Netweb Technologies India Limited will conduct in-person meetings with institutional investors and analysts in Hong Kong on August 10, 2026, and in Singapore on August 11 and 12, 2026. These engagements are designed to facilitate direct dialogue between the company’s senior management and the investment community regarding the firm’s business outlook and operations. The interactions will take place on a one-to-one basis across both locations, ensuring focused discussions while maintaining regulatory compliance.

The company has notified the Listing Departments of both the Bombay Stock Exchange (BSE) and the National Stock Exchange of India Limited (NSE) regarding these scheduled engagements. Lohit Chhabra, Company Secretary & Compliance Officer, signed the intimation filed with the exchanges on August 4, 2026. This filing serves as a formal record of the upcoming investor relations activities.

Meeting Details

The schedule for the analyst and investor meetings is outlined below:

The dates are subject to change due to exigencies involving the investors, analysts, or the company. Management has emphasized that these sessions are part of ongoing efforts to maintain transparency with its global investor base.

Regulatory Compliance

The meetings are being conducted under Regulation 30 read with Schedule III (A) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. This regulation mandates that listed entities provide equal access to information to all investors and prohibits selective disclosure of unpublished price-sensitive information (UPSI).

Netweb Technologies India Limited explicitly stated that discussions during these meets will be based solely on publicly available information. No UPSI will be shared during the interactions. This ensures compliance with insider trading regulations and maintains market integrity by preventing any unfair advantage to specific participants. Headquartered in Faridabad, Haryana, the company continues to engage with its investor base through structured roadshows and meetings.

Netweb Technologies delivered a record-breaking first quarter for FY27, with net profit after tax (PAT) surging to ₹853.23 million, a year-on-year increase of 179.94%. The explosive growth was primarily driven by its AI Systems segment, which contributed ₹5,105.70 million to revenue, marking a staggering 484.20% increase compared to the prior year period. This performance underscores the company's strong positioning in India's high-end computing infrastructure market, capitalizing on rising sovereign AI compute demands and the strategic national imperative for indigenous technology under initiatives like the IndiaAI Mission and NSM 2.0.

The Board of Directors, meeting on July 28, 2026, approved the unaudited standalone financial results for the quarter ended June 30, 2026. Revenue from operations expanded by 172.13% to ₹8,196.86 million. Operating EBITDA rose to ₹1,205.15 million, up 168.99% YoY, although the operating EBITDA margin contracted slightly by 17 basis points to 14.70% from 14.87% in Q1FY26. Despite the top-line margin compression, the PAT margin improved by 22 basis points to 10.30%, demonstrating effective cost management at the bottom line. The company also declared a final dividend for FY26, with August 07, 2026, fixed as the record date for eligible equity shareholders.

Financial Performance Highlights

The financial results reflect robust top-line and bottom-line growth across key metrics. While revenue and profits scaled significantly, the slight compression in EBITDA margin indicates increased input costs or competitive pricing pressures amidst volume growth. However, the improvement in PAT margin suggests that operational efficiencies or other income components offset these pressures. Profit before tax (PBT) stood at ₹1,141.38 million, growing 174.33% YoY. Total income for the quarter reached ₹8,281.58 million, including other income.

Net debt as of June 30, 2026, was reported at ₹1,999.00 million. The company's Return on Capital Employed (ROCE) stood at 48.16% (annualized), while Return on Equity (ROE) was 44.55% (annualized).

Segmental Growth and Order Book

The AI Systems segment emerged as the primary growth engine, accounting for 62.29% of total operating revenue. High-Performance Computing (HPC) and Private Cloud segments also showed resilience, contributing ₹1,252.94 million and ₹1,353.46 million respectively. This diversified traction across three key pillars reinforces the company's market leadership in High-end Computing Solutions (HCS). Sanjay Lodha, Chairman and Managing Director, attributed the success to sustained demand momentum and disciplined execution, highlighting the shift towards "build and design in India" approaches under NSM 2.0.

As of June 30, 2026, Netweb Technologies maintained a strong order book of ₹25,069.35 million. Additionally, the company secured Level-1 bids worth ₹8,480.47 million, providing significant revenue visibility for subsequent quarters. Management clarified during the earnings call that the total pipeline now stands at ₹104,100 million, merging strategic orders into the regular business pool. Sanjay Lodha reaffirmed the historical conversion ratio of approximately 60% over an 18-to-24-month horizon.

Working Capital and Inventory Strategy

Ankit Kumar Singhal, Chief Financial Officer, highlighted improvements in working capital efficiency. Receivable days improved from 86 days in March 2026 to 78 days in June 2026, reflecting stronger collections. However, inventory days increased from 86 days in March to 110 days in June. Management described this buildup as a deliberate hedge against global supply chain shortages and surging demand for AI compute infrastructure, ensuring adequate stock of key inputs like memory chips. Singhal noted that memory prices are not expected to soften in the next couple of quarters, justifying the higher inventory levels.

Corporate Governance and Appointments

In alignment with regulatory requirements, the Board appointed M/s. Sunny Chhabra & Co., Cost Accountants, as the Cost Auditor for the financial year 2026-27, complying with Regulation 30 read with Schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. The company also granted 4,935 Employee Stock Options (ESOPs) to employees and key managerial personnel, with a recorded cost of ₹0.38 million for the quarter. An enabling resolution for raising capital, valid for 12 months, was taken to support future working capital needs, though no immediate fundraising is planned.

What the Numbers Show

The disproportionate growth in the AI Systems segment relative to overall revenue highlights a clear shift in customer demand towards AI-specific infrastructure. With AI Systems contributing over 62% of revenue but growing nearly five times faster than the rest of the business, Netweb Technologies is effectively transitioning from a general server OEM to a specialized AI infrastructure provider. The expanding order book of ₹25,069.35 million, combined with a healthy L1 pipeline and a total pipeline of ₹104,100 million, suggests that this high-growth trajectory is likely to persist in the near term. The deliberate increase in inventory days signals management's confidence in sustained demand despite potential margin pressures from component costs.