Netweb Technologies shares jump 9% on this order win; check details

“This strategic win is of national importance, aimed at strengthening India’s AI compute capabilities and advancing the country’s ambitions for a Sovereign AI System under the IndiaAI Mission,” Netweb said in a statement.

The order is expected to be executed between the last quarter of FY26 and the first half of FY27. This will leverage Netweb’s GPU-accelerated platforms built on NVIDIA’s cutting-edge Blackwell architecture.

Netweb will deliver three systems through its flagship Tyrone Camarero AI platform, which is purpose-built for large-scale generative AI, foundational model training and exascale computing.

Each node will feature Nvidia’s latest generation 8x GPU-HGX-B200 accelerators, optimised for high-throughput, memory-intensive workloads. These platforms will serve as critical infrastructure to bring India’s compute capacity and capability in line with global benchmarks, the company said.

The order will be designed and manufactured in India, using Netweb’s in-house R&D and production capabilities.

Commenting on the order, Sanjay Lodha, Chairman and Managing Director, Netweb Technologies India, said: “This is a large-value strategic order, distinct from Netweb’s recurring business. This strategic order reflects the growing importance of sovereign compute capabilities in India’s digital future. We are proud to contribute to the IndiaAI Mission by delivering best-in-class AI infrastructure, engineered and manufactured in India. This will help India emerge as an AI superpower and benefit multiple industry verticals.”

As of 30 June 2025, the company’s pipeline stood at ₹4,142 crore, excluding the current order.

“The new order is not part of Netweb’s formal financial guidance and should not be annualised or extrapolated into future forecasts,” said Lodha.

“While this large strategic order is expected to boost the company’s revenue and profits for the current and the coming financial year, Netweb remains focused on strong organic, medium- to long-term growth, supported by a robust order pipeline, expanding product portfolio, and sustained investments in capability-building,” he added.

Shares of Netweb Technologies opened at ₹2,355.90 apiece and touched an intraday high of ₹2,464, marking a jump of 9% from its previous close. At the time of writing the article, shares of the IT server maker were trading 6.02% higher at 2,403 apiece on the National Stock Exchange.

Over a month’s period, Netweb shares have climbed a little more than 5%.

Since March 3, 2025, which is six months, shares of the firm have climbed over 71%. Year-to-date, Netweb shares, however, have declined 16%.

Shares of the company had touched their one-year high of ₹3,060 apiece on November 27, 2024, while their 52-week low of ₹1,251.55 was hit on April 7, 2025.