Q3 2026 E2E Networks Ltd Earnings Call Transcript
Key Points
- E2E Networks Ltd (NSE:E2E) reported a robust revenue growth of 68.3% year-on-year and 59.8% quarter-on-quarter, driven by higher capacity utilization and increased enterprise workloads.
- The company completed the acquisition of Jarvis Lab assets, positioning itself to scale up in the global market.
- E2E Networks Ltd (NSE:E2E) has made substantial progress on its Monthly Recurring Revenue (MRR) target, achieving 70-80% of its goal for March 2026.
- The company has strengthened partnerships, notably with L&T, leading to successful enterprise customer conversions.
- E2E Networks Ltd (NSE:E2E) continues to expand its Blackwell capacity, with new operations set to commence from its Chennai facility, enhancing its infrastructure capabilities.
- The company reported a PAT loss of INR57 million, primarily due to higher depreciation and increased finance costs from infrastructure expansion.
- There was a major outage in the Mumbai servers, raising concerns about cloud reliability and potential client loss.
- The EBITDA margin, although strong at 56.6%, has not yet reached the anticipated 70% target.
- The India AI mission contribution to MRR was muted in the last quarter, indicating slower-than-expected ramp-up.
- E2E Networks Ltd (NSE:E2E) faces challenges in providing specific guidance on future CapEx and MRR figures, reflecting uncertainty in market conditions.
Ladies and gentlemen, good day, and welcome to E2E Networks Limited Q3 FY26 earnings conference call hosted by Go India Advisors LLP.
(Operator Instructions)
Please note that this conference is being recorded. I now hand the conference over to Ms. Soumya Chhajed from Go India Advisors. Thank you, and over to you, ma'am.
Thank you, Danish, and good morning, everyone. We welcome you to E2E Networks Limited Q3 and nine Months FY26 Earnings Con Call. We have with us on call today Mr. Tarun Dua, the Managing Director; Mr. Nitin Jain, the CFO; and Mr. Ronit Gaba, the Company Secretary. I must remind you that the discussion on today's call may include certain forward-looking statements and must be viewed in conjunction with the risk that the company may face. Thank you, and over to you, sir.
Thank you, Soumya, and thank you, Danish, and welcome, everyone, to the Q3 earnings call for the financial year
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