Netweb Technologies Falls 4% Despite Strong Q2FY27 Results | CNBC TV18
CNBC-TV18 · 26 Oct 2026 · 7 min
Management interview of Netweb Technologies India Ltd (NETWEB), with 6 key numbers discussed.
- Sanjay Lodha, Chairman & Managing Director, Netweb Technologies
Netweb Technologies reported strong first-half revenue growth of over 300% year-on-year. While maintaining a baseline formal guidance of around 40%, CMD Sanjay Lodha expressed confidence in crossing Rs 40bn in revenue. Operating margins are expected to remain steady at 13-14% across verticals despite supply chain constraints, supported by direct OEM partnerships with major chipmakers. AI systems are expected to contribute 40-45% of total revenue on a full-year basis. Inventory days will remain elevated around 117 days to support strong AI demand, with no further equity capital raise required.