Netweb earnings more than quadrupled in the second quarter ended September 30, 2026, as demand for AI infrastructure lifted sales. The computing solutions company reported consolidated profit after tax of ₹136.7 crore, up from ₹31.4 crore a year earlier, while revenue from operations increased to ₹1,323.3 crore from ₹303.7 crore.
Key Takeaways
- Quarterly profit and operating revenue both rose to more than four times their year-earlier levels.
- AI systems generated 58.4% of operating revenue, making them the primary growth driver.
- The quarter-end order book stood at ₹2,629 crore, separate from an additional ₹652.5 crore L1 position.
Table of Contents
- Netweb earnings reach a first-half milestone
- AI systems account for most quarterly sales
- Order book and L1 position remain separate measures
- Conclusion
Netweb earnings reach a first-half milestone
Chairman and Managing Director Sanjay Lodha said Q2 FY27 delivered Netweb Technologies’ highest-ever quarterly revenue from operations and profit after tax.
Profit and revenue grew at nearly the same pace compared with the September 2025 quarter. The figures therefore show a substantial expansion in business volume rather than a similarly dramatic change in the proportion of revenue retained as net profit.
Lodha said profit after tax for the first half of FY27 reached ₹222 crore, exceeding the ₹205.8 crore earned during the whole of FY26. That puts six-month profit ₹16.2 crore above the previous full-year total.
| Item | Details |
|---|---|
| AI systems | Q2 FY27 revenue contribution: ₹773.1 crore. |
| High-performance computing | Q2 FY27 revenue contribution: ₹248.2 crore. |
| Private cloud | Q2 FY27 revenue contribution: ₹244.8 crore. |
AI systems account for most quarterly sales
Lodha identified AI systems as the main growth driver, with the business contributing more than half of operating revenue. High-performance computing, or HPC, and private cloud were the other major contributors disclosed.
Netweb’s AI and high-performance computing solutions include purpose-built servers and workstations for data-intensive applications, alongside turnkey HPC systems. These products provide context for the infrastructure businesses behind the results; the product description does not establish the quarter’s financial performance.
Order book and L1 position remain separate measures
Netweb reported an order book of ₹2,629 crore as of September 30, 2026. Lodha also disclosed an additional L1 position of ₹652.5 crore and said the figures provided strong revenue visibility for coming quarters.
The L1 position was reported separately from the order book and should not be treated as booked revenue or completed sales. Neither figure specifies how much revenue will be recognised in any individual future quarter.
Conclusion
Netweb earnings show how strongly AI infrastructure demand expanded the business in the September 2026 quarter. Execution of the disclosed order book is the next area to watch, while the additional L1 position remains separate from booked orders.
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