E2E Networks
E2E Networks
Information TechnologyKey Fundamentals
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Key Insights
Strengths
3- Company is almost debt free.
- Company is expected to give good quarter
- Company's median sales growth is 38.8% of last 10 years
Weaknesses
3- Stock is trading at 7.45 times its book value
- Company has a low return on equity of 2.12% over last 3 years.
- Promoter holding has decreased over last 3 years: -20.3%
Growth Rate
AI Analysis — Bull vs Bear
anthropic claude-opus-4.6 26d agoE2E Networks Ltd is a cloud computing company with a market cap of ₹13,958 Cr that has delivered explosive TTM revenue growth of 131% but remains loss-making with a negative PE of -901.8. The stock has appreciated 226% in one year despite a 3-year ROE of just 2% and last year's ROE turning negative at -1%.
- TTM revenue growth of 131% indicates accelerating demand for its GPU cloud and AI infrastructure services, well above its 10-year median sales growth of 38.8%
- 3-year compounded sales CAGR of 55% and 5-year CAGR of 47% demonstrate sustained top-line momentum over multiple periods
- Company is almost debt free, providing financial flexibility to fund capex-heavy GPU infrastructure expansion without leveraged risk
- Stock CAGR of 226% over 1 year and 173% over 3 years reflects strong market conviction in the AI/cloud infrastructure theme
- 5-year stock CAGR of 171% shows the re-rating is not purely short-term speculation but has compounded over a longer horizon
- Company is expected to deliver a good upcoming quarter, suggesting near-term revenue visibility remains intact
- 10-year compounded sales CAGR of 28% shows the business has scaled consistently even before the recent AI-driven acceleration
- Negative PE ratio of -901.8 indicates the company is currently unprofitable despite massive revenue growth, raising questions about unit economics
- Last year ROE turned negative at -1%, deteriorating from already low 3-year average ROE of 2%, showing poor capital efficiency
- Trading at 8.37x book value (PB of 9.38) for a company with negative earnings represents extreme valuation premium dependent on future execution
- Promoter holding has decreased by 20.3% over last 3 years, a significant dilution that raises concerns about insider confidence or funding needs
- TTM compounded profit growth of -10% shows that despite 131% revenue growth, profitability is contracting — costs are scaling faster than revenue
- Zero dividend yield with negative earnings means shareholders are entirely dependent on capital appreciation with no income cushion
- 3-year and 5-year ROE of only 2-3% despite being in a high-growth tech sector suggests structurally thin margins or heavy reinvestment with uncertain payback
- Market cap of ₹13,958 Cr on a loss-making business implies the stock is priced for flawless execution in a competitive cloud/AI infrastructure market
This is AI-generated analysis, not financial advice. Do your own due diligence.
AI News Digest
anthropic claude-opus-4.6 25d ago- New SVP for infrastructure Aug 5
E2E Networks appointed Amit Mehta as SVP - Capacity and Infrastructure effective August 5, 2026, approved by the Board on NRC recommendation. Signals continued investment in scaling capacity.
- Delhi HC stays stamp duty order Jul 27
Delhi High Court stayed stamp duty adjudication against E2E Networks. Company must deposit ₹1.25 crore in fixed deposit within one month to maintain the stay.
TL;DR: E2E Networks is strengthening its leadership bench with a senior infrastructure hire, signaling confidence in capacity expansion plans. The stamp duty matter is contained for now with a court stay, though it requires a ₹1.25 crore deposit. No material headwinds are visible in recent news. The trend is stable with a mild positive tilt from organizational buildout.
Quarterly Results
| Particulars | Jun 2023 | Sep 2023 | Dec 2023 | Mar 2024 | Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 19 | 22 | 24 | 29 | 41 | 48 | 42 | 33 | 36 | 44 | 70 | 96 | 157 |
| Expenses | 9 | 10 | 13 | 14 | 14 | 16 | 17 | 20 | 26 | 26 | 30 | 38 | 39 |
| Operating Profit | 10 | 11 | 11 | 15 | 27 | 31 | 25 | 13 | 11 | 18 | 40 | 58 | 118 |
| OPM % | 53% | 52% | 47% | 52% | 66% | 66% | 59% | 40% | 29% | 41% | 57% | 61% | 75% |
| Other Income | 0 | 0 | 1 | 0 | 0 | 1 | 13 | 25 | 15 | 8 | 5 | 5 | 11 |
| Interest | 0 | 0 | 1 | 2 | 3 | 4 | 4 | 2 | 2 | 2 | 5 | 4 | 10 |
| Depreciation | 2 | 3 | 4 | 8 | 11 | 13 | 18 | 19 | 27 | 43 | 48 | 51 | 61 |
| PBT | 9 | 9 | 7 | 6 | 14 | 16 | 16 | 18 | -4 | -18 | -8 | 9 | 59 |
| Tax % | 18% | 33% | 25% | 37% | 25% | 25% | 25% | 23% | -24% | -27% | -24% | 25% | 25% |
| Net Profit | 7 | 6 | 6 | 4 | 10 | 12 | 12 | 14 | -3 | -13 | -6 | 6 | 44 |
| EPS in Rs | 0.48 | 0.4 | 0.39 | 0.24 | 0.7 | 0.72 | 0.58 | 0.68 | -0.14 | -0.67 | -0.28 | 0.31 | 2.13 |
Profit & Loss
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | TTM |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Sales | 10 | 21 | 29 | 36 | 34 | 25 | 35 | 52 | 66 | 94 | 164 | 246 | 366 |
| Expenses | 5 | 8 | 13 | 18 | 23 | 26 | 25 | 29 | 33 | 47 | 67 | 119 | 133 |
| Operating Profit | 5 | 13 | 17 | 18 | 11 | -1 | 10 | 23 | 33 | 48 | 97 | 126 | 234 |
| OPM % | 47% | 61% | 57% | 50% | 32% | -4.8% | 29% | 44% | 50% | 51% | 59% | 51% | 64% |
| Other Income | 0 | 0 | 0 | 0 | 0 | 2 | 1 | 0 | 1 | 2 | 39 | 34 | 30 |
| Interest | 0 | 1 | 1 | 0 | 0 | 0 | 0 | 0 | 0 | 4 | 13 | 12 | 20 |
| Depreciation | 3 | 9 | 10 | 10 | 9 | 10 | 12 | 18 | 20 | 16 | 60 | 169 | 202 |
| PBT | 1 | 3 | 6 | 8 | 2 | -9 | -1 | 5 | 13 | 30 | 63 | -21 | 41 |
| Tax % | 34% | 33% | 31% | 29% | 29% | 0% | 0% | -22% | 25% | 28% | 24% | -27% | — |
| Net Profit | 1 | 2 | 4 | 6 | 2 | -9 | -1 | 6 | 10 | 22 | 47 | -16 | 31 |
| EPS in Rs | 3.11 | 8.22 | 16.56 | 0.5 | 0.12 | -0.65 | -0.09 | 0.45 | 0.68 | 1.51 | 2.38 | -0.76 | 1.49 |
| Div. Payout % | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | 0% | — |
Balance Sheet
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Equity Capital | 0.27 | 0.27 | 0.27 | 12 | 14 | 14 | 14 | 14 | 14 | 14 | 20 | 21 |
| Reserves | 4 | 6 | 11 | 6 | 19 | 10 | 13 | 24 | 35 | 56 | 1,573 | 1,664 |
| Borrowings | 2 | 5 | 2 | 0 | 0 | 0 | 4 | 2 | 6 | 144 | 73 | 159 |
| Other Liabilities | 1 | 2 | 4 | 4 | 4 | 4 | 5 | 7 | 13 | 40 | 915 | 484 |
| Total Liabilities | 8 | 13 | 18 | 21 | 38 | 28 | 37 | 48 | 68 | 255 | 2,581 | 2,328 |
| Fixed Assets | 7 | 11 | 11 | 10 | 11 | 10 | 26 | 37 | 42 | 210 | 389 | 1,036 |
| CWIP | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 636 | 533 |
| Investments | 0 | 0 | 0 | 4 | 18 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Assets | 1 | 3 | 7 | 7 | 9 | 19 | 10 | 11 | 26 | 45 | 1,555 | 759 |
| Total Assets | 8 | 13 | 18 | 21 | 38 | 28 | 37 | 48 | 68 | 255 | 2,581 | 2,328 |
Cash Flow
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating | 5 | 13 | 14 | 14 | 10 | -2 | 13 | 26 | 36 | 43 | 88 | 122 |
| Investing | -8 | -13 | -10 | -12 | -24 | 11 | -19 | -19 | -21 | -144 | -983 | -429 |
| Financing | 4 | 0 | -2 | -2 | 15 | 0 | 2 | -2 | -2 | 92 | 1,350 | 165 |
| Net Cash Flow | 0 | 0 | 2 | 0 | 1 | 9 | -4 | 5 | 12 | -9 | 456 | -142 |
| Free Cash Flow | -4 | 0 | 3 | 6 | 0 | -11 | -11 | 5 | 17 | -103 | -37 | -1,140 |
| CFO/OP | 104 | 107 | 95 | 97 | 115 | 105 | 115 | 113 | 113 | 94 | 94 | 97 |
Ratios
| Particulars | Mar 2015 | Mar 2016 | Mar 2017 | Mar 2018 | Mar 2019 | Mar 2020 | Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Debtor Days | 2 | 19 | 19 | 28 | 9 | 10 | 4 | 1 | 3 | 10 | 22 | 25 |
| Inventory Days | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 0 |
| Cash Conversion Cycle | 2 | 19 | 19 | 28 | 9 | 10 | 4 | 1 | 3 | 10 | 22 | 25 |
| Working Capital Days | -27 | -39 | 3 | 4 | 6 | 30 | -54 | -31 | -54 | -107 | -1,607 | -391 |
| ROCE % | — | 44% | 54% | 54% | 9% | -37% | -5% | 15% | 29% | 25% | 8% | -1% |
Insights
BetaAI-extracted from concalls & annual reports · figures as reported, with sources
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56 extracted metrics + investor summaries across FY15–FY27.
Documents
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Company Information
E2E Networks is an Nse-listed AI-focused hyper scale cloud platform, offering advanced cloud GPUs and a comprehensive ecosystem of cloud technologies designed for the development and deployment of AI/ML applications.[1]
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