Hyderabad-based stock under Rs 30 hit upper circuit after positive Q1FY26 results, USD 9.36M coastal project, USD 8.9M MOU & strategic acquisition

On Monday, the shares of Blue Cloud Softech Solutions Ltd hit a 5 per cent upper circuit to Rs 33.52 per share from its previous closing of Rs 31.93 per share. The stock’s 52-week high is Rs 118.43 per share and its 52-week low is Rs 14.95 per share. The company's shares saw a surge in volume by more than 1.1 times on the BSE.

Incorporated in 1991 and headquartered in Hyderabad, Telangana, Blue Cloud Softech Solutions Limited (BCSSL) is a global technology firm specialising in AI-driven enterprise solutions and AIoT-based solutions. With a growing presence in eight countries, including India, the UK, USA, UAE, Israel, France, Singapore, and Tanzania, BCSSL delivers advanced, secure, and scalable technologies. The company is committed to innovation and excellence, providing trusted platforms and reinforced security for critical sectors like defence, cybersecurity, healthcare, media, education, national infrastructure, and enterprise digital transformation, ensuring future-ready operations worldwide.

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.  

In recent business developments, Blue Cloud Softech Solutions Limited (BCSSL) has secured a USD 9.36 million Coastal Surveillance Project for the South American coastline and launched BluHealth Platform v2.0, an AI-powered healthcare solution with a pipeline potential of up to USD 6 million. The company expanded its global footprint by opening a new office in Grenoble, France, and signed a USD 8.90 million MOU with LedgerFi IT Solutions for Zanzibar's eDUA Unified Digital Government Platform. Domestically, BCSSL installed its Bioster Air & Surface Steriliser System at N-Heights Corporate Towers, deployed its AI-powered Access Genie Video Analytics Platform at the Telangana Anti-Narcotics Bureau, and implemented the Edu Genie Digital Learning Platform at Corporate Commerce College, generating Rs 25 lakhs in revenue. Additionally, BCSSL announced the strategic acquisition of AIS Anywhere (New Jersey, USA), a technology solutions provider with a USD 83.69 million turnover in 2024.

The stock has given multibagger returns of 124 per cent from its 52-week low of Rs 14.95 per share. The shares of the company have a PE ratio of 30x, an ROE of 45 per cent and an ROCE of 37 per cent. The company has a market cap of Rs 1,462.4 crore.

Disclaimer: The article is for informational purposes only and not investment advice.