India · Delayed Price · Currency is INR E2E Networks Earnings Call Transcripts
Fiscal Year 2027
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Revenue surged 334% year-over-year to INR 1,568 million, driven by new GPU capacity and high utilization, with EBITDA margin expanding to 75.2%. Management anticipates sustainable margins and continued capacity expansion, supported by long-term contracts and robust demand.
Fiscal Year 2026
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Revenue surged 186% YoY in Q4 and 50% for FY26, driven by rapid GPU infrastructure expansion and high utilization. EBITDA margin reached 60.7%, with strong demand from both domestic and international clients. Ongoing investments and new partnerships position the company for continued growth.
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Q3 FY26 saw 68% YoY revenue growth and strong EBITDA margin, driven by AI/ML workloads and new GPU deployments. IndiaAI Mission and L&T partnerships are ramping up, with Blackwell GPU capacity set to boost Q4 revenue. CapEx was funded by term loans, and utilization reached 60%-65%.
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Revenue grew 21% sequentially to INR 50.8 crore with EBITDA margin rising to 41%, though net loss was INR 13.5 crore due to higher depreciation. Two large IndiaAI Mission orders and robust demand are expected to drive utilization to 80–90% by March, with strong expansion and capital deployment underway.