E2E Networks Limited — PPTs, 22-01-2025: Investor Presentation

**Financial Highlights:** E2E Networks has reported an operational revenue of INR 1,305 million for the first nine months of FY25, a significant increase from INR 945 million in FY24. EBITDA reached INR 833 million, reflecting an impressive margin of 63.9%. The net profit after tax (PAT) stands at INR 339 million with a PAT margin of 26%. The increase in expenses to INR 472 million is aligned with the company's growth strategy.

**Strategic Initiatives and Growth Drivers:** The company is expanding its GPU capacity and establishing a major new cloud and GPU region near Chennai. A strategic partnership with L&T is set to enhance E2E's capabilities in supporting startups and enterprises, thereby driving 'Make in India' initiatives.

**Business Developments:** E2E's cloud offerings include advanced AI/ML products powered by state-of-the-art GPUs. Recent partnerships aim to leverage L&T's expertise in data center management to accelerate digital transformation across various sectors.

**Market Position and Competitive Advantage:** E2E is positioned as a leading provider of cloud solutions in India, focusing on AI-driven workloads. The company continues to pioneer advanced cloud GPU technology in the market, bolstering its competitive edge.

**Investor Implications:** Despite a recent decline in revenue due to customer churn, the company anticipates a medium-term resurgence in demand for its advanced AI solutions, providing a positive outlook for growth and investment potential.