• Financial growth performance: Netweb Technologies recorded 90% year-on-year turnover growth to ₹2,183 crore and an 80% increase in profitability, while maintaining margins at 9–10%. Management guided for 35–40% growth in the coming year despite the higher base.
• AI segment contribution: The AI business expanded by approximately 450% year-on-year, increasing its share of total revenue to 43% compared to 15% in the prior year.
• Nvidia technology partnership: The company operates as a top-tier OEM design partner manufacturing local systems on Nvidia architectures, including the GB200 and the upcoming Vera Rubin platform.
• Order book strength: The total order book stands at ₹2,100 crore, comprising around ₹700 crore in organic and L1 orders alongside ₹1,600 crore in strategic AI mission orders, supported by a ₹4,500 crore deal funnel.
• Geopolitical business impact: Management views tensions in the Middle East as a net positive for Indian business as data center demand relocates to India, despite minor cost pressures from freight and currency movements.