Netweb Technologies India Limited — Q2FY27 earnings call summary

Filed 29 October 2026 · Official transcript

Strong demand from government and private sectors; NSM 2.0 orders expected gradually
Q2 FY27 revenue grew 335.7% y-y to INR1,323 Cr; PAT rose 334.8% y-y to INR137 Cr
Working capital cycle expected at 90-110 days; inventory buildup supports order execution
Order book at INR2,629 Cr with L1 of INR653 Cr; pipeline ~INR11,152 Cr with 60% conversion
Vera Rubin server launch planned by Jan 2027
Operating EBITDA margin steady at ~15%; zero net debt with INR14 Cr net cash
AI systems contributed INR773 Cr (58.4% of revenue), growing 1,068.1% y-y
Taiwan subsidiary set up for R&D to accelerate product development