Top Tweets for #Netwebtechnologies
The biggest reason behind Netweb's rally isn't on the chart.
It's hidden in a recent business update that most investors completely overlooked.
Once you see it...
...โน5,000 makes a lot more sense.
๐ Read the full story:
https://t.co/7fARxQUMP7
#Netweb #NetwebTechnologies #AIStocks #IndianStockMarket #Univest
๐ก๐๐ง๐ช๐๐ ๐จ๐ฝ๐ฑ๐ฎ๐๐ฒ
Today it reaches its target of break now it can consolidate here before any other upmove.
Not a Buy/Sell recommendation. DYOD
#TechnicalAnalysis #SwingTrading #NETWEB #NetwebTechnologies
๐ก๐๐ง๐ช๐๐
Strong breakout from a multi-week consolidation on the daily chart with healthy volume. A sustained move above the breakout zone could trigger fresh momentum.
Not a Buy/Sell recommendation. DYOD
#TechnicalAnalysis #SwingTrading #NETWEB #NetwebTechnologies
2. #NetwebTechnologies
Netweb Technologies delivered a 180% YoY increase in PAT, with revenue growing 172%.
The primary driver was the rapid expansion of AI infrastructure demand, with its AI Systems business recording exceptional growth. The company also benefited from strong execution and a well-managed supply chain.
Key monitorables:
โข Working capital and cash conversion
โข Inventory levels
โข Customer and supplier concentration
The quantum revolution has started.
The winners would be those who understand the technology early and build capabilities around it.
#QuantumComputing #QuantumTechnology #AI #NetwebTechnologies #Innovation #IndiaTech #FutureTech
4. #NetwebTechnologies
Instead of building AI software...
Netweb builds the infrastructure that powers AI.
Its business includes:
โข GPU servers
โข AI systems
โข Supercomputers
โข Private cloud infrastructure
โข High-performance computing
Why Netweb stands out
โข Official NVIDIA and AMD OEM partner
โข Beneficiary of India's AI infrastructure buildout
โข IndiaAI Mission orders
โข Strong order book providing multi-quarter visibility
AI systems now contribute the majority of its revenue.
Netweb's financial performance
โข Q1 revenue: +172% YoY
โข Profit: +180% YoY
โข 3-year sales CAGR: 66.9%
โข 3-year profit CAGR: 72.1%
Among the strongest growth profiles in the listed AI ecosystem.
Netweb Technologies reported Q1 revenue up 172% to Rs 819.68cr and net profit up 180% to Rs 85.32cr. The AI segment grew 484% and is now 62% of revenue.
The order book of Rs 2,506.94cr is over three times the quarter's revenue. #NetwebTechnologies
Here is the Con-call proof, Mgmt saying they will execute 3400 cr in max 20 weeks.
Let's assume 24 weeks, this means 1600 -1800 quarters coming soon, for reference they did 2100 cr in FY26.
#NETWEB #Netwebtechnologies
#netweb moved by 8% yesterday but that was still an under appreciation of what has already happened in business.
* 820 cr of order book executed, but still order book grew by 400 cr, that's 1200 cr of new order in the book in Q1
* Pipeline increased by 6000 cr, at 60% conversion that's 3600 cr of new order visibility in the Q.
We now know that they will execute minimum 9500 cr in next 24 months, that's almost 1000 cr PAT coming for the period.
#netwebtechnologies
๐ก๐๐ง๐ช๐๐
Strong breakout from a multi-week consolidation on the daily chart with healthy volume. A sustained move above the breakout zone could trigger fresh momentum.
Not a Buy/Sell recommendation. DYOD
#TechnicalAnalysis #SwingTrading #NETWEB #NetwebTechnologies
#NetwebTechnologies
Q1FY27 Concall
India's Sovereign AI infrastructure build out.
Management believes this is a multi year structural opportunity, driven by the India AI Mission, sovereign foundation models, GPU compute deployments, and rising demand from cloud providers.
They emphasized that "strategic orders are the new normal," with AI already contributing 62% of Q1 revenue, backed by a strong order book, L1 pipeline and healthy conversion visibility.
This is the biggest catalyst that can continue to drive both earnings growth and a valuation re-rating.
Netweb Technologies Rise. What Next? #netwebtechnologies #catapandoshi
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๐๐ญ๐จ๐๐ค ๐ง๐๐ฆ๐ - ๐๐๐ญ๐ฐ๐๐ ๐๐๐๐ก๐ง๐จ๐ฅ๐จ๐ ๐ข๐๐ฌ
๐๐๐ญ๐ ๐๐ ๐ฃ๐ฎ๐ฅ๐ฒ ๐๐๐๐
21 Days Range Breakout seen in uptrending stock
Keep a watch
(Disclaimer - Do your own research .. shared for Educational purpose only)
#NetwebTechnologies #Netweb #NETWEB #StockMarket #IndianStockMarket #NSE #BSE #Nifty50 #StocksToWatch #StockMarketIndia #StockAnalysis #TechnicalAnalysis #BreakoutStocks #BreakoutTrading #GrowthStocks #TechnologyStocks #AIStocks #DataCenter #HPC #ArtificialIntelligence #Investing #Trading #IndianStocks #MarketUpdate #AnandNST
#NetwebTechnologies shares gain nearly 10%, snap two-day losing streak; ICICI Sec sees 28% upside
@vinnii_motiwala @ShlokaBadkar
https://t.co/q5CpNGfQkt
๐ HIGH CONVICTION SWING TRADES READY TO EXPLODE ๐
โ
Netweb Technologies
Q1 SL NET PROFIT 853M RUPEES VS 305M (YOY)
Q1 EBITDA 1.2B RUPEES VS 448M (YOY) || Q1 EBITDA MARGIN 14.7% VS 14.9% (YOY)
#SwingTrade #SwingTrading #StockMarket #StocksToWatch #NetwebTechnologies
#netwebtechnologies #netweb
The AI Infrastructure Titan: Netweb Technologies Blows Past Expectations in Q1 FY27
Netweb Technologies exceeded expectations in Q1 FY27, breaking seasonal trends with rapid growth driven by high domestic demand for AI servers and data centers. This surge demonstrates a shift toward immediate, high-velocity cash flow in India's AI infrastructure sector
Let's break down the underlying numbers, product mix shifts, and updated forward-looking valuation metrics.
1. The Core Numbers: Hyper-Growth in Full Display
Revenue from Operations: Surged to โน819.68 crore, marking a spectacular +172.13% YoY growth compared to โน301.21 crore in Q1 FY26.
EBITDA margins: Clocked in at a healthy 14.70%, successfully holding steady against severe currency headwinds and raw import dependencies.
Net Profit After Tax (PAT): Rocketed +179.92% YoY to hit โน85.32 crore (vs. โน30.48 crore in Q1 FY26).
2. Decompressing the Product Mix: The Pure-Play AI Pivot
The stand-out element of this earnings update is the radical, structural pivot in Netwebโs underlying product architecture. Historically, High-Performance Computing (HPC) and Private Cloud setups led the revenue stream. Today, Netweb has effectively transformed into a focused AI hardware systems provider.
AI Server Domination: Netwebโs specialized AI Systems segment alone brought in โน510.57 crore during the quarter. This translates to an unprecedented 484.20% YoY growth over the same window last year.
The Structural Shift: To put this pivot into historical perspective, the AI Systems segment accounted for just 29.0% of total operating revenue in Q1 FY26.
Revenue Contribution Weight: AI server deployments have more than doubled their revenue share in just twelve months, commanding an incredible 62.29% of Netwebโs total operating revenue in Q1 FY27.
This massive product mix shift explains the exponential scalability. Rather than executing piecemeal enterprise storage updates, Netweb is deploying massive, hyper-dense GPU server clusters.
Q1 FY26: AI Systems: 29.0% ; HPC, Cloud & Storage: 71.0%
Q1 FY27: AI Systems Hardware: 62.29% ; Others: 37.71%
3. Smashing Sequential History & Guidance Barriers
Outperforming Historical QoQ Lumpy Cycles
High-end computing hardware players are notoriously known for "lumpy" quarters. Historically, the first quarter (AprilโJune) is a seasonally dry patch, with the bulk of revenue dropping back-ended in Q3 and Q4.
Netweb has broken this seasonal pattern. On a sequential quarter-on-quarter (QoQ) scale, Q1 FY27 revenue managed to grow an extra +5.94% QoQ over the historically massive Q4 FY26 base of โน773.70 crore. Sequential PAT also climbed by +20.85% QoQ. This shows that the relentless demand for localized AI clusters is smoothing out the traditional corporate budget cycle.
Leaving Management Guidance Far Behind
During the full-year wrap-up on May 8, 2026, management laid out what they deemed an aggressive target: a 35% to 40% organic revenue CAGR for FY27 and FY28.
At a 40% growth rate, full-year FY27 revenue was projected to scale up to roughly โน3,057 crore. By delivering โน819.68 crore in just Q1, Netweb has achieved 27% of its management-guided full-year target in just 90 days.
4. Capital, Capacity, and Order Book Fuel
To determine if this growth is sustainable for the remaining nine months, let us analyze three main balance sheet anchors:
Order Book Runway: Netwebโs total closing order book stands at a strong โน2,506.93 crore. This visibility effectively guarantees robust revenue bookings through the next three quarters.
Capacity Breakthroughs: The company's recently expanded 15,000 sq. ft. dense GPU computing manufacturing facility allows them to easily support complex, multi-rack configurations scaling well beyond 150 kW per rack.
The โน1,200 Crore QIP War Chest: The board is processing a โน1,200 crore institutional fundraise closing via postal ballot on August 1, 2026. This immediate injection of liquidity provides the upfront cash needed to pre-purchase high-demand global GPU batches from majors like Nvidia, protecting their raw material supply pipeline.
5. Rough Forecasts (Full FY27)
Revenue - โน3,450 crore[Q1 performance run-rate as a structural floor, backed by a strong โน2,506.93 crore open order book and the fact that corporate IT deployments typically see peak execution during Q3 and Q4, this target confidently outpaces managementโs conservative organic range of โน3,000 crore-35% CAGR]
EBITDA Margin: Projecting a stable 14.7% [same as Q1 FY27]
Profit After Tax (PAT): Projected to reach โน354 crore @ 10.3% margin
Diluted EPS: Expected at ~โน59. This number incorporates a 5.07% equity dilution from the upcoming โน1,200 crore capital raise.
6. Critical Upcoming Triggers to Watch
For investors tracking Netweb's premium market valuation, three immediate operational milestones will determine the next leg of the stock's multi-bagger rally:
Sovereign IndiaAI Tenders (Aug-Sep 2026): Keep an eye out for updates on large public sector supercomputing tender wins. The newly fortified balance sheet from the QIP allows Netweb to comfortably meet deep financial eligibility thresholds.
GPU Allocation Flow: Monitor any gross margin movements. If Netweb maintains its 14.7% margins, it indicates strong pricing power and a steady supply of premium components.
Enterprise Private Cloud Monetization: Pay attention to the scaling speed of their proprietary data orchestration platform, Tyrone ParallelStor Velox. High-margin software layer integration will act as a major boost to net operating profitability.
[Not investment advice, DYOR]
#Q1FY27 Good Results
List of companies that have reported growth of 20%+ over Revenue or PAT as on 28-07-2026.
#Netwebtechnologies
#A-1
#Rosselltechsys
#NetwebTechnologies Q1 FY27 #Results
โข Net Profit: โน85.32 Cr, โ179.9% YoY, โ20.9% QoQ.
โข Revenue: โน819.69 Cr, โ172.1% YoY, โ5.9% QoQ.
โข EBIT (Excl. D&A): โน135.87 Cr, โ220.9% YoY, โ21.3% QoQ.
โข EBIT Margin: 16.58% Vs 14.10% (YoY) and 14.44% (QoQ).
Hastags
#result #concall #concalls #results #earnings #earning #nifty #banknifty #sensex #stock #investment
#Q1Results #QuarterlyResults #Earnings #EarningsSeason #FinancialResults #CompanyResults #StockMarket #ShareMarket
#IndianStockMarket #StocksToWatch #MarketUpdate #MarketNews #RevenueGrowth #ProfitGrowth #EBITDA #BusinessNews
#InvestorUpdate #FundamentalAnalysis #StockAnalysis #MarketPulse247 #result365
#NetwebTechnologies Q1FY27 numbers:
P&L
โ Revenue: โน819.7cr (YoY +172%, QoQ +6%)
โ PBT: โน114.1cr vs โน94.8cr QoQ (+20%), โน41.6cr YoY (+174%)
โ PAT: โน85.3cr vs โน70.6cr QoQ (+21%), โน30.5cr YoY (+180%)
Revenue growth is strong but the real story is operating leverage, PAT growing faster than revenue both YoY and QoQ, with expenses growing slower than revenue. Finance cost uptick and heavy raw material intensity (~91% of revenue) are the two lines worth tracking next quarter.
Overall solid numbers ๐
#Netweb #NetwebTechnologies delivered another outstanding #Q1FY27 ๐
Revenue and profits more than double YoY.
But what is beyond the numbers? A quick look ๐
๐Q1FY27 Highlights
โ
Revenue: โน819.7 Cr (+172% YoY, +6% QoQ)
โ
EBITDA: โน120.5 Cr (+169% YoY)
โ
EBITDA Margin: 14.7%
โ
PAT: โน85.3 Cr (+179% YoY)
โ
PAT Margin: 10.3%
๐ AI continues to be the biggest growth engine
๐ AI Systems revenue surged 484% YoY to โน510.6 Cr
๐ AI systems contributed 62.3% to total revenue.
๐ Order book stands at โน2,506 Cr, providing strong revenue visibility.
Management Commentary:
๐India is witnessing a massive AI infrastructure build-out.
๐ AI GPU clusters, sovereign AI and enterprise AI adoption remain key demand drivers.
๐"Build & Design in India" remains a key differentiator.
๐ Management remains confident on long-term growth backed by a strong order pipeline.
Netweb Technologies continues to benefit from India's AI infrastructure boom.
The Q1FY27 concall will be important to understand management's outlook on AI demand, considering anti AI trade currently being played out in the global marketsโ
#NETWEBTECHNOLOGIES Q1 FY27 RESULTS: Strong Start to FY27 with Robust Growth!
Q1 FY27 Financial Snapshot
โ
Revenue: โน114.1 Cr โฌ๏ธ 174.3% YoY (โน41.6 Cr โ โน114.1 Cr)
โ
EBITDA: โน32.4 Cr โฌ๏ธ 194.9% YoY
โ
EBITDA Margin: 28.4% vs 26.4% YoY (+200 bps)
โ
PAT: โน28.8 Cr โฌ๏ธ 159.1% YoY (โน11.1 Cr โ โน28.8 Cr)
โ
PAT Margin: 25.2% vs 26.7% YoY
โ
EPS: โน5.38 โ โน14.98 (โฌ๏ธ 178.4% YoY)
Quarter Comparison (QoQ)
โก๏ธ Revenue: +20.4%
โก๏ธ PAT: +18.9%
โก๏ธ EBITDA: Flat to slightly higher with margins remaining above 28%.
Key Business Highlights
Exceptional growth driven by strong execution in AI, HPC (High Performance Computing), and enterprise computing solutions.
Healthy profitability despite continued investments in capacity and talent.
EBITDA margin remained above 28%, reflecting strong operating leverage.
Continued focus on indigenous server manufacturing and AI infrastructure.
Strong demand environment across government, research institutions, cloud, and enterprise customers.
Corporate Announcements
Final Dividend: โน3 per equity share (150% of face value), subject to shareholder approval.
Record Date: 7 August 2026
AGM: 19 September 2026 (Virtual)
Re-appointed Sunny Chhabra & Co. as Cost Auditor for FY27.
Positives
โ
Triple-digit revenue growth
โ
Triple-digit profit growth
โ
EBITDA margin sustained above 28%
โ
Strong EPS expansion
โ
AI & HPC demand remains robust
โ
Healthy balance sheet and shareholder reward through dividend
Watchouts
Premium valuation leaves little room for execution misses.
Growth will need to be sustained as AI infrastructure spending normalizes over time.
Overall View
Excellent quarter.
Netweb has delivered another quarter of strong revenue growth, expanding profitability, and healthy margins, reinforcing its position as one of India's fastest-growing AI and HPC infrastructure companies. Continued execution, strong order inflow, and rising enterprise AI adoption remain key catalysts going forward.
#NETWEB #Q1FY27 #Results #Earnings #AI #HPC #DataCenter #Servers #StockMarket #NSE #BSE #Investing #IndianStocks #SmallCap #GrowthStocks
Disclaimer: This is for educational purposes only and should not be considered investment advice. Please do your own research before investing.
https://t.co/FvLXw7vYsW
#ResultsOnZee | Netweb Technologies
EBIT โน93 Cr เคธเฅ เคฌเคขเคผเคเคฐ โน117 Cr
เคฎเคพเคฐเฅเคเคฟเคจ 12% เคธเฅ เคฌเคขเคผเคเคฐ 14.3%
#Q1Result #NetwebTechnologies #StockMarket
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