Risks
3 risks
Risk Intelligence
Component supply chain pressure
View Risks →Netweb Technologies India Ltd — Q4 FY26
Netweb Technologies delivered a stellar Q4 FY26 with revenue of ₹7,737 crore, up 86.6% YoY, driven by a 459.6% surge in AI systems which now constitute 43.4% of revenue.
bullish
high
Financial stats pending filing verification
2-Minute Summary
✦ AI-Generated from Full Transcript
Netweb Technologies delivered a stellar Q4 FY26 with revenue of ₹7,737 crore, up 86.6% YoY, driven by a 459.6% surge in AI systems which now constitute 43.4% of revenue. PAT grew 65.7% YoY to ₹76 crore, with margins stable at ~9%. The company enters FY27 with a robust order book of ₹2,400 crore (including L1), exceeding last year's total revenue. Management guided for 35-40% revenue growth and 13-14% EBITDA margins over the next couple of years, excluding strategic orders. Key risks include potential supply chain constraints for AI components and execution delays in large strategic orders.
Risks3 trackedTranscriptfull text
Research workspace
Focused Modules
Transcript
Full text
Call Transcript
Full transcript text is available on this route.
Read Transcript →Quarter Snapshot
AI Systems Revenue Growth
459.6%
+459.6% YoY
AI segment grew nearly 5x YoY, now 43.4% of total revenue.
Order Book (incl. L1)
₹2,400 Cr
+100% YoY
Order book at start of FY27 exceeds FY26 full-year revenue.
Pipeline
₹4,400 Cr
N/A
Total pipeline of ₹4,400 crore, with ~60% expected conversion over 18-24 months.
Receivable Days
86 days
-28 days QoQ
Improved from 114 days in Dec 2025 to 86 days in Mar 2026.
Fast read
Guidance and risk preview
Management guided for 35-40% revenue CAGR over the next 2 years, excluding strategic orders.
Surging global AI demand is putting pressure on component prices and supply chains, which could impact margins if not passed through.
View Risks →