Q4 2025 Netweb Technologies India Ltd Earnings Call Transcript
Key Points
- Netweb Technologies India Ltd (NSE:NETWEB) reported its highest ever income and PAT for Q4 FY25 and the full fiscal year 2025.
- Operating income rose by 55.9% year-on-year for Q4 FY25 and by 58.7% for the full fiscal year, reaching INR4,147 million in Q4 and INR11,490 million for the year.
- The company received its first claim under the PLI Scheme 2.0 for IT Hardware, amounting to INR59.4 million, highlighting its success in boosting domestic production.
- Netweb Technologies India Ltd (NSE:NETWEB) launched Skylus.ai, a unified solution for GPU-based AI infrastructure, marking a significant step in strengthening its leadership in AI systems.
- The company has a strong order book and a robust business pipeline, positioning it well for sustained growth and continued technological leadership.
- Despite strong growth, the company's cash conversion cycle remains a challenge, with a cycle of 73 days in Q4 FY25.
- The company faces intense competition from MNCs, which operate on single-digit margins, while Netweb Technologies India Ltd (NSE:NETWEB) maintains a margin of around 14%.
- The export business remains a small portion of total revenue, at 5% to 7%, with limited growth expectations in the near term.
- The company's growth strategy may require additional CapEx towards the end of FY27 or FY28 to support future expansion.
- There is a risk of margin pressure as the company pursues larger deals and maintains competitive pricing to capture market share.
Ladies and gentlemen, good day and welcome to Netweb Technologies' Q4 FY25 earnings conference call, hosted by IIFL Capital Services Limited. (Operator Instructions) Please note that this conference has been recorded. I now hand the conference over to Hardik Rawat. Thank you. And over to you, sir.
Good afternoon, everyone. This is Hardik Rawat. On behalf of IIFL Capital, I welcome everyone to Netweb Technologies' Q4 and full-year FY25 earnings call. We have the pleasure of having with us the senior management team of Netweb Technologies, led by CMD, Mr. Sanjay Lodha; CFO, Mr. Ankit Kumar Singhal; Whole-Time Director, Mr. Navin Lodha; Chief Sales and Marketing Officer, Mr. Hirdey Vikram; and Head of Uirtus Advisors, the IR Advisor to Netweb Technologies, Mr. Sanjeev Sancheti. Without further delay, I'd like to hand over the floor now to Mr. Sanjeev Sancheti. Over to you, sir.
Thank you, Hardik. Good afternoon to all the participants.
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