Slide 1: Cover letter to stock exchanges
CIN : L72100HR1999PLC103911 Date: 28.07.2026 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: 5
Slide 2: Earnings Update July 2026
1 One of India’s leading Indian origin, owned and controlled OEM in the space of High-end Computing Solutions (HCS) Earnings Update July 2026 BSE: 543945 | NSE: NETWEB | Bloomberg: NETWEB:IN
Slide 3: Disclaimer
2 DISCLAIMER THIS PRESENTATION (PRESENTATION) IS NOT AN OFFER TO SELL ANY SECURITIES OR A SOLICITATION TO BUY ANY SECURITIES OF NETWEB TECHNOLOGIES INDIA LIMITED (THE “COMPANY”) OR ITS SUBSIDIARY (TOGETHER WITH THE COMPANY, (THE “GROUP”). The material that follows is a Presentation of general backgr
Slide 4: Management Commentary
Management Commentary “ Netweb Technologies delivered a record quarter, achieving its highest-ever quarterly Revenue from Operations and Profits. Revenue from Operations stood at ₹8,196.86 million in Q1 FY27, a year-on-year growth of 172.13%. Operating EBITDA stood at ₹1,205.15 million, up 168.99% Y
Slide 5: Quarterly Highlight
Quarterly Highlight ₹ in millions Revenue from Operating Profit before Profit after Operations EBITDA1 Tax (PBT)2 Tax (PAT)3 Q1 FY27 8,196.86 1,205.15 1,141.38 853.23 Growth (YoY) 172.13% 168.99% 174.33% 179.94% Growth (QoQ) 5.94% 24.79% 20.37% 20.87% Margin 14.70% 13.78% 10.30% Note: For superscrip
Slide 6: Profit & Loss Summary
Profit & Loss Summary ₹ in millions Particulars Q1 FY27 Q1 FY26 YoY(%) Q4 FY26 QoQ(%) FY26 Revenue from Operations 8,196.86 3,012.12 172.13% 7,737.02 5.94% 21,835.63 Operating EBITDA1 1,205.15 448.02 168.99% 965.74 24.79% 2,848.42 Operating EBITDA Margin1 (%) 14.70% 14.87% (17 bps) 12.48% 222 bp
Slide 7: Balance sheet summary
Balance sheet summary ₹ in millions Net Debt5/Equity Net Debt5/ Op. EBITDA1 Particulars Mar’25 Mar’26 Jun’26 Equity Share Capital 113.31 113.88 113.88 0.25 0.41 Other Equity 5,178.50 7,119.10 7,973.57 Net Worth 5,291.81 7,232.98 8,087.45 (0.17) (0.44) (0.31) Total Borrowings 12.72 2,716.71 2,625.06
Slide 8: Cash Conversion Cycle
Cash Conversion Cycle Particulars Mar’25* Mar’26 Jun’26 Receivable Days11 (A) 87 86 78 Inventory Days12 (B) 53 86 110 Payable Days13 (C) 67 88 92 Cash Conversion Cycle ( A+B - C ) 73 84 96 Note: For superscript 11,12,13 - Refer Annexure II *FY25 numbers have been changed in accordance with change in
Slide 9: Shareholding Pattern (June 2026)
Shareholding Pattern (June 2026) Total Shareholding Non-Promoter Shareholding 16.95% 0.89% 28.07% 5.91% Promoter Group 51.33% FIIs 9.27% FIIs DII DII 66.98% Body Corporate Body Corporate 17.90% Others Others 2.70%
Slide 10: July 2026
9 One of India’s leading Indian origin, owned and controlled OEM in the space of High-end Computing Solutions (HCS) Investor Presentation July 2026 BSE: 543945 | NSE: NETWEB | Bloomberg: NETWEB:IN
Slide 11: Index
INDEX About Netweb Technologies Our HCS Offerings Key Investment Highlights Annexures
Slide 12: About Netweb Technologies
About Netweb Technologies One of India’s leading Indian origin, owned and controlled OEM in the space of High-end Computing Solutions (HCS) Offers a full stack of product and solution suite with fully integrated capabilities To be Metrics Q1 FY27 Financial 1 in designing, development, manufacturing
Slide 13: Key Milestones
Key Milestones 1999 ESTABLISHED Deployed marquee Received order to deploy AI supercomputing Infrastructure for India s system for ISRO at foundational LLM Model, VSSC, Trivandrum with over 5,000 GPUs Deployed PARAM AMBAR Deployed KABRU at at ISRO; India’s 4th* IMSC Chennai, 500th* Fastest Supercompu
Slide 14: Our HCS Offerings (1/3)
Our HCS Offerings (1/3) One of India’s leading HCS provider with fully integrated design, development, manufacturing and deployment capabilities High-performance computing (Supercomputing / HPC) systems Data Centre servers • Purpose-built specialized hardware designs and architecture • Designed to r
Slide 15: Our HCS Offerings (2/3)
Our HCS Offerings (2/3) High-End Computing Solutions (HCS) Offerings High-Performance Private cloud and AI Systems High-performance Data Centre Computing (HPC) Systems hyperconverged storage (HPS) solutions servers infrastructure (HCI) Unified Storage v Parallel File System Make your HPC Cluster Set
Slide 16: Our HCS Offerings: revenue break-up (3/3)
Our HCS Offerings: revenue break-up (3/3) Q1 FY27 – Revenue Breakdown by 244.42%* 9,477.94 To be offerings 42.23%* 39.83%* 0.89% 3.66% 5,307.51 1.36% 5,169.71 4,054.90 5,105.70 15.29% 4,026.53 HPC 2,623.59 2,643.87 1,252.94 1,353.46 1,693.84 ₹ in Millions 799.00 16.51% FY24 FY25 FY26 Q1 FY27 Private
Slide 17: Key Investment Highlights
Key Investment Highlights 1 2 End-to-end full stack solutions with in-house designed & Early-mover advantage in a fast-growing industry manufactured hardware and proprietary software 3 4 Long standing relationship with a marquee and diverse Experienced Board & Senior Management Team customer base 5
Slide 18: Early-mover advantage in a fast-growing industry (1/3)
1. early-mover advantage in a Fast-growing industry (1/3) Early identification of emerging technology trends has positioned Netweb as an early mover in a rapidly expanding industry Industry Landscape Indian HPC Market (INR Bn)* Indian Private Cloud & HCI Market (INR Bn)* India AI Market (INR Bn)* 11
Slide 19: Early-mover advantage in a fast-growing industry (2/3)
1. early-mover advantage in a Fast-growing industry (2/3) Early identification of the shift towards accelerated computing has positioned Netweb as an early mover in AI Systems India AI Infrastructure Market (INR Bn)* Indian AI Software Market (INR Bn)* Indian AI Data Centre Capacity (GW)* 37.2%# 119
Slide 20: Early-mover advantage in a fast-growing industry (3/3)
1. early-mover advantage in a Fast-growing industry (3/3) Regulatory Measures & Sovereign AI Initiatives Accelerating India’s Compute Infrastructure Development ToIndia’s Key policy initiatives strengthening be sovereign compute ecosystem IndiaAI Mission Make in India NSM 2.0 Data Center Demand ✓ ~I
Slide 21: End-to-end full stack solutions (1/3)
2. End-to-end full stack solutions with in-house designed & manufactured ….hardware and proprietary software (1/3) Full stack of product and solution suite with comprehensive End-to-End Designing & Production capabilities in designing, developing, implementing and integrating of AI servers HPC solut
Slide 22: End-to-end full stack solutions (2/3)
2. End-to-end full stack solutions with in-house designed & manufactured ….hardware and proprietary software (2/3) The company’s R&D Facilities have enabled the development of integrated HCS solutions combining hardware and software capabilities HPC / Supercomputing Systems AI Systems Simplified Clu
Slide 23: End-to-end full stack solutions (3/3)
2. End-to-end full stack solutions with in-house designed & manufactured ….hardware and proprietary software (3/3) One of India’s Built Sovereign AI, Private Cloud & Built high-performance data leading HCS Built some of the world’s fastest 1 2 Centre of Excellence for Govt. of 3 storage platforms so
Slide 24: Long standing relationship with a marquee & diverse customer base (1/2)
3. Long standing relationship with a marquee & diverse customer base (1/2) Catering to the end-to-end needs of customers that enable the company to attract new customers and diversify its customer base Government & Defense Educational Institutes New Age Financial Services Large Enterprises* Note: *
Slide 25: Long standing relationship with a marquee & diverse customer base (2/2)
3. Long standing relationship with a marquee & diverse customer base (2/2) Catering to the end-to-end needs of customers that enable the company to attract new customers and diversify its customer base Revenue from Repeat Customers* Customer Concentration* New Customers onboarded 171 147 131 28 Top
Slide 26: Experienced Board and Senior Management Team (1/2)
4. Experienced Board and Senior Management Team (1/2) Board of Directors Sanjay Lodha Mrutyunjay Mahapatra Chairman and Managing Director Independent Director ● Founded Netweb Technologies in 1996 ● Has served as Deputy MD at SBI & MD and CEO of Syndicate ● BA (hons) in economics & PG diploma in bus
Slide 27: Experienced Board and Senior Management Team (2/2)
4. Experienced Board and Senior Management Team (2/2) Senior Management Swastik Chakraborty Hemant Agarwal Chief Operating Officer VP - Technology ● 12+ years of Experience in the tech industry ● 23+ years of experience with the company ● Holds a Master of Science (M.Sc.) degree in Electronic Scienc
Slide 28: Track record of strong financial performance and consistent growth
5. Track record of strong financial performance and consistent growth Revenue from Operations (INR Mn) Op. EBITDA1 (INR Mn & % Margin) PAT3 (INR Mn & % Margin) *66.68% *64.67% *73.66% 14.70% 12.00% 21,835.63 11.50% 13.84% 10.30% 15.0% 11.00% 13.04% 9.82% 10.50% 9.35% 14.0% 11,490.21 14.16% 10.00% 10
Slide 29: Sustainable Long-Term Growth Drivers (1/2)
6. Sustainable Long-Term Growth Drivers (1/2) Our Execution Funnel Strong Business Visibility Pipeline represents the total value of active business opportunities Strong business pipeline under pursuit and serves as Pipeline* backed by broad market an indicator of Netweb’s demand visibility ₹104,100
Slide 30: Sustainable Long-Term Growth Drivers (2/2)
6. Sustainable Long-Term Growth Drivers (2/2) Deepening Core Business Verticals Future Opportunities Private Cloud & Quantum HPC AI Systems Physical AI Computing HCI Industry Tailwind Industry Tailwind Industry Tailwind Industry Tailwind Industry Tailwind Unprecedented HPC adoption across Data local
Slide 31: Thank You
Thank You Chief Financial Officer Investor Relations Advisor Ankit Kumar Singhal Sanjeev Sancheti Email: ankit.singhal@netwebindia.com Email: ir@uirtus.in netwebindia.com company/netweb-technologies twitter.com/netwebtech
Slide 32: Annexure I: Manufacturing Facility
Annexure I: Manufacturing Facility
Slide 33: Manufacturing facility
Manufacturing facility
Slide 34: Annexure II: Financial Notes
Annexure II: Financial Notes
Slide 35: Ratios
RATIOS June 2026 Annualized Non-Annualized Net Debt5/ Op EBITDA1 0.41 1.66 ROE9 44.55% 11.14% ROCE10 48.16% 12.04% Gross Fixed Asset Turnover8 43.89 10.97 Note: For superscript 1,5,8,9,10 - Refer Annexure II
Slide 36: Notes
Notes 1. Operating EBITDA is calculated as Profit before Tax (PBT) plus ‘Depreciation and amortization expenses’ and ‘Finance cost’ less ‘Other income’; Operating EBITDA Margin is calculated as Operating EBITDA divided by ‘Revenue from operations’ 2. Profit before Tax (PBT) margin is a percentage of