How an Alliance with an AI Giant Made This Indian Stock a Multibagger

Netweb Technologies India, a company that made its stock market debut in July 2023, has quickly become one of the standout performers, delivering remarkable returns to its investors in a short span. The stock has been on a powerful rally, doubling investors' money in just the last six months and multiplying it over seven times since its IPO.So, what's fueling this incredible surge? The answer lies in the explosive growth of Artificial Intelligence (AI) and Netweb's strategic positioning within this high-demand sector.A Key Player in India's AI AmbitionsNetweb Technologies specializes in high-end computing solutions. In simple terms, they build the supercomputers and powerful servers that are the backbone of the digital world, especially for complex applications like AI. With over two decades of experience, they have established themselves as a crucial player in providing the infrastructure needed for data centers and cloud computing.The global boom in AI has put Netweb in a prime position. The company designs and manufactures the high-performance systems that are essential for training and running sophisticated AI models. This aligns perfectly with India's push for a self-reliant AI ecosystem through initiatives like "IndiaAI" and "Make in India."The NVIDIA ConnectionA major catalyst for Netweb's growth has been its deep partnership with NVIDIA, the world's leading designer of AI chips. Netweb is one of the few manufacturing partners in India for NVIDIA's state-of-the-art server designs. This gives them access to the latest and most powerful technology, a significant advantage in the fast-paced AI industry.The partnership became even more critical with the launch of NVIDIA's new Blackwell architecture. Considered the next generation of AI technology, Blackwell is designed to handle the massive, trillion-parameter models that are becoming the new industry standard. It represents a major leap in performance and efficiency, and is seen as the foundation for the "AI factories" of the future.Big-Ticket Orders Boost Investor ConfidenceThe market has responded enthusiastically as this partnership has started to translate into significant, high-value orders. In September 2025 alone, Netweb secured two major deals:A massive₹1,734 crore purchase order to supply servers based on the latest NVIDIA Blackwell architecture. This is a deal of national significance, aimed at building India's sovereign AI infrastructure.Another substantial₹450 crore order for its "Tyrone" AI systems from a major global technology distributor.These large orders provide strong revenue visibility for the company, assuring investors of a healthy financial outlook. Even before these recent wins, Netweb had a robust order book of₹4,142 crore as of June 2025.What Lies Ahead?With the global demand for AI infrastructure soaring, Netweb Technologies is in a strong position. The company has a diverse client base, including government agencies, premier educational institutions like the IITs, and the defense sector, which provides a stable revenue stream. As one of the few domestic players with the expertise and partnerships to ride the AI wave, the road ahead looks promising.For those who invested early, the returns have been exceptional. And for the broader market, Netweb Technologies has emerged as a key indicator of India's growing capabilities in the critical field of Artificial Intelligence.