Blue Cloud Softech Solutions Ltd — Important, 09-03-2026: Company Update

Blue Cloud Softech Solutions discussed its Q3 and nine-month financial results. The company projects Rs. 3,000 Cr consolidated revenue for FY2027, with 25-30% annual growth expected thereafter. A key focus is the AI data center business, targeting 18-20% IRR and a 6.8-year payback. This involves deploying 100 MW capacity by FY2032 with a Phase 1 CAPEX of $350 million (approximately 2,905 Cr), primarily funded by external investors. The acquisition of Global Impex secures land for this expansion. Current Q3 revenue is heavily weighted towards security (75%), with healthcare contributing 10%. Working capital pressure has eased this quarter.