Blue Cloud Softech Solutions Ltd.
Fundamentals
- Market cap
- ₹1,941 cr
- P/E
- 32.09×
- ROE
- 36.35%
- Debt / equity
- 0.74
- 52-week range
- 16.51 — 38.00
Analysis — the numbers vs the call
- Blue Cloud's margin gains are real, but its data center story just collapsed
The AI firm's Q4 EBITDA jumped to 17%, but a $350m data center plan was quietly slashed to ₹200 cr without explanation.
Blue Cloud Softech Solutions Ltd.
Latest quarter · Mar 2026
Strength & growth
The timeline — 8 notes on Blue Cloud Softech Solutions Ltd.
July 2026
- 13 Jul 26 · 2:37 PM IST Lead Lead · Small cap
Blue Cloud Softech locks in five-year AI pact with SpaceX
The definitive MSA replaces last month's non-binding exploratory discussion, putting Blue Cloud on SpaceX's vendor roster for AI infrastructure and cloud-native platforms.
- 06 Jul 26 · 8:48 AM IST Lead Lead · Small cap
Blue Cloud Softech deploys India's first AI FIR recorder for Hyderabad Police
The AI-CopWriter transcribes spoken complaints into FIR drafts across ten languages. No revenue disclosed, but the high-profile government client adds strategic weight.
June 2026
- 29 Jun 26 · 9:15 AM IST Lead Lead · Small cap
Blue Cloud Softech empanelled by BSNL for enterprise private networks
The micro-cap qualifies to bid for private network projects across India under a 60-month agreement. The move adds strategic credibility but no guaranteed revenue.
- 22 Jun 26 · 8:37 AM IST Brief Brief · Small cap
Blue Cloud Softech takes a non-binding AI bet with SpaceX International
The IT firm set up an information exchange framework with a globally recognized brand. No financial terms, no due diligence, no binding agreement.
- 17 Jun 26 · 4:46 PM IST Lead Lead · Small cap
Blue Cloud pays 17 cr shares for Global Impx acquisition
The share swap at ₹21.93 each dilutes promoters from 38.5% to 31.4% and adds six subs in energy and microgrids. Deal value of ₹373 cr is 27% of market cap.
- 10 Jun 26 · 11:19 PM IST Brief Brief · Earnings · Small cap
Blue Cloud's margin hit 17%, but the ₹3,000 cr target is a repeat
EBITDA margin jumped in Q4 on productized AI platforms and lower R&D. The ₹1,100 cr order book underpins the FY27 revenue goal.
- 10 Jun 26 · 7:55 PM IST Lead Lead · Small cap
Blue Cloud Softech gets a new CFO as it chases a ₹3,000 cr revenue target
The micro-cap's finance chief resigned for personal reasons. His replacement has 21 years in banking and corporate finance.
- 05 Jun 26 · 5:58 PM IST Brief Brief · Concalls · Small cap
Blue Cloud's ₹3,000 cr FY27 target hinges on pipeline it hasn't closed
The company reaffirmed the target with a ₹1,100 cr order book, but the current quarterly run-rate from existing contracts covers less than a third of the goal.