| Revenue growth | 410.8% YoY; 42.7% QoQ. |
|---|---|
| Margins | EBITDA margin expanded significantly to 76.6% from 41.1% YoY. |
| Order book | INR 1,000 Cr contract valid up to June 2029. |
| Demand visibility | Strong, validated by INR 1,000 Cr multi-year binding term sheet. |
| Management confidence | High, citing sovereign AI demand and long-term contract validation. |
Growth
Revenue hit INR 2,238 Mn; EBITDA jumped 852.5% YoY to INR 1,715 Mn (76.6% margin). PAT turned positive at INR 727 Mn.
Outlook
Secured ~INR 1,000 Cr sovereign AI contract through 2029. Scaling Blackwell capacity and planning next-gen B300/Vera Rubin compute.
Risks
High capital expenditure for GPU procurement and competitive dynamics in the rapidly evolving AI infrastructure market.
Last quarter's promises, checked
Delivered
- Guided Blackwell B200 online soon → delivered 1,024 B200s live (= BEAT)
- Guided 6-year GPU life cycle → delivered sustainable utilization of older fleet (= BEAT)
- Guided capacity-driven revenue scaling → delivered 64% QoQ revenue growth (= BEAT)
Partly delivered
- Guided B200 debt increase → delivered INR 4,504 Mn total borrowings (= PARTIAL)
Investor Presentation filed with NSE, NSE: E2E. Summary written with AI assistance from the document.
E2E Networks Ltd: key numbers
- Share price
- ₹538.15
- Market cap
- ₹11,062 Cr
- Revenue (annual)
- ₹245.6 Cr
- Net profit (annual)
- ₹-15.57 Cr
- P/E (TTM)
- 94.3×Sector 22.9×
- Promoter holding
- 39.40%-0.05% QoQ
- FII holding
- 2.53%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 Capacity Expansion
E2E Networks proposes adding 5.4 MW GPU capacity for NVIDIA Blackwell systems. Financing via internal accruals and debt; no specific investment value disclosed.
- GPU computing infrastructure capacity
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E2E Networks reported explosive growth fueled by sovereign AI GPU clusters and Blackwell deployments.
E2E Networks Other Announcement
E2E Networks submitted Monitoring Agency Reports for the quarter ended September 30, 2026, regarding the utilization of proceeds from its previous preferential and QIP issues.
E2E Networks Bags ₹1,000 Cr Order from Indian sovereign AI company
E2E Networks signed a ~₹1,000 Crore binding term sheet with an Indian sovereign AI company for NVIDIA Blackwell cloud GPUs. The multi-year contract provides revenue visibility through 2029.
- Value
- ₹1,000 Cr
- From
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- Execution
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E2E Networks Q2 FY27 Results: Turns Profitable, Net Profit ₹72.7 Cr
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- Key figure
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