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Earnings Call Transcript

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.

Guidance and delivery
Management target Revenue 40.0% FY27
Highlights
Revenue growthRevenue surged 335.7% YoY to ₹1,323 Cr, driven by AI systems.
MarginsEBITDA margin at 14.9%; gross margins impacted by component pricing.
Order bookRecord ₹2,629 Cr order book plus ₹653 Cr L1 position.
Demand visibilityStrong visibility from India AI Mission and sovereign compute requirements.
Management confidenceConfident, emphasizing H1 PAT already surpassed full-year FY26 results.

Growth

Revenue grew 335.7% YoY to ₹1,323 Cr; AI systems contributed 58% of revenue. H1 FY27 PAT of ₹222 Cr exceeds previous full-year figures.

Outlook

Management targets ₹4,000 Cr revenue for FY27, implying sustained execution of the ₹2,629 Cr order book.

Risks

Gross margin contraction due to chip pricing volatility; high client concentration despite new additions; working capital intensive inventory buildup.

Last quarter's promises, checked

Delivered

  • Guided EBITDA margin 13–14% → delivered 14.9% (= BEAT)

Partly delivered

  • Guided order base (order book + L1) ≈₹3,400 Cr → delivered ₹3,282 Cr (₹2,629 Cr + ₹653 Cr) (= PARTIAL)
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
₹4,403.00
Market cap
₹26,175 Cr
Revenue (annual)
₹2,184 Cr
Net profit (annual)
₹205.8 Cr
P/E (TTM)
71.5×Sector 23.0×
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.

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16:20 IST BSE
Financial Results

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