E2EBSEE2E NETWORKS LIMITEDMediumNeutral
Announced Tue, 28 Jul · 11:33 IST

E2E Networks Q1 FY27: Revenue up 334% YoY, EBITDA margin at 75.2%

Mgmt Guided Margin ImprovementMgmt Evaded Key QuestionInvestor Communications View source PDF

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Price reaction · full curve

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AI summary

E2E Networks posted Q1 FY27 revenue of INR 1,568 million, up 334% YoY and 64% QoQ. EBITDA rose to INR 1,179 million with margins at 75.2%, expanding 1,450 basis points. PAT was INR 439 million. Growth was driven by operating leverage after 1,024 Blackwell GPUs went live. Total live capacity is around 5,100 GPUs, with another 1,024 B200 expected in coming months. Current debt is about INR 450 crores for capex. Management views margins as sustainable, with plans to add B200, B300, and Vera Rubin capacity.

Likely market impact

Strong quarter with sharp revenue and margin jump from new Blackwell capacity. Expansion pipeline supports growth, but rising debt and no MRR guidance cap visibility.