Netweb Technologies Q2 FY27 Earnings Call Transcript Released
Netweb Technologies reported record Q2 FY27 results with revenue up 335.7% YoY to ₹1,323 crore and PAT up 334.8% YoY to ₹137 crore. AI systems contributed 58.4% of revenue. The order book is ₹2,629 crore. The company also raised ₹1,200 crore via QIP and is establishing an R&D subsidiary in Taiwan.
The announcement details record financial performance, a substantial capital raise, and strategic growth initiatives like international R&D expansion, all of which are material to investors and indicate strong future prospects.
The company reported record-breaking financial results with significant year-on-year growth in revenue and profits, driven by strong performance in AI systems. The successful capital raise and strategic expansion plans further contribute to a positive sentiment.
Netweb Technologies India Limited has released the transcript of its Q2 FY27 Post Results Earning s Call, which was held on Monday, October 26, 2026, at 3:30 PM. The call featured the senior management team, including 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 IR Advisor Mr. Sanjeev Sancheti.
During the call, the management reported a record-breaking Q2 FY27 with the highest ever quarterly revenue from operations and profit after tax, both growing 4x year-on-year. Revenue from operations grew by 335.7% year-on-year to ₹1,323 crores, with Operating EBITDA increasing by 334% to ₹197 crores (14.9% margin) and PAT rising by 334.8% to ₹137 crores (10.2% margin). AI systems were the primary growth driver, contributing ₹773 crores (58.4% of revenue).
The company's order book stood at ₹2,629 crores as of September 30, 2026, with an additional L1 position of ₹653 crores. Netweb Technologies also successfully raised ₹1,200 crores through its first capital raise since listing in July 2023. The management highlighted the unprecedented surge in global demand for AI compute and India's emergence as a significant growth market.
Key strategic initiatives discussed included the establishment of a wholly-owned subsidiary in Taiwan for R&D purposes and the ongoing development of capabilities in physical AI and quantum computing. The company reiterated its commitment to innovation, a chip-agnostic design philosophy, and the 'Make in India' vision, aiming for a sustained growth cycle in the high-end computing space.
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Netweb Technologies India Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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