Netweb Technologies India Limited has informed the Exchange about Investor Presentation
NETWEB · price
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Netweb Technologies reported Q2 FY26 operating income of ₹3,037.2 Mn, up 21% YoY, with operating EBITDA of ₹454.6 Mn (margin 15.0%, up 50 bps YoY) and PAT of ₹314.3 Mn (margin 10.3%). For H1 FY26, operating income grew 51.1% YoY to ₹6,049.4 Mn, while PAT rose 49.5% to ₹619.1 Mn, with margins expanding ~80 bps YoY. The company secured two large strategic orders worth ₹21,840 Mn to be executed by FY27, aimed at building India's sovereign AI compute infrastructure. The AI segment revenue contribution jumped from 14.7% in H1 FY25 to 25.4% in H1 FY26, growing 160.7% YoY. Net debt remains negative at ₹(2,379.8) Mn, and the order pipeline stands at ₹42,043 Mn plus L1 pipeline of ₹3,480 Mn, providing strong revenue visibility.
Strong quarterly performance with margin expansion, a major ₹21,840 Mn order win, and robust order pipeline of ₹42,043 Mn should be positive for stock sentiment. Net cash balance sheet and 49.5% H1 PAT growth reinforce the growth story, though investors should watch execution of the large strategic orders by FY27.