Analysts/Institutional Investor Meet/Con. Call Updates

CIN : L72100HR1999PLC103911 Date: 29.10.2026 To, To, The Manager The Manager Listing Department Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers Dalal Street Exchange Plaza, Bandra Kurla Complex Mumbai- 400001 Bandra East, Mumbai- 400051 Scrip Code: 543945 Scrip Code: NETWEB SUB: TRANSCRIPT OF Q2 FY27 POST RESULTS EARNING CALL Dear Sir/Madam, Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of Post results earnings call for Q2 FY27 held on Monday, October 26, 2026 at 3.30 PM. Kindly take the same on your records. Thanking You, Yours faithfully For Netweb Technologies India Limited Lohit Chhabra Company Secretary & Compliance Officer Netweb Technologies India Limited Plot No. H-1, Block-H, Pocket No. 9, Faridabad Industrial Town, Sector-57, Faridabad, Haryana 121004 Tel. No. : +91-129-2310400 Website : www.netwebindia.com ; E-mail : complianceofficer@netwebindia.com “Netweb Technologies India Limited Q2 FY27 Earnings Conference Call” October 26, 2026 MANAGEMENT: MR. SANJAY LODHA – CHAIRMAN AND MANAGING DIRECTOR – NETWEB TECHNOLOGIES INDIA LIMITED MR. NAVIN LODHA – WHOLE-TIME DIRECTOR – NETWEB TECHNOLOGIES INDIA LIMITED MR. ANKIT KUMAR SINGHAL – CHIEF FINANCIAL OFFICER – NETWEB TECHNOLOGIES INDIA LIMITED MR. HIRDEY VIKRAM – CHIEF SALES AND MARKETING OFFICER – NETWEB TECHNOLOGIES INDIA LIMITED MR. MUKUL KEDIA – CHIEF STRATEGY OFFICER – NETWEB TECHNOLOGIES INDIA LIMITED MR. SANJEEV SANCHETI – HEAD UIRTUS ADVISORS, INVESTOR RELATIONS ADVISOR – NETWEB TECHNOLOGIES INDIA LIMITED MODERATOR: MS. SEEMA NAYAK – ICICI SECURITIES Page 1 of 18 Netweb Technologies India Limited October 26, 2026 Moderator: Ladies and gentlemen, good day, and welcome to Netweb Technologies Q2 FY27 Earnings Conference Call hosted by ICICI Securities. 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 the conference call, please signal an operator by pressing star then zero on your touchtone phone. Please note that this conference is being recorded. I now hand the conference over to Ms. Seema Nayak from ICICI Securities. Thank you, and over to you, Ms. Nayak. Seema Nayak: Thank you. Good afternoon, everyone. On behalf of ICICI Securities, I welcome everyone to Netweb Technologies Q2 FY27 Earnings Call. We have with us the esteemed senior management team of Netweb Technologies, led by CMD, Mr. Sanjay Lodha; Whole-time Director, Mr. Navin Lodha; CFO, Mr. Ankit Kumar Singhal; Chief Sales and Marketing Officer, Mr. Hirdey Vikram; Chief Strategy Officer, Mr. Mukul Kedia; and Head of Uirtus Advisors, the IR Advisor to Netweb Technologies, Mr. Sanjeev Sancheti. So without further delay, I'd like to hand over the floor to Mr. Sanjay Over to you, sir. Sanjeev Sancheti: Thank you, Seema. Good afternoon to all the participants. Before I hand over the call to Mr. Sanjay Lodha for their opening remarks, I would like to draw your attention to the safe harbor statement in the earnings presentation. I request each one of you to go through the disclaimer in that presentation before the meeting starts, so that you are aware of the same. Thank you, and over to you, Mr. Lodha. Sanjay Lodha: Thank you, Seema and Sanjeev. Good afternoon, and a warm welcome to all of you to Netweb Technologies Q2 financial year '27 Earnings Call. We are pleased to report that Q2 financial year '27 has been another record-breaking quarter for Netweb Technologies with our highest ever quarterly revenue from operations and profit after tax. Both revenue and profit grew 4x year-on-year. H1 financial year '27 PAT reached INR222 crores, surpassing our full year financial year '26 PAT of INR206 crores in just 6 months. In Q2 financial year '27, revenue from operations grew at a rate of 335.7% year-on-year to INR1,323 crores. Operating EBITDA increased 334% year-on-year to INR197 crores with a margin of 14.9%, whereas PAT rose 334.8% year-on-year to INR137 crores, translating into a margin of 10.2%. our ability to sustain margins while scaling rapidly reflects strong execution and operational discipline amid rising demand for high-performance computing and AI infrastructure. AI systems remained our primary growth driver, contributing INR773 crores or 58.4% of revenue from operations, registering a growth of 1,068.1% year-on-year. HPC and private cloud also delivered robust performance, contributing INR248 crores and INR245 crores, respectively, highlighting the strength of our diversified growth portfolio. Page 2 of 18 Netweb Technologies India Limited October 26, 2026 As on September 30, 2026, our order book stood at INR2,629 crores with an additional L1 position of INR653 crores, providing strong revenue visibility for the coming quarters. The quarter also marked a significant milestone in our journey, where we successfully raised INR1,200 crores through our first capital raise since listing in July 2023.We are grateful to our investors for the overwhelming response and continued confidence in our business, growth strategy and long-term potential. Moving to the industry landscape. We continue to witness an unprecedented surge in global demand for AI compute with India emerging as a significant growth market. The India AI mission represents a major structural tailwind for the domestic AI ecosystem with the potential to accelerate development of indigenous AI capabilities, expand access to advanced computing infrastructure and strengthen India's AI sovereign AI capabilities. Government bodies, public institutions and large enterprises increasingly view computing infrastructure as strategic infrastructure, prioritizing secure, high-performance systems that enable critical data and workloads to remain within the country while optimizing the AI token economics. Achieving cost-effective token generation requires more than access to advanced compute. It also demands strong engineering, system design and solutioning capabilities. Netweb has invested in developing these capabilities over the years, positioning us to address the evolving requirement of this market. Global service providers, CSPs, global cloud service providers, CSPs, data center operators, enterprises are expanding their GPU-intensive infrastructure to meet the growing computational demand for AI training, inference and other AI-driven applications. India is emerging as an important destination for these expansion plans, creating an additional opportunities across high-end computing ecosystem. These developments, together with growing need for indigenous computing capabilities and end-to-end technology stacks are reinforcing the importance of sovereign compute infrastructure. With our integrated design and engineering capabilities, in-house manufacturing and end-to-end solution deployment expertise, Netweb is well positioned to address these requirements. Our strategies across supercomputing and private cloud have also delivered excellent results, further validating our capabilities and market positioning. Furthermore, as National Supercomputing Mission 2.0 places greater emphasis on designing and building compute infrastructure in India and HPC adoption across enterprise indigenous design and manufacturing, along with bespoke solutioning are becoming increasingly important differentiators in the high-end computing landscape. We believe these structural drivers will support a sustained growth cycle and high-end computing space. Our active pipeline of approximately INR11,152 crores represent the total Page 3 of 18 Netweb Technologies India Limited October 26, 2026 value of business opportunity currently under pursuit and serves as an indicator of demand visibility. It is important to distinguish this pipeline from our total addressable market, that is a TAM, which is significantly larger and [Showing first 8,000 characters — download PDF for full document]