E2ENETWORKS / Q4-FY26 / claim-ledger

Audit the questions that mattered.

E2E Networks · Analyst questions, management answers, and the quality of the response where the ledger is available.

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PositiveQ4-FY26 · 2026-04-23Back to quarter ↗

Questions audited

12

Answered directly

46%

Numeric claims

0

Consistency

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Question ledger

What was answered, and how?

Bhavy Gandhi · Bajage Alternate Investment Management Limited

evasive

How will the asset-light partnership with L&T work and what arrangement?

we have a MOU with L&T to monetize the GPU infrastructure that they are building. So now that is still in exploratory stage... it's very very early to say like how those things would look like.

Bhavy Gandhi · Bajage Alternate Investment Management Limited

evasive

Will the asset-light model be margin-accretive since capex is on partner?

It's too early to say Baba like how would the numbers look like? So obviously it's very very early to say like how those things would look like.

Bhavy Gandhi · Bajage Alternate Investment Management Limited

declined

Can you provide MRR guidance for next year given capex from own pocket?

I think it would not do justice to do a MR guidance for like one year in the future. I think like the future is changing very very rapidly week on week.

Bhavy Gandhi · Bajage Alternate Investment Management Limited

deflected

Can you provide asset turns or capex understanding?

I think we want to uh get the framing away from things like asset terms. So essentially like don't look at us as a asset monetization business. Look at us as a technology business.

Kesha · Nasha

partial

Why are Blackwell GPUs delayed? Are there procurement issues?

global supply chains have been impacted somewhat... we are targeting like the first deployment to go live before uh mid of May.

Kesha · Nasha

partial

What is the reason for employee cost increase this quarter?

as we grow we kind of like start figuring out more and more interesting problems that need to be solved... requires the application of a high level of talent.

Kesha · Nasha

direct

Can you provide GPU utilization levels for this quarter?

across our entire infrastructure not just GPUs I think we are looking at 80% plus utilization... certainly less than 85%.

Barat Gulati · Dalal A and Rocha

partial

What is the MRR split between India mission, enterprise, and GPU vs CPU?

in another couple of quarters I think GPU contribution would exceed closer to 85 90%... the sample size today is fairly small. So like what's the split is something that like we don't want to worry about today.

Barat Gulati · Dalal A and Rocha

partial

What caused the MRR spike to 37.4 cr in March and is it sustainable?

It's broadly an increase in overall utilization that has led to the increase in the spike in the March month.

Barat Gulati · Dalal A and Rocha

partial

What is the revenue split between India mission and other clients?

the overall government business like across this portfolio has not exceeded more than like say 35 40%.

Deepak Podar · Sapphire Capital

direct

What is capacity utilization and on what capacity base?

this is closer to overall capacity utilization of around 80% is in the March month and on a capacity base of 3,900.

Hardik Gandhi · HPMG share and securities

direct

What percentage of revenue came from customers outside India vs domestic?

So the international revenue for the last quarter is roughly around uh 351%. 35 to 37% is the international customer revenue.