E2E Networks Management Guidance Tracker

7 forward-looking guidance items tracked across 2 quarters.

Revenue

Q3 FY26MRR target of ₹35-40 crore by March 2026Active

Management reiterated achieving a monthly revenue run rate of ₹35-40 crore by March 2026, driven by India AI mission ramp-up and enterprise conversions.

Growth

Q3 FY26Blackwell GPUs to go live before Q4 FY26 endActive

The 1,024 Blackwell GPUs are expected to be deployed and generating revenue before the end of Q4 FY26.

Q4 FY26Minimum 6,000 GPUs under management by FY27-endTracked

Management guided at least 6,000 GPUs under management by end of FY27, with potential upside.

Margins

Q3 FY26EBITDA margin target of ~70%Tracked

Management indicated that EBITDA margins should trend towards ~70% as scale improves, from the current 56.6%.

Other

Q3 FY26India AI mission payment cycle shifting to monthlyActive

Management noted that the India AI mission payment cycle is expected to shift from quarterly to monthly, improving cash flows.

Expansion

Q4 FY26B200 cluster go-live mid-May 2026Active

First 1,024-GPU Blackwell cluster to be operational by mid-May; second 1,024 cluster in subsequent months.

Q4 FY26Exploring asset-light partnerships for GPU expansionTracked

Company is evaluating structured financing and partnerships (e.g., L&T MoU) to accelerate capacity without diluting equity.