India · Delayed Price · Currency is INR Netweb Technologies India Earnings Call Transcripts
Fiscal Year 2027
-
Record quarterly revenue and profit growth driven by AI segment, with robust order book and pipeline ensuring strong business visibility. Margins remain stable despite component inflation, and strategic orders are now part of normal business. R&D investments continue in AI, physical AI, and quantum computing.
Fiscal Year 2026
-
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.
-
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.
-
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.
-
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
-
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.
-
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.
-
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.
-
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.