Slide 1: Exchange filing cover letter
CIN : L72100HR1999PLC103911 Date : 19.10.2024 To, To, BSE Limited The National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, “Exchange Plaza”, Bandra – Kurla Complex, Dalal Street, Fort, Bandra (EAST), Mumbai – 400 051 Mumbai – 400 001. NSE SYMBOL: NETWEB BSE Scrip Code: 543945 Sub: STR
Slide 2: India's Leading High-end Computing Solutions (HCS) Provider
1 India’s Leading High-end Computing Solutions (HCS) Provider H1 FY25 - Strategy Presentation October 2024 BSE: 543945 | NSE: NETWEB | Bloomberg: NETWEB:IN
Slide 3: Agenda
Agenda About Netweb Technologies Key Investment Highlights Growth Drivers Annexure
Slide 4: About Netweb Technologies
About Netweb Technologies 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 comprehensive Business Tailwinds►► 1 capabilities in designing, developing, implementing and integrating high
Slide 5: Key Milestones
Key Milestones Qualified for PLI Scheme 1999 ESTABLISHED of GOI for IT Hardware Outstanding Contribution in Promotion of electronics & manufacturing of servers from MEITY Awarded Intel Technology Provider Platinum 2018 KABRU - IMS CHENNAI Best HPC Data Center 2021 2004 Was, then, one of the top 500
Slide 6: Snapshot of Our HCS Offerings
Snapshot of Our HCS Offerings India’s leading HCS provider with fully integrated design and manufacturing capabilities (A) High performance computing (Supercomputing / (B) Private cloud and hyperconverged HPC) systems infrastructure (HCI) ● Bespoke, and tailored with specialized hardware ● Private c
Slide 7: Snapshot of Our HCS Offerings (2/2)
Snapshot of Our HCS Offerings (2/2) High-End Computing Solutions (HCS) Offerings Suite High Performance Private cloud and AI systems and High performance Data Centre servers Computing (HPC) Systems hyperconverged Enterprise workstations storage (HPS) infrastructure (HCI) solutions Unified Storage v
Slide 8: Netweb's Diversified Application Industry Base
etweb’s Diversified Application Industry Base 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 BFSI Clients Other Enterprises* *Other enterprises includes IT&ITeS, media & enter
Slide 9: High Performance Computing (HPC)
High Performance computing (HPC) India’s largest manufacturer of Supercomputing systems Designed, Developed & Deployed some of India’s most HPC Systems Overview powerful Supercomputing systems ❑ In terms of the number of HPC installations, Netweb is one of the most significant OEMs in India amongst
Slide 10: Private Cloud and Hyperconverged Infrastructure (HCI)
Private Cloud and Hyperconverged Infrastructure (HCI) Offers hyper-converged capabilities i.e. combining compute, storage, and network The company’s private cloud & HCI offering is built and sold under our Tyrone Skylus brand Private Cloud & HCI Overview Provide a bespoke hardware and curated softwa
Slide 11: AI Systems and Enterprise Workstations (AI & EW)
AI Systems and Enterprise Workstations (AI & EW) Address requirements of Supercomputing systems, machine learning and deep learning The company’s AI Systems & workstations are designed to support wide range of applications AI Systems & Enterprise Workstations Overview such as ❑ Equipped with proprie
Slide 12: High Performance Storage (HPS/Enterprise Storage) Solutions
High Performance Storage (HPS/Enterprise Storage) Solutions HPS Solutions provide high throughput and high IOPs# storage for enterprise computation users The company’s hardware, software have been developed HPS Solutions Overview in-house and are compliant with the ‘Make in India’ policy*. Its HPS S
Slide 13: Data Centre Server
Data Centre Server Designing and Manufacturing servers to cater to disparate customer needs from entry-level servers to high-end ‘mission-critical’ servers The company’s current server models are typically Data Centre Server Overview designed and built with the dual processor configuration that enab
Slide 14: Software & Service for HCS
Software & Service for HCS Providing private cloud software stack – Both on-premises and off-premises The company’s cloud solutions comprise deployment Software & Service for HCS Overview services which include ❑ Private cloud software stack to handle complex workloads (including 5G enterprise cloud
Slide 15: Competitor Landscape
Competitor Landscape One of the few players in India who offers a full stack of product and solution suite with comprehensive capabilities in designing, developing, implementing, and integrating high end computing solutions Products NetApp Red Hat Vmware HCL Accenture IBM Hewlett and Netweb Packard
Slide 16: Key Investment Highlights
Key Investment Highlights 1 4 India’s leading Indian origin owned and controlled OEM Long standing relationship with a marquee and diverse for HCS with integrated design and manufacturing customer base capabilities 2 5 Operates in a rapidly evolving and technologically Track record of financial perf
Slide 17: India's leading Indian origin OEM with integrated design and manufacturing (1/2)
1. ndia’s leading ndian origin owned and controlled M for with integrated design and manufacturing capabilities (1/2) Full stack of product and solution suite with comprehensive capabilities in designing, developing, implementing and integrating Deep Expertise in System Design & Architecture HPC sol
Slide 18: India's leading Indian origin OEM with integrated design and manufacturing (2/2)
1. ndia’s leading ndian origin owned and controlled M for with integrated design and manufacturing capabilities (2/2) End-to-End Designing & Production of Make-in-India Server
Slide 19: Rapidly evolving, technologically advanced industry with high entry barriers
2. Operates in a rapidly evolving and technologically advanced industry with high entry barriers Experience of installing 500+ HPC systems, 50+ private cloud & HCI, 5000+ accelerator/GPU based AI systems & enterprise workstations 1 2 3 Experience Setting up AI & deep learning labs Installations of H
Slide 20: Significant product development and innovation through R&D
3. Significant product development and innovation through R&D Independently design and innovate products and solutions offerings and provide services tailored to specific customer requirements The company’s R&D Facilities has enabled it to increase its product lines across different HCS offerings Ku
Slide 21: Long standing relationship with a marquee and diverse customer base
4. Long standing relationship with a marquee and diverse customer base Diverse Customer Base Revenue^ from Repeat Customers Customer Concentration^ Higher education and IT & ITES Research 90.7% 86.9% Top10 Top 5 77.7% 69.0% 64.5% 74.7% 57.8% 63.3% 49.5% 47.1% 50.3% 38.4% FY22 FY23 FY24 H1FY25 FY22 F
Slide 22: Track record of financial performance and consistent growth
5. Track record of financial performance and consistent growth Operating Income (INR Mns) Op EBITDA (INR Mns & % Margin) PAT (INR Mns & % Margin) CAGR* 71.2% CAGR* 15.7% CAGR* 83.8% 7,241 1,025 16.0% 72.1% 10.6% 10.3% 11.00% 15.5% 10.1% 10.50% 4,450 700 15.0% 4,004 559 10.00% 14.2% 14.0% 9.1% 759 14
Slide 23: Experienced Board and Senior Management Team (1/2)
6. 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 which was acquired by our ● Has served as Deputy MD at SBI & MD and CEO of Syndicate Bank Company in Au
Slide 24: Experienced Board and Senior Management Team (2/2)
6. Experienced Board and Senior Management Team (2/2) Senior Management – led by people with significant experience in HCS Other Key Management Personnel Industry Hemant Agarwal Prawal Jain Chief Operating Officer Chief Financial Officer and Chief Human Resource Officer ● 20+ years of experience wit
Slide 25: Growth drivers
Growth drivers Opportunities to realize sustainable growth of the business Strong Topline Visibility Enhanced Capabilties Enhanced Opportunities Expanding Product Portfolio State of the art new Rising investments in Forayed into developing new manufacturing facility with Generative AI infra by Govt
Slide 26: Thank You
Thank You Chief Financial Officer Investor Relations Advisor Prawal Jain Sanjeev Sancheti Email: prawal.jain@netwebindia.com Email: ir@uirtus.in netwebindia.com company/netweb-technologies twitter.com/netwebtech
Slide 27: Netweb has designed, developed and deployed some of India's most powerful supercomputers
etweb has designed, developed and deployed some of ndia’s most powerful supercomputers Year of Speed in Speed in Speed in Speed in Supercomputer Deploymen User teraflops teraflops Particulars Year of Supercomputer User teraflops teraflops Particulars t (Rpeak) (Rmax) Deployment (Rpeak) (Rmax) India'