E2E Networks Limited — Investor Meet, 06-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

E2E Networks has announced a board meeting to consider the financial results for the quarter and half-year.

Q4 FY25 revenue grew 14% YoY to ₹33.5 Cr, with EBITDA margin at 40% and PAT margin at 41% versus 12% a year ago. FY25 revenue rose 74% to ₹164 Cr, EBITDA doubled to ₹96.7 Cr (59% margin), and PAT increased 117% to ₹47.5 Cr (29% margin). Management is shifting focus to larger customers using GPU clusters (64-512 GPUs), with monthly recurring revenue at ~₹11 Cr aiming for ₹35-40 Cr by March 2026 through capacity expansion (now ~3700 GPUs). The company targets 10-20% share in the ₹3500 Cr India AI Mission market supported by L&T partnerships. Capex plans include adding ~6000 GPUs over 2-3 years. Margins on sovereign AI/cloud infrastructure are expected near 60% EBITDA. The Chennai data center is almost production-ready. Management is confident in long-term AI infrastructure demand despite near-term revenue caution.