Netweb Technologies India Limited · NSE:NETWEB
Netweb Technologies India — Investor Presentation (September 2023)
36 slides from Netweb Technologies India's investor presentation, Sep 25, 2023
Slide 1: Exchange filing cover letter: Strategy Presentation
CIN : U72100HR1999PLC103911 PAN NO : AABCN4805A GST NO : 06AABCN4805A1Z3 Date : 25.09.2023 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 S
Slide 2: India's Leading High-end Computing Solutions (HCS) Provider
India’s Leading High-end Computing Solutions (HCS) Provider September 2023 BSE: 543945 NSE: NETWEB Bloomberg: NETWEB:IN 1
Slide 3: Safe Harbour Statement
Safe Harbour Statement This presentation may contain certain “forward-looking statements” within the meaning of applicable securities laws and regulations, which may include those describing the Company’s strategies, strategic direction, objectives, future projects and/or prospects, estimates etc. I
Slide 4: Agenda
Agenda 1 About Netweb Technologies 2 Key Investment Highlights 3 Growth Strategies 4 Annexures
Slide 5: 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 capabilities in designing, developing, implementing and integrating high Business Tailwinds ►► p
Slide 6: Key Milestones
Key Milestones Qualified for PLI Scheme of GOI for IT Hardware 1999 ESTABLISHED Outstanding Contribution in Awarded Intel Technology Promotion of electronics & Provider Platinum 2018 manufacturing of servers Best HPC Data Center from MEITY Specialist 2021 Received Orders for Tyrone KABRU - IMS CHENN
Slide 7: Snapshot of Our HCS Offerings (1/2)
Snapshot of Our HCS Offerings (1/2) India’s leading HCS provider with fully integrated design and manufacturing capabilities (A) High performance computing (B) Private cloud and hyperconverged FY23 – Revenue Breakdown (Supercomputing / HPC) systems infrastructure (HCI) by offerings^ ● Bespoke, and t
Slide 8: 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 Computing (HPC) hyperconverged Enterprise workstations storage (HPS) servers Systems infrastructure (HCI) solutions 7
Slide 9: Netweb has designed, developed and deployed some of India's most powerful supercomputers
Netweb has designed, developed and deployed some of India’s most powerful supercomputers Speed in Speed in Speed in Speed in Year of Year of Supercomputer User teraflops teraflops Particulars Supercomputer User teraflops teraflops Particulars Deployment Deployment (Rpeak) (Rmax) (Rpeak) (Rmax) India
Slide 10: Netweb's Diversified Application Industry Base
Netweb’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 % share of Total Revenue 11% 22% from operations^ 62% 30% 19% 8% 47% 25% 21% 6% 38% 11% 2021 2022 2023 2021 2022 2023 2021 202
Slide 11: HCS Offerings Portfolio
HCS Offerings Portfolio
Slide 12: High Performance Computing (HPC)
High Performance Computing (HPC) India’s largest manufacturer of Supercomputing systems Designed, Developed & Deployed some of India’s most powerful Supercomputing systems HPC Systems Overview ● In terms of the number of HPC installations, Netweb is one of the most significant OEMs in India amongst
Slide 13: 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 soft
Slide 14: 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 15: 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 in-house and are compliant with the HPS Solutions Overview ‘Make in India’ policy*. Its HPS S
Slide 16: 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 designed and built with the dual processor Data Centre Server Overview configuration that enab
Slide 17: Software & Service for HCS
Software & Service for HCS Providing private cloud software stack – Both on-premises and off-premises The company’s cloud solutions Software & Service for HCS Overview comprise deployment services which include ● Private cloud software stack to handle complex workloads (including 5G enterprise cloud
Slide 18: 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 Accenture IBM Hewlett Red Hat Vmware HCL and Netweb Packard
Slide 19: Agenda
Agenda 1 About Netweb Technologies 2 Key Investment Highlights 3 Growth Strategies 4 Annexures
Slide 20: Key Investment Highlights
Key Investment Highlights 1 4 India’s leading Indian origin owned Long standing relationship with a and controlled OEM for HCS with marquee and diverse integrated design and manufacturing customer base capabilities 2 5 Operates in a rapidly evolving and Track record of financial performance technolo
Slide 21: 1. India's leading Indian origin owned and controlled OEM for HCS
1. India’s leading Indian origin owned and controlled OEM for HCS with integrated design and manufacturing capabilities Full stack of product and solution suite with comprehensive capabilities in designing, developing, implementing and integrating Deep Expertise in System Design & Architecture HPC s
Slide 22: 2. Operates in a rapidly evolving industry with high entry barriers
2. Operates in a rapidly evolving and technologically advanced industry with high entry barriers Experience of installing 300+ HPC systems, 50+ private cloud & HCI, 4000+ accelerator/GPU based AI systems & enterprise workstations 1 2 3 Experience Setting up AI & deep learning Developing and building
Slide 23: 3. 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 24: 4. Long standing relationship with a marquee and diverse customer base
4. Long standing relationship with a marquee and diverse customer base Revenue Breakdown by Industry^ Revenue^ from Repeat Customers Customer Concentration^ 90.7% Top10 Top 5 87.9% Higher education & 22% Research 57.8% 49.5% 47.1% Space & Defence 38.4% 47% 77.7% IT & ITES 25% Others FY21 FY22 FY23 F
Slide 25: 5. Track record of financial performance and consistent growth
5. Track record of financial performance and consistent growth Revenue (INR Mns) Gross Margin (INR Mns & % Margin) EBITDA (INR Mns & % Margin) CAGR 75.7% CAGR 81.5% CAGR 109.5% 27.1% 27.50% 15.9% 18.00% 4,456.5 14.4% 16.00% 27.00% 26.50% 11.1% 14.00% 25.7% 12.00% 26.00% 2,479.4 25.50% 10.00% 24.5% 1
Slide 26: 6. 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 27: 6. Experienced Board and Senior Management Team (2/2)
6. Experienced Board and Senior Management Team (2/2) Senior Management – led by people with significant Other Key Management Personnel experience in HCS Industry Hemant Agarwal Prawal Jain Chief Operating Officer Chief Financial Officer and Chief Human Resource Officer ● 20+ years of experience wit
Slide 28: Agenda
Agenda 1 About Netweb Technologies 2 Key Investment Highlights 3 Growth Strategies 4 Annexures
Slide 29: Growth Drivers
Growth Drivers Opportunities to realize sustainable growth of the business Strong Topline Visibility Enhanced Capabilties Expansion of Operations Expanding Product Portfolio To capitalize on emerging Heavy adoption of Private Forayed into developing Pipeline# opportunities, will establish Cloud in t
Slide 30: Thank You
Thank You Chief Financial Officer Investor Relations Advisor Prawal Jain Sanjeev Sancheti Email: prawal.jain@netwebindia.com Email: ss@uirtus.in Phone No.: +91 7838300460 Website: www.uirtus.in Phone No.: +91 9836244222 netwebindia.com/ company/netweb-technologies/ twitter.com/netwebtech
Slide 31: Agenda
Agenda 1 About Netweb Technologies 2 Key Investment Highlights 3 Growth Strategies 4 Annexures
Slide 32: Annexure - Key Industry Drivers
Annexure - Key Industry Drivers
Slide 33: Growth in the Indian IT Industry
Growth in the Indian IT Industry Upgrade to 5G, "Make in India" and PLI Schemes are some of the elements that will contribute to the expansion of Indian IT industry Indian IT Market GOI is expected to make strategic technological investments in the Market Size in $ Bn below sectors which is expected
Slide 34: HPC and Private Cloud & HCI Market
HPC and Private Cloud & HCI Market High-Performance Computing Market (HPC) Private Cloud and Hyperconverged Infrastructure (HCI) Market Indian HPC Market ($ Mn) Indian Private Cloud & HCI Market ($ Mn) CAGR : 9.3% CAGR : 19.2% CAGR : 9.3% 918.6 8,007.4 CAGR : 17.7% 492.9 538.8 377.5 2,796.8 1,454.2
Slide 35: AI Systems & Enterprise Workstations and Data Centre Server Market
AI Systems & Enterprise Workstations and Data Centre Server Market AI systems and Enterprise Workstations (AI & EW) Data Centre Server Indian AI & EW Market ($ Mn) Indian Data Center Server Market ($ Mn) CAGR : 27.8% CAGR : 5.0% CAGR : 6.0% 1,456.4 4,563.5 CAGR : 17.7% 3,264.8 3,414.0 2,741.2 261.6
Slide 36: Enterprise Storage and Cloud Managed Services Market
Enterprise Storage and Cloud Managed Services Market Enterprise Storage System Cloud Managed Services Indian Enterprise Storage Market ($ Mn) Indian Cloud Managed Services (CMS) Market ($ Mn) CAGR : 5.0% CAGR : 23.1% CAGR : 0.4% 947.5 3,900.7 708.8 CAGR : 23.1% 670.2 677.8 910.6 1,121.0 488.2 2019 2
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