Netweb Technologies India Ltd
NSE:NETWEB
If you don’t study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards.
Utilize notes to systematically review your investment decisions. By reflecting on past outcomes, you can discern effective strategies and identify those that underperformed. This continuous feedback loop enables you to adapt and refine your approach, optimizing for future success.
Each note serves as a learning point, offering insights into your decision-making processes. Over time, you'll accumulate a personalized database of knowledge, enhancing your ability to make informed decisions quickly and effectively.
With a comprehensive record of your investment history at your fingertips, you can compare current opportunities against past experiences. This not only bolsters your confidence but also ensures that each decision is grounded in a well-documented rationale.
Do you really want to delete this note?
This action cannot be undone.
| 52 Week Range |
1 340.6
4 360.1
|
| Price Target |
|
We'll email you a reminder when the closing price reaches INR.
Choose the stock you wish to monitor with a price alert.
This alert will be permanently deleted.
Netweb Technologies India Ltd
Netweb Technologies India Ltd. began its journey in the vibrant Indian tech landscape as a pioneering force in high-performance computing and data management solutions. Established with a vision to tap into the increasingly data-driven world, Netweb has carved out a significant niche by developing state-of-the-art servers, data centers, and customized supercomputing solutions tailored for a diverse clientele. The company's operations straddle the entire spectrum of IT infrastructure, from consultation and design to implementation and maintenance. This full-suite approach not only establishes Netweb as a comprehensive IT partner but also draws a robust customer base that spans industries like healthcare, education, and finance, all of which have come to rely on their innovative server solutions to keep pace with rapid technological change.
Earning its revenue from both product sales and a suite of value-added services, Netweb Technologies operates an astute business model that maximizes both volume and margin. Their revenue streams emanate from a strategic mix of selling hardware products and offering bespoke IT services and solutions, including managed services and cloud computing. By relentlessly focusing on quality and tailored solutions, they command a premium over generic market offerings. Furthermore, their strategic collaborations with global technology giants have not only bolstered their product portfolio but have also enabled them to tap into broader international markets. This diversification, combined with a strong focus on research and development, positions Netweb Technologies as a competitive player within the rapidly evolving global tech arena.
Netweb Technologies India Ltd. began its journey in the vibrant Indian tech landscape as a pioneering force in high-performance computing and data management solutions. Established with a vision to tap into the increasingly data-driven world, Netweb has carved out a significant niche by developing state-of-the-art servers, data centers, and customized supercomputing solutions tailored for a diverse clientele. The company's operations straddle the entire spectrum of IT infrastructure, from consultation and design to implementation and maintenance. This full-suite approach not only establishes Netweb as a comprehensive IT partner but also draws a robust customer base that spans industries like healthcare, education, and finance, all of which have come to rely on their innovative server solutions to keep pace with rapid technological change.
Earning its revenue from both product sales and a suite of value-added services, Netweb Technologies operates an astute business model that maximizes both volume and margin. Their revenue streams emanate from a strategic mix of selling hardware products and offering bespoke IT services and solutions, including managed services and cloud computing. By relentlessly focusing on quality and tailored solutions, they command a premium over generic market offerings. Furthermore, their strategic collaborations with global technology giants have not only bolstered their product portfolio but have also enabled them to tap into broader international markets. This diversification, combined with a strong focus on research and development, positions Netweb Technologies as a competitive player within the rapidly evolving global tech arena.
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.
