ALFA Finder| 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
- ₹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.