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Alert investor in Blue Cloud Softech Solutions Ltd #dailymarketnews #Bluecloudsoftechsolution #spacexinternation https://t.co/gd2xfTpZL3

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Equity Earnings

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5 ay önce

Blue Cloud Softech Solutions Ltd Concall Summary for Q3FY26 #Bluecloudsoftechsolution #Bluecloudsoftech #Bluecloud #CyberSecurity #Q3results #stockmarket @Akshat_World 1) Business Model & Revenue Mix • Operates Across Four Verticals: Security, Healthcare, Education, Support/Telecom • Q3 Revenue Mix: Security ~75% | Healthcare ~10% | Education ~5% | Support/Telecom ~10% • Each Vertical Operates as Independent Business Unit with Dedicated Teams • Services Delivered Across India and Overseas 2) Core Security Business • Largest Revenue Contributor for the Company • Driven by Proprietary Platforms: Dark Web Monitoring, AML and Threat Intelligence Tools • Long-Duration Enterprise Contracts Supporting Revenue Visibility • AI-Enabled Cybersecurity Upgrades Enhancing Margins 3) Healthcare Technology Platform • BluHealth Focused on Remote / Population Health Management • BluBio Platform Focused on AI-Based Cancer Diagnostics • Healthcare Expected to Become Major Growth Driver Between FY26–FY29 • Margin Profile Expected to Be Comparable to Cybersecurity Segment 4) Order Book & Growth Outlook • FY27 Revenue Visibility / Order Book: ~₹3,000 Cr • Long-Term Revenue CAGR Guidance: ~25–30% from FY27 Onwards • Growth Driven by AI Data Centres, 5G FWA Rollout and Existing Projects 5) AI Data Centre Strategy • Target IRR: ~18–20% • Payback Period: ~6.8 Years • Model EBITDA Margin: ~16% Initially → ~40–50% at Scale • Focus on Sovereign / Edge AI Infrastructure Model 6) Data Centre Deployment Plan • FY28: ~40 MW Capacity with ~40% Occupancy • FY29: ~80 MW Capacity with ~55% Occupancy • FY30: ~100 MW Capacity with ~70% Occupancy • FY31–FY32: Occupancy Stabilising at ~80–85% 7) CAPEX & Funding Structure • Phase-1 Data Centre Capacity: ~100–120 MW • Estimated CAPEX: ~USD 350 Million (~USD 3.5 Mn per MW) • Funding Mix: • ~60% External Investors / Family Offices • ~20% Blue Cloud Internal Funding • Balance via Debt & Equity at SPV Level 8) Competitive Strategy • Focus on Tier-2 / Tier-3 Locations with Micro Edge Data Centres • Lower-Cost Alternative to Hyperscalers like AWS and Google Cloud • Bundling AI Platforms, Storage and Infrastructure as SaaS-Style Services • Multi-Tenant Infrastructure Model to Improve CAPEX Utilisation 9) Working Capital & Receivables • FY25 Working Capital Pressures Due to Delayed Government Payments • Majority of Receivables Collected After the Quarter • Management Indicates Current Working Capital Position is Comfortable 10) Strategic Expansion Initiatives • Acquisition of Global Impex via Share Swap • Adds ~100 Acres of Strategic Land for Data Centre and Energy Projects • Integrated Technology Stack Vision: AI Platforms → Edge AI Chips → 5G FWA → Edge Data Centres → Clean Energy Key Takeaway • Cybersecurity Remains the Current Revenue Engine • Healthcare and AI Data Centres Positioned as Next Growth Drivers • Large ₹3,000 Cr Revenue Visibility Supporting Multi-Year Growth • Data Centre Expansion and Edge AI Infrastructure Key Strategic Focus

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