Netweb Technologies India

Supply Chain Shocks And Tech Nationalism Will Erode Future Margins

AN

AnalystLowTarget

Not Invested

Community Contributor

Published

07 Sep 25

Updated

30 Apr 26

Views

37

30 Apr

₹3,851.30

AnalystLowTarget's Fair Value

₹3,629.00

6.1% overvalued

1Y

114.2%

7D

0.3%

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1Y

114.2%

7D

0.3%

You can edit this narrative until May 1 1:05 AM. Then, changes will post as Updates.

Author's Valuation

₹3.63k6.1% overvalued

AnalystLowTarget Fair Value

Shared on 30 Apr 26

NETWEB: Future AI Supercomputing Ambitions Will Not Justify Current Optimism

Analysts have kept their fair value estimate for Netweb Technologies India steady at ₹3,629, citing slightly adjusted assumptions on discount rate, revenue growth, profit margin and future P/E, rather than any major shift in the underlying outlook. What's in the News Board meeting scheduled for May 2, 2026, to review audited financial results for the quarter and year ended March 31, 2026, and to consider a final dividend recommendation and other items on the agenda (Key Developments).

3 views

Shared on 01 Apr 26

Fair value Increased 45%

NETWEB: Future AI Supercomputing Rollout Will Drive Stronger Upside Potential

Analysts have raised their price target on Netweb Technologies India from about ₹2,510 to roughly ₹3,629, citing updated assumptions around growth, margins, and the P/E they are willing to apply to the stock. What's in the News Netweb Technologies India introduced the Tyrone Camarero GB200 AI Supercomputer and the petascale personal compute system Tyrone Camarero Spark, targeting high end AI research and development in India (Key Developments).

6 views

Valuator

Company Info

Notes

AnalystLowTarget Fair Value

₹3.63k

6.1% overvalued

Future estimation in

Revenue

Profit Margin

Future PE

Growth p.a.

%

Decrease

Increase

Forecast revenue growth rate

22.90%

Historical revenue growth rate

41.34%

Tech Hardware revenue growth rate

0.53%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

14.61%

Calculation

₹4.96b

Earnings '29

x

61.53x

PE Ratio '29

=

₹305.33b

Market Cap '29

₹305.33b

Market Cap '29

/

56.66m

No. shares '29

=

₹5.39k

Share Price '29

₹5.39k Share Price '29

Discounted to 2026 @ 14.53% p.a.

=

₹3.59k

Fair Value '26