ALFA Finder| 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
- ₹4,154.50
- Market cap
- ₹24,698 Cr
- Revenue (annual)
- ₹2,184 Cr
- Net profit (annual)
- ₹205.8 Cr
- P/E (TTM)
- 67.5×Sector 23.6×
- Promoter holding
- 64.16%-2.82% QoQ
- FII holding
- 9.47%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
Netweb's monitoring agency reported QIP proceeds were used as disclosed, with no deviation from objects. The report covers the quarter ended September 30, 2026.
Netweb Technologies India Earnings Call Transcript: Key Takeaways
Netweb delivered explosive 335% revenue growth driven by India's AI infrastructure surge. While H1 PAT has already surpassed the entire FY26, gross margins are under pressure from raw material costs and large deal mix.
- Call
- Guides 40% growth
Netweb Technologies India Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹13,233 Mn (+335.7% YoY), operating EBITDA ₹1,973 Mn (14.9%), PAT ₹1,367 Mn (10.2%). AI Systems is 58.4% of revenue. ₹12,000 Mn raised via QIP.
Netweb Technologies India Results Update
Netweb's Q2 FY27 revenue rose 335.7% YoY to ₹13,233 Mn, with PAT of ₹1,367 Mn. H1 FY27 PAT of ₹2,220 Mn already exceeds full-year FY26 PAT.
Netweb Technologies India Q2 FY27 Results: Net Profit ₹136.7 Cr, Up 335.4% YoY
Netweb Technologies India Ltd reported revenue from operations of ₹1,323 Cr (+335.7% YoY) and net profit of ₹136.7 Cr (+335.4% YoY) for Q2 FY27.
- Key figure
- Net profit ₹136.7 Cr · +335.4% YoY
Netweb Technologies India Board Meeting Date
Netweb Technologies India Limited scheduled a board meeting on October 24, 2026, to consider and approve the company's unaudited financial results for the quarter ended September 2026.