Netweb Technologies India Ltd
BSE:543945
Decide at what price you'd be comfortable buying and we'll help you stay ready.
|
N
|
Netweb Technologies India Ltd
BSE:543945
|
IN |
|
Aena SME SA
MAD:AENA
|
ES |
|
SM Energy Co
NYSE:SM
|
US |
Netweb Technologies India Ltd
Netweb Technologies India makes high-performance computing systems and related IT infrastructure for businesses and institutions. It designs and builds servers, workstations, storage systems, private cloud setups, and supercomputing and AI computing clusters that customers use for demanding workloads such as research, engineering, analytics, and large-scale data processing. The company sells mainly to enterprises, government agencies, research organizations, and educational institutions that need specialized computing power and on-premises control. It earns money by selling hardware systems, custom-built infrastructure, and related services such as installation, integration, support, and long-term maintenance. A lot of its work is project-based, with solutions tailored to the buyer’s technical needs rather than sold as standard off-the-shelf products. What sets Netweb apart is its role as a builder of specialized computing infrastructure in India, not just a reseller of generic IT equipment. It sits closer to the engineering side of the value chain, combining hardware design, system integration, and domain-specific customization. That makes it important for customers who need powerful, reliable systems that are built for specific workloads and deployed on their own premises.
Netweb Technologies India makes high-performance computing systems and related IT infrastructure for businesses and institutions. It designs and builds servers, workstations, storage systems, private cloud setups, and supercomputing and AI computing clusters that customers use for demanding workloads such as research, engineering, analytics, and large-scale data processing.
The company sells mainly to enterprises, government agencies, research organizations, and educational institutions that need specialized computing power and on-premises control. It earns money by selling hardware systems, custom-built infrastructure, and related services such as installation, integration, support, and long-term maintenance. A lot of its work is project-based, with solutions tailored to the buyer’s technical needs rather than sold as standard off-the-shelf products.
What sets Netweb apart is its role as a builder of specialized computing infrastructure in India, not just a reseller of generic IT equipment. It sits closer to the engineering side of the value chain, combining hardware design, system integration, and domain-specific customization. That makes it important for customers who need powerful, reliable systems that are built for specific workloads and deployed on their own premises.
Record Results: Netweb reported its highest ever revenue and profit in Q3 FY'26, with revenue of INR 8,049 million, up 141% YoY and 165% QoQ.
Profit Growth: Profit after tax reached INR 733 million, up 146.7% YoY, and EBITDA was INR 979 million, up 127.1% YoY.
AI Order Impact: A major strategic AI order worth INR 4,504 million drove results, with AI systems making up 64% of Q3 revenue.
Strong Order Book: The company has a robust order book (organic INR 5,258 million, strategic INR 17,336 million) and expects this to support continued growth.
Margin Guidance: Margins declined due to the large deal, with management guiding that strategic orders carry ~200 bps lower profitability but reiterated 13–14% margin for core business.
Supply Chain Resilience: Despite global shortages and price jumps in memory and storage, Netweb managed supply chain risks effectively and avoided disruptions.
Government AI Spend: Management highlighted ongoing and future government AI spending as a major growth driver and sees more large orders ahead.
Outlook Unchanged: The company reaffirmed its organic growth guidance of 30–40% CAGR for the next 2–3 years.
