Netweb Technologies India Limited has informed the Exchange about Transcript
NETWEB · price
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Netweb Technologies reported Q1 FY26 revenue of Rs. 3,012 million, up 102% YoY, with operating EBITDA at Rs. 448 million (up 127% YoY) and PAT at Rs. 305 million (up 100% YoY). EBITDA margin came in at 14.9% and PAT margin at 10.1%, supported by a favorable mix including a medium-sized AI deal; the company remains zero-debt with net free cash of Rs. 475.2 million and ROCE of 30.6%. The AI segment contributed 29% of operating revenue with 300% YoY growth, boosted by a large defense-sector AI order, and management raised the full-year AI revenue share guidance from 20% to 22%. Full-year revenue growth guidance was maintained at 35-40% with EBITDA margin around 14% and PAT margin of 10-10.5%. Order book stood at Rs. 230 crore with L1 at Rs. 460 crore, while the overall pipeline is around Rs. 4,000 crore, with 60% of revenue from government and 40% from enterprise.
Strong Q1 print and reaffirmed growth guidance of 35-40% with healthy pipeline visibility reinforce confidence in sustained momentum, though management declined to raise margin guidance or disclose details of the large defense AI deal, keeping some near-term uncertainty around deal-level economics.