| Revenue growth | 334% YoY growth in Q1FY27. |
|---|---|
| Margins | EBITDA margins expanded 1,450 bps QoQ to 75.2%. |
| Demand visibility | Strong; Blackwell B200 clusters already seeing maximal utilization. |
| Management confidence | High; citing AI super cycle and 'day zero' of adoption. |
Growth
Revenue INR 1,568M (+334% YoY, +64% QoQ); EBITDA INR 1,179M with 75.2% margin; PAT INR 439M.
Outlook
Ongoing deployment of 1,024 B200 GPUs; capex funded by INR 450Cr debt; plans for Vera Rubin architecture.
Risks
Potential compute shortages, short hardware life cycles, and intense competition from global hyperscalers.
Last quarter's promises, checked
Delivered
- Cluster 1 B200 1024 to go live mid-May → Delivered live and at maximal utilization (= BEAT)
- Revenue to progressively outpace depreciation → Revenue 1,568M vs 513M base (= BEAT)
- Target 80%+ utilization → Delivered maximal utilization on new clusters (= BEAT)
Partly delivered
- Deploy 2,048 B200 GPUs in FY27 → 1,024 live, remainder in progress (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: E2E. Summary written with AI assistance from the document.
E2E Networks Ltd: key numbers
- Share price
- ₹723.30
- Market cap
- ₹14,869 Cr
- Revenue (annual)
- ₹245.6 Cr
- Net profit (annual)
- ₹-15.57 Cr
- P/E (TTM)
- 477.2×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.
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- Value
- ₹1,000 Cr
- Execution
- up to June 2029
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- Execution
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