E2E Networks Ltd
E2E Networks Q4 FY25 earnings call: Revenue & Margins
Q4 FY25 earnings call: what management guided on revenue, margins and order book.
The short version
Targeting to grow Monthly Recurring Revenue (MRR) from INR 11 crores (March 2025) to INR 35-40 crores by March 2026. - Long sales cycles with larger customers expected to convert over 4-6 quarters, leading to more predictable revenue. - Robust pipeline of cloud GPU demand; capacity expanded by 2,048 GPUs recently to support growth. - Aim to add around 6,000+ GPUs over next 2 years, increasing total capacity to approximately 10,000 GPUs. - Long-term goal of 3x MRR growth over next two years via larger, contracted business vs. The company aims to triple its Monthly Recurring Revenue (MRR) from ₹11 crores in March 2025 to around ₹35-40 crores by March 2026.
From E2E Networks Ltd's Q4 FY25 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- Targeting to grow Monthly Recurring Revenue (MRR) from INR 11 crores (March 2025) to INR 35-40 crores by March 2026.
- Long sales cycles with larger customers expected to convert over 4-6 quarters, leading to more predictable revenue.
- Robust pipeline of cloud GPU demand; capacity expanded by 2,048 GPUs recently to support growth.
- Aim to add around 6,000+ GPUs over next 2 years, increasing total capacity to approximately 10,000 GPUs.
- Long-term goal of 3x MRR growth over next two years via larger, contracted business vs. hourly/monthly usage.
- AI Mission and Sovereign Cloud businesses are expected to contribute significantly, with AI Mission alone targeting INR 3,500 crores in annual revenue potential, aiming to capture 10-20% of that.
2 more points management made on revenue & sales performance
Profitability & Margins
See what E2E Networks Ltd said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company currently has a capital work in progress of INR626 crores, primarily for the deployment of 2048 H200 GPUs procured around end of March, which are going live soon in Delhi NCR and Chennai data center (Q1 FY26).
- They plan to scale up GPU capacity from 3,700 GPUs currently to about 10,000 GPUs over the next 2-3 years, adding approximately 6,000+ GPUs, investing roughly INR2,500-3,000 crores based on a cost of around INR45 lakh per GPU.
- Capex deployment is tied to demand cycles, with plans to invest in newer architectures such as Hopper and Blackwell. At least 2,000 GPUs per generation are targeted.
- Funding for incremental capex will come from cash flows and debt arrangements.
2 more points management made on capital expenditure plans
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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 is seeing a robust pipeline of demand for cloud GPUs, driven by increased inquiries and trials with larger customers.
- The sales cycles for large enterprise customers are long and unpredictable, often requiring multiple quarters for conversion.
- Currently, the company has a number of proof-of-concept (POC) and trial engagements with large customers, many waiting for new GPU capacity to be fully deployed and tested.
- The company has decided to expand rapidly by building a 2048 GPU cluster immediately instead of incremental smaller builds, reflecting confidence in strong demand.
2 more points management made on order book & pipeline
E2E Networks Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: 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 Ltd's management said in earlier quarters
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Frequently Asked Questions
What were E2E Networks Ltd Q4 FY25 results?
Targeting to grow Monthly Recurring Revenue (MRR) from INR 11 crores (March 2025) to INR 35-40 crores by March 2026. - Long sales cycles with larger customers expected to convert over 4-6 quarters, leading to more predictable revenue. - Robust pipeline of cloud GPU demand; capacity expanded by 2,048 GPUs recently to support growth. - Aim to add around 6,000+ GPUs over next 2 years, increasing total capacity to approximately 10,000 GPUs. - Long-term goal of 3x MRR growth over next two years via larger, contracted business vs. The company aims to triple its Monthly Recurring Revenue (MRR) from ₹11 crores in March 2025 to around ₹35-40 crores by March 2026.
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?
The company currently has a capital work in progress of INR626 crores, primarily for the deployment of 2048 H200 GPUs procured around end of March, which are going live soon in Delhi NCR and Chennai data center (Q1 FY26). - They plan to scale up GPU capacity from 3,700 GPUs currently to about 10,000 GPUs over the next 2-3 years, adding approximately 6,000+ GPUs, investing roughly INR2,500-3,000 crores based on a cost of around INR45 lakh per GPU. - Capex deployment is tied to demand cycles, with plans to invest in newer architectures such as Hopper and Blackwell.
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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.