IT stock: Blue Cloud Softech's PAT nearly doubles in Q3; to invest USD 1bn in AI-powered data centers

Blue Cloud Softech Solutions Q3 Results FY26: Shares of IT service management company Blue Cloud Softech Solutions will be in focus on Monday on the back of the third quarter results (Q3 FY26). The Hyderabad-based company has reported nearly 100 per cent rise in net profit for the quarter. The company clocked a profit of Rs 18.58 crore in the reporting quarter, compared with Rs 9.40 crore reported in the same quarter a year ago.

Its revenue surged by 81 per cent on YoY basis to Rs 265.41 crore in the quarter ended December 2025 as against Rs 146.72 crore during the corresponding quarter of the last fiscal. EBITDA increased to Rs 32.55 crore in Q3 FY26, rising 111 per cent YoY, the company said in a regulatory filing.

For the nine-month period (April to December) of FY2026, the company's increased by more than 50 per cent YoY to Rs 48.39 crore. The firm had earned a net profit of Rs 31.23 crore in the same nine-month period of FY2025. The 9MFY26 revenue grew to Rs 723.38 crore compared with Rs 613.24 crore in 9MFY25.

During the quarter, the company completed acquisition of AIS Anywhere through a share-swap arrangement, making it a wholly owned subsidiary. Additionally, the company also announced a strategic plan to invest up to USD 1 billion in AI-powered data centers.

The company also announced a collaboration with state-run BSNL for 5G Fixed Wireless Access deployment. The firm completed proof-of-concept healthcare screening project with Konkan Railway Corporation Limited.

Based out of Hyderabad, Blue Cloud Softech Solutions is a constituent of BSE Information Technology index. It is a software development company, which is engaged in designing, developing computer software and providing data processing services among others.

Blue Cloud Softech is a constituent of BSE Information Technology index. Its shares closed 3.4 per cent higher at Rs 23.77 on Friday.

Blue Cloud Softech shares have underperformed the markets over the last two years. The stock has slipped 18 per cent in the last one year and 20 per cent in two years. The counter has, however, yielded impressive returns in the long-term. As per BSE data, the IT counter has zoomed 158 per cent in three years and more than 375 per cent in five years.

Earlier in January 2025, the company had announced its second sub-division of equity shares. The company had split the face value of shares from Rs 2 to Re 1.

(Disclaimer: The above article is meant for informational purposes only, and should not be considered as any investment advice. ET NOW DIGITAL suggests its readers/audience to consult their financial advisors before making any money related decisions.)