E2e Networks Ltd. · NSE:E2E
E2e Networks — H1 FY2021 Earnings Presentation
26 slides from E2e Networks's earnings presentation, Nov 11, 2020
Slide 1: E2E Networks Limited - Low Latency Hosting in India
E2E Networks Limited Low Latency Hosting in India CIN NUMBER - L72900DL2009PLC341980 Regd. Office : Awfis, First Floor, A-24/9, Mohan Cooperative Industrial Estate, Mathura Road, Saidabad, New Delhi-110044, Phone +91-11-411-33905 Email : cs@e2enetworks.com, Website https://www.e2enetworks.com/ Date-
Slide 2: Investor Update Presentation FY20-21 H1 results
E2E NETWORKS LIMITED Investor update- Presentation FY20-21 H1 results
Slide 3: Safe Harbor
SAFE HARBOR This presentation contains statements that contain “forward looking statements” including, but without limitation, statements relating to the implementation of strategic initiatives, and other statements relating to “E2E Networks’’ future business developments and economic performance. W
Slide 4: Index
INDEX E2E overview Pricing comparison amongst Peers New Products/ Features added recently Recent events Impact on E2E Financials snapshot and Business strategy <3>
Slide 5: E2E overview
E2E overview <4>
Slide 6: E2E Overview
E2E Overview Rs in Description* crs Equity share Capital 14.4 Established in 2009, E2E Networks (among largest Indian Public Cloud Companies in India)-: Net Worth1 24.5 Built our own Cloud Infra and developed our Technology Stack 1 Includes Equity share capital plus Reserve & Surplus IPO listing
Slide 7: E2E Benefits
E2E BENEFITS Reliable Low Affordable Self Service Scalable Performance Latency Pricing Cloud Platform Experience better Advantage of Best in Easily launch & Easily Upgrade/ & optimized Indian Industry Plans manage your Downgrade your performance Datacenters nodes server on demand across workloads as
Slide 8: E2E Cloud Infra Platform: Focus Areas
E2E CLOUD INFRA PLATFORM: FOCUS AREAS High Performance Self Service Experience - General purpose to - Software Defined Infra advanced workloads - For Developers - Production Grade - For Data Scientists uptime/reliability - Devops in Production E2E Cloud Platform Bleeding Edge Compute GPU Acceleratio
Slide 9: E2E Seasoned and Professional Senior Management Team
E2E SEASONED AND PROFESSIONAL SENIOR MANAGEMENT TEAM Mohamed Imran CTO Srishti Baweja Whole time Director Kesava Reddy, VP Sales, Sales & Marketing Himank Saini Sadh, VP Delivery Product Delivery Tarun Dua Chairman & Managing director Varun Taneja CFO Neha Baid Company Secretary & Compliance Officer
Slide 10: E2E Comparison of Cost vs Peers
E2E COMPARISON OF COST VS PEERS Description E2E GCP AWS Digital Ocean Azure Plan Type M.60GB n1-standard-8 Linux on m4.2xlarge Memory-Optimized B16MS vCPU 12 8 8 8vCPUs 16 vCPU's RAM 60 30 32 64GB 64 GB Storage 450 GB 2x375 GB EBS only 600 GB 128 GB Price Per Month Rs 4,745 Rs 20,418 Rs 21,491 Rs 35
Slide 11: New Features/Products added recently
New Features /Products added recently < 10 >
Slide 12: Products Features Added/To Be Added
PRODUCTS FEATURES ADDED/TO BE ADDED Reserved IP BitNinja Integration 1-Click Deployment Manage your IP addresses Allows user to easily enable Quick deployment using pre- from the intuitive MyAccount BitNinja Server security baked Images for popular portal of E2E Cloud. modules. applications Kubernet
Slide 13: Products Features Added/To Be Added
PRODUCTS FEATURES ADDED/TO BE ADDED Block Storage* RDS* Simple One Click Setup Simple One Click Setup, and Management deployment and Management Great performance and flexibility Easy backup and restoration *Expected date of launch FY 20-21 < 12 >
Slide 14: GPU Cloud @ E2E Networks
GPU CLOUD @ E2E NETWORKS Currently offering:- Machine Learning Computer Vision NVIDIA A100 GPU Cloud servers NVIDIA V100 GPU Cloud servers Deep Learning for NLP Object Recognition NVIDIA RTX8000 GPU Cloud servers NVIDIA T4 GPU Cloud servers Visual Computing One Click Hourly/Monthly 60 Second
Slide 15: GPU 8xA100 Cost Comparison of E2E Cost vs Peers
GPU 8 X A100 COST COMPARISON OF E2E COST VS PEERS Description E2E Oracle AWS GDC.8xA100 Plan Type BM.GPU4.8 p4d.24xlarge 128.960GB vCPU 128 128 96 RAM 960 GB 2048 GB 1152 GB GPU Memory 320GB 320 GB 320 GB Storage 6000 GB SSD - 8 X 1000 GB Price Per Month Rs 7,00,000 Rs 12,99,919 Rs 17,69,756 Price P
Slide 16: GPU V100 Cost Comparison of E2E Cost vs Peers
GPU V100 COST COMPARISON OF E2E COST VS PEERS Description E2E GCP AWS Azure Plan Type GPU.V100 n1-custom-12-65536 p3.2xlarge NC6s_v3 vCPU 8 12 8 12 RAM 120 64 61 112 GPU Memory 32 GB 16 GB 16 GB 16 GB Storage 900 1125 Extra charges 736 GB Price Per Month Rs 50,000 Rs 1,21,739 Rs 1,67,535 Rs 1,47,645
Slide 17: GPU T4 Cost Comparison of E2E Cost vs Peers
GPU T4 COST COMPARISON OF E2E COST VS PEERS Description E2E AWS GCP Plan Type GPU.T4 g4dn.2xlarge n1-highmem-8 vCPU 12 8 8 RAM 55 32 52 GPU Memory 16 16 16 Storage 900 225 1125 Price Per Month Rs 17,500 Rs 41,172 Rs 44,895 Price Per Hour Rs 30/ Hr Rs 56.4/ Hr Rs 61.5/ Hr Source https://www.e2enetwor
Slide 18: Recent events Impact on E2E
Recent events Impact on E2E < 17 >
Slide 19: COVID/Lockdown Impact on Business
COVID/LOCKDOWN IMPACT ON BUSINESS Supply Chain Customer New Work From Disruptions Sentiment Products/ Home Features Hardware Supply Most Teams including Existing Customers New products / chain was impacted sales are working and Prospective features launches due to general shut from home curren
Slide 20: Financials snapshot & business strategy
Financials snapshot & business strategy < 19 >
Slide 21: Our Approach to Growth
OUR APPROACH TO GROWTH E2E continued effort to build a superior Public Cloud Product is seeing traction with: o Significant number of self-service customers added in last few months o Sales effort seeing momentum with gross new additions every month o Growth opportunities in Digital Transformation
Slide 22: Profit & Loss
PROFIT & LOSS INR Lakhs FY 19-20 FY 20-21 Gr% FY20-21 H1 vs FY20-21 H1 vs Full Year H1 H2 H1 FY19-20 H1 FY19-20 H2 Revenue 2,509.6 1,237.0 1,272.6 1,542.4 24.7% 21.2% Other Income 221.5 164.9 56.6 51.6 -68.7% -8.8% Revenues* 2,731.1 1,401.9 1,329.2 1,594.0 13.7% 19.9% Purchase of services 1,093.3 55
Slide 23: Balance Sheet as at
BALANCE SHEET AS AT INR Lakhs Mar'19 Sep'19 Mar'20 Sep'20 Share Capital 1,430 1,430 1,429 1,438 Networth 3,350 2,954 2,438 2,445 Payables 180 209 171 180 Other Liabilities 244 271 224 345 Total Equity & Liabilities 3,774 3,434 2,832 2,970 Gross Fixed Assets 5,030 5,680 5,638 6,514 Net Fixed Assets 1
Slide 24: Business Strategy and Focus
BUSINESS STRATEGY AND FOCUS Products with greater flexibility for usage Interfaces on how to use infra including usage for short-term say using Jupyter Notebooks with GPU Kernels Flexible Payments, Commitment Period, Operating Systems, Control Panels Improving Technical Capabilities Build capa
Slide 25: Well Positioned to Capitalize on Future Opportunities
WELL POSITIONED TO CAPITALIZE ON FUTURE OPPORTUNITIES Large Addressable Market Opportunity in Indian Cloud 1 • India’s Public Cloud Infra Market to grow at ~32% CAGR over the next 2-3 years • Acceleration in adoption of on Cloud Visual Computing Phase: Adoption & Product Market Fit 2 • E2E product o
Slide 26: Annexure - E2E Networks Limited
ANNEXURE E2E NETWORKS LIMITED Contact: Investors@e2enetworks.com < 25 >