| 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
- ₹4,688.90
- Market cap
- ₹27,874 Cr
- Revenue (annual)
- ₹2,184 Cr
- Net profit (annual)
- ₹205.8 Cr
- P/E (TTM)
- 106.9×Sector 21.8×
- Promoter holding
- 66.98%+0.00% QoQ
- FII holding
- 9.27%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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