Netweb Technologies India Ltd (NSE:NETWEB)

Q2 2026 Netweb Technologies India Ltd Earnings Call Transcript

Nov 3, 2025 / 10:00 AM GMT

Release Date Price: ₹3798.8 (-5.92%)

Transcript

Key Points

Positve

Netweb Technologies India Ltd (NSE:NETWEB) secured two large strategic orders worth approximately INR 21,840 million, reaffirming its position as India's largest OEM in high-end computing solutions.
Operating income grew by over 50% year-on-year in H1 FY26, with a healthy margin of 14.9%.
The AI segment's revenue contribution rose significantly from 14.7% in H1 FY25 to 25.4% in H1 FY26, reflecting impressive growth of 160%.
The company maintains a robust organic order book of INR 4,939 million as of September 30, 2025, along with a strong business pipeline.
Netweb Technologies India Ltd (NSE:NETWEB) is a zero net debt company with net free cash of INR 2,379.8 million as of September 2025.

Negative

The cash conversion cycle increased to 120 days, reflecting a rise of 9 days compared to the previous quarter.
Receivable days, although improved, still stand at 117 days, indicating potential challenges in cash flow management.
The company anticipates slightly lower margins on large strategic orders, with a potential decrease of 150 to 200 basis points at the PBT level.
There is a dependency on strategic orders for future growth, which may introduce variability in revenue streams.
Despite strong growth, the company faces challenges in maintaining consistent growth across all segments, with some areas showing flat performance.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

NETE.NS - Netweb Technologies India Ltd
Q2 2026 Netweb Technologies India Ltd Earnings Call
Nov 03, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the Netweb technologies Q2 F 526 earnings conference call hosted by IIFL Capital Service Limited.

As a reminder, all participant lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing start, then 0 on your touchstone phone. Please note this conference is being recorded. I now hand the conference over to Miss Reubeoala.

Thank you and over to you, ma'am.

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Unidentified_2 [2]
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