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47 announcements match the current filters (relevance ≥ 5).
E2E Networks Q3FY26: Revenue Surges 68% YoY to ₹70Cr; 1,024 Blackwell GPUs Received
E2E Networks reported a robust Q3FY26 with operational revenue growing 68.3% YoY to INR 700 million, driven by increased AI/ML cloud GPU utilization. While the company posted a PAT loss of INR 57 million due to high depreciation from massive infrastructure scaling, EBITDA margins improved to 56.6%. The company has successfully received 1,024 NVIDIA Blackwell B200 GPUs for its Chennai facility, with deployment expected by the end of Q4 FY26. Management is on track to reach a monthly revenue run rate (MRR) of INR 35-40 crore by March 2026.
Key Highlights
Operational revenue grew 68.3% YoY and 59.8% QoQ to INR 700 million.
Monthly Revenue Run Rate (MRR) reached INR 280 million in December 2025.
Received 1,024 NVIDIA Blackwell B200 GPUs for deployment at the Chennai facility.
EBITDA rose 120.2% QoQ to INR 396 million, reflecting strong operating leverage.
India AI Mission workloads are scheduled to go live by the end of January 2026.
👀 What to Watch
Investors should focus on the successful commissioning of the Blackwell GPU cluster in Q4, which is expected to drive the next leg of revenue growth. The transition from quarterly to monthly payment cycles for the India AI Mission is a significant positive for working capital management.
E2E Networks Q3FY26: Revenue Surges 60% QoQ to ₹700 Mn; GPU Capacity to Hit 5,000+ by March 2026
E2E Networks reported a robust 59.8% QoQ revenue growth to ₹700 Mn in Q3FY26, fueled by aggressive expansion in its AI-first cloud platform. Despite a 120% QoQ jump in EBITDA to ₹396 Mn, the company posted a net loss of ₹57 Mn due to high depreciation and finance costs following a massive ₹10,280 Mn capex in 9MFY26. The company is rapidly scaling its infrastructure, having ordered 1,024 NVIDIA Blackwell B200 GPUs and securing ₹265 Cr in contracts under the IndiaAI Mission.
Key Highlights
Operational revenue grew 68.3% YoY and 59.8% QoQ to reach ₹700 Mn in Q3FY26.
Current GPU capacity stands at 3,900+ units, with a target to exceed 5,000 units by March 2026.
Secured ₹265 Cr in combined contracts from the IndiaAI Mission and a new ₹8.49 Cr contract via L&T partnership.
Completed the acquisition of Jarvis Labs in December 2025 to enhance global AI infrastructure scaling.
Raised ₹14,849 Mn through preferential issues, with ₹10,280 Mn already utilized for capex in 9MFY26.
👀 What to Watch
Investors should focus on the company's ability to monetize its massive GPU investments and the transition from a high-capex loss phase to profitability. The strategic partnership with L&T and government contracts provide strong revenue visibility, but the bottom-line remains under pressure from depreciation.
E2E Networks Q3 Revenue Jumps 68% YoY to ₹70 Cr; Net Loss Narrows Sequentially to ₹5.7 Cr
E2E Networks reported a robust 68.3% YoY increase in revenue from operations, reaching ₹7,002.23 Lakhs for the quarter ended December 31, 2025. Despite the top-line growth, the company recorded a net loss of ₹569.91 Lakhs, largely due to a 167% surge in depreciation and amortization costs to ₹4,764.86 Lakhs. Sequentially, the performance improved as the net loss narrowed from ₹1,346.08 Lakhs in the previous quarter. The company also finalized its asset acquisition from Jarvis Labs AI and transitioned to a new internal auditor.
Key Highlights
Revenue from operations increased to ₹7,002.23 Lakhs, up from ₹4,160.47 Lakhs in the same quarter last year.
Net loss for Q3 FY26 stood at ₹569.91 Lakhs, showing improvement from a loss of ₹1,346.08 Lakhs in Q2 FY26.
Depreciation expenses rose significantly to ₹4,764.86 Lakhs, indicating massive capital expenditure in cloud infrastructure.
The company successfully integrated assets from Jarvis Labs AI as of December 16, 2025.
SCV & Co. LLP was appointed as the new Internal Auditor following the resignation of VPS & Co.
👀 What to Watch
Investors should monitor the company's ability to monetize its increased infrastructure capacity, as high depreciation is currently weighing on the bottom line. The sequential narrowing of losses is a positive sign of operational scaling that warrants a 'Watch' approach.
E2E Networks Procures 1,024 NVIDIA B200 GPUs to Boost AI Infrastructure in Chennai
E2E Networks has successfully procured 1,024 NVIDIA B200 GPUs for its Chennai data center, significantly enhancing its AI compute capabilities in India. The new clusters offer approximately 184 TB of GPU RAM and are designed to support the training of large-scale AI models like DeepSeek. This move strengthens the company's Sovereign Cloud Platform, allowing Indian enterprises to process sensitive data locally while accessing world-class compute power. The investment positions E2E as a primary beneficiary of the growing demand for high-performance AI infrastructure in sectors like healthcare and finance.
Key Highlights
Procured 1,024 NVIDIA B200 GPUs for deployment at the Chennai data center.
Total GPU RAM capacity of approximately 184 TB with superior memory bandwidth.
Optimized for training and fine-tuning next-generation large-scale AI models.
Strengthens Sovereign Cloud offering for enterprises with strict data residency requirements.
Enables real-time AI applications across healthcare, autonomous systems, and financial analytics.
👀 What to Watch
Investors should view this as a major capacity expansion that solidifies E2E's competitive edge in the Indian AI cloud market. Monitor the company's upcoming quarterly results for signs of revenue growth driven by the deployment of these high-demand GPU clusters.
E2E Networks Bags Rs 8.49 Crore Order for GPU-Based Cloud Infrastructure
E2E Networks has secured a significant service order worth approximately Rs 8.49 crore for providing advanced GPU-based cloud infrastructure. The contract is for a 12-month duration and services have already commenced as of January 1, 2026. The order was awarded through Larsen & Toubro Limited to serve an Indian-headquartered Global SaaS provider. Although it is a related party transaction, the company has confirmed it is conducted at arm's length.
Key Highlights
Order value of approximately Rs 8.49 crore (exclusive of taxes)
Contract duration of 12 months starting from January 1, 2026
Focus on high-demand advanced GPU-based cloud infrastructure services
Order secured through Larsen & Toubro Limited for a global SaaS provider
Transaction confirmed as a related party transaction at arm's length
👀 What to Watch
Investors should view this as a positive development in the company's high-performance computing segment. Monitor the company's ability to leverage its relationship with L&T to secure more high-value GPU cloud contracts.
E2E Networks Grants 75,000 Stock Options Under ESOP 2021
E2E Networks Limited has granted 75,000 stock options to eligible employees under its ESOP Scheme 2021. These options can be converted into 75,000 equity shares of ₹10 each. The exercise price is set at ₹1895.31 per share. Vested options can be exercised within 2 years from the vesting date.
Key Highlights
Granted 75,000 Stock Options under ESOP 2021
Exercise price is ₹1895.31 per share
75,000 Equity Shares of ₹10 each will be issued
Options exercisable within 2 years from vesting
👀 What to Watch
Monitor the dilution effect of these options on the company's EPS. Keep an eye on future announcements regarding vesting and exercise of these options.
E2E Networks Commences Execution of ₹177 Crore IndiaAI Mission Order
E2E Networks Limited has commenced the execution of the order received from the IndiaAI Mission, Ministry of Electronics and Information Technology, Government of India. The order, valued at approximately ₹177 crore, involves the allocation of GPU resources for use by GNANI AI under the IndiaAI initiative. The company anticipates the entire allocation to be operational by mid-January 2026. This development signifies a substantial expansion in E2E Networks' involvement in national AI infrastructure projects.
Key Highlights
Order value: Approximately ₹177 crore
Order received from: IndiaAI Mission
Expected completion: Mid-January 2026
👀 What to Watch
Investors should monitor the progress of the IndiaAI Mission order execution, as its successful completion could positively impact E2E Networks' revenue and future growth. Keep an eye on the company's announcements regarding further developments in this project.
