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NETWEB: Orders For AI Systems Will Drive Profit Margins Higher

AI Integration And India's IT Push Will Strengthen Future Position

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NETWEB
AnalystConsensusTarget
Not Invested
Published 26 Apr 2025

Update shared on 10 Nov 2025

Fair value Increased 23%
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Analysts have raised their price target for Netweb Technologies India from ₹3,310 to ₹4,057.50, citing improved revenue growth outlook and stronger profit margins as key drivers behind the upward revision.

What's in the News

  • A board meeting is scheduled for November 1, 2025, to review and approve unaudited financial results for the quarter and half year ended September 30, 2025, along with other matters (Board Meeting announcement).
  • The company has entered a strategic partnership with Bud Ecosystem, a Bengaluru-based AI research and product company, to co-develop affordable, modular, and scalable AI infrastructure solutions for India's diverse sectors (Strategic Alliances).
  • The company received a purchase order to supply Tyrone AI GPU Accelerated Systems worth approximately INR 4,500 million, excluding taxes (Client Announcements).
  • The company received a purchase order to supply servers based on NVIDIA's latest Blackwell Architecture, valued at approximately INR 17,340 million, excluding taxes (Client Announcements).

Valuation Changes

  • Consensus Analyst Price Target has increased from ₹3,310 to ₹4,057.50, indicating a notable upward revision in fair value estimates.
  • Discount Rate has risen slightly from 14.74% to 14.78%, reflecting updated risk assessments in valuation models.
  • Revenue Growth projection has improved from 57.04% to 62.54%, showing greater optimism in earnings potential.
  • Net Profit Margin expectation has inched up from 9.68% to 9.84%, suggesting marginally stronger profitability forecasts.
  • Future P/E ratio estimate has increased from 58.45x to 61.16x, which signals higher anticipated earnings multiples.

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Disclaimer

AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.