E2E Networks Limited — PPTs, 11-11-2025: Investor Presentation

E2E Networks, an AI-first Cloud GPU Platform, reported Q2FY26 revenue of ₹43.8 Cr, showing a 21.3% sequential growth but a 7.9% decline year-over-year. EBITDA stood at ₹18 Cr, up 71.2% QoQ but down 42.7% YoY, with an EBITDA margin of 41.1%. The company recorded a net loss of ₹13.5 Cr for the quarter, significantly impacted by a sharp rise in depreciation to ₹42.8 Cr following the deployment of new GPUs. Diluted EPS was (₹6.64).

Strategically, E2E Networks aims to expand its GPU infrastructure and partnerships, capitalize on the growing AI sector and the IndiaAI Mission, and target enterprise clients with specialized cloud solutions. Key drivers include its dedicated AI/ML platform, TIR, and GPU as a Service (GaaS) offering advanced NVIDIA GPUs.

Recent developments include a strategic partnership with L&T and an increase in GPU capacity, projected to reach approximately 3900 GPUs in 2025. The company also secured contracts worth ₹177 Cr and ₹88 Cr for GPU allocation under the India AI mission. Management commentary highlights their focus on delivering cost-efficient, scalable cloud services, leveraging open-source technologies, and their position as a preferred NVIDIA partner. Significant capital expenditure in new GPUs reflects investment for future growth.