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4th Sep · SEBI-Registered Analyst

Netweb Technologies Latest Updates

NETWEB
Key Business and Contract Wins Netweb Technologies has secured a significant order worth ₹1,734 crore to build sovereign AI compute infrastructure for a large Indian-headquartered global provider of technology distribution and integrated supply chain solutions. This project is part of the IndiaAI Mission and will utilize Netweb's GPU-accelerated platforms based on NVIDIA's Blackwell architecture. The company will deliver these systems through its 'Tyrone Camarero AI' platform, which is designed for large-scale Generative AI, foundational model training, and exascale computing. The execution of this order is scheduled to take place between the last quarter of FY26 and the first half of FY27. This is a strategic, large-value contract that is separate from Netweb's existing business pipeline, which stood at ₹41,421 million as of June 30, 2025. The order is expected to increase the company's annual revenue by over 60%. Financial and Market Performance The company's stock has seen a significant surge following the announcement of the large AI compute order. The share price jumped as a result of the deal, which is seen as a major milestone for the company. For the first quarter of fiscal year 2025-26, Netweb Technologies reported strong financial results, with its net profit doubling on a year-over-year basis, driven by robust demand for its AI-related products and solutions. Netweb Technologies is also one of the most actively traded stocks by value, showing strong investor interest and liquidity in the market.

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