E2E Networks Limited has released the transcript of its Analysts/Investor Earnings Conference Call for Q3FY26, which was held on January 16, 2026. The call, hosted by Go India Advisors LLP, featured insights from Managing Director Mr. Tarun Dua and CFO Mr. Nitin Jain.

During the call, management highlighted significant progress on their Monthly Recurring Revenue (MRR) target, aiming for ₹35 to ₹40 crores by March 2026. The company reported a strong operational quarter with revenue at ₹700 million, a year-on-year growth of 68.3%, and EBITDA at ₹396 million, up 60.9% year-on-year. Despite a PAT loss of ₹57 million due to increased depreciation and finance costs, the company emphasized improved operating leverage and a positive trend in earnings.

Key developments discussed include the completion of the Jarvis Lab acquisition of assets, which is seen as a technology-centric move for global scaling. E2E Networks continues to build Blackwell capacity, primarily at its Chennai facility, and reiterated its commitment to sovereign AI platforms. The company is experiencing traction with enterprise customers through its partnership with L&T and anticipates further conversions. The India AI mission contracts are expected to significantly contribute to revenue momentum, with payment cycles shifting from quarterly to monthly.

Regarding future capacity, E2E Networks has received 1,024 B200 Blackwell GPUs and is in the process of deploying them, with revenue expected to commence in Q4 FY26. The company is also exploring opportunities beyond the India AI mission and is open to adopting ASICs if industry trends shift, though NVIDIA remains their primary focus. Management expressed confidence in E2E Networks' positioning as a long-term sustainable AI leader.