AI Company Secures National ISP Licence to Advance AI-Driven Data Centres, Sovereign Cloud and Digital Infrastructure

Blue Cloud Softech Solutions Ltd. (BCSSL) has reached a pivotal regulatory milestone by receiving a Letter of Intent from the Department of Telecommunications for a National Area Unified License (VNO) in the ISP Category “A.” This authorisation serves as the foundational connectivity layer for the company’s ambitious nationwide digital infrastructure platform. By securing the ability to provide high-speed internet and enterprise-grade networking across India, BCSSL is positioned to integrate its AI-native data centers and sovereign cloud services into a single, cohesive ecosystem. This strategy focuses on delivering end-to-end digital operations, allowing government and corporate clients to access secure, scalable resources that support advanced AI applications and robust cybersecurity.

The strategic expansion extends beyond traditional connectivity, as the company prepares to deploy a distributed network of hyperscale, edge, and micro data centers specifically targeting Tier-2 and Tier-3 cities. This infrastructure is designed to facilitate low-latency AI processing and localised cloud services, bridging the digital divide for SMEs and remote enterprises. Furthermore, the integration of 5G Fixed Wireless Access (FWA) and Private Mobile Networks will complement BCSSL’s proprietary managed services, such as the AI-driven BCS AccessGenie platform. By combining storage, compute power, and a national ISP backbone, the company aims to become a primary architect of India’s sovereign digital transformation.

Blue Cloud Softech Solutions Limited has scheduled a Board of Directors meeting for Friday, February 20, 2026, at 4:30 PM to discuss a significant 100 per cent equity acquisition. The proposed takeover is intended to be executed via a share swap, pending necessary regulatory filings, shareholder consent, and the finalisation of definitive agreements. Beyond this primary agenda item, the Board will also address any additional business matters raised with the chairperson's approval.

About the Company

Since its founding in 1991, Blue Cloud Softech Solutions Limited (BCSSL) has evolved into a global leader in AI-driven enterprise solutions, specialising in Defence, cybersecurity and digital transformation across eight countries. The company distinguishes itself by integrating high-speed 5G Fixed Wireless Access (FWA) with scalable data center infrastructure to provide secure, mission-critical connectivity for public infrastructure and Railways. Through continuous investment in Semiconductors and next-generation AI platforms, BCSSL delivers resilient, innovation-led services that drive long-term value and operational excellence for its international clientele.

Revenue for the nine months surged to Rs 723.38 crore, a substantial leap from Rs 613.24 crore in the previous year. More importantly, the company demonstrated high operational leverage; while revenue grew steadily, EBITDA jumped from Rs 51.63 crore to Rs 77.57 crore and Profit After Tax (PAT) for the nine months spiked by nearly 55 per cent to reach Rs 48.39 crore. This trend of increasing profitability and expanding margins suggests that BCSSL is successfully scaling its AI and cybersecurity offerings with high efficiency.

The stock is up by 64 per cent from its 52-week low of Rs 14.95 per share and has given multibagger returns of 400 per cent in 5 years. The company's shares have a PE ratio of 15x, an ROE of 45 per cent and an ROCE of 37 per cent. The company has a market cap of over Rs 1,800 crore and Promoters Bought a 3.93 per cent stake in the company in December 2025 compared to September 2025.

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