ALFA Finder| Revenue growth | Achieved guided top-line targets for Q4 and FY26. |
|---|---|
| Margins | EBITDA margins improved to 17% due to SaaS-based productization. |
| Order book | Confirmed order book of ₹1,100cr+ for the next financial year. |
| Demand visibility | High demand for sovereign data centers and AI governance in India. |
| Management confidence | Balanced but optimistic regarding aggressive ₹3,000cr FY27 revenue targets. |
Growth
Revenue hit guided top-line; EBITDA margin expanded from 12% to 17% via productization of AI solutions.
Outlook
Reconfirming FY27 revenue guidance of ₹3,000cr with 30%+ annual growth projected thereafter.
Risks
Unusual spike in accounts receivable and current ratio near 1.0 signal liquidity tightening.
Last quarter's promises, checked
Delivered
- FY27 Revenue Projection ₹3,000cr → Reconfirmed ₹3,000cr (= BEAT)
- EBITDA Margin 16% at 40% occupancy → Delivered 17% (= BEAT)
- Cybersecurity/Security BU dominance → Delivered 75% contribution (= BEAT)
Partly delivered
- Working Capital Cycle → Pressure reported due to geopolitical delays (= PARTIAL)
Earnings Call filed with BSE, NSE: BLUECLOUDS. Summary written with AI assistance from the document.
Blue Cloud Softech Solutions Ltd: key numbers
- Share price
- ₹17.71
- Market cap
- ₹1,334 Cr
- Revenue (annual)
- ₹1,002 Cr
- Net profit (annual)
- ₹60.50 Cr
- P/E (TTM)
- 20.8×Sector 23.6×
- Promoter holding
- 31.36%-7.08% QoQ
- FII holding
- 10.89%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Blue Cloud Softech Solutions Ltd
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- Execution
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