E2e Networks Ltd. · NSE:E2E

E2e Networks — Q1 FY27 Earnings Presentation

22 slides from E2e Networks's earnings presentation, Jul 21, 2026

  1. Slide 1: Investor Presentation Filing Cover Letter to NSE and BSE

    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: July 21, 2026 To, To, National Stock Exchange of India Ltd.

  2. Slide 2: Q1 FY27 Investor Presentation

    Q1 FY27 Investor Presentation July 21, 2026 1

  3. 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

  4. Slide 4: India's Sovereign Provider of Advanced Cloud GPUs

    Who We Are India’s Sovereign Provider of Advanced Cloud GPUs 16+ years of operational 5100 approx. cloud GPUs live at excellence Q1 FY27 exit 3

  5. Slide 5: 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 US$6.7T Global Neocloud Market Revenue Global data center capital expenditure needed by 2030 (US$

  6. Slide 6: Sovereign AI Is Now National Infrastructure

    Sovereign AI Is Now National Infrastructure Data as of July 2026 Governments and enterprises are reclassifying AI as strategic national infrastructure — sovereignty is now about who controls the models, data and compute, not where they run. US$1.5T US$6.7T 20% 250,000+ Estimated global sovereign-AI

  7. Slide 7: Built in India, for India's AI Future

    Built in India, for India’s AI Future. Engineering Owned, Not Rented Since 2009 — India’s first NSE-listed cloud provider; GPU cloud since 2018. Full stack, in-house — 100+ engineers build our compute, networking, orchestration & AI software. Own AI platforms — two in-house platforms: TIR (training,

  8. Slide 8: 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

  9. Slide 9: TIR AI/ML Platform

    TIR AI/ML Platform From notebook to production AI — build, fine-tune, deploy & scale GPU Notebooks Foundation Studio GPU-backed Jupyter Fine-tune Llama, Gemma & notebooks, frameworks Stable Diffusion models preloaded RAG Pipelines Model Endpoints Upload a knowledge base, Inference APIs via vLLM, lau

  10. Slide 10: 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 CLI, SDK & Pause & Resume Per-Minute Billing Instances Templates Launch H100, H200, A100 Pause an instance to pay Pay only for the minutes and RTX Pro 6000 GPUs on onl

  11. Slide 11: 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, 1024+ B200s planned Next-generation Compute (including 1024 B200) planning underway GPU Trajectory 5,100 3,900 1,900 FY25 FY26 FY27Q1 10

  12. Slide 12: Board with Founders, Finance and Tech Experience

    Board with Founders, Finance and Tech Experience Tarun Dua Srishti Baweja Megha Raheja Gaurav Munjal Chairman, Independent Director Managing Director Whole-Time Director Whole-Time Director Co-founder; 23+ yrs in open CA; 20 yrs in finance & CA; 22+ yrs in IT/ITES & telecom, IIT Bombay; MD of Infoll

  13. Slide 13: Leadership Team

    Leadership Team Nitin Jain Mohammed Imran Bakshish Dutta Ronit Company Secretary and Chief Financial Officer Chief Technology Officer Chief Business Officer Compliance Officer Two decades of global Cloud & networking depth; open- Growth-focused SaaS sales 8+ years of experience in corporate finance

  14. Slide 14: What's new this Quarter @E2E | Q1 FY27

    What’s new this Quarter @E2E | Q1 FY27 SovCloud Advisory and Stock Split & Incorporated as B200 1024 LIVE Leadership Team BSE Listing WOS Strengthened Executed a 10:1 stock split Expanded AI infrastructure Deploying large-scale GPU Alok Ohrie — former and listed E2E equity with NVIDIA B200 GPU infra

  15. Slide 15: Financial Highlights

    Q1 FY27 Financial Highlights

  16. Slide 16: The Quarter's Scoreboard | Q1 FY27

    The Quarter’s Scoreboard | Q1 FY27 Revenue EBITDA PAT Exit MRR (Jun-26) INR 1568 Mn INR 1179 Mn INR 439 Mn INR 718 Mn +334.3% YoY | +64.0% QoQ 75.2% Margin 28.0% Margin vs ₹374 Mn (Mar-26) EBITDA & EBITDA Margins PAT & PAT Margins 1200 75% 90% 500 40% 28% 1000 61% 70% 400 30% 57% 300 20% 800 7% 41%

  17. Slide 17: Financial Highlights

    Financial Highlights Capex (In Mn) 8700 6962 1853 177 249 350 FY22 FY23 FY24 FY25 FY26 Q1FY27 # 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 in Q1’FY27 Balance funds

  18. Slide 18: Sixteen Quarters of Compounding Run-Rate

    Sixteen Quarters of Compounding Run-Rate Monthly Revenue Run-rate (INR Mn), Jun-22 → Jun-26 14.1× MRR growth in four years (₹51 Mn → ₹ 718 Mn) 718 374 280 165 160 145 145 61 68 72 85 109 113 112 75.2% 51 56 58 Q1 FY27 EBITDA margin Jun-22 Sep-22 Dec-22 Mar-23 Jun-23 Sep-23 Dec-23 Mar-24 Jun-24 Sep-2

  19. Slide 19: Q1FY27 Financial Performance

    Q1FY27 Financial Performance Particulars (INR Mn) Q1FY27 Q1FY26 Y-o-Y% Q4FY26 Q-o-Q% Operational Revenue 1,568 361 334.3% 956 64.0% Total expenses 389 256 51.9% 375 3.7% EBITDA 1,179 105 1022.8% 581 102.9% EBITDA Margin % 75.2% 29.1% 4610 bps 60.7% 1450 bps Other Income 114 150 (24.0)% 55 107.3% Dep

  20. Slide 20: 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

  21. Slide 21: Yearly Trends | Balance Sheet

    Yearly Trends | Balance Sheet Particulars (In INR Million) Mar-26 Mar-25 Mar-24 EQUITY AND LIABILITIES Equity share capital 206 200 145 Other equity 16,645 15,728 564 Borrowings 1,032 114 1,031 Lease liability 559 616 410 Other Non-Current liabilities 197 245 93 Other Current liabilities 4,643 8,904

  22. Slide 22: 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

E2E Networks — Q1 FY27 Earnings Presentation on 6ix