December Mumbai outage impact
A major outage in Mumbai servers in December 2025 could lead to customer churn, though management expects no material revenue impact.
E2E / Q3-FY26 / risks
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E2E Networks · Material risks, their source context, and severity in the latest available quarter.
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Material risks this quarter
medium
Blackwell deployment delays
Any delay in commissioning the 1,024 Blackwell GPUs could push revenue recognition beyond Q4 FY26.
Dependence on NVIDIA GPUs
Management confirmed near-term reliance on NVIDIA, but rising competition from ASICs (e.g., Google TPUs) could pressure pricing or demand.
High depreciation and finance costs
PAT remains negative due to elevated depreciation and interest costs from aggressive capex; profitability inflection depends on utilization ramp.