Netweb Technologies India Limited has informed the Exchange about Transcript
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Netweb Technologies shared the transcript of its Q4 FY25 earnings call held on May 5, 2025. The company reported its highest-ever quarterly and full-year income and PAT, with FY25 operating income rising 58.7% YoY to Rs 1,149 crore and PAT growing 50.8% to Rs 114.48 crore. EBITDA margin for FY25 stood at 13.9%, with PAT margin at 9.9%, ROE of 24%, and ROCE of 32.6%. The AI segment was the standout, contributing 14.8% of revenue with 112% YoY growth, and management expects it to reach around 20% of revenue over the next 1-2 years. Management guided for 35-40% revenue CAGR over the next couple of years, FY26 EBITDA margin of 13-14%, and PAT margin of around 10%, with 30-40 bps of operating leverage possible. The order pipeline stands at roughly Rs 4,000 crore with a historical conversion rate of around 60%, and the company remains zero net debt with Rs 162 crore in net free cash.
Strong execution, robust forward guidance on revenue growth (35-40% CAGR), and maintained margins reinforce confidence in the business. With zero debt, a deep order pipeline, and AI emerging as a major growth driver, the outlook remains positive for shareholders, though near-term cash conversion may stay pressured due to high growth and working capital needs.