NETWEB/Information Technology/Q4 FY26/8 May 2026

Positive

Netweb Technologies India Ltd.Record AI-Led Growth

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Netweb Technologies delivered a landmark FY26 performance with revenue surging ninety percent year-on-year to ₹2,183.6 crore, driven by transformational growth in its AI segment which expanded 459.6 percent and now contributes 43.4 percent of total revenue.

Profit after tax grew 80.9 percent to ₹205.8 crore with healthy margins of 9.3 percent, while the company maintained zero net debt and generated strong returns with ROE at 32.9 percent. Management highlighted India's sovereign AI infrastructure buildout as a strategic national imperative, with government GPU targets expanding from 10,000 to 25,000 units. Entering FY27, Netweb holds a record order book of ₹2,400 crore exceeding entire FY26 revenue, plus a robust pipeline of ₹4,400 crore providing total visibility of ₹6,500 crore.

The company commissioned a new liquid cooling manufacturing facility to support high-density GPU deployments beyond 150 kilowatt per rack. Management confidently guides 35-40 percent revenue growth over the next couple of years while sustaining operating EBITDA margins of 13-14 percent, emphasizing their capability-driven technology model across three pillars: AI systems, HPC, and private cloud infrastructure.