Investor Presentation

Here is the financial summary: **Financial Highlights:** E2E Networks' Q1 FY26 revenue was INR 36.1 Cr (-12.6% YoY). EBITDA fell 61.5% to INR 10.5 Cr (29.1% margin), leading to a net loss of INR 2.8 Cr, reflecting heavy investments.

Capex stood at INR 49.1 Cr, part of a significant fundraise for GPU infrastructure expansion, with INR 884.21 Cr utilized. **Strategic Initiatives & Growth Drivers:** E2E is building an AI-first cloud GPU platform, partnered with NVIDIA and L&T. Strategy involves Sovereign AI Cloud expansion and boosting GPU capacity to ~3900 units (H100s/H200s), leveraging its TIR GenAI platform for scalable AI/ML solutions. **Business Developments:** A pioneer in advanced cloud GPUs in India, E2E launched its TIR GenAI platform.

Its L&T partnership enhances enterprise market access.

The company highlights a strong track record in scaling solutions for AI/ML clients. **Market Position & Competitive Advantage:** Positioned in India's large AI market, E2E leverages proprietary software, a 100+ AI/ML engineering team, and offers state-of-the-art NVIDIA H100/H200 GPUs.

It boasts superior ROI and high customer satisfaction (G2 score 99). **Investor Implications:** Q1 FY26 results show near-term investment pressure.

However, substantial capex and strategic focus on India's AI sector indicate positive long-term growth potential.

Investors should monitor GPU deployment and its revenue conversion.