178% Rally in Six Months: What’s Driving Netweb Technologies’ Stock Surge?
Netweb Technologies India has been on a remarkable run, with its stock hitting a new record high of ₹4,331.90, marking a 17% weekly gain. The rally is fueled by strong investor confidence in the company’s expanding AI business, which now contributes 29% of its revenue. The stock closed 6.15% higher on Friday, extending its winning streak to three consecutive sessions and pushing the weekly surge to nearly 17%.
Strong Performance Despite Market Volatility
Even amid recent volatility in broader markets, this small-cap stock has continued to attract attention on Dalal Street. Netweb Technologies has recorded 11 all-time highs in just five weeks, achieving an extraordinary 178% rally over the past six months, making it one of the top performers of the year.
Interestingly, the surge comes at a time when larger-cap tech stocks are facing pressure due to concerns over US visa fees, highlighting investor confidence in Netweb’s growth prospects.
AI and HPC Driving Growth
The company’s remarkable momentum is largely driven by the rapidly growing AI and high-performance computing (HPC) segment. Demand for advanced GPU-based platforms has surged across industries, and Netweb has secured multiple orders in recent weeks, strengthening its AI revenue outlook.
The AI segment, which contributed 29% of revenue in Q1FY26 (up from just 7% two years ago), is expected to grow at a 40% CAGR, consistent with historical trends.
Major Orders Fueling the Rally
The stock gained further momentum after Netweb Technologies secured significant AI infrastructure contracts:
₹450 crore order for Tyrone AI GPU Accelerated Systems from one of India’s largest global technology distribution and supply chain firms (client undisclosed).
Earlier in the month, a ₹1,734 crore contract was awarded for servers built on Nvidia’s Blackwell architecture.
The company plans to establish an AI infrastructure facility using the latest GPU-accelerated platforms, with completion expected in H1FY27. These systems will be delivered through the Tyrone Camarero AI platform, designed for large-scale generative AI, foundational model training, and exascale computing.
Analysts note that the new ₹450 crore order represents nearly 102% of projected sales for FY26 and 72% for FY27, signaling strong revenue visibility.
Robust Order Book and Financial Performance
As of June 30, 2025, Netweb Technologies’ order book stood at ₹4,142 crore, underscoring strong demand for its AI solutions. The company also reported a 100% year-on-year increase in profit after tax, reaching ₹30.5 crore in Q1FY26.
Management expects the recent orders to further boost revenues and profitability in both the current and upcoming fiscal years, ensuring sustained momentum for the stock.
Bottom Line:
Netweb Technologies’ exceptional rally reflects strong investor faith in its AI and HPC strategy, backed by substantial orders and a robust order book. With its AI segment expanding rapidly and multiple large contracts in the pipeline, the stock shows no signs of slowing in the near term.
Disclaimer: This article is for educational and informational purposes only. The views, opinions, and recommendations expressed in this story are those of individual analysts or broking firms, and do not represent the views of Business Connect Magazine. Investors are advised to consult with certified financial advisors or experts before making any investment decisions.
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