NETWEB TECH Results Analysis-Q4FY26

Operating Revenue for Q4FY26 is Rs. 774 Crs. 86.59% growth YoY, Total Income is Rs. 784 Crs., 87.94% growth YoY, Gross Profit is Rs. 158 Crs., 182.79% growth YoY, EBITDA is Rs. 97 Crs., 62.94% growth YoY, But EBITDA Margin is 12.48% declined by 181 Basis points YoY, PBT Rs. 95 Crs. 65.22% growth YoY, PAT Rs. 71 Crs. 65.67% growth YoY. On QoQ basis Op. Revenue is down by 3.88%, Total Income is down by 3.40%, But Gross Profit is up by 15.4%, However, EBITDA is flat to negative, PBT is down by 3.31% and PAT is also down by 3.71%. Order book split (explicitly stated): INR 1,600 crore strategic, INR 472 crore organic, and INR 327 crore L1 (management clarified L1 is “again organic”). Revenue growth guidance: 35%–40% over the next couple of years , EBITDA margin guidance: 13%–14% for the next couple of years; management emphasized resilience despite rapid topline growth.