Earning Call Transcript

CIN : L72100HR1999PLC103911 Date: 01.08.2026 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 Q1 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 Q1 FY27 held on Wednesday, 29th July 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 Q1 FY27 Earnings Conference Call” July 29, 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 LIMITED Page 1 of 18 Netweb Technologies India Limited July 29, 2026 Moderator: 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 star then zero on your touchtone 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. Seema Nayak: Thank you. Good afternoon, everyone. On behalf of ICICI Securities, I welcome everyone to Netweb Technologies Q1 FY27 Earnings Call. We have the pleasure of having with us the senior management team of Netweb Technologies. Netweb CMD, Mr. Sanjay Lodha; Whole-Time Director, Mr. Navin Lodha; CFO, Mr. Ankit Kumar Singhal, Chief Sales and Marketing Officer, Mr. Hirdey Vikram; and Head of Uirtus Advisors, the IR Adviser for Netweb Technologies, Mr. Sanjeev Sancheti. So without further delay, I'd like to hand over the floor to Mr. Sanjeev. 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 the 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 Q&A starts so that you are aware of the same. Thank you, and over to you, Mr. Lodha. Sanjay Lodha: Thank you, Seema. Thanks Sanjeev. Good afternoon, and a very warm welcome to all of you to Netweb Technologies Q1 financial year '27 Earnings Call. I'm pleased to share that Netweb Technologies delivered a record quarter, achieving its highest ever quarterly revenue from operations and profits. Our revenue from operations for the quarter stood at INR8,197 million, reflecting a strong year- on-year growth of 172.1%. Profit after tax stood at INR853 million, representing a 179.9% year- on-year growth with a PAT margin of 10.3%. The performance reflects sustained demand momentum, coupled with disciplined execution across our business. Our AI segment continues to be a key growth driver, contributing INR5,105.70 million, being 62% of revenue from operations and growing at a huge number of 484% year-on-year. Our other two core segments, HPC and Private Cloud maintained robust traction at INR1,252.94 million and INR1,353.46 million, respectively, reinforcing the breadth and resilience of our three growth pillars. Page 2 of 18 Netweb Technologies India Limited July 29, 2026 Our order book stood at INR25,069.35 million as of 30th June 2026 with an L1 position of INR8,480.47 million and a pipeline of INR10,401 million together providing the strong business visibility in the medium-term. Sorry, INR104,100 million together providing a strong business visibility in the medium-term. The world and India, in particular is witnessing unprecedented AI infrastructure build-out anchored by India AI Mission GPU compute initiative, indigenous sovereign foundation models and world-class demand from new cloud providers and CSPs. Sovereign AI compute is no longer aspirational. It has become a strategic national imperative, creating a deep multiyear demand pipeline for high-end computing system designed and manufactured within the country. As NSM 2.0 transitions into build and design in India approach and HPC adoption broadens across enterprises, indigenous design and domestic manufacturing are emerging as decisive qualification criteria. As one of the India's leading Indian origin OEM in the high-end computing solutions with fully integrated design, manufacturing and deployment capabilities, we are well positioned to address this opportunity. Our leadership across the HCS portfolio reinforced by an early mover advantage in AI infrastructure continues to strengthen both our growth trajectory and our opportunity pipeline. Looking ahead, our strategy is anchored in deepening our three core verticals. In HPC, we are investing in low footprint architecture, advanced interconnects and direct cooling technologies for pre-exascale and exascale systems. In Private Cloud and HCI, we are delivering indigenous solutions to colocation providers, cloud providers and enterprise -- through Tyrone Skylus, our indigenous private cloud platform, we are enabling enterprises to accelerate their high-speed cloud strategies while addressing the growing need for data localization and data sovereignty. In AI systems, we continue to innovate across every layer of the stack from dense AI compute to advanced liquid cooling to GPU orchestration. AI workspaces, our cloud software stack, we are also developing pre-curated sovereign AI appliances to ready-to-deploy reference architecture for enterprise as well as central and state sovereign AI programs. Beyond our core, we are investing into two emerging opportunities. In physical AI, which is emerging as the next frontier for AI adoption, we are investing in R&D across physical AI and positioning our AI systems, digital twins, in-house software and training simulation backbone for India's physical AI developers, with a focus on defense, national security and strategic manufacturing. In quantum computing, we have commenced R&D for quantum simulators and emulators and have started engaging with institutions, earning hubs and start-ups in the ecosystem as technology partners. With sustained investment in innovation and chip-agnostic design philosophy, alignment with the Major India vision and strong order book and pipeline, we remain confident in our ability to deliver long-term sustainable growth and create enduring value for all our stakeholders. Page 3 of 18 Netweb Technologies India Limited July 29, 2026 I will now request Ankit to take you through the financials in more details. Thank you. Ankit Kumar Singhal: Thank you, Mr. Lodha. Good afternoon, ladies and gentlemen, and thank you for joining our earnings call. Before we open the floor for Q&A, I will provide a brief overview of the financial performance for the quarter. I trust that by now you have had [Showing first 8,000 characters — download PDF for full document]