| Revenue growth | 334.3% YoY; 64% QoQ. |
|---|---|
| Margins | EBITDA margins expanded significantly to 75.2% from 29.1% YoY. |
| Demand visibility | Strong; GPU trajectory shows 1,900 to 5,100 growth in 2 years. |
| Management confidence | High; expanding leadership team and advisory with industry veterans. |
Growth
Revenue grew 334.3% YoY to INR 1,568 Mn; EBITDA rose 1022.8% to INR 1,179 Mn (75.2% margin).
Outlook
Scaling Blackwell GPU installations; roadmap includes B300/Vera Rubin. Significant recent fund utilization for AI infrastructure expansion.
Risks
High capital intensity; global GPU supply chain dynamics; competition in highly fragmented neocloud market.
Last quarter's promises, checked
Delivered
- Guided Cluster 1 B200 1024 to go live mid-May → delivered 1024 live (= BEAT)
- Guided revenue to progressively outpace depreciation → Revenue 334.3% YoY vs 186% prev (= BEAT)
- Guided 80% March utilization to sustain/grow → Sustained growth to 5,100 GPUs live (= BEAT)
Partly delivered
- Guided minimum 6,000 GPU capacity by FY27 → delivered 5,100 live in Q1 (= PARTIAL)
Investor Presentation filed with NSE, NSE: E2E. Summary written with AI assistance from the document.
E2E Networks Ltd: key numbers
- Share price
- ₹688.90
- Market cap
- ₹14,161 Cr
- Revenue (annual)
- ₹245.6 Cr
- Net profit (annual)
- ₹-15.57 Cr
- P/E (TTM)
- 454.5×Sector 21.8×
- Promoter holding
- 39.45%+0.00% QoQ
- FII holding
- 1.27%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from E2E Networks Ltd
All →E2E Networks Management Change
E2E Networks appointed Mr. Anand Ganapathy as Chief Revenue Officer effective 24 September 2026. He brings 27 years of enterprise technology sales experience from IBM, Dell, and VMware.
E2E Networks Annual Report
E2E Networks Limited submitted its Annual Report for the financial year ended March 31, 2026, as required under Regulation 34 of SEBI Listing Regulations.
E2E Networks Other Announcement
E2E Networks has filed its Business Responsibility and Sustainability Report (BRSR) for the financial year 2025-26, as part of its annual regulatory compliance disclosures.
E2E Networks Annual General Meeting
E2E Networks Limited issued the notice for its 17th Annual General Meeting on September 28, 2026. Shareholders will consider director appointments and managerial remuneration revisions.
E2E Networks Bags ₹1,000 Cr Order
E2E Networks secured a contract worth Rs. 1,000 Crore from a sovereign AI company to provide NVIDIA Blackwell cloud GPUs and related services until June 2029.
- Value
- ₹1,000 Cr
- Execution
- up to June 2029
E2E Networks Employee Stock Options
E2E Networks Limited has granted 5,45,000 stock options to eligible employees under its ESOP Scheme 2021. The options are exercisable within two years from vesting.
- Execution
- 2 years from vesting