E2E Networks Limited — Investor Meet, 19-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

E2E Networks reported a strong Q3 FY26, with operational revenue climbing 68.3% YoY to INR 70 Cr and EBITDA at INR 39.6 Cr (margin 56.6%). The PAT loss narrowed to INR 5.7 Cr, primarily due to higher depreciation from new GPU deployments. Monthly Revenue Run Rate (MRR) reached INR 28 Cr in December 2025, with a target of INR 35-40 Cr by March 2026.

The company received 1,024 B200 Blackwell GPUs, expected to go live in Q4, potentially adding ~INR 250 Cr to annual revenue. Management is optimistic about India AI mission contracts ramping up and L&T enterprise conversions, driving future growth. A strategic focus on sovereign AI, the Jarvis Labs acquisition, and continuous investment in software and AI capabilities further position E2E Networks for scalability and sustainable profitability.