ALFA Finder| 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
- ₹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
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- 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.