• Event Type: Earnings Conference Call to discuss Q2 FY27 results, including a Q&A session with analysts and investors.
  • Date and Time: The call was held on Friday, October 16, 2026, at 4:00 PM IST.
  • Purpose: To discuss the company's Q2 FY27 earnings and provide business updates.
  • Management Participants:
  • Mr. Tarun Dua, Managing Director
  • Mr. Nitin Jain, Chief Financial Officer
  • Moderated by Ms. Vanessa Fernandes from Investor Relations, Adfactors PR
  • Availability of Materials: The transcript of the call will be made available on the company's website at https://www.e2enetworks.com/.
  • UPSI Statement: The company included standard forward-looking statement disclaimers, noting that certain statements may be forward-looking and subject to risks and uncertainties. The company undertakes no obligation to publicly update these statements.

Financial Highlights Discussed

  • Q2 FY27 Financial Performance:
  • Revenue: INR 2,238 million (up 411% YoY and 43% QoQ)
  • EBITDA: INR 1,715 million (up 45% QoQ)
  • EBITDA Margin: 76.6% (expanded 141 basis points from Q1)
  • Profit Before Tax (PBT): INR 971 million (up 66% from INR 586 million in Q1)
  • Profit After Tax (PAT): INR 727 million (from INR 439 million in Q1)
  • PAT Margin: 32.5% (from 28% in Q1)
  • Diluted EPS: INR 3.48 (from INR 2.10 in Q1)
  • H1 FY27 Financial Performance:
  • Revenue: INR 3,805 million (up 376% YoY)
  • EBITDA: INR 2,894 million (margin of 76%, 2.3x full year FY26 EBITDA)
  • PBT: INR 1,558 million (compared to loss of INR 222 million in H1 FY26)
  • PAT: INR 1,166 million (compared to loss of INR 163 million in H1 FY26)
  • Business Updates:
  • Signed nearly INR 1,000 crores deal with a Sovereign AI company for Blackwell cluster through June 2029
  • Added new leadership including Chief Revenue Officer, Field CTO, and team to Founder's Office
  • Appointed Mr. Anandamoy Roychowdhary as Strategic Advisor
  • Continued investment in Sovereign AI platform (TIR and Jarvis)
  • Next lot of B200 GPUs expected to go live in Q3 FY27
  • International revenue contribution: 20-25% for the quarter
  • India AI Mission customers contributed 13-15% of quarterly revenue

Additional Notes Section

  • The document is a regulatory filing submitted to NSE and BSE containing the transcript of the earnings conference call.
  • No financial data was disclosed in the announcement itself beyond what was discussed in the call transcript.
  • The document includes the full transcript of management presentations and Q&A session with analysts.