Blue Cloud Softech Solutions Ltd — earnings calls

Blue Cloud Softech reported Q4 FY26 results with EBITDA margin improving from 12% in the prior quarter to 17%, which management attributed to gross margin expansion from productized AI applications and repayment of earlier infrastructure investments. Management said the company holds a confirmed order book of roughly Rs 1,100 crore for the next financial year, with cybersecurity contributing around 46-47% of revenue, enterprise applications 24-26%, and healthcare around 14%. Management reiterated a prior revenue guidance of Rs 3,000 crore for FY27 and discussed ongoing acquisitions including Geo Impex and AIS Anywhere, plans for a data center, and CAPEX expectations of Rs 150-200 crore.