Earnings call · Jul–Sep 2026
E2E Networks Limited
Jul–Sep 2026 revenue grew 411% from a year earlier to ₹224 crore with EBITDA (operating profit before depreciation, interest & tax) margin at 76.6%. E2E signed a nearly ₹1,000 crore multiyear contract for Blackwell GPUs & expects next B200 batch to go live this quarter. Management targets 70% plus EBITDA margins medium-term & prioritizes platform technology adoption over capacity metrics.
The full notes: the guidance, numbers & KPIs, strategy, outlook, risks, what analysts asked.
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From the company
- Vanessa Fernandes
- Nitin Jain
- Bharat Gulati
- Neil Munot
- Prateek Poddar
- Sonal Sharma
- Varun Gandhi
- Kaushal Sharma
Questions came from
- Keshav. Request
- Bharat GulatiDalal & Broacha
- KeshavNiveshaay
- Harsh ShahSeven Rivers Holding
- Bhavya GandhiBajaj Alternative Investments
- Tushar DhondeShanghvi Family Office
- HiteshNumiv Research
- Neil MunotPico Capital
- Hardik GoyalUnion MF.Tarun Dua
- Sonal SharmaKabra Investments
- Nikhil C.Toro Wealth Managers
- Varun GandhiFinavenue Growth
Topics in this call
Opening remarks
Vanessa Fernandes
Thank you, Myron. Good evening, everyone. On behalf of E2E Networks Limited, I would like to welcome you all to the Earnings Conference Call for the Second Quarter of FY 2027. Today on the call, we have with us from the management, Mr. Tarun Dua, Managing Director of E2E Networks; and Mr. Nitin Jain, Chief Financial Officer of E2E Networks. We will begin the call with brief opening remarks from the management, followed by a Q&A session. All participant lines will be in listen-only mode during the management's remarks, and the floor will be open for questions thereafter.
I now hand over the call to Mr. Tarun Dua for his opening remarks. Over to you, Tarun.
Read the whole call: 137 paragraphs, 13 analysts' questions with every answer, 8 marked passages.
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The transcript as the company filed it on BSE. Our own rules split it into speakers & sections; an unusual layout can trip them, so check the original PDF for anything important. Not a recommendation.