Investor Presentation
NETWEB · price
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Netweb Technologies reported record FY26 revenue of ₹21,836 million, up 90% YoY, with Q4 FY26 revenue at ₹7,737 million (86.6% YoY growth). Full year PAT stood at ₹2,058 million (80.9% YoY growth) with PAT margin of 9.3%, while Adjusted Operating EBITDA was ₹2,901 million (82.4% YoY growth) with margin of 13.3%. The AI Systems segment was the standout performer, growing 459.6% YoY and contributing 43.4% of total revenue, driven by execution of a ₹5,588 million strategic order. The company maintains strong financials with ROE of 32.9%, ROCE of 37.5%, and net cash position (Net Debt/Equity of -0.12). Management highlighted robust order visibility with pipeline of ₹44,315 million and strategic big-ticket orders of ₹16,252 million.
Exceptional growth trajectory with AI Systems emerging as the dominant revenue driver positions Netweb as a key beneficiary of India's sovereign AI infrastructure build-out. The strong order pipeline provides multi-year revenue visibility, though the significant margin compression (56 bps YoY) warrants monitoring.