Blue Cloud Softech Solutions Ltd Signs USD 150 Million Technology Ownership Transfer (ToT) Agreement with Israel-based Technology Firm
DSIJ Intelligence-1 / 04 Nov 2025/ Categories: Multibaggers, Trending
The stock has given multibagger returns is up over 100 per cent from its 52-week low of Rs 14.95 per share and a whopping 435 per cent in 5 years.
On Tuesday, the shares of Blue Cloud Softech Solutions Ltd jumped 9.23 per cent to Rs 32.53 per share from its previous closing of Rs 29.78 per share. The stock’s 52-week high is Rs 79.95 per share and its 52-week low is Rs 14.95 per share. The shares of the company saw a Spurt in Volume by more than 1.10 times on the BSE.
Blue Cloud Softech Solutions Limited (BCSSL) has executed a significant Technology Ownership Transfer (ToT) agreement, valued at approximately USD 150 million, with an Israel-based technology company. This strategic partnership is focused on the co-development and domestic manufacture of advanced edge-AI chips, which are critical Semiconductor systems for the next generation of AIoT (Artificial Intelligence of Things) and industrial automation. The USD 150 million valuation encompasses a five-year investment plan by BCSSL covering technology integration, product development, manufacturing setup in India, and revenue sharing for the core hardware design and Intellectual Property (IP) transfer. This collaboration immediately addresses the company's existing $15 million commitment to Byte Eclipse for Edge AI integration in the Oil & Gas sector, alongside numerous upcoming projects in Defence, energy, and industrial AIoT.
Under the terms of the ToT, the Israeli partner will provide the foundational hardware architecture and reference design, while BCSSL gains complete ownership and control over the entire software stack, including system firmware, AI middleware, and application frameworks, effectively solidifying full technology ownership and IP control on Indian soil. The resulting EdgeAI semiconductor platform is designed for high-performance edge computing in rugged industrial and defence environments. Technically, the chip is a multi-core hybrid System-on-Chip (SoC) featuring an integrated Neural Processing Unit (NPU) capable of up to 32 TOPS for deep learning inference. Key specifications include LPDDR5/DDR5 memory support, advanced connectivity (Dual 10G Ethernet, 5G NR, Wi-Fi 6E, TSN), and robust security features like hardware-level AES-256 and MIL-grade environmental hardening.
This landmark agreement is a direct and powerful step toward strengthening India's indigenous semiconductor manufacturing capability, aligning perfectly with the Government of India's "Aatma Nirbhar Bharat" (Self-Reliant India) vision. By ensuring that both the design and software layers are developed and controlled locally, the project significantly enhances India's position in the global semiconductor value chain. BCSSL is already in advanced discussions with leading domestic manufacturing partners to fabricate these chips, aiming for large-scale, end-to-end local production. The initiative is poised to establish indigenous AI hardware capabilities and foster domestic innovation, contributing directly to high-value exports in semiconductor technology.
About the Company
Established in 1991, Blue Cloud Softech Solutions Limited (BCSSL) has grown into a premier global provider of AI-driven enterprise solutions with a market capitalisation of approximately USD 118.87 million and a presence in over 10 countries. The company focuses on the defence, cybersecurity, and enterprise digital transformation sectors, delivering advanced, secure, and scalable solutions tailored to the evolving needs of critical industries. BCSSL remains committed to continuous growth and investing in next-generation platforms to ensure its clients benefit from future-ready operations and trusted technologies.
According to Quarterly Results, the company reported net sales of Rs 206.20 crore in Q1FY26, an increase of 12 per cent compared to Q4FY25. The net profit increased by 37.3 per cent to Rs 14.39 crore in Q1FY26 compared to Q1FY25. In its annual results, the net sales increased by 59 per cent to Rs 796.86 crore and net profit increased by 175 per cent to Rs 44.27 crore in FY25 compared to FY24.
The stock has given multibagger returns is up over 100 per cent from its 52-week low of Rs 14.95 per share and a whopping 435 per cent in 5 years. The shares of the company have a PE ratio of 29x, an ROE of 45 per cent and an ROCE of 37 per cent. The company has a market cap of over Rs 1,400 crore.
Disclaimer: The article is for informational purposes only and not investment advice.