| Revenue growth | Revenue surged 172.1% YoY to ₹819.7 Cr. |
|---|---|
| Margins | EBITDA margins stable at 14.7%; long-term guidance 13-14%. |
| Order book | Robust order book of ₹2,506.9 Cr plus ₹10,401 Cr pipeline. |
| Demand visibility | Strong pipeline visibility driven by India AI Mission and cloud providers. |
| Management confidence | Extremely confident, buoyed by the 'AI Supercycle' in India. |
Growth
AI segment revenue skyrocketed 484% YoY, now accounting for 62% of total operations, indicating a pivot toward high-performance computing.
Outlook
Order book of ₹2,506.9 Cr and ₹10,401 Cr pipeline provide multi-year visibility, but margins remain capped at 13-14%.
Risks
Rising inventory days and net debt to secure GPU supply reflect working capital strain and global component scarcity.
Last quarter's promises, checked
Delivered
- Guided 35%-40% revenue growth → delivered 172.1% (= BEAT)
- Guided 13%-14% EBITDA margin → delivered 14.7% (= BEAT)
- Guided execution of strategic orders in 3 quarters → delivered surge in AI revenue (= BEAT)
Partly delivered
- Guided cash conversion cycle 90-110 days → delivered 84 days but net debt increased to ₹199.9 Cr (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: NETWEB. Summary written with AI assistance from 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.
More from Netweb Technologies India Ltd
All →Netweb Technologies India Other Announcement
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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.
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.
Netweb Technologies India Investor Presentation: Key Takeaways
Netweb delivered record Q1 FY27 results with Revenue from Operations at ₹8,196.86 Mn, up 172.1% YoY, driven by massive 484% growth in AI Systems.
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
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.