Synopsis: Small-cap IT stock jumps 6% after receiving a Letter of Intent for a National ISP Category “A” Unified License (VNO). The company will offer nationwide high-speed internet, leveraging AI-driven data centres and sovereign cloud.

The shares of the Small-cap, specializing in AI-driven, secure, and scalable digital solutions, are in focus upon securing the LOI for the National ISP Licence to Advance AI-Driven Data Centres, Sovereign Cloud, and Digital Infrastructure.

With a market capitalization of Rs. 1,815.68 Crores on the Day’s Trade, the shares of Blue Cloud Softech Solutions Ltd rose by 6.4 percent, reaching a high of Rs. 24.45 compared to its previous close of Rs. 22.96.

What Happened

Blue Cloud Softech Solutions Ltd engaged in AI-driven, secure, and scalable digital solutions, has received a Letter of Intent from the Department of Telecommunications, Government of India, for a National ISP Category “A” Unified License (Virtual Network Operator). 

The company, with its new Unified License (VNO) – ISP Category “A,” can now provide nationwide high-speed internet and secure connectivity for enterprises, government institutions, and remote locations. This allows seamless integration with its AI-driven data centres and sovereign cloud, creating a unified digital ecosystem that supports cloud adoption, digital transformation, and robust cybersecurity across India.

The company is strategically expanding its AI-powered data centres, edge and micro data centres, 5G private networks, and managed digital infrastructure. By combining network connectivity, cloud, and AI compute capabilities, Blue Cloud Softech is building a scalable national digital platform that enables efficient enterprise operations, low-latency AI processing, secure data hosting, and integrated managed services.

Tejesh Kodali, Group Chairman, said, “This Letter of Intent is a pivotal step in our journey toward a digital India. With national ISP authorisation, we can accelerate innovation and deliver reliable, secure, and scalable digital platforms. Our AI-native data centres and sovereign cloud initiatives align with the government’s vision for a digitally empowered society.”

Vinod Babu Bollikonda, Group CEO, said, “Receiving the LoI for national service validates our strategy and operational excellence. It allows us to deliver integrated connectivity and digital infrastructure nationwide, while upholding high standards of compliance and innovation to support enterprises in their digital transformation.”

Financials

The company’s revenue rose by 81 percent from Rs. 147 crores in December 2024 to Rs. 265 crores in December 2025. Meanwhile, Net profit rose from Rs. 9 crores to Rs. 19 crores in the same period.

Blue Cloud Softech Solutions Limited demonstrates strong financial performance, with a ROCE of 37.1%, ROE of 44.5%, and a conservative debt-to-equity ratio of 0.55, reflecting efficient capital utilization and healthy leverage.

The stock trades at a P/E of 29.6, below the industry average of 44.4, indicating potential value for investors. Promoter holding has also increased by 3.94% over the last quarter, showing strong confidence in the company’s growth prospects.

Blue Cloud Softech Solutions Limited (BCSSL) has emerged as a premier provider of AI-driven enterprise solutions, distinguished by its unwavering commitment to technological innovation and operational excellence. With a rapidly expanding footprint across India, the United Kingdom, the United States, the United Arab Emirates, Israel, France, Singapore, and Tanzania, BCSSL is strategically positioned to serve a broad spectrum of clients in the defense, cybersecurity, and enterprise digital transformation sectors. 

BCSSL leads in next-generation connectivity and data center innovation, combining 5G Fixed Wireless Access with AI-driven, scalable data centers to deliver high-speed, secure, and resilient digital solutions. Its integrated platforms support digital transformation across public infrastructure, railways, defense, cybersecurity, and enterprise sectors, while ongoing investments in AI, secure connectivity, and semiconductor-enabled technologies reinforce its commitment to innovation.

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