• Revenue and growth guidance: Netweb reported FY26 revenue of ₹2,183 crore (up 90% YoY) and profit after tax of over ₹305 crore, while setting its FY27 revenue growth guidance at 30% to 35%.
• AI segment expansion: Revenue from the AI business grew by over 450%, increasing its contribution to total revenue from approximately 15% to around 43%.
• Order book composition: The company enters the year with a total order book of around ₹2,100 crore, consisting of ₹1,650 crore from the strategic AI mission, ₹472 crore in organic orders, and ₹327 crore in L1 orders.
• Inventory and margins: Inventory days are projected to stay at elevated levels for the next 12 to 18 months to secure components amid GPU and memory supply constraints, with advance 6-to-8-month pricing lock-ins shielding operating margins from rising costs.