Netweb Technologies India Ltd (NSE:NETWEB)

Q1 2027 Netweb Technologies India Ltd Earnings Call Transcript

Jul 29, 2026 / 10:00 AM GMT

Release Date Price: ₹4364.1 (-0.72%)

Transcript

Key Points

Positve

Record quarterly revenue of Rs. 8,197 million, up 172.1% year-on-year, with PAT growth of 179.9%.
AI segment revenue surged 484% year-on-year, contributing 62% of total revenue.
Strong order book of Rs. 25,069 million plus L1 positions of Rs. 8,480 million, providing medium-term visibility.
Healthy financial metrics with ROCE of 48.2%, ROE of 44.6%, and improved receivable days from 86 to 78.
Strategic investments in R&D for physical AI and quantum computing, positioning for future growth.

Negative

Inventory days increased from 86 to 110 due to raw material buildup, tying up working capital.
Execution timeline for orders extended from 8-12 weeks to 16-20 weeks, potentially slowing revenue conversion.
Management declined to provide a detailed breakdown of the pipeline by customer segment, limiting transparency.
Potential need for future capital raising (e.g., QIP) to fund working capital for growth, creating dilution risk.
Dependence on sustained high demand for AI infrastructure, which may normalize after the current boom cycle.

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

NETE.NS - Netweb Technologies India Ltd
Q1 2027 Netweb Technologies India Ltd Earnings Call
Jul 29, 2026 / 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 NetWeb Technology Q1 FY27 Earnings Conference Call hosted by ICICI Securities 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 this conference call, please signal an operator by pressing then 0 on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Mr. Seema Nayak from ICICI Securities Limited.

Thank you, and over to you, ma'am.

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