India · Delayed Price · Currency is INR E2E Networks Earnings Call Transcripts
Fiscal Year 2027
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Q1 FY27 saw revenue surge 334% year-over-year and EBITDA margin expand to 75.2%, driven by new GPU capacity and strong demand. Management expects sustainable growth with further capacity additions and robust AI adoption, while maintaining a balanced funding approach.
Fiscal Year 2026
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Revenue surged 186% YoY in Q4 with EBITDA margin at 60.7%, driven by strong GPU demand and high utilization. Ongoing investments and new clusters are set to expand capacity, with a minimum 6,000 GPUs targeted by FY27. International revenue comprised 35%-37% of the quarter.
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Q3 FY2026 saw 68% YoY revenue growth and 56.6% EBITDA margin, driven by AI/ML workloads and enterprise demand. New Blackwell GPUs and Jarvis Labs acquisition position for global expansion, with IndiaAI Mission and L&T partnerships fueling future growth.
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Revenue grew 21% sequentially to INR 50.8 crore with EBITDA margin rising to 41%, driven by robust AI/cloud demand and large IndiaAI Mission orders. Utilization is set to rise sharply, with guidance for INR 35–40 crore monthly run rate by March 2026.