India · Delayed Price · Currency is INR Netweb Technologies India Earnings Call Transcripts
Fiscal Year 2026
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FY 2026 saw 90% revenue growth and 81% PAT growth, driven by a 460% surge in AI segment revenue, with AI now 43% of total sales. Entering FY 2027, the order book exceeds last year's revenue, and guidance is for 35%-40% growth with 13%-14% EBITDA margin.
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Record Q3 results with 141% YoY revenue growth and robust profitability, driven by a major strategic order and strong AI segment performance. Guidance for 30%-40% organic CAGR is maintained, with a healthy order book and no major capacity or supply chain constraints.
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Secured two major strategic orders totaling INR 21,840 million, driving strong growth in AI and high-end computing. H1 FY 2026 saw operating income up 51% and EBITDA up 61% year-over-year, with robust margins and a zero-net debt position. Guidance for 35%-40% organic growth is maintained.
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Q1 FY 2026 saw revenue double and PAT rise 100% YoY, driven by robust AI and defense sector orders. AI now accounts for 29% of revenue, with guidance raised to 22% for the year. Margins remain strong, and the order pipeline is healthy, supporting 35-40% growth guidance.
Fiscal Year 2025
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Record-high revenue and PAT were achieved in Q4 and FY 2025, with operating income up 58.7% YoY and PAT up 50.8% YoY. AI segment revenue grew 112% YoY, now 14.8% of total, and is expected to reach 19%-20% in 1-2 years. Guidance remains at 35%-40% CAGR with strong margins and robust order pipeline.
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Record quarterly income and PAT achieved, with strong YoY growth in AI and exports. Operating EBITDA margin improved, order book remains robust, and medium-term growth guidance is 30%-35% CAGR with stable margins. No material risks from US GPU restrictions or geopolitical changes.
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Operating revenue and PAT more than doubled year-on-year in H1 FY25, driven by strong growth in AI, private cloud, and enterprise segments. EBITDA margins remained robust at 14.2%, with a healthy order book and pipeline supporting 35% annual growth guidance. AI revenue share reached 15% and is expected to rise further.
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Q1 FY25 saw 150% revenue growth and 203% PAT growth year-over-year, driven by strong AI, HPC, and private cloud demand. The new Faridabad facility and robust order book support 30%-35% CAGR guidance, with margin improvement expected as new products and government AI initiatives ramp up.