Q3 2026 Netweb Technologies India Ltd Earnings Call Transcript
Key Points
- Netweb Technologies India Ltd (NSE:NETWEB) achieved its highest ever income and profit in Q3 FY26, with quarterly revenue reaching 8,049 million, marking a 141% year-on-year growth.
- The company reported a strong operating EBITDA of 979 million, reflecting a 127.1% year-on-year growth, and a profit after tax of 733 million, a 146.7% increase year-on-year.
- Netweb Technologies India Ltd successfully executed a large strategic order valued at 4,504 million, reinforcing its position as India's largest OEM in high-end computing solutions.
- The AI system segment contributed significantly to the revenue, accounting for 64% of Q3 FY26 revenue, highlighting the company's strong foothold in AI infrastructure.
- The company maintains a robust order book with an organic order book of 5,258 million and a strategic order book of 17,336 million, positioning it for sustained growth over the next few years.
- The global supply chain, particularly for flash memory and storage, is experiencing strong demand and price increases due to the rapid acceleration of AI adoption, which could pose challenges.
- Margins have come down due to the execution of large strategic deals, and similar margin pressures are expected to continue in the next few quarters.
- Organic growth excluding strategic orders was relatively soft at just about 6% year-on-year, raising concerns about sustaining high growth rates organically.
- There are concerns about potential future competition from alternative technologies like Google's TPU and Amazon's custom chips, which could impact Netweb's current partnerships.
- The company faces ongoing challenges in talent acquisition and retention, although the recent IPO has helped improve visibility and attract talent.
Ladies and gentlemen, good day and welcome to Network Technologies 3Q FY26 earnings call hosted by IIFL Capital Services Limited.
As a reminder, all participant clients 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, then 0 on a touchtone phone.
Please note that this conference is being recorded.
And I hand the conference over to Ms. Ranu Bay from IFL Capital Services Limited.
Thank you and over to you, ma'am.
Thank you. Very good afternoon, everyone. On behalf of IFL Capital Services, I welcome the team of Network Technologies for the Fri FY26 earnings conference call. Today we have with us from the management, senior team represented by Mr. Sanjay Loda, Chairman and managing director, Mr. Naveen Lodha, full-time director, Mr. Ankit Kumar Singhal, CFO, Mr. Radai Vikram, Chief Sales and
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