Blue Cloud Softech Solutions Ltd has provided a revenue guidance of ₹3,000 crore for FY27, following a strong performance in FY26 where it crossed the ₹1,000 crore annual revenue mark for the first time. The company reported a 26% growth in revenue from operations to ₹1,002 crore in FY26, while profit after tax rose 37% to ₹60.50 crore. The guidance is supported by a confirmed order book of approximately ₹1,100 crore for the next financial year, with management expressing confidence in achieving the target through a mix of organic and inorganic growth.

Financial Performance

The audited financial results for the year ended March 31, 2026, reflect a significant improvement in profitability. EBITDA increased to ₹126.13 crore from ₹71.05 crore in FY25, with earnings per share for FY26 recorded at ₹1.13. For the fourth quarter of FY26, revenue from operations stood at ₹277.52 crore, with EBITDA at ₹47.82 crore and profit after tax at ₹12.11 crore. Management noted that margins have improved due to the productization of AI investments and the commencement of repayments on infrastructure projects.

Order Book and Revenue Mix

The confirmed order book of ₹1,100 crore comprises long-term contracts, primarily in the cybersecurity sector, which accounts for 46% to 47% of the business. Enterprise applications contribute 24% to 26%, while healthcare accounts for over 14%. The company maintains an 80:20 revenue split between the private sector and the Commercial Government Industrial Service (CGIS) sector. Recurring revenue constitutes approximately 70% to 74% of the total, with project-based revenue making up the remaining 26% to 30%.

Strategic Initiatives and Outlook

Management highlighted the scaling of proprietary AI-led platforms such as AccessGenie, Blura SAGA, and BluTOR across enterprise, government, and public-safety markets. The company is also focusing on international expansion, targeting emerging markets in Africa and other regions. To support the FY27 revenue target, the company has earmarked a capital expenditure budget of ₹150 crore to ₹200 crore, primarily for telecom infrastructure and data center projects. The first phase of the data center is expected to be ready by the first quarter of 2027.

Financial Highlights

Blue Cloud Softech Solutions appointed Rama Rao Telli as its Chief Financial Officer (CFO) and Key Managerial Personnel effective June 10, 2026. The appointment follows the resignation of Venkata Seshavataram Varada, who stepped down from the position of CFO and Key Managerial Personnel effective the close of business hours on June 9, 2026. The Board of Directors approved these changes based on the recommendations of the Nomination and Remuneration Committee and Audit Committee.

Venkata Seshavataram Varada resigned due to preoccupation and other personal commitments. He confirmed that there were no other material reasons for his resignation apart from those specified. The outgoing CFO expressed gratitude to the Board and colleagues for their support during his tenure.

Rama Rao Telli brings over 21 years of experience to the role, primarily in the banking sector. His expertise includes corporate finance, treasury management, fund mobilisation, budgeting, statutory compliance, and internal controls. He is also skilled in internal audit, taxation, and corporate accounts, with a comprehensive understanding of IND AS and auditing guidelines.

The company disclosed these changes pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. The relevant details regarding the appointment and resignation were submitted as annexures to the regulatory filing.

Key Management Changes