ALFA Finder| Revenue growth | Aims for ₹3,000cr in FY27 from current run rate. |
|---|---|
| Margins | EBITDA margins stable at 10-15%; gross margins expected to improve. |
| Order book | Confirmed ₹1,100cr+ for next year; long-term contracts up to 2030. |
| Demand visibility | Strong pipeline in cybersecurity and AI-led government contracts. |
| Management confidence | High; management confident in achieving ₹750cr/quarter run rate. |
Growth
Q4 margins expanded to 17% from 12% QoQ. Reported confirmed order book of ₹1,100cr+ for next year.
Outlook
Guided FY27 revenue of ₹3,000cr and 30% growth for FY28. Minimum CAPEX target of ₹150-200cr.
Risks
Spike in accounts receivable due to geopolitical delays and timing effects on long-term global contracts.
Last quarter's promises, checked
Delivered
- Guided FY27 revenue ₹3,000cr → reiterated ₹3,000cr (= BEAT)
- Guided data centre IRR 18-20% → reiterated 18-20% (= BEAT)
- Guided 100MW capacity by FY32 → reiterated 100MW (= BEAT)
Partly delivered
- Guided working capital stabilization → reported spike due to geopolitical delays (= PARTIAL)
Missed
- Guided FY28 CAPEX start → current call targets ₹150-200cr immediately (= MISS)
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.
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- Execution
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