Netweb Technologies
2025-01-27
OEM in the space of High-end Computing Solutions (HCS)
data-centers and AI and how the company takes the opportunity is what i am particularly interested in
- guidance of 30-35% CAGR growth
- EBITDA margin guidance around 14%
current order book -> 360cr . (execution cycle : 8-16 weeks {average : 12-14 weeks})
- 20% or 30% of the old orders are there in the order book, all the rest of the orders are new.
AI Business:
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Contributed 14.7% to operating revenue in 9M FY25
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Y-o-Y growth of 136.3%
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Expected to remain around 15% of revenue by year-end
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Government planning 10,000 GPU cloud infrastructure
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already built AIRAWAT as POC
Exports:
- Contributed 7.9% of revenue in 9M FY25
- Primary focus on Middle East and US markets
- Target to reach 10-11% of revenue in next year
- Current infrastructure capable of supporting revenue up to INR 2,000 crores
- R&D spending maintains at 3-4% of revenue
40-60 split between government and private sector
