E2e Networks Ltd. · NSE:E2E
E2e Networks — Q2 FY27 Earnings Presentation
23 slides from E2e Networks's earnings presentation, Oct 16, 2026
Slide 1: Exchange filing cover letter
E2E Networks Limited CIN- L72900DL2009PLC341980 Uppal's Genesis A-32, Block B, Mohan Cooperative Industrial Estate, Badarpur, New Delhi 110044, Phone No. +91-11-4084-4964 Email: cs@e2enetworks.com, Website https://www.e2enetworks.com/ Date: October 16, 2026 To, To, National Stock Exchange of India L
Slide 2: Q2 FY27 Investor Presentation
Q2 FY27 Investor Presentation Oct 16, 2026 1
Slide 3: Safe Harbour Statement
Safe Harbour Statement This presentation has been prepared by E2E Networks Limited ("the Company") solely for information purposes and does not constitute an offer, invitation, solicitation or recommendation to purchase or subscribe for any securities, nor should it form the basis of, or be relied u
Slide 4: India's Sovereign Provider of Advanced Cloud GPUs
Who We Are India’s Sovereign Provider of Advanced Cloud GPUs 16+ ~5,100 years of operational cloud GPUs live including 1,024 excellence NVIDIA B200s 3
Slide 5: What's New this Quarter @E2E | Q2 FY27
What’s New this Quarter @E2E | Q2 FY27 ₹1,000 Cr Sovereign Adding Leadership Private Networking Jarvislabs.ai AI Contract Heft Comes to TIR The AI Cloud Entered into a binding term Anand Ganapathy (ex-IBM, Added VPC Connect enables Managed Endpoints & sheet worth ~₹1,000 Cr (excl. Dell) joins as Chi
Slide 6: E2E at Global Fintech Fest 2026
E2E at Global Fintech Fest 2026 E2E and Jarvislabs.ai exhibited at Global Fintech Fest 2026, Mumbai, presenting India-hosted GPU cloud and AI platforms to banks, insurers and fintechs. . Engaged with fintech stakeholders on AI, cloud infrastructure AI & Cloud Scalable Industry and the growing need f
Slide 7: A Structurally Undersupplied Market, Compounding Fast
A Structurally Undersupplied Market, Compounding Fast GPU demand for AI training and inference continues to outstrip hyperscale capacity — pulling capital into purpose-built neocloud providers worldwide Global Neocloud Market Revenue US$6.7T (US$ Billions) Global data center capital expenditure need
Slide 8: Built in India, for India's AI Future
Built in India, for India’s AI Future. Engineering Owned, Not Rented India based GPU cloud provider listed in NSE and BSE. Full stack, in-house — 100+ engineers building compute, networking, orchestration & AI software. Own AI platforms — two in-house platforms: TIR (training, fine-tuning, RAG & mod
Slide 9: Integrated AI Platform & Monetization Models
INTEGRATED AI PLATFORM & MONETIZATION MODELS AI INFRASTRUCTURE Public Platforms – TIR & Jarvislabs.ai Training, fine-tuning & inference for LLM builders and NVIDIA GPUs (Hopper → Blackwell) in Delhi AI-native teams at cluster scale NCR & Chennai DCs GO-TO-MARKET Sovereign / Private Platform Self-ser
Slide 10: TIR AI/ML Platform
TIR AI/ML Platform Sovereign AI, end to end — build, fine-tune, deploy & scale GPU Notebooks Foundation Studio Jupyter on H200 & B200 GPUs, NGC Fine-tune Llama, Mistral, Gemma & frameworks preloaded Stable Diffusion RAG & Vector DB Model Endpoints Managed Qdrant + embeddings, Auto-scaling inference
Slide 11: Jarvislabs.ai — Developer First GPU Cloud
Jarvislabs.ai — Developer First GPU Cloud Spin up GPUs in seconds from CLI or code — an E2E Platform since December 2025 Instant GPU Managed Endpoints CLI, SDK & Pause & Resume Instances & Model APIs: Templates Launch H100, H200, A100 Pause an instance to pay and RTX Pro 6000 GPUs on only for storag
Slide 12: The Growth Story: Capacity meets Demand
The Growth Story Capacity meets Demand TODAY IN DEPLOYMENT ON THE ROADMAP Hopper & Blackwell Blackwell scale-up B300 / Vera Rubin GPUs ~5100 GPUs live, (including 1024 B200s), Next-generation Compute 1024+ B200s planned Blackwell capacity now under multi- planning underway year contract GPU Trajecto
Slide 13: Board with Founders, Finance and Tech Experience
Board with Founders, Finance and Tech Experience Tarun Dua Srishti Baweja Megha Raheja Gaurav Munjal Managing Director Whole-Time Director Whole-Time Director Chairman, Independent Director Co-founder; 23+ yrs in open CA; 20 yrs in finance & CA; 22+ yrs in IT/ITES & telecom, IIT Bombay; MD of Infoll
Slide 14: Leadership Team
Leadership Team Nitin Jain Mohammed Imran Anand Ganapathy Bakshish Dutta Chief Financial Officer Chief Technology Officer Chief Revenue Officer Chief Business Officer Two decades of global finance Cloud & networking depth; open- Ex-IBM, Dell & VMware; 27+ years in Growth-focused SaaS sales leader le
Slide 15: Strategic Advisory Team
Strategic Advisory Team E2E further strengthens its leadership bench with strategic expertise spanning technology innovation, AI, investments and high-growth businesses. Alok Ohrie Anandamoy Roychowdhary Strategic Advisor Strategic Advisor Former President & MD, Dell Technologies India (2013– Season
Slide 16: Financial Highlights
Q2 FY27 Financial Highlights
Slide 17: The Quarter's Scoreboard | Q2 FY27
The Quarter’s Scoreboard | Q2 FY27 Revenue EBITDA PAT Exit MRR (Sept-26) INR 2238 Mn INR 1715 Mn INR 727 Mn INR 751 Mn 410.8% YoY | 42.7% QoQ 76.6% Margin 32.5% Margin vs ₹718 Mn (June-26) EBITDA & EBITDA Margins PAT & PAT Margins 75% 77% 1800 80% 800 33% 40% 1600 61% 70% 28% 1400 57% 30% 60% 600 20
Slide 18: Financial Highlights
Financial Highlights Capex (In Mn) 8700 6962 1853 1170 249 350 FY22 FY23 FY24 FY25 FY26 H1 FY27 # FY26 includes CWIP of INR 5,334 Mn for GPU’s, deployed in May 2026. Raised Funds through Preferential issue of Equity shares (In Mn) Period Fund raised Utilized till FY26 Utilized till Q2’FY27 Balance f
Slide 19: 16 Qtrs. Compounding Run-Rate
16 Qtrs. Compounding Run-Rate Monthly Revenue Run-rate (INR Mn) Sep-22 → Sep-26 13.4x MRR growth in four years 751 (₹56 Mn → ₹ 751 Mn) 718 91.4% 374 4 Year CAGR (MRR) 280 165 160 145 145 109 113 112 56 58 61 68 72 85 76.6% Q2 FY27 EBITDA margin Sep-22 Dec-22 Mar-23 Jun-23 Sep-23 Dec-23 Mar-24 Jun-24
Slide 20: Q2FY27 Financial Performance
Q2FY27 Financial Performance Particulars (INR Mn) Q2FY27 Q2FY26 Y-o-Y% Q1FY27 Q-o-Q% Operational Revenue 2,238 438 410.8% 1,568 42.7% Total expenses 523 258 102.7% 389 34.6% EBITDA 1,715 180 852.5% 1,179 45.4% EBITDA Margin % 76.6% 41.1% 3553 bps 75.2% 141 bps Other Income 99 83 19.6% 114 (13.1%) De
Slide 21: Yearly Trends | Income Statement
Yearly Trends | Income Statement Particulars (INR Million) FY26 FY25 FY24 FY23 Operational Revenue 2,456 1640 945 662 Total Expenses 1,193 673 466 331 EBITDA 1,263 967 479 331 EBITDA Margin % 51.4% 59.0% 50.6% 50.0% Other Income 340 394 16 8 Depreciation & Amortization Expense 1,693 601 157 201 Fina
Slide 22: Balance Sheet
Balance Sheet Particulars (In INR Million) Sep-26 Mar-26 Mar-25 EQUITY AND LIABILITIES Equity share capital 206 206 200 Other equity 17,835 16,645 15,728 Borrowings 4,504 1,032 114 Lease liability 468 559 616 Other Non-Current liabilities 575 197 245 Other Current liabilities 2,819 4,643 8,904 TOTAL
Slide 23: Thank You
THANK YOU For further queries, please contact: Company Secretary & Compliance Officer investors@e2enetworks.com Tel No: +91–11–4113 3905 Investor Relations Advisors Adfactors PR Pvt. Ltd. Snighter Albuquerque snighter.a@adfactorspr.com Mobile: +91 9819123804 Vanessa Fernandes vanessa.fernandes@adfac