Netweb technologies

HPC

Leading manufacturer of Supercomputing Systems in India.

Catering to a diverse clientele including prestigious institutions like IITs and NMDC Data Centre. The Company has designed, developed and deployed some of India’s most powerful Supercomputing systems.

Key Highlights • Number of Installations: Netweb is among the top OEMs in India with over 500 HPC installations. • Technology: Equipped with the Tyrone cluster management suite, Netweb has deployed diverse Supercomputing systems ranging from 10 nodes to 400 nodes and is scalable up to 1,000 nodes. • Revenue Growth: Demonstrated significant growth in revenue, with a CAGR of 166.3% over the period of FY2021-FY2024, reaching ₹ 2,624 Mn in FY2024. • HPC installations and revenue has been steadily rising, reflecting Netweb’s strong foothold in the Indian market. The CAGR of 166.3% over the recent fiscal years is indicative of the growing demand for High-Performance Computing solutions. The High-Performance Storage (HPS) segment focuses on providing advanced storage solutions tailored to enterprise computation needs. Netweb’s offerings in this segment include a range of products designed for high throughput and high IOPs, ensuring reliability and scalability. Unified storage solution Parallel file system storage Cloud native storage Surveillance and object storage 336 FY21 217 FY22 308 FY23 339 FY24

High-Performance Storage Solutions (HPS/Enterprise Storage)

Key Highlights • Technological Edge: Netweb’s HPS Solutions are capable of being integrated into private and public cloud environments with no single point of failure, scalable up to exabytes and built-in high availability. • Performance: Supports up to 10 Mn IOPs and 100 GBps throughput, scalable up to 450 GBps, and designs that can extend up to 1,000 petabytes. • Compliance: Developed in-house and compliant with the “Make-inIndia” policy. • Installations: Deployed at major institutions including Graviton, A.P.T. Portfolio, and INST.

Hybrid cloud solutions

The Software and Service for HCS segment provides a comprehensive private cloud software stack to manage complex workloads. Netweb’s solutions include big data-centric offerings designed to cater to dataintensive distributed applications.

Netweb has shown remarkable growth across its primary segments. The Company’s commitment to innovation and quality, coupled with strategic partnerships and market expansion, has cemented its position as a leader in the technology solutions domain. The promising revenue trends and expanding market presence suggest a bright future for Netweb in the HighPerformance Computing, Private Cloud, HCI, and AI Systems sectors.

Key Highlights • Technological Edge: Private cloud software stack to handle complex workloads, including 5G enterprise cloud, 5G edge compute, private 5G and enterprise IT. • Big Data Solutions: Utilises Tyrone Camarero dense systems, Tyrone Cluster Management Suite, and Tyrone Collectivo range of specialised storage systems. • Installations: Provided to marquee customers like NMDC Data Centre and Graviton. • Revenue Growth: Significant growth from ₹ 25 Mn in FY2021 to ₹ 176 Mn in FY2024, with an impressive CAGR of 91.6%

Data Centre Server

The Data Centre Server segment caters to diverse customer needs with high-end server solutions designed for low latency and better physical space utilisation. Netweb’s portfolio includes over 200 dual-processor server models under the Tyrone Camarero brand. Network and Switches Networking and Switches are crucial components in robust solutions like HPC, HCS, and HCI. With the increasing demand for dense computing hardware and microservices-based deployments, networks are playing an increasingly vital role and are set to claim a larger share of the technology landscape. Netweb offers a range of “Make-in-India” Switches tailored to meet these evolving demands. The Company is committed to expanding this range to ensure delivery of optimal solutions to the customers.

Key Highlights • Technological Edge: Dual-processor configurations enabling multiple operations simultaneously, with features like low rack space consumption, high in-built storage capability (up to 1 petabyte), and high energy efficiency. • Compliance: Designed and manufactured in compliance with the “Make-in-India” policy.

• Installations: Installations done for marquee customers including IIT, JNU and HL Mando.

• Revenue Growth: Strong revenue increase from ₹ 168 Mn in FY2021 to ₹ 337 Mn in FY2024, reflecting a robust CAGR of 26.1%.

Netweb Technologies unveils Advanced Make-in-India Server Systems

● Netweb Technologies unveiled its new series of advanced server systems at Hyatt Regency, New Delhi on August 30, 2024, showcasing its commitment to high-end R&D, in-house design, and indigenous manufacturing. ● The new range of systems offers up to 256 cores, 6TB of memory, extensive I/O, GPU capabilities, and storage options designed for High-performance computing and AI applications.

● The launch underscores Netweb Technologies’ dedication to driving progress in the technology industry while supporting the Make in India initiative.

● The ceremony featured live demonstrations, showcasing the advanced capabilities of Netweb’s new range of AMD EPYC™ CPU-based servers.

Capex and New Facility:

• New state-of-the-art, end-to-end, high-end computing server storage and switch manufacturing facility inaugurated in Faridabad.
• Focus on advanced manufacturing skills to manufacture high-end computing systems using latest generation chips from technology partners like NVIDIA, Intel, and AMD.
• Expected to enhance production process including PCB design, manufacturing, and SMT for servers, storage, and switches.
• Incremental revenue of 30% to 35% expected from the Faridabad facility.

Strategic Focus and Future Plans:

• Three strategic pillars: High-Performance Computing (HPC), Private Cloud, and AI.
• Focus on technological evolution to deliver cutting-edge solutions meeting global businesses’ needs.
• Development of servers based on NVIDIA Grace Superchip under the MGX architecture in progress.
• Launched Intel Sapphire Rapids and AMD Genova-based high-end computing servers.
• Diverse portfolio of products including those utilizing the latest NVIDIA GPUs for AI training and inferencing market.
• Strong demand in the India data center market, providing significant opportunities.
• Expecting growth at a rate of 30% to 35% CAGR for the next 3 years.
• Plans to maintain leadership in technology by focusing on innovation and expansion.
• Opportunities in the oil and gas sector with engagements from government PSUs like ONGC.
• Progressing well in Middle East and European markets with a focus on Private Cloud, HCI, and AI solutions.
• Looking into M&A opportunities in related areas to enhance growth and capabilities.
• Margin improvement expected in the future due to operating leverage and volume growth.

Challenges and Market Size:

• Slowest quarter in terms of cash flow due to high capex expenditures.
• Need to optimize the new SMT facility for full production capacity to improve margins.
• Quantum computing development still in early stages, not included in growth guidance.
• Market size details for the 3 verticals and products to be shared separately due to complexity.