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View Claim Ledger →Blue Cloud Softech Solutions Ltd — Q3 FY26
Blue Cloud Softech reported a strong quarter with a significant jump in profit margins, driven by its cybersecurity vertical which contributed 75% of revenue.
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Blue Cloud Softech reported a strong quarter with a significant jump in profit margins, driven by its cybersecurity vertical which contributed 75% of revenue. The company guided for ₹3,000 crore revenue in FY27, underpinned by a robust order book spanning cybersecurity, AI healthcare, and telecom. Management outlined an ambitious data center rollout, targeting 100 MW capacity by FY32 with a capex of $350 million, funded largely through external investors. Margins in the data center business are projected to reach 43-48% at stabilized occupancy. Key risks include chipset market volatility impacting data center margins and working capital pressure from government client payment delays. The company's expansion into clean energy via the Global Index acquisition adds a new dimension but lacks near-term clarity.
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Chipset Market Volatility Impacting Data Center Margins
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Order Book / Projected Revenue FY27
₹3,000 Cr
N/A
Management guided for ₹3,000 crore revenue in FY27, comprising cybersecurity, AI healthcare, and telecom contracts.
Data Center Capacity Target FY32
100 MW
N/A
Staggered rollout from 40 MW in FY28 to 100 MW by FY32, with occupancy rising from 40% to 85%.
Data Center Capex (Phase 1)
$350 M
N/A
Estimated $350 million capex for 100 MW data center, funded 60% by external investors, 20% internal accruals/FCCB.
Revenue Contribution by Vertical (9M FY26)
75% Security
N/A
Security vertical contributed 75% of revenue; healthcare 10%, education 5%, others 10%.
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Guidance and risk preview
Management guided for consolidated revenue of approximately ₹3,000 crore in FY27, driven by cybersecurity, AI healthcare, and telecom contracts.
Management acknowledged that chipset availability and cost fluctuations could impact data center margins by +/-10%, as global supply constraints pe...
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