BLUECLOUDSOFTECHSOLUTION / Q3-FY26 / claim-ledger

Audit the questions that mattered.

Blue Cloud Softech · Analyst questions, management answers, and the quality of the response where the ledger is available.

Research layer active

ConCallIQ research layer

Signal, with the source still visible.

Use the controls below to narrow the view, then follow the evidence into the next layer of context.

PositiveQ3-FY26 · 2026-02-12Back to quarter ↗

Questions audited

12

Answered directly

50%

Numeric claims

1

Consistency

contradicted

Question ledger

What was answered, and how?

Nishi Vas · Phenoptical

partial

Current consolidated order book value and revenue visibility for FY26 and FY27.

our order book value and uh estimated uh projected revenue for FI27 would be around 3,000 crores approximately for 2027.

Nishi Vas · Phenoptical

partial

IRR and payback period for AI data center.

the AI data center business would be close to about 18 to 20% would be the error that is faced... close to about six to say 8 years of time uh 6.8 years of time to uh pay back

Nishi Vas · Phenoptical

direct

Occupancy level and EBITDA margin assumptions for data center.

by FI32 the stabilized level of occupancy would be around 85%. Starting from 40% from FI28... an EIA margin from 16% to 50% of AITA margin and an average it should be around 43 to 48%.

Maitrica · Safire Capital

direct

Business overview, verticals, and revenue contribution.

we had 75% of the contribution from the security BU 10% from the healthcare BU 5% from the education BU and 10% from the other BU that is support and telecom.

Maitrica · Safire Capital

partial

Role in data center business: construction, management, or hardware?

it's not about the hardware it's more about the management also uh solution integration... the whole investment will be going into the capital expenditure also in terms of securing the resources

Maitrica · Safire Capital

partial

Capex required for data centers and funding mix.

estimated cost to about 10 million which would be the overall cap cost... estimated cost of 10 to 15 million... $350 million.

Maitrica · Safire Capital

evasive

Revenue growth and margin contribution by vertical.

we are expecting... healthcare uh division will definitely contribute uh more uh in the coming uh uh months and quarters.

Maitrica · Safire Capital

direct

EBITDA margin expectations for data center over years.

at 55% occupancy we have projected at 40 to 42% of EIA and at 70% it should be 46% and at 80% 49 and 50% EITA range

Abhishit Periwal · HBSC Securities

evasive

How to sustain high margins given competition and new ventures.

we can maintain that... plus minus we can be a percentage of 10 to 15% with the change of but we can maintain that

Abhishit Periwal · HBSC Securities

declined

Details on Global Impex acquisition: valuation and expected contribution.

would be shortly announced... valuation processes are going... shortly within very very short time you'll be finding an announcement

Abhishit Periwal · HBSC Securities

partial

Working capital pressures and receivables situation.

last quarter we had a little bit of pressure in terms of working capital and this quarter significantly it'll reduce... we are in a comfortable position

Rakkesh Chen · Soul Capital

partial

Year-wise revenue projections from FY28 to FY32.

FI27 projections would be around 3,000 crores... from there onwards it would be around 25 to 30% year on year so consolidated at a consolidated level.