E2E Networks Limited — Q2FY27 earnings call summary

Filed 21 October 2026 · Official transcript

Medium-term EBITDA margin target remains 70%+; no speculative capex guidance
No specific guidance on MRR or GPU pricing hikes; focus on long-term tech adoption
Q2 FY27 revenue INR2,238 million, +411% y-y, +43% q-q; EBITDA INR1,715 million, margin 76.6%, +141 bps q-q
H1 FY27 revenue INR3,805 million, +376% y-y; EBITDA INR2,894 million, margin 76%
PAT INR727 million, margin 32.5%, diluted EPS INR3.48 (Q1: 2.10)
Long-term INR1,000 crores contract with Sovereign AI company through June 2029
20-25% revenue from international customers; 13-15% from India AI Mission
Majority revenue from GPUs running on company platforms, not bare metal