E2E Networks Ltd
E2E Networks Q2 FY26 earnings call: Revenue & Margins
Q2 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Targeting monthly run rate (MRR) of Rs. E2E Networks targets achieving a monthly run rate of Rs.
From E2E Networks Ltd's Q2 FY26 earnings-call transcript · updated 16 Oct 2026.
Revenue & Sales Performance
- Targeting monthly run rate (MRR) of Rs. 35-40 crores by March 2026, driven by large IndiaAI Mission orders (Page 16, 8).
- Confident of achieving and potentially exceeding MRR guidance earlier than March 2026 due to imminent deployments (Page 8).
- Expect to add 2,048 to 4,096 Blackwell GPUs before March 2026 to meet growing demand, with possible further capacity additions depending on market input (Page 6).
- Growing capacity aligned with demand from IndiaAI Mission and enterprise clients adopting AI solutions (Pages 18, 6).
- Aim for EBITDA margins around 70% over medium to long term as volumes increase (Page 16).
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Profitability & Margins
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Capital Expenditure Plans
- E2E Networks plans to acquire between 2,048 to 4,096 NVIDIA Blackwell GPUs before March 2026, reflecting a significant capacity expansion.
- The exact CAPEX amount is not fixed due to fluctuating GPU prices, but the company is committed to building sufficient Blackwell capacity.
- The investment is aimed at not losing opportunities for Blackwell infrastructure as demand grows.
- Longer-term, the company may continue acquiring Blackwell GPUs for about 12 months until the next generation of GPUs becomes available in India.
- The company emphasizes prudent yet aggressive expansion to match market potential and customer demand.
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Top-ranked in IT - Services
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what E2E Networks Ltd said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- E2E Networks received two large orders from IndiaAI Mission valued at Rs.88 crores and Rs.177 crores.
- These orders are primarily for customers building large domestic LLM models focused on India.
- The company is in advanced discussions to go live with these orders very soon.
- The combined orders contribute to a Monthly Recurring Revenue (MRR) expectation of Rs.20 crores plus.
- Management is confident of meeting the overall target of Rs.35–40 crores MRR by March 2026, possibly earlier.
- Additional Blackwell GPU orders (2,048 units) are being placed to support capacity for these projects.
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E2E Networks Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹96 Cr, net profit ₹6 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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Frequently Asked Questions
What were E2E Networks Ltd Q2 FY26 results?
Targeting monthly run rate (MRR) of Rs. E2E Networks targets achieving a monthly run rate of Rs.
What is E2E Networks Ltd share price analysis?
E2E Networks Ltd currently shows a neutral. The stock trades at a P/E of 462.2 with a market cap of ₹14,403 Cr. Investors should review the full earnings analysis for detailed insights.
Is E2E Networks Ltd planning capital expenditure?
E2E Networks plans to acquire between 2,048 to 4,096 NVIDIA Blackwell GPUs before March 2026, reflecting a significant capacity expansion.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.