E2E Networks

E2E Networks delivered a standout Q4 FY26 with revenue surging 186% YoYCurrent reported value: 186% YoY. No comparable prior figure is available in the source record. to ₹95.6 crore, driven by strong GPU utilization (~80%Current ~80%. Reported change: +8pp YoY. in March) and operating leverage. EBITDA margin expanded 413 bps sequentiallyCurrent reported value: 413 bps sequentially. No comparable prior figure is available in the source record. to 60.7%Current reported value: 60.7%. No comparable prior figure is available in the source record., while PAT turned positive at ₹2.2 crore vs a loss in Q3. The company is scaling aggressively: a 1,024-GPU B200 cluster goes live mid-May, with another 1,024 planned, targeting at least 6Current reported value: 6. No comparable prior figure is available in the source record.,000 GPUs under management by FY27-end. Management is exploring asset-light partnerships (e.g., L&T MoU) to accelerate capacity without diluting equity. Demand remains robust across inference and training, with pricing stable to firm. Key risk: execution delays in Blackwell deployment could push revenue recognition and strain near-term cash flows.