E2E Networks Limited has informed the Exchange about Investor Presentation
E2E · price
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E2E Networks, an NSE-listed AI-first cloud GPU platform, released its Q4FY26 investor presentation. The company reported quarterly revenue of INR 956 million (up 36.6% QoQ) with EBITDA of INR 581 million and a strong EBITDA margin of 60.7%. However, full-year FY26 showed mixed results: revenue grew to INR 2,456 million (from INR 1,640 million in FY25), but EBITDA margin contracted to 51.4% versus 59.0% the prior year, and the company posted a net loss of INR 156 million due to high depreciation of INR 1,693 million from GPU capex. The company has ~5,050 cloud GPUs and is expanding with 1,024 Blackwell (B200) GPUs deployed plus another 1,024 in process. E2E has raised INR 14,849 million through preferential issues to fund GPU capacity expansion.
The strong Q4FY26 quarter demonstrates improving operational performance, but the full-year margin compression and net loss highlight the short-term financial impact of heavy GPU infrastructure investment. Long-term shareholders may view the capacity expansion positively as it positions the company for AI-driven demand, but near-term PAT pressure from depreciation may weigh on the stock.