with Senegal's Ministry of Telecommunications and GCIB for Africa on 6 October 2026
- MoU has a validity term of 3 years and establishes a non-binding, non-exclusive framework
- Creates zero immediate financial obligations for any participating party
- Aligns with Senegal's New Deal Technologique programs, building on an earlier April 2026 GCIB MoU
Blue Cloud Softech Solutions announced that its wholly owned US subsidiary, Global Impx Inc., has commenced delivery of an AI infrastructure design and deployment contract for IBM Cloud Inc. The fixed-fee engagement is valued at US$15.5 million (approximately ₹147 crore), representing roughly 13.5% of TTM revenue (₹1,089 crore) and 14.7% of FY26 revenue (₹1,002 crore). Work has begun on Phase 1 (requirement gathering) and Phase 2 (assessment) out of a 13-phase implementation plan. Fees are tied to five distinct milestones with a 90-day payment cycle from invoice receipt.
- Contract value stands at US$15.5 million (approximately ₹147 crore at ₹95/USD).
- Represents ~14.7% of FY26 consolidated revenue (₹1,002 crore) and ~13.5% of TTM revenue (₹1,089 crore).
- Project execution commenced on 22 September 2026 across a 13-phase plan in New Jersey, USA.
- Billed across five payment milestones, starting with 20% (US$3.10 million) at kick-off and 20% at design approval.
Blue Cloud Softech Solutions Ltd has launched BluEdge, a patent-pending sovereign AI inference software operating as the execution layer of its AccessGenie 5.0 platform on 30 September 2026. The software is designed to run across existing CPU and GPU platforms to ensure on-premise, in-country data sovereignty. Although live in domestic customer environments, customer identities were withheld and the company stated financial impact is 'not quantifiable at this stage'. Blue Cloud generated ₹1,089 crore in TTM revenue and ₹64 crore in TTM PAT.
- Launched BluEdge sovereign AI inference software on 30 September 2026
- Patent-pending proprietary technology acting as execution layer for AccessGenie 5.0
- Financial impact officially declared as 'Not quantifiable at this stage'
- Deployed in live customer environments in India, with customer names withheld
Blue Cloud Softech's wholly owned US subsidiary, Global Impx Inc., has secured a signed Statement of Work from IBM Cloud Inc for US$15.5 million (approximately ₹147 crore). The fixed-fee contract covers end-to-end AI infrastructure design, deployment, and support services in New Jersey, USA. This single win represents roughly 13.5% of the company's TTM revenue of ₹1,089 crore. Work commenced on 24 September 2026, with payment structured across five project milestones.
- Fixed-fee order valued at US$15,500,000 (approximately ₹147 crore at ₹95/USD)
- Contract represents ~13.5% of TTM revenue (₹1,089 crore)
- Payment structured across 5 defined project milestones
- Scope includes minimum 99.5% infrastructure and GPU availability SLA
- Work commenced on 24 September 2026 followed by a 30-day stabilisation period
Blue Cloud Softech Solutions Limited has entered into a technology association with the Mahesh Babu Foundation to deploy its AI-integrated care platform, BluHealth. As part of this initiative, the parties launched the 'GMB Life' preventive screening and wellness app on 31 August 2026 on Apple App Store and Google Play. The company stated that this association is not expected to have any material financial impact on the company in the current financial year. A subsequent phase plans to deploy BluHealth-enabled healthcare kiosks across selected locations.
- Entered technology association with Mahesh Babu Foundation to deploy BluHealth AI platform
- Launched 'GMB Life' wellness app on iOS and Android on 31 August 2026
- Company confirmed nil material financial impact expected in the current financial year
- BluHealth platform features contactless facial screening generating wellness metrics in under 1 minute
Blue Cloud Softech Solutions Ltd has intimated that its Board of Directors will meet on September 1, 2026, at 4:30 PM. The agenda is focused on procedural AGM requirements, including the approval of the Notice for the 35th Annual General Meeting along with the Board's Report, Corporate Governance Report, and MDA Report. The board will also appoint Mrs. Sarada Putcha as scrutinizer and determine cut-off dates for remote e-voting. This filing is administrative in nature with no direct financial impact.
- Board meeting scheduled for September 1, 2026, at 4:30 PM at the registered office
- To approve the Notice for the 35th AGM along with the Board's Report and Management Discussion and Analysis Report
- To appoint Mrs. Sarada Putcha, Practicing Company Secretary, as Scrutinizer for e-voting
- To finalize the cut-off date and remote e-voting schedule for the AGM
Blue Cloud Softech's Board has granted in-principle approval to evaluate and negotiate the acquisition of up to 100% equity of US-based CareTech AI Inc. and its subsidiaries via a share swap (preferential allotment). CareTech AI reported unaudited consolidated revenue of ~$80.2 million in CY2025 and $67.7 million in the 7 months ended July 31, 2026 (estimated ~$116 million for CY2026). The transaction is non-binding and subject to satisfactory due diligence, independent SEBI-registered valuation, definitive agreements, and regulatory and shareholder approvals.
- Board approved in-principle evaluation of 100% acquisition of US-based CareTech AI Inc. via share swap
- Target reported revenue of ~$80.2 million in CY2025, $67.7 million for 7M ended 31 July 2026, and estimated ~$116 million for CY2026
- Target operates an AI healthcare platform with 5,000+ clinicians, 490+ active client sites, and 80+ government contracts
- No binding agreement or term sheet executed yet; consideration and swap ratio to be decided post independent valuation
Blue Cloud Softech Solutions has commenced delivery of services under Statement of Work No. 1 of its Master Services Agreement with SpaceX International Ltd, MY, on 24 August 2026. The contract carries an aggregate value of USD 150 million, spanning AI Infrastructure (USD 70 million), Data Centre Solutions (USD 30 million), Cybersecurity (USD 25 million), and Telecommunications (USD 25 million). Execution will be managed through its US operations, with billing slated to begin in the current quarter. Comparing the contract size (~₹1,250+ crore) to the company's reported FY26 revenue of ₹1,002 crore, this single project represents over 100% of its annual top line.
- Statement of Work No. 1 aggregate value is USD 150 million.
- Scope split: USD 70M AI Infrastructure, USD 30M Data Centre Solutions, USD 25M Cybersecurity, USD 25M Telecommunications.
- Service delivery officially commenced on 24 August 2026 with billing starting in the current quarter.
- Company reported FY26 consolidated revenue of ₹1,002 crore and PAT of ₹60.50 crore.
Blue Cloud Softech Solutions Limited has executed a 5-year strategic Memorandum of Agreement (MoA) with the Global Council for Investment and Business for Africa (GCIB) and Afro Mobile SARL. The company will act as the Lead Technology and Digital Transformation Partner across Africa for telecom and digital public infrastructure projects (fibre-optic, 4G/5G, digital identity, payment systems). The MoA serves as a cooperation framework and carries no immediate financial commitment, investment obligation, or assured revenue.
- 5-year initial term agreement, renewable by mutual written agreement
- MoA dated 7th August 2026 with execution completed on 19th August 2026
- Scope covers national fibre-optic backbone, 4G/5G mobile networks, digital public infrastructure, and satellite connectivity across Africa
- Blue Cloud Softech will act as Lead Technology and Digital Transformation Partner with nil promoter shareholding in partner entities
Blue Cloud Softech Solutions Limited has been admitted to trading on the Main Board of the National Stock Exchange of India Limited (NSE) under the ticker 'BLUECLOUDS' effective 17 August 2026. A total of 92,30,81,600 equity shares of Re 1 face value have been admitted under the direct listing route while retaining its existing BSE listing. In the press release, the company highlighted its FY26 revenue of Rs 1,002 Cr (up 26%) with PAT of Rs 60.50 Cr, and Q1 FY27 revenue of Rs 292.53 Cr with Rs 17.95 Cr in net profit. The direct listing does not alter existing share capital or shareholding structure but expands institutional and retail trading access.
- 92,30,81,600 equity shares of Re 1 each admitted to dealings on the NSE Main Board effective 17 August 2026
- Dual listing status achieved on both NSE (BLUECLOUDS) and BSE (539607)
- Company highlighted FY26 revenue of Rs 1,002 Cr (+26% YoY) and PAT of Rs 60.50 Cr (+37% YoY)
- Q1 FY27 revenue stood at Rs 292.53 Cr (+41.9% YoY) with EBITDA margins expanding to 20.4%
Blue Cloud Softech Solutions Limited announced that 92,30,81,600 equity shares of face value Re 1 each have been admitted to trading on the Main Board of the National Stock Exchange of India (NSE) under the symbol 'BLUECLOUDS', effective 17 August 2026. The company is now dual-listed on both BSE and NSE, having met the six-month average market cap eligibility threshold of ₹1,500 crore. In the press release, the company highlighted its FY26 consolidated revenue of ₹1,002 crore (PAT ₹60.50 crore) and Q1 FY27 revenue of ₹292.53 crore (PAT ₹17.95 crore).
- 92,30,81,600 equity shares of face value Re 1 admitted to trading on NSE under symbol BLUECLOUDS effective 17 August 2026
- Qualified under NSE eligibility requiring an average market capitalisation exceeding ₹1,500 crore over 6 months
- Company reported FY26 consolidated revenue of ₹1,002 crore (+26% YoY) and PAT of ₹60.50 crore (+37% YoY)
- Q1 FY27 consolidated revenue reached ₹292.53 crore (+41.9% YoY) with EBITDA of ₹59.61 crore (20.4% margin)
Blue Cloud Softech Solutions has scheduled a Board meeting on August 24, 2026, to evaluate the acquisition of an equity stake in a US-based healthcare entity. The target entity operates across 8 segments, including AI tech-enabled healthcare, home care, clinical care, and mental healthcare services. The Board will also consider funding options including a preferential issue of equity shares or a share swap. The proposal remains subject to due diligence, valuation, and regulatory approvals.
- Board meeting scheduled for August 24, 2026, at 4:30 PM to consider acquiring a US-based healthcare company
- Target spans 8 sectors, including AI healthcare, clinical care, post-acute care, and school education support
- Company to consider preferential share issue and/or share swap as acquisition consideration
- Appointment of SEBI-registered merchant banker and registered valuer to be approved
- Insider trading window closed from August 17, 2026, until 48 hours after outcome disclosure
Blue Cloud Softech Solutions reported a 41.9% YoY growth in consolidated total income to Rs 292.53 crore for Q1, with PAT increasing 24.7% YoY to Rs 17.95 crore. EBITDA margins doubled to 20.4% (Rs 59.61 crore) compared to 10.4% in the prior year quarter, driven by higher value-added IP and platform revenues. The company completed its Rs 372.81 crore all-equity acquisition of US-based Global Impx Inc., consolidating results from June 17, 2026. In addition, the Board approved steps to apply for listing on the Main Board of the NSE.
- Consolidated total income reached Rs 292.53 crore, up 41.9% YoY and 5.4% QoQ.
- PAT rose 24.7% YoY and 48.3% QoQ to Rs 17.95 crore, with effective tax normalizing to 24.8%.
- EBITDA margin expanded to 20.4% (Rs 59.61 crore) from 10.4% in Q1 of the previous year.
- Completed Rs 372.81 crore all-equity acquisition of 100% of Global Impx Inc. via 17.00 crore shares.
- Authorised whole-time director to proceed with listing on the Main Board of the NSE.
Blue Cloud Softech Solutions has scheduled a board meeting for August 14, 2026, to approve unaudited standalone and consolidated financial results for the quarter ended June 30, 2026. This follows a challenging March 2026 quarter where revenue declined 20% sequentially to Rs 139.57 Cr and PAT dropped 53% to Rs 5.41 Cr. The company currently maintains a TTM revenue of Rs 637 Cr with a low debt-to-equity ratio of 0.02. The trading window for designated persons has been closed since July 1, 2026.
- Board meeting scheduled for August 14, 2026, at 4:30 p.m. to approve Q1 results.
- Financial results pertain to the quarter ended June 30, 2026.
- Trading window has been closed since July 01, 2026, as per SEBI regulations.
- Company reported a TTM PAT of Rs 44 Cr against a market cap of Rs 1043 Cr.
- Promoter holding remains stable at approximately 38.44% as of March 2026.
Company profilewritten 13 Nov 2025
Financial Performance
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