Netweb Technologies India Limited · NSE:NETWEB
Netweb Technologies India — Q2 FY26 Earnings Presentation
16 slides from Netweb Technologies India's earnings presentation, November 2025
Slide 1: Earning Presentation Cover Letter to Stock Exchanges
CIN : L72100HR1999PLC103911 Date: 01.11.2025 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: India's Leading High-end Computing Solutions Provider Q2'FY26 Earnings Presentation
India’s Leading High-end Computing Solutions (HCS) Provider Q2’FY26 - Earnings Presentation November 2025 BSE: 543945 | NSE: NETWEB | Bloomberg: NETWEB:IN
Slide 3: Agenda
Agenda About Netweb Technologies Quarterly Key Highlights 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 capabilities in designing, developing, implementing and integrating high Business Tailwinds ►► 1 p
Slide 5: Snapshot of Our HCS Offerings
Snapshot of Our HCS Offerings India’s leading HCS provider with fully integrated design and manufacturing capabilities High performance computing (Supercomputing / HPC) systems Data Centre servers • Bespoke, and purpose-built specialized hardware designs and • Designed to reduce the complexity of m
Slide 6: Management Commentary
Management Commentary “ We are pleased to share that the quarter has been exceptional for the company. We secured two large strategic orders worth approximately ₹21,840 Mn, to be executed by FY27, reaffirming our position as India’s largest OEM in high-end computing solutions. Operating income grew
Slide 7: Key Highlights: Profit and Loss Summary
Key Highlights Profit and Loss Summary ₹ in millions Operating Operating PBT* PAT* Income EBITDA* Q2 FY26 3,037.2 454.6 420.3 314.3 Growth (YoY) 21.0% 25.1% 19.8% 20.1% Growth (QoQ) 0.8% 1.5% 1.0% 3.1% Margin 15.0% 13.8% 10.3% H1 FY26 6,049.4 903.2 836.3 619.1 Growth (YoY) 51.1% 60.6% 50.7% 49.5% Ma
Slide 8: Key Highlights (Cont.): Balance Sheet Summary
Key Highlights (Cont.) Balance Sheet Summary ₹ in millions Net Debt/ Equity^ Net Debt/ Op. EBITDA*^ Particulars Mar’25 Jun’25 Sep’25 Equity Share Capital 113.3 113.3 113.3 (0.08) (0.27) Other Equity^ 5,178.5 5,492.2 5,673.1 (0.31) Net Worth^ 5,291.8 5,605.5 5,786.4 (0.41) (1.02) Borrowing 12.7 26.0
Slide 9: Key Highlights (Cont.): Revenue breakup – HCS Offering
Key Highlights (Cont.) Revenue breakup – HCS Offering H1FY26 – Revenue Breakdown by offerings 4,055 4,027 4% 1% 3% 2,624 2,644 1,694 2% 2,043 1,536 1,728 1,795 1,461 799 2% 30% ₹ in Millions 309 25% FY23 FY24 FY25 H1FY26 FY23 FY24 FY25 H1FY26 FY23 FY24 FY25 H1FY26 High performance computing Private
Slide 10: Key Highlights (Cont.): Diverse Customer Base
Key Highlights (Cont.) Diverse Customer Base Revenue^ from Repeat Customers Customer Concentration^ Higher education and IT & ITES Research 90.7% Top10 Top 5 81.4% 74.7% 69.0% 64.5% 65.8% 71.3% 57.8% 56.4% 47.1% 50.3% 50.8% FY23 FY24 FY25 H1FY26 FY23 FY24 FY25 H1FY26 202 9.37% Repeat Customers (H1FY
Slide 11: Profit & Loss Summary
Profit & Loss Summary ₹ in millions Particulars Q2 FY26 Q2 FY25 YoY(%) Q1 FY26 QoQ(%) H1 FY26 H1 FY25 YoY(%) FY25 Operating Income 3,037.2 2,510.6 21.0% 3,012.1 0.8% 6,049.4 4,003.8 51.1% 11,490.2 Operating EBITDA* 454.6 363.4 25.1% 448.0 1.5% 903.2 562.6 60.6% 1,590.4 Operating EBITDA Mrg (%)*
Slide 12: 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 13: Growth drivers
Growth drivers Opportunities to realize sustainable growth of the business Expanding Product Enhanced Capabilties Enhanced Opportunities Portfolio Strong Topline • State of the art new • Rising investments in • Introduced Skylus.ai, a unified manufacturing facility with latest Generative AI infra by
Slide 14: Shareholding Pattern (September 2025)
Shareholding Pattern (September 2025) Non-Promoter Shareholding Key Institutional Shareholders Goldman Sachs Managed Funds FIIs ICICI Prudential Mutual Fund 37.29% DII 48.51% Pictet - Asian Equities Body Corporate Matthews Asia Funds Others 12.29% Total Shareholding Neurberger Berman 1.90% Vanguard
Slide 15: Quarterly Key Highlights: Cash Conversion Cycle Break-up
Quarterly Key Highlights Cash Conversion Cycle Break-up Particulars Mar’25 Jun’25 Sep’25 Receivable Days 87 124 117 Inventory Days* 53 72 72 Payable Days (67) (84) (70) Cash Conversion Cycle 73 111 120 Note: All day’s calculation are based on Operating Income. Jun’25 and Sep’25 days are Annualized.
Slide 16: Thank You
Thank You Chief Financial Officer Investor Relations Advisor Ankit Kumar Singhal Mudit Nahata Email: ankit.singhal@netwebindia.com Email: ir@uirtus.in netwebindia.com company/netweb-technologies twitter.com/netwebtech
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