E2E Networks Limited — Investor Meet, 22-04-2026: Analysts/Institutional Investor Meet/Con. Call Updates

E2E Networks posted strong Q4 FY26 financials: Revenue at 95.6 Cr (+186% YoY, +37% QoQ), EBITDA 58.1 Cr (60.7% margin), and PAT 6.4 Cr. FY26 revenue grew 50% to 245.6 Cr. Despite a FY26 PAT loss of 15.6 Cr due to GPU depreciation, the core business is cash positive.

Management is confident in AI's "decadal story." They plan to deploy 1,024 B200 GPUs by mid-May, another 1,024 soon after, aiming for ~6,000 GPUs by FY27 end. Demand for GPUs is robust globally, with no pricing pressure. E2E is exploring asset-light models and financing for rapid expansion. International revenue contributed 35-37% to Q4.