Abhishek Sinha
Updated: October 3, 2025 | Market Desk
Shares of Netweb Technologies India Ltd continued their upward rally on Friday, October 3, 2025, hitting a fresh all-time high of ₹4,336.70 per share on the NSE. The stock surged 6.76% intraday before settling 4.64% higher at ₹4,250.50 apiece around 12:11 pm.
Stock Performance
- Day’s High: ₹4,336.70
- Last Traded: ₹4,250.50 (+4.64%)
- 6-Month Rally: +178% (vs NIFTY50’s 7%)
The IT server manufacturer has vastly outperformed the benchmark index, driven by strong order inflows and rising demand for AI-driven technologies.
Key Order Wins Driving Momentum
Netweb has bagged two major contracts in September 2025, strengthening its leadership in high-performance computing and AI infrastructure:
- ₹450 Crore Order (September 19, 2025):
- Supply of Tyrone AI GPU Accelerated Systems.
- Client: A leading Indian-headquartered global technology distributor and supply chain solutions provider.
- Deployment to be completed by end of FY26.
- ₹1,734 Crore Order (September 3, 2025):
- Supply of servers based on NVIDIA’s Blackwell Architecture.
- Classified as a project of “national importance”.
- Aimed at boosting India’s AI compute capabilities under the IndiaAI Mission.
- Execution scheduled between Q4 FY26 and H1 FY27.
These large contracts are expected to significantly contribute to the company’s revenues over the coming financial years.
Management Commentary
Sanjay Lodha, Chairman & Managing Director of Netweb Technologies, said:
“This is a large-value strategic order, distinct from Netweb’s recurring business. Our order pipeline stood at ₹41,421 million as of June 30, 2025, excluding this deal. While this order will boost near-term revenues, our focus remains on sustainable medium to long-term growth, supported by capability expansion and product diversification.”
Financial Highlights
- Q1 FY26 Profit After Tax (PAT): ₹30.5 crore (up 100% YoY from ₹15.24 crore).
- Growth Driver: Rising demand for AI-based infrastructure solutions.
With its debt-light balance sheet, strong order pipeline, and alignment with India’s AI push, analysts expect Netweb Technologies to remain a key beneficiary of the AI infrastructure boom.
Outlook
With back-to-back large contract wins and expanding AI-focused product lines, Netweb Technologies has positioned itself as a strategic player in India’s sovereign AI ambitions. Investors continue to remain bullish, anticipating sustained revenue growth and margin expansion in the coming quarters.
