Netweb Technologies India Limited · NSE:NETWEB
Netweb Technologies India — Investor Presentation (June 2024)
37 slides from Netweb Technologies India's investor presentation, Jun 14, 2024
Slide 1: Strategy Presentation filing cover letter
CIN : L72100HR1999PLC103911 PAN NO : AABCN4805A GST NO : 06AABCN4805A1Z3 Date : 14.06.2024 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 S
Slide 2: India's Leading High-end Computing Solutions (HCS) Provider
India’s Leading High-end Computing Solutions (HCS) Provider May 2024 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 KABRU - IMS CHENNAI Specialist 2021 Was, then, one of the to
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 FY24 – 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 Government & Defense Educational Institutes BFSI Clients Other Enterprises* 9 *Other enterprises *Other enterprises includes
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 (1/2)
1. India’s leading Indian origin owned and controlled OEM for HCS 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
Slide 22: 1. India's leading Indian origin owned and controlled OEM for HCS (2/2)
1. India’s leading Indian origin owned and controlled OEM for HCS with integrated design and manufacturing capabilities (2/2) End-to-End Designing & Production of Make-in-India Server 21
Slide 23: 2. Operates in a rapidly evolving and 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 Developing and building
Slide 24: 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 25: Customer base, repeat customers and concentration
Quarterly Key Highlights (Cont.) Diverse Customer Base Revenue^ from Repeat Customers Customer Concentration^ Higher education and IT & ITES Research 90.7% Top10 Top 5 77.7% 69.0% 64.5% 57.8% 49.5% 47.1% 50.3% 38.4% FY22 FY23 FY24 FY22 FY23 FY24 310 Space & Defence Others Repeat Customers (FY24) 10.
Slide 26: 5. 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* CAGR* 92.5% 10.6% 10.3% 12.00% CAGR* 109.7% 71.8% 7,241 15.7% 14.2% 18.00% 9.1% 14.0% 16.00% 10.00% 14.00% 8.00% 4,450 10.1% 12.00% 5.8% 10.00% 759
Slide 27: 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 28: 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 29: Agenda
Agenda 1 About Netweb Technologies 2 Key Investment Highlights 3 Growth Strategies 4 Annexures
Slide 30: 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 Increasing investments in Forayed into developing manufacturing facility with Generative AI infra by Govt
Slide 31: Thank You
Thank You Chief Financial Officer Investor Relations Advisor Prawal Jain Sanjeev Sancheti Email: prawal.jain@netwebindia.com Email: ir@uirtus.in Website: www.uirtus.in netwebindia.com/ company/netweb-technologies/ twitter.com/netwebtech
Slide 32: Agenda
Agenda 1 About Netweb Technologies 2 Key Investment Highlights 3 Growth Strategies 4 Annexures
Slide 33: Annexure - Key Industry Drivers
Annexure - Key Industry Drivers
Slide 34: 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 35: 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 36: 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 37: 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
Netweb Technologies India — Investor Presentation (June 2024) on 6ix