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NETWEB: Major AI Infrastructure Order Will Support Stronger Earnings Ahead

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 09 Dec 2025

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Analysts have nudged their price target for Netweb Technologies India slightly higher to ₹4,057.50, citing broadly unchanged assumptions on revenue growth, profit margins, and future valuation multiples that together support a stable long term fair value outlook.

What's in the News

  • Netweb Technologies India secured a purchase order worth approximately INR 4,500 million for its Tyrone AI GPU Accelerated Systems, highlighting strong demand for its high performance computing offerings (company announcement).
  • The company entered a strategic partnership with Bengaluru based Bud Ecosystem to co develop affordable, localized AI infrastructure solutions, targeting sectors such as education, healthcare, retail, agriculture, and small businesses across India (company announcement).
  • Under the Bud collaboration, Netweb will offer modular AI in a Box systems that can scale from CPU based setups to advanced GPU or accelerator configurations, enabling offline, localized AI deployment with an emphasis on data sovereignty and cost efficiency (company announcement).
  • A board meeting has been 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 permissible business matters (board meeting notice).

Valuation Changes

  • Fair value estimate maintained at approximately ₹4,057.50 per share, indicating no change in the analysts long term intrinsic value assessment.
  • Discount rate edged up slightly from about 14.76 percent to 14.77 percent, reflecting a marginally higher required return on equity.
  • Revenue growth assumption effectively unchanged at around 62.54 percent, suggesting the outlook for top line expansion remains intact.
  • Net profit margin essentially stable at roughly 9.73 percent, implying no material shift in expected profitability.
  • Future P/E multiple ticked up marginally from about 61.77 times to 61.79 times, pointing to a slightly higher implied valuation multiple in the model.

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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.