This main Indian origin, owned, and managed Authentic Gear Producer (OEM) within the area of Excessive-end Computing Options (HCS) – is value watching carefully.
We’re speaking about Netweb Applied sciences India Restricted, engaged within the enterprise of “Laptop Server” together with reworking storage and computing with revolutionary Servers, Workstations, Storage, Cloud, HPC, AI and Large Knowledge options.
On this article, we’ll take a more in-depth have a look at the corporate’s monetary efficiency, order guide place, key development drivers, administration steering, and different key features.
With a market cap of Rs. 24,384.39 crores, the shares of Netweb Applied sciences India Restricted closed in inexperienced at Rs. 4,304.10 on Monday.The corporate’s shares had been listed on twenty seventh July 2023 on each the BSE and NSE.
In the identical yr, Netweb Applied sciences entered right into a strategic manufacturing partnership with NVIDIA for NVIDIA Grace CPU Superchip and GH200 Grace Hopper Superchip MGX server designs.
Firm Overview
Established in 1999 with manufacturing services situated in Faridabad, Haryana and 18 workplaces situated throughout India. Netweb Applied sciences presents a full stack of merchandise and an answer suite, offering end-to-end capabilities in designing, creating, implementing and integrating high-performance computing options. It collaborates with main world expertise companions, together with Intel Americas, Inc., AMD, Samsung India Electronics Non-public Ltd, NVIDIA, and Seagate India Non-public Ltd.
The corporate is among the many few Authentic Gear Producers (OEMs) in India actively taking part in each the IT {Hardware} and Telecom & Networking Manufacturing-Linked Incentive (PLI) schemes and has already obtained its first PLI declare beneath the IT {Hardware} PLI 2.0 scheme.
Netweb has put in over 500 supercomputers, 5,000+ AI/GPU programs, and 50+ personal cloud and HCI options. Three of its supercomputers have featured 15 occasions on the planet’s prime 500 rankings, with greater than 50 high-performance programs deployed globally.
Its clientele spans authorities and defence organisations such because the Indian Air Power (IAF), Ministry of Defence, Hindustan Aeronautics Restricted (HAL), and RailTel; premier academic establishments like IISc, IIIT, and IIT Madras; BFSI shoppers together with Societe Generale, NPCI, and Graviton; and enterprises comparable to Infosys, TCS, Nokia, HCL, and plenty of others.
Administration Steerage
For FY26, the corporate targets 35–40 % income development, having delivered a 40 % CAGR since itemizing. Administration focuses on long-term steering, offering forecasts yearly and sticking to them.
The corporate raised its AI income share steering from 20 % to 22 % for FY26, citing robust demand. AI’s contribution within the firm has grown from 7 % to fifteen % over the previous yr, with expectations to achieve 22 % within the coming yr.
The corporate expects an EBITDA margin of round 14 %, topic to quarterly variations, and a PAT margin within the vary of 10–10.5 %. The advance in margins noticed in Q1 was attributed to a beneficial order combine, together with smaller-sized offers and a medium-sized AI contract.
Administration emphasises that it prefers sustaining secure margins to help market share growth and deeper buyer penetration, fairly than aggressively pursuing greater margins within the brief time period.
Order Guide & Progress Drivers
As of June 2025, Netweb Applied sciences reported an order guide of roughly Rs. 230 crores, supported by a sturdy pipeline of round Rs. 4,142 crores.
The corporate strengthened its capabilities by commissioning a brand new SMT-based manufacturing facility in Might 2024 and launching AI-native home equipment with GPU abstraction through Skylus.ai.
In partnership with NVIDIA, it’s creating AI GPU programs based mostly on the NVIDIA Blackwell platform and launched ‘Make in India’ servers powered by Intel Emerald Rapids and AMD Turin processors.
With rising investments in Generative AI, personal cloud adoption, and information centre growth, Netweb can be planning service networks in Europe and the Center East. Its increasing portfolio consists of Skylus.ai, community switches, on-prem AI cloud options, and container platforms for contemporary workloads.
Monetary Efficiency & Key Ratios
In Q1 FY26, Netweb Applied sciences reported a consolidated income from operations of Rs. 301 crores, a decline of round 27 % QoQ however a development of almost 102 % YoY.
Equally, the corporate’s internet revenue for the quarter stood at Rs. 30 crores, representing a drop of almost 30 % QoQ however a formidable development of 100% YoY.
By way of monetary ratios, Netweb Tech has reported a RoE of 23.9 % and ROCE of 32.4 %, with a debt-to-equity ratio of 0.01. Additional, the inventory is at present buying and selling at a P/E of 136, in comparison with the business common of 30.7.
Written by Shivani Singh
Disclaimer
The views and funding ideas expressed by funding specialists/broking homes/score businesses on tradebrains.in are their very own, and never that of the web site or its administration. Investing in equities poses a threat of monetary losses. Traders should subsequently train due warning whereas investing or buying and selling in shares. Commerce Brains Applied sciences Non-public Restricted or the writer will not be answerable for any losses induced because of the choice based mostly on this text. Please seek the advice of your funding advisor earlier than investing.
