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.
medium · analyst_questionE2E Networks Limited — Q3 FY26
E2E Networks delivered a strong Q3 FY26 with revenue of ₹70 crore, up 68.3% YoY, driven by higher GPU utilization, enterprise workloads, and early India AI mission traction.
bullish
high
✓ Verified against BSE filing
Risk Intelligence
Material risks this quarter
Concise cards keep the risk register scannable while preserving evidence-level context in the underlying quarter data.
Risks
Blackwell deployment delays
Any delay in commissioning the 1,024 Blackwell GPUs could push revenue recognition beyond Q4 FY26.
medium · management_commentaryDependence on NVIDIA GPUs
Management confirmed near-term reliance on NVIDIA, but rising competition from ASICs (e.g., Google TPUs) could pressure pricing or demand.
low · analyst_questionHigh depreciation and finance costs
PAT remains negative due to elevated depreciation and interest costs from aggressive capex; profitability inflection depends on utilization ramp.
medium · data_observation