ALFA Finder| Revenue growth | 186% YoY for Q4FY26; 50% YoY for full year FY26. |
|---|---|
| Margins | EBITDA margin expanded 413 bps sequentially to 60.7% in Q4. |
| Demand visibility | Strong; 80-85% utilization in March 2026; 6-12 month visibility for clusters. |
| Management confidence | High; citing 'haves' vs 'have-nots' in speculative GPU capacity access. |
Growth
FY26 revenue hit ₹2,456M (+50% YoY). Q4 revenue rose 37% QoQ. PBT turned positive at ₹86M.
Outlook
Minimum 6,000 GPU capacity target by FY27. First Cluster of 1,024 B200 GPUs live mid-May 2026.
Risks
Global supply chain delays impacting GPU deployment; high depreciation on infrastructure investments leading to full-year PAT loss.
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.