Netweb Technologies India Limited — PPTs, 01-11-2025: Investor Presentation

Netweb Technologies delivered strong financial results for the quarter and half-year. For Q2 FY26, operating income grew 21% YoY to ₹303.72 Cr, with PAT up 20.1% YoY to ₹31.43 Cr. H1 FY26 saw operating income jump over 50% YoY to ₹604.94 Cr, and PAT rise 49.5% YoY to ₹61.91 Cr. The AI segment is a key growth driver, with its revenue contribution soaring 160.7% YoY in H1 FY26 to 25.4% of total revenue.

The company secured two strategic orders worth ₹2,184 Cr, reinforcing its leadership in high-end computing and India's AI infrastructure. Recent developments include the launch of Skylus.ai for GPU-based AI infrastructure and a new manufacturing facility. Netweb is also working on NVIDIA Blackwell platform AI GPU systems.

Management highlights robust demand and commitment to 'Make in India'. Growth is driven by HPC, Private Cloud, and AI Systems, supported by strong industry tailwinds and government initiatives like the IndiaAI Mission (₹10,300 Cr outlay). The company also has a strong topline visibility with an organic order book of ₹493.9 Cr.