As it loses huge favor, investors chase these three AI shares instead

Copyright © HT Digital Streams Limit all rights reserved. Madhvendra 8 min Read 25 Sept 2025, 02:06 PM ist ai already weave itself in the everyday enterprise. Summary The move away from India’s traditional IT firms does not mean that technology investment has lost its benefit. On the contrary, it emphasizes how the narrative shifts to new opportunities created and shaped by AI. India’s IT giants such as Infosys, TCS and Wipro have been the best destination for years for investors seeking steady returns through composition. But the tide turns into technology investment. The slowdown of turnover growth, margin pressure and cautious world clients removed the brilliance of these once-dependent blue chips. At the same time, another area of ​​technology – artificial intelligence – attracts investors in their droves. Ai is already weaving itself in everyday affairs, making decisions, automating processes and creating new opportunities. A few listed companies stand out in this space. Not only do they navigate the broader slowdown better than their IT counterparts, but are also better than the market. Here are three AI shares that investors cannot stop chasing. AFFLE 3I: AI-powered ADTECH platform Affle is a global technology company that offers mobile advertising solutions that use personal recommendations and user conversions. It distinguishes itself in the crowded Adtech ecosystem with its return-on-investment (ROI)-driven business model (CPCU), while the broader industry relies on statistics such as costs per click. In terms of this business model, the business only generates revenue when advertisers achieve meaningful business results. These outcomes include new user conversions (online), repeated conversions by existing users, as well as cases where online users float footfall and transactions at physical retail stores. The CPCU model contributed 99.6% of turnover into FY25 and 99.9% in Q1FY26. The core business relies on the Affle Consumer Platform Stack, a United Consumer Intelligence Platform built for the mobile first ecosystem. This asset light platform uses advanced AI, machine learning and data analysis to drive targeted, scalable and high-intensive involvement over linked devices. The platform connects brands with a large consumer base that spans more than 130 countries. Affle’s platform has powered campaigns over 3.6 billion linked devices in FY25 and 3.7 billion in Q1FY26. Another strength is the Intellectual Property (IP) portfolio, which includes 36 unique patents – 15 granted and 21 pending – from 31 July. Affle’s turnover increased by 23% year-on-year to £ 2,266, as conversions increased by 25.6% to 39.3 crore. Ebitda (earnings before interest, tax, depreciation and amortization) grew by 34% to £ 483, and profit to tax (PAT) rose 29% to £ 382. The company also reported a 62% string in cash flow operating to £ 426 crore. This momentum continued in Q1FY26, with revenue increasing by 19.5% to £ 621 and Pat 22% to £ 106. Ebitda rose 34% to £ 140, while the margin expanded by 239 basis points (BPS) to 22.5%. It was the fifth consecutive quarter of the successive margin expansion, which underlines the improvement of operational efficiency. Affle’s market presence remains diversified and resilient over geographical areas. In Q1FY26, India and emerging markets contributed 72.3% of turnover, while developed markets contributed 27.7%. It also boasts a strong yield ratios, with a return of 15% on the equity (ROE) of and a 17% return on capital in service (ROCE). This growth stems from its strong focus on high growth sectors, categorized as E (e-commerce, entertainment, Edtech), F (Fintech, FMCG, FoodTech), G (Game, Government, Groceries) and H (HealthTech, Hospitality & Travel, Home & other utilities). The share price has risen by 30% to £ 2,050 over the past six months. Affle 3i’s strategy has three core pillars: innovation, impact and intelligence. Under intelligence, it plans to expand worldwide and utilize its own framework of ‘authentic, supplemented and feasible’ intelligence to accelerate growth. It aims to grow tenfold by 2035 by incorporating intelligence deeper into its platform stack, scaleing down product innovations and focusing on maximizing the return on advertising spending. NETWEB TECHNOLOGY: AI-focused high-performance computer solutions just web Technologies is India’s leading provider of high-end computing (HPC) solutions and the country’s largest super-computer manufacturer. It is among the top original equipment manufacturers (OEMs) in terms of the number of HPC installations, with more than 500 systems deployed nationwide. It is a selected manufacturing partner for the Nvidia Grace CPU Superchip and GH200 Grace Hopper Superchip Mgx Server Designs. Inside HPC, Netweb’s portfolio contains some of India’s most striking supercurrent projects, including airawat (the country’s largest and fastest AI super computer system, placed in 75th place), Param Ambar, Param Yuva-II and Kabru. It is powered by its own Tyrone Cluster Management Suite. The segment contributed £ 406 or 35% of total revenue in FY25. The company also built capabilities in private cloud and hyperconvered infrastructure (HCI) through its Tyrone Skylus brand. With more than 50 installations, this segment generated £ 403 crore in FY25, which still accounts for 35% of turnover and emphasizes the balanced portfolio. Netweb’s expertise goes far beyond infrastructure. The systems are a wide range of advanced applications, including generative AI, large and small language models, and machine learning and deep learning. To date, the company has deployed more than 5,000 accelerator and GPU-based AI systems, as well as business work stations. This segment contributed £ 169.4 or 14.8% of FY25 revenue. A diversified customer base was an important strength. Net web serves higher education and research, space and defense, IT & ITES, BFSI and other enterprise sectors. The mix of government (50.6%) and non-government (49.4%) were almost even in FY25. Most importantly, the company enjoys strong stickiness, with 308 recurring customers (an average association of 5.6 years) and 81% of its revenue from repeated business. On the financial front scale scale quickly. Income increased by 59% year -on -year to £ 1.149 crore in FY25, supported by a strong momentum over HPC, AI and cloud offers. Ebitda’s operation also rose about 60% to £ 160, while the margin lowered 30 BPS to 13.9%. Pat rose by 51% to £ 114. Netweb also delivered healthy yields ratios, with Roe at 24% and Roce at 32.6%. This momentum continued in Q1FY26. Revenue has more than doubled (102% year-on-year) to £ 301 crore. Ebitda management rose 127% to £ 45, with a margin at 14.9%, while Pat jumped 100% to £ 30 crore. Growth has been fueled by the increasing demand for AI systems and advanced computer infrastructure. The prospects remain strong, with the management targeting 35-40% annual growth. As of March 2025, Netweb had a robust pipeline of £ 3.971 crore, along with L1 orders worth £ 363 and a confirmed order book of £ 325. Added to this visibility, the company recently obtained an £ 450 order for its Tyrone AI GPU cut systems. Of great importance is that NetWeb has also entered into a landmark of a landmark of £ 1,734 crore to the Indian Sovereign AI infrastructure initiative. This project, scheduled for execution between late FY26 and early FY27, will use the GPU-cut platforms from Netweb built on Nvidia’s latest Blackwell architecture, which underlines its position in the middle of India’s AI building. These orders have increased its share price by 123% to £ 3.588 over the past six months. Oracle Financial Services Software: Riding Oracle’s Ai Wave In India The company is a majority subsidiary of Oracle Corporation, a world leader in technology. It offers IT solutions for the financial services industry worldwide through its two business segments. The product business, its core segment, contains solutions to transactions such as Oracle Banking and Oracle Flexcube, which together serve banks in more than 140 countries, and analytical solutions under analytical applications of Oracle Financial Services. The Services segment complements this by adjusting consultation and BPO solutions adapted to the financial services industry. The products are used by banks in more than 150 countries, and customers in over 160 countries. In FY25, consolidated turnover came mainly (91%) from outside India -the Americas, Europe, Asia -Pacific and the Middle East and Africa. As an established business, it has steady finances. Over -year -on -year revenue increased by 7% to £ 6.847 in FY25. Operating margin expanded by 200 BPS to 44%, while Pat rose by 7% to £ 2,380 crore. However, what has put the spotlight on the “is not only the steady growth, but the guidance of its parent firm, Oracle Corporation. Oracle expects its Oracle Cloud Infrastructure’s (OCI) turnover to grow by 77% to $ 18 billion in the financial year, and up to $ 32 billion, $ 73 billion, $ 114 billion and $ 144 billion in the next four years. This guidance places Oracle firmly in the same conversation as hyperscalers such as Microsoft Azure and Amazon Web Services. The conviction behind this guidance comes from the swelling backlog. Oracle’s future revenue rose from 359% to $ 455 billion year -on -year. As businesses worldwide accelerate AI’s adoption and move on to data-heavy workload, demand for modernized financial services infrastructure is likely to grow parallel. It creates a natural tail wind for Oracle Financial Services Software (OFSS), the India-listed arm, which positions it to ride on the parent firm’s AI-led growth. The share price has risen by more than 13% to £ 8,999 over the past six months. Technical investment is alive and kicks away the shift away from India’s traditional IT firms does not mean that technology investment has lost its benefit. On the contrary, it emphasizes how the narrative shifts to new opportunities created and shaped by AI. Affle is in the process of incorporating intelligence in digital advertising, just-web is stimulating India’s AI hardware backbone, and OFSS is focused on taking advantage of the world firm’s global AI-led cloud expansion. Each of these names represents a clear layer of the AI ​​ecosystem – consumer involvement, infrastructure and enterprise solutions. Read the profit for more such analyzes. Madhvendra has more than seven years of experience in stock markets and writes detailed research articles on listed Indian businesses, sectoral tendencies and macro -economic developments. The author does not hold the shares discussed in this article. The purpose of this article is only to share interesting maps, data points and thoughtful opinions. This is not a recommendation. If you want to consider an investment, you are strongly advised to consult your advisor. This article is for educational purposes only. Catch all the business news, market news, news reports and latest news updates on Live Mint. Download the Mint News app to get daily market updates. More Topics #profit Pulse #Markets Premium #Artified Intelligence #New Age Tech Tech Shares Read Next Story