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Earnings Call

Netweb Technologies India Earnings Call: Key Takeaways

Netweb Technologies delivered an explosive FY26 with 90% revenue growth, primarily driven by a 460% surge in AI segment contributions.

Why this was an Alfa AlertNot a filter event. Results are exceptionally strong but align with management's rapid growth trajectory.
Highlights
Revenue growth90% YoY growth in FY26 driven by explosive AI demand.
MarginsStable EBITDA margins guided at 13-14% despite mix shifts.
Order bookRobust ₹24,000 million including L1 orders as of FY27 start.
Demand visibilityStrong pipeline of ₹44,000 million over 18-24 months.
Management confidenceExtremely high, citing India's sovereign AI infrastructure imperative.

Growth

FY26 revenue up 90% YoY to ₹21,836 million; AI systems now comprise 43.4% of total revenue mix.

Outlook

Guided revenue growth of 35-40% for FY27 and FY28 with 13-14% EBITDA margins.

Risks

Heavy concentration in strategic orders and increased inventory days (86) to mitigate global chip supply constraints.

Source

Earnings Call filed with BSE, NSE: NETWEB. Summary written with AI assistance from the document.

Read the document ↗

Netweb Technologies India Ltd: key numbers

Share price
₹4,545.00
Market cap
₹27,019 Cr
Revenue (annual)
₹2,184 Cr
Net profit (annual)
₹205.8 Cr
P/E (TTM)
103.7×Sector 22.1×
Promoter holding
66.98%+0.00% QoQ
FII holding
9.27%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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14:09 IST BSE
Other Announcement

Netweb Technologies India Other Announcement

Netweb Technologies disclosed that Morningstar Sustainalytics assigned an ESG Risk Rating of 21.4 (Medium Risk). The company did not engage the rating agency, which acted on public data.

18:04 IST NSE
Annual General Meeting

Netweb Technologies India Annual General Meeting

Netweb Technologies held its 27th Annual General Meeting on September 19, 2026, where members considered various ordinary and special business resolutions.

13:26 IST BSE
Employee Stock Options

Netweb Technologies India Employee Stock Options

Netweb Technologies India Limited allotted 1,645 equity shares under its Employee Stock Option Plan 2023. The exercise price was Rs. 2 per share, totaling Rs. 3,290.

15:19 IST NSE
Financial Results

Netweb Technologies India Q1 FY27 Results: Net Profit ₹85.3 Cr, Up 179.7% YoY

Netweb Technologies India Ltd reported revenue from operations of ₹819.7 Cr (+172.1% YoY) and net profit of ₹85.3 Cr (+179.7% YoY) for Q1 FY27.

Key figure
Net profit ₹85.3 Cr · +179.7% YoY