E2E Networks Ltd
E2E Networks Q3 FY26 earnings call: Revenue & Margins
Q3 FY26 earnings call: what management guided on revenue, margins and order book.
The short version
Strong revenue growth demonstrated with Q3 FY26 revenue at INR700 million, up 68.3% YoY and 59.8% QoQ. E2E Networks expects strong revenue momentum driven by higher GPU utilization, increased enterprise and sovereign workloads, and India AI mission contracts.
From E2E Networks Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Strong revenue growth demonstrated with Q3 FY26 revenue at INR700 million, up 68.3% YoY and 59.8% QoQ.
- Monthly revenue run rate reached INR280 million in December 2025, with further growth expected due to India AI Mission contracts and enterprise engagements.
- Targeting GPU utilization between 80%-90% during FY26-27 to boost sales volumes.
- Incremental revenue potential from new Blackwell GPUs estimated around INR245-250 crores ARR.
- Expect significant ramp-up in India AI Mission workloads in Q4 FY26 and beyond.
- Growth fueled by increasing enterprise and sovereign cloud workload adoption.
- Continuous investment in software and AI capabilities to unlock new revenue streams.
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Profitability & Margins
See what E2E Networks Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- Capex for procurement of 1,024 Blackwell GPUs is around INR 600-650 crores, partly funded through term loans from Axis and HDFC Bank.
- Ongoing expansion of Blackwell GPU capacity, with additional hardware recently received and deployment expected to complete before end of Q4 FY '26.
- Further Blackwell GPU orders and capacity expansion are in progress, targeting additional GPUs beyond current inventory.
- No specific capex guidance for FY '26, FY '27, or FY '28 released yet; management plans to provide detailed guidance in the coming weeks.
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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 continues to work closely with many customers, including through partners like L&T, to secure more orders.
- L&T order won in the recent quarter is a key enterprise engagement; further orders through L&T and directly from enterprise clients are expected but not yet finalized.
- CEO Tarun Dua mentioned ongoing efforts to expand capacity and indicated updates on orders and capacity expansion will be provided as deployments progress.
- Recent procurement of 1,024 Blackwell B200 GPUs and ongoing expansion suggest ramp-up in order wins expected in Q4 FY26 and Q1 FY27.
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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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What E2E Networks's management said in earlier quarters
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Frequently Asked Questions
What were E2E Networks Ltd Q3 FY26 results?
Strong revenue growth demonstrated with Q3 FY26 revenue at INR700 million, up 68.3% YoY and 59.8% QoQ. E2E Networks expects strong revenue momentum driven by higher GPU utilization, increased enterprise and sovereign workloads, and India AI mission contracts.
What is E2E Networks Ltd share price analysis?
E2E Networks Ltd currently shows a neutral. The stock trades at a P/E of 394.9 with a market cap of ₹12,306 Cr. Investors should review the full earnings analysis for detailed insights.
Is E2E Networks Ltd planning capital expenditure?
Capex for procurement of 1,024 Blackwell GPUs is around INR 600-650 crores, partly funded through term loans from Axis and HDFC Bank.
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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.