Netweb Technologies India (NETWEB) Q4 24/25 earnings summary

Executive summary

• Achieved record-high income and PAT for Q4 and FY25, with Q4 operating income up 55.9% YoY to ₹4,146.5 million and PAT up 45% YoY to ₹429.9 million.

• Board recommended a final dividend of ₹2.50 per share (125% of face value, 12.4% payout), subject to shareholder approval.

• Received first claim under PLI scheme 2.0 for IT hardware, amounting to ₹59.4 million.

• Launched Skylus.ai, a unified GPU-based AI infrastructure solution, strengthening leadership in AI systems.

• Audited financial results for FY25 were approved with an unmodified audit opinion from statutory auditors.

Financial highlights

• FY25 revenue from operations was ₹11,490.21 million, up 58.7% YoY; Q4 FY25 revenue was ₹4,146.51 million, up 55.9% YoY.

• FY25 PAT was ₹1,144.8 million, up 50.8% YoY; Q4 FY25 PAT was ₹429.94 million, up 45% YoY.

• FY25 operating EBITDA was ₹1,600.1 million, up 56.1% YoY; Q4 FY25 operating EBITDA was ₹597.7 million, up 47.9% YoY.

• Operating EBITDA margin: 14.4% in Q4 FY25, 13.9% for FY25; PAT margin: 10.3% in Q4, 9.9% for FY25.

• Diluted EPS for FY25: ₹20.24 (up 45.8% YoY); Basic EPS: ₹20.25.

Outlook and guidance

• Confident in achieving 35%-40% CAGR in top-line growth over the next couple of years.

• Guiding for operating EBITDA margin of 13%-14% and PAT margin around 10% for the upcoming fiscal year.

• AI segment expected to reach 19%-20% of revenue in the next 1-2 years, with HPC and private cloud segments sustaining 35%-40% each.

• Robust business pipeline and strong order book support sustained growth.

• Expansion into Europe and Middle East planned, with service networks in four countries.