E2E Networks Ltd (NSE:E2E)

Q4 2026 E2E Networks Ltd Earnings Call Transcript

Apr 20, 2026 / 11:00 AM GMT

Release Date Price: ₹270.9 (-3.45%)

Transcript

Key Points

Positve

E2E Networks Ltd (NSE:E2E) achieved a significant revenue growth of 186% year-on-year and 37% quarter-on-quarter, reaching $956 million in Q4 FY26.
The company successfully expanded its EBITDA margin to 60.7%, demonstrating strong operational efficiency.
E2E Networks Ltd (NSE:E2E) turned a profit before tax of $86 million in Q4, a significant improvement from a loss of $75 million in Q3.
The company has demonstrated its capability to scale AI infrastructure rapidly and achieve high utilization across GPU clusters.
E2E Networks Ltd (NSE:E2E) is well-positioned to capture future growth opportunities in AI infrastructure, with plans to deploy additional GPU clusters and explore various financing models for expansion.

Negative

Despite revenue growth, E2E Networks Ltd (NSE:E2E) reported a net loss of $156 million for FY26, primarily due to depreciation on GPU infrastructure investments.
The company faces challenges in supply chain management, which has caused delays in deploying new GPU clusters.
There is uncertainty regarding the financial impact of the asset-light partnership with L&T, as the arrangement is still in the exploratory stage.
E2E Networks Ltd (NSE:E2E) has not provided specific guidance on monthly recurring revenue (MRR) due to rapidly changing market conditions.
The company acknowledges the potential for lumpiness in revenue due to the small base of GPUs and the dynamic nature of customer demand.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

EENE.NS - E2E Networks Ltd
Q4 2026 E2E Networks Ltd Earnings Call
Apr 20, 2026 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and Gentlemen, Good day and welcome to E2E Networks Limited Q4 and FY26 Earning Conference Call.

As a reminder, all participant line will be in the listen-only mode and there will be an opportunity for you to ask question after the presentation conclude.

Should you need assistance during the conference call, please signal an operator by pressing star, then zero on your touchstone phone.

Please note that this conference is being recorded.

I now hand the conference over to Ms. Rashi Kadri from GoIndia Advisor.

Thank you, and over to you, Rashi.

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Unidentified_2 [2]
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