E2E Networks Ltd
NSE:E2E
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E2E Networks Ltd
E2E Networks Ltd. engages in the provision and management of cloud infrastructure for the web, mobile, and enterprise-centric workloads. The company is headquartered in New Delhi, Delhi. The company went IPO on 2018-05-15. The Company’s cloud platform can be accessed via self-service portal where the client provision/manage and monitor Linux/Windows/ graphics processing unit (GPU) cloud machines with central processing unit (CPU), random-access memory (RAM) or smart dedicated compute featuring dedicated CPU cores. The Company’s cloud serves to various companies, including Zomato, Cardekho, Cars24, Healthkart, Junglee Games, 1mg, Team-BHP, Instant Pay, WishFin, Algolia, Intrcity(RailYatri), Clovia, Groupon India, Jabong, Tapzo and other. The company provides sloud Solutions via control panel or application programming interface (API), which includes content delivery network (CDN), load balancers, firewalls, virtual private cloud (VPC), database as a service (DBaaS), reserved Internet Protocol version 4 (IPv4), object storage, domain name system (DNS)/reserved domain name system (rDNS), data protection and other.
E2E Networks Ltd. engages in the provision and management of cloud infrastructure for the web, mobile, and enterprise-centric workloads. The company is headquartered in New Delhi, Delhi. The company went IPO on 2018-05-15. The Company’s cloud platform can be accessed via self-service portal where the client provision/manage and monitor Linux/Windows/ graphics processing unit (GPU) cloud machines with central processing unit (CPU), random-access memory (RAM) or smart dedicated compute featuring dedicated CPU cores. The Company’s cloud serves to various companies, including Zomato, Cardekho, Cars24, Healthkart, Junglee Games, 1mg, Team-BHP, Instant Pay, WishFin, Algolia, Intrcity(RailYatri), Clovia, Groupon India, Jabong, Tapzo and other. The company provides sloud Solutions via control panel or application programming interface (API), which includes content delivery network (CDN), load balancers, firewalls, virtual private cloud (VPC), database as a service (DBaaS), reserved Internet Protocol version 4 (IPv4), object storage, domain name system (DNS)/reserved domain name system (rDNS), data protection and other.
Strong Revenue Growth: Q3 operational revenue reached INR 700 million, up 68.3% year-on-year and 59.8% quarter-on-quarter, driven by higher capacity utilization and increased enterprise and government workloads.
EBITDA Margin Expansion: EBITDA grew to INR 396 million, with margins rising to 56.6% due to operating leverage, though management reiterated longer-term targets near 70%.
PAT Loss Narrows: The company posted a PAT loss of INR 57 million, but this improved by 58% quarter-on-quarter; losses are attributed mainly to higher depreciation and finance costs from infrastructure expansion.
Utilization and Capacity: GPU utilization touched around 60–65% at December-end, and 1,024 Blackwell B200 GPUs were received in Chennai, with revenue expected to ramp up as deployment completes in Q4.
India AI Mission & Partnerships: Contribution from India AI Mission was muted in Q3 but expected to ramp significantly in Q4; payment cycles for this contract are shifting from quarterly to monthly, supporting cash flow.
CapEx & Funding: Blackwell GPU expansion involved INR 600–650 crores in CapEx, partly funded by term loans from Axis and HDFC Bank.
Guidance Maintained: Management reaffirmed their March 2026 MRR target of INR 35–40 crores and associated EBITDA margin targets, expecting utilization to rise further next year.
