NETWEB

Netweb is a direct beneficiary of the budget's emphasis on data center infrastructure, placing it squarely in a high-growth trajectory. Its current valuation metrics, a PE of 105 and a PB of 32, reflect the excitement around its futuristic industry and frankly explosive growth. The company's revenue growth is nothing short of spectacular, soaring from ₹700 crore to ₹1800-100 crore in just 1.5 years—a staggering 2.5x increase—with net profits mirroring this ascent. Should this phenomenal growth continue, we could see its PE ratio normalize to a more palatable 47-50 within two years. The stock's impressive 5% gain, even amidst a 2% market dip, underscores strong investor confidence in its future.