Overview

• Netweb Technologies reported a 100% year-on-year rise in Q1 FY26 PAT to Rs 30.48 crore and a 101.7% increase in operating income to Rs 301.21 crore, while EBITDA jumped 127% to Rs 44.8 crore.
• The stock rallied 13% intraday to Rs 2,299.15 on August 1 and has gained 16.86% over four trading sessions, with turnover that eclipsed the fortnightly average.
• AI-related revenue grew 300% year-on-year to account for 29% of operating income, driven by a major defence-sector AI contract and the FY25 launch of the Skylus.ai GPU orchestration platform.
• Analysts point to chart breakouts and heavy volumes with support in the Rs 2,040–2,120 range and see potential resistance near Rs 2,300–2,400, with target prices between Rs 2,600 and Rs 2,800.
• Promoters retain a 71.03% stake in Netweb, and management credits disciplined execution and scale-up of its AI-focused model for sustaining earnings momentum.