IT stock jumps 4% after being empanelled as official BSNL partner for 5G fixed wireless access

Synopsis: This small-cap IT stock was in focus following its announcement of it being empanelled as the official partner for 5G Fixed Wireless Access (FWA) in Maharashtra and Goa with a minimum revenue of Rs 178 crore over two years in Phase 1.

The shares of this company, which is in the business of computer software and data processing services, were in the news following being empanelled as the official partner for BSNL 5G services with flagship digital offerings like Access Genie, BlueHealth and more.

With the market cap of Rs 1,078 crore, the shares of Blue Cloud Softech Solutions Ltd had hit their intraday high at Rs 25.24, gaining almost 4 per cent compared to its previous day closing price of Rs 24.32. The shares are trading at a PE of Rs 20.6, whereas its industry PE is at 37.6 and have given a return of 335% over the last 5 years. 

About the Empanelment

Blue Cloud Softech Solutions has taken a meaningful step forward by being empanelled as an official BSNL partner for 5G Fixed Wireless Access (FWA) in Maharashtra and Goa. This enables the company to offer high-speed Internet leased line services to enterprises and institutions, strengthening its presence in western India and aligning it closely with the country’s expanding 5G infrastructure.

This development also fits well with Blue Cloud’s existing collaboration with Konkan Railway Corporation (KRCL). Using KRCL’s dark fibre network, the company plans to deploy 5G connectivity and digital services at railway stations in the first phase, including IPTV services and the Blure Bharat app. The objective is to turn stations into smart, digitally enabled hubs, enhancing passenger experience while creating new avenues for digital engagement and monetisation.

From a business standpoint, the opportunity is financially significant. The company expects a minimum revenue of Rs 178 crore over two years in Phase 1, driven by the combination of connectivity, digital platforms, and security solutions. With its focus on AI-driven technologies, cybersecurity, and scalable digital infrastructure, Blue Cloud Softech is positioning itself to play a larger role in India’s ongoing digital and public infrastructure transformation.

Financials and more

The revenue from operations is at Rs 253 crore in Q2 FY26 versus Rs 235 crore in Q2 FY25, which is a growth of about 8 per cent.  Similarly, the net profit has increased from Rs 11 crore in Q2 FY25 to Rs 15 crore in Q2 FY26, which is a growth of about 36 per cent.

Blue Cloud Softech Solutions Limited (BCSSL) has steadily built itself into a provider of AI-driven enterprise solutions, with a strong emphasis on technological innovation and operational excellence. The company has expanded its footprint across India, the UK, the US, the UAE, Israel, France, Singapore, and Tanzania, allowing it to serve a diverse client base in defence, cybersecurity, and enterprise digital transformation. This global reach reflects BCSSL’s ability to address complex, mission-critical requirements across industries and geographies.

BCSSL is also active in next-generation connectivity, using 5G Fixed Wireless Access (FWA) to deliver high-speed, secure, and scalable digital solutions. By combining 5G FWA with its AI-driven technologies, the company supports digital transformation in public infrastructure, railways, and enterprise environments, while enabling enhanced connectivity and infotainment services. Its continued investment in advanced platforms and reinforced security frameworks underlines a long-term focus on building future-ready, trusted technology solutions.

Written by Leon Mendonca

Disclaimer

The views and investment tips expressed by investment experts/broking houses/rating agencies on tradebrains.in are their own, and not that of the website or its management. Investing in equities poses a risk of financial losses. Investors must therefore exercise due caution while investing or trading in stocks. Trade Brains Technologies Private Limited or the author are not liable for any losses caused as a result of the decision based on this article. Please consult your investment advisor before investing.

The post IT stock jumps 4% after being empanelled as official BSNL partner for 5G fixed wireless access appeared first on Trade Brains.