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Earnings Call Transcript

Netweb Technologies India Earnings Call Transcript: Key Takeaways

Netweb delivered a landmark FY26 with 90% YoY revenue growth, driven by an exponential 459.6% surge in AI Systems. The strategy focuses on 'Sovereign AI' and domestic high-end computing manufacturing.

Highlights
MarginsFY26 Adj. EBITDA margin at 13.3%; PAT margin at 9.3%.
Order bookOrganic order book at ₹4,724M; Strategic orders at ₹16,252M.
Demand visibilityStrong; ₹44,315M pipeline plus ₹16,252M in strategic big-ticket orders.
Management confidenceHigh; citing India at threshold of generational AI opportunity.

Growth

FY26 Revenue reached ₹21,836M (+90% YoY); Q4 Revenue grew 86.6% YoY. FY26 PAT grew 80.9% YoY to ₹2,058M.

Outlook

Pipeline of ₹44,315M provides strong visibility. Focus on new Blackwell platform and liquid-cooled AI systems.

Risks

Cash conversion cycle increased to 84 days in Mar'26 from 73 in Mar'25. Significant customer concentration in top 10.

Source

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

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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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18:04 IST NSE
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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