Blue Cloud Softech Solutions Ltd

💰 Blue Cloud Softech Reports Strong Orderbook & Growth Outlook – Key Insights Inside!

- Orderbook for FY27 stands at Rs. 1,100 cr, with cybersecurity (46-47%), enterprise apps (24-26%), healthcare (14%) & IT consulting making up the rest.

- Revenue guidance for FY27: Rs. 3,000 cr, with 30% growth projected for FY28.

- EBITDA margins improved to 17% in Q4 FY26 (vs. 12% last quarter), expected to stabilize or improve further.

- Planned CAPEX for FY27: Rs. 150-200 cr focused on telecom & data center projects.

- Data center completion targeted for Q1 2027; projected to boost margins by cutting recurring cloud costs.

- Half-year revenue from AIS Anywhere projected at Rs. 170-180 cr, possibly annualizing to Rs. 340-350 cr.

- Customer mix: 80% private sector, 20% government (expected to stay steady).

- AI-driven products like AccessGenie achieve 87-96% accuracy in surveillance.

- Advanced discussions underway for international expansion (including West Africa’s ECOWAS region).

- Q4 FY26 depreciation at Rs. 3 cr; FY27 expected in similar range (may rise due to telecom projects).

- Current ratio at ~1, likely to improve next quarter via revised client payout models.