Data Center Shares Jump 200% in 6 Months on AI Deals and Strong Guidance

In the past 6 months, a Data Center focused Netweb Technologies shares has surged by nearly 200 percent in the past six months, driven by robust earnings growth, strong order wins, positive management guidance, and investor optimism around its future plans and expansion in the AI and data center segments.

Key Drivers

Netweb Technologies shares have outperformed the broader market, delivering approximately 200 percent gains since April 2025. The company’s focus on high-performance computing (HPC), AI servers, and enterprise storage solutions has attracted significant institutional investor interest, with improved liquidity and coverage from leading brokerages.

Investors have responded positively to Netweb’s expanded offerings in artificial intelligence-integrated servers and cloud solutions, catering to surging demand from data center operators, research institutions, and hyperscalers. The increase in operating profit and EBITDA margin, which is aided by cost efficiencies and product mix, further solidifies its growth narrative.

Management Guidance and Outlook

Based on the recent earnings call, Netweb Technologies management reaffirmed its guidance for double-digit revenue growth and a robust order pipeline of Rs 229.90 crores for FY26. The CEO said that ongoing capex in the AI infrastructure domain and enterprise digitalization would fuel future earnings momentum. They plan to continue investments in R&D by spending around 3 percent of turnover.

The management remains upbeat about sustaining sector-leading growth rates, with EBITDA margin guidance set around 14 percent and PAT to be in 10 to 10.5 percent for the upcoming few quarters. They indicated that 20 to 22 percent of the business is from AI, up from 15 percent in the previous year. The demand from government and private enterprises that seek its services is going through rapid digitization.

Recent Events Boosting Sentiment

Netweb Technologies shares surged due to recent high-value order wins from clients, including a Rs 1,734 crores of HCS for an OEM which will be built on Nvidia Blackwell architecture, and a Rs 450 crore contract for a tech distributor for AI infra deployment, supplying Tyrone AI GPU systems. The company announced tie-ups with global technology partners for the co-development of next-gen AI and cloud infrastructure.