ALFA Finder| Revenue growth | Revenue up 186% YoY, 37% QoQ; FY26 revenue up 50%. |
|---|---|
| Margins | EBITDA margin expanded to 60.7% in Q4. |
| Demand visibility | Strong; GPU capacity running out globally; India AI demand surging. |
| Management confidence | High; validating strategy against global AI infrastructure shifts. |
Growth
Revenue grew 186% YoY and 37% QoQ, driven by high utilization (80%+) of GPU clusters.
Outlook
Expanding to 6,000+ GPUs with a cluster of 1,024 B200s going live in May.
Risks
High depreciation on expensive GPU infrastructure and supply chain delays for Nvidia Blackwell chips.
Earnings Call filed with NSE, NSE: E2E. Summary written with AI assistance from the document.
E2E Networks Ltd: key numbers
- Share price
- ₹560.05
- Market cap
- ₹11,513 Cr
- Revenue (annual)
- ₹245.6 Cr
- Net profit (annual)
- ₹-15.57 Cr
- P/E (TTM)
- 98.1×Sector 23.7×
- 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 Credit Rating
ICRA upgraded E2E Networks' bank facility rating to [ICRA] A (Positive) from [ICRA] A- (Stable), covering Rs. 1,000 crore of facilities. The rating reflects strong H1 FY2027 revenue growth and GPU utilisation.
E2E Networks Capacity Expansion
E2E Networks secured 12.8 MW of additional data centre capacity, raising total to ~27.4 MW. The 88% expansion supports growing AI and cloud infrastructure demand.
- data centre capacity
- 12.8 MW
E2E Networks Product Launch
E2E Networks launched Blaze, a pay-per-token AI inference service for open models, globally on November 2, 2026. The product runs on NVIDIA GPU infrastructure in India, adding a new revenue-generating service.
- AI factory capacity
- 14.6 MW
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
- 5.4 MW
E2E Networks Legal & Regulatory
E2E Networks paid aggregate fines of ₹23,600 to NSE and BSE for non-compliance regarding prior intimation of a board meeting under SEBI regulations.
- Value
- ₹0.00 Cr
E2E Networks Earnings Call Transcript: Key Takeaways
E2E Networks reported explosive growth fueled by sovereign AI GPU clusters and Blackwell deployments.