E2E Networks Limited has informed the Exchange about Transcript
E2E · price
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E2E Networks reported strong Q4 FY26 results with revenue of INR956 million (up 186% YoY) and EBITDA margin expanding to 60.7%. The company demonstrated full-stack capability for NVIDIA GPU infrastructure, with 80% capacity utilization in March 2026. Management expects Cluster 1 B200 (1,024 GPUs) to go live mid-May, with plans for another 1,024 GPU cluster soon after, targeting minimum 6,000 GPUs by FY27. The company is exploring asset-light financing models with partners like L&T while maintaining growth focus. International revenue contributed 35-37% of Q4 revenue, while India AI Mission accounts for up to 35-40% of business. Management declined to provide MRR guidance citing rapidly changing market conditions but sees no negative pressure on GPU pricing.
Positive momentum in AI infrastructure business with improving profitability despite high depreciation from GPU investments. The company's expansion plans and high utilization rates suggest continued revenue growth, though the stock may face volatility due to lack of forward guidance and asset-heavy nature of the business model.