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 revenue and profit driven by a major strategic order and robust AI segment growth. Strong order book, improved cash cycle, and continued 30%-40% organic growth guidance support a positive outlook, with proactive supply chain management mitigating global constraints.
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Secured two major strategic orders worth INR 21,840 million, driving strong growth in AI and high-end computing. H1 FY 2026 saw over 50% revenue growth and robust margins, with a healthy order book and pipeline supporting 35%-40% CAGR guidance.
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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 revenue and PAT growth in Q4 and FY 2025, with AI segment up 112% YoY and strong performance in HPC and private cloud. Guidance remains at 35%-40% CAGR, 13%-14% EBITDA margin, and robust cash position, supported by a healthy order pipeline and new product launches.
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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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H1 FY25 revenue nearly doubled year-on-year, with PAT up 103% and strong growth in AI, private cloud, and HCI segments. EBITDA margin guidance remains at 14–14.5%, and the company expects to maintain 35% annual revenue growth, supported by a robust order book and expanding export presence.
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Q1 FY25 saw 150% revenue growth and 203% PAT increase, driven by AI and private cloud demand. A new facility, robust order book, and strong government AI initiatives support 30%-35% CAGR guidance and margin expansion over the next two years.