NETWEB IN EQUITY
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| CUSTOMER | BASIS | EST ₹CR | RANGE | % REV | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| Business | REV SHARE | — | — | 90.0% | CAPEX | FY26 | DISC | 90% |
| “Details of business activities (accounting for 90% of the turnover): S. No. Description of Main Activity Description of Business Activity % of Turnover of the …” AR p.67 · 31-MAR-26 · +1 DOC | ||||||||
| Parties | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “Particulars of contracts or arrangements made with Related Parties The Company has adopted a policy on materiality of related party transactions and on dealing…” AR p.46 · 31-MAR-26 · +1 DOC | ||||||||
| Private Limited Company | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “H5,307.5 mn Revenue – High- Performance Computing (Supercomputing/HPC) Systems segment H320.8 mn Revenue – Data Centre Servers segment 37.5% ROCE3 75.6% Revenu…” AR p.5 · 31-MAR-26 · +1 DOC | ||||||||
| BEST | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “2021 » Top Software Tools Bundled with IA Partner of the Year 2021 at the Intel Software India Partner Summit, 2021 » Partner of the Year 2021, System Integrat…” AR p.29 · 31-MAR-26 DOC | ||||||||
| Centre | UNSTATED | — | — | — | — | FY26 | EST | 75% |
| “In contrast, revenue from Data Centre Servers declined 14.0% to `320.8 million.” AR p.33 · 31-MAR-26 DOC | ||||||||
| Business | CONTRACT | CT 3,971 | — | — | — | FY26 | EST | 70% |
| “» Strong business pipeline backed by broad market presence » One of the leading HCS solution providers, reinforced by an early-mover position in AI infrastruct…” AR p.14 · 31-MAR-26 · +2 DOC | ||||||||
| Others | UNSTATED | — | — | — | R&D | FY25 | EST | 70% |
| “Long-standing Relationship with a Marquee and Diverse Customer Base Diverse Customer Base 4.8 Years Average top 10 customer age (FY25) using FY16 as the base 9…” AR p.18 · 31-MAR-25 DOC | ||||||||
| NMDCNMDC Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “The Company serves a broad spectrum of clients, including leading academic and research institutions such as the Indian Institutes of Technology (IITs) and the…” AR p.21 · 31-MAR-25 DOC | ||||||||
| Himachal Pradesh | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “Notable clients in these application domains include Indian Institute of Technology (IIT) Jammu, IIT Kanpur, NMDC Data Centre Private Limited, Airamatrix Priva…” AR p.39 · 31-MAR-25 DOC | ||||||||
| CDSLCentral Depository Services (India) Ltd. | UNSTATED | — | — | — | — | FY25 | EST | 70% |
| “j. In case of joint holders attending the Meeting, only such joint holder who is higher in the order of names will be entitled to vote k. Dividend as recommend…” AR p.46 · 31-MAR-25 DOC | ||||||||
| Securities and Exchange Board of India | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “(Not applicable for the period under review) (vii) The Securities and Exchange Board of India (Registrars to an Issue and Share Transfer Agents) Regulations, 1…” AR p.53 · 31-MAR-26 · +1 DOC | ||||||||
| IFCIIFCI Ltd. | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “50 Production Linked Incentives Netweb Technologies India Limited has been awarded Production Linked Incentive (PLI) Scheme for IT Hardware (eligible product –…” AR p.129 · 31-MAR-26 · +1 DOC | ||||||||
| Private Limited Company | UNSTATED | — | — | — | R&D | FY26 | EST | 70% |
| “» Cloud Solutions » Design & Deployment Services » AI, ML, & Deep Learning as a Service 18 Offices across India 600+ Successful HPC installations 60+ Private C…” AR p.10 · 31-MAR-26 DOC | ||||||||
| Directors | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Name of the Directors/ Relatives % Of Shareholding (As on March 31, 2026) Sanjay Lodha 26.58 Navin Lodha 13.39 Vivek Lodha 13.39 Niraj Lodha 13.39 Priti Lodha …” AR p.44 · 31-MAR-26 DOC | ||||||||
| Commissioner | CONTRACT | CT 0 | — | — | — | FY26 | EST | 70% |
| “Notes: (a)Contingent liabilities amounting to `2.00 million relating to AY 2020-21 and `7.91 million relating to AY 2019-20 pertain to appeals filed by the Com…” AR p.124 · 31-MAR-26 · +1 DOC | ||||||||
| FY27 | UNSTATED | — | — | — | — | FY27 | EST | 65% |
| “Revenue from operations for Q2 FY27 stood at INR1,323 crores, registering a year-on-year growth of 335.7% and a quarter-on-quarter growth of 61.4% Operating EB…” CONCALL p.5 · 31-OCT-26 DOC | ||||||||
| BSEBSE Ltd. | UNSTATED | — | — | — | R&D | FY25 | EST | 60% |
| “Netweb at a Glance Offices across India 18 Customers 2,300+ Private Cloud and HCI Installations 50+ Deployed One of India’s Fastest and Largest Hybrid Supercom…” AR p.7 · 31-MAR-25 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | — | 2026-01 | EST | 60% |
| “With the execution of this order, the AI system segment contributed to 64% of Q3 Financial Year ‘26 revenue and 48% of 9-month Financial Year ‘26 revenue.” CONCALL p.4 · 31-JAN-26 DOC | ||||||||
| SUPPLIER | BASIS | EST ₹CR | RANGE | % COST | BUCKET | PERIOD | METHOD | CONF |
|---|---|---|---|---|---|---|---|---|
| China. | UNSTATED | — | — | — | — | FY25 | EST | 75% |
| “Although negotiations led to partial de-escalation, bringing the tariffs down to 51% by the U.S. and 33% by China, tensions persist through non-tariff barriers…” AR p.32 · 31-MAR-25 DOC | ||||||||
| Financial Year | UNSTATED | — | — | — | COGS | FY25 | EST | 75% |
| “Percentage of input material (inputs to total inputs by value) sourced from suppliers FY 2025-2026 Current Financial Year FY 2024-2025 Previous Financial Year …” AR p.91 · 31-MAR-26 · +1 DOC | ||||||||
| Office | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “S. No Location Address Owned / Leased / Licensed / Rented Name of the Lessor / Licensor Validity Period 1 Faridabad, Haryana (Registered Office and manufacturi…” AR p.62 · 31-MAR-26 DOC | ||||||||
| Business | UNSTATED | — | — | — | — | FY26 | EST | 70% |
| “Framework / Standard Topic / Reference Covered GRI GRI 204-1: Proportion of Spending on Local Suppliers GRI 413-1: Operations with Local Community Engagement G…” AR p.91 · 31-MAR-26 DOC | ||||||||
| SOURCE | READ | % | LAST READ |
|---|---|---|---|
| ANNOUNCEMENTS | 2/2 | 100% | 08-NOV-26 |
| ANNUAL | 2/2 | 100% | 10-NOV-26 |
| CONCALL | 5/5 | 100% | 10-NOV-26 |
| ORDERS | 2/2 | 100% | 08-NOV-26 |
| RATINGS | 0/2 | 0% | — |
| SCREENER | 1/1 | 100% | 10-NOV-26 |
| SIGNAL | VALUE | AS OF | INPUTS |
|---|---|---|---|
| CUST MOM 1M | +4.1% | 14-NOV-26 | from 15-OCT-26 · IFCI Ltd. -8.9% w 0 · Central Depository Services (India) Ltd. +11.9% w 0 · NMDC Ltd. -1.4% w 0 · BSE Ltd. +14.9% w 0 |
| TOP 10 CUSTOMERS % REV | 57.8% | 31-MAR-26 | sentence ) 75.6% 69.0% 81.4% 90.7% 302Repeat customers (FY2026) associated for over 6 years using FY2016 as the base 3.8 YearsAverage top 10 customer age (FY2026) using FY2016 as base Customer Concentration* FY2023 57.8% 64.5% 65.8% 76.4% 62.2% 50.8%50.3% 47.1% FY2024 FY2025 FY2026 9.08% Customer accretion CAGR (FY2020–FY2026) 131New clients onboarded across diverse industries in FY2026 Top 10 Top 5 *As a · documentId 17,640 |