E2E

Concall Schedule Concall Date: October 16, 2026 Concall Time: 04:00 PM (IST)

- Ms. Shrimati Ambastha has resigned as Non-Executive Non-Independent (Nominee) Director of E2E Networks Limited effective October 12, 2026, due to other professional commitments. - Larsen & Toubro Limited has nominated Mr. Krishnan Mahesh for appointment as its new Nominee Director in her place.

- Trading window for dealing in E2E Networks Limited securities will remain closed from October 01, 2026. - Closure will last until 48 hours after the declaration of Un-Audited Financial Results for the quarter ended September 30, 2026. - Board meeting date to be intimated separately.

- Appointment of Mr. Anand Ganapathy as Chief Revenue Officer (CRO) and Senior Management Personnel of E2E Networks Limited effective September 24, 2026. - Mr. Ganapathy brings over 27 years of experience in enterprise technology sales, cloud, SaaS, and AI solutions, having previously worked with IBM, Dell Technologies, and VMware.

- E2E Networks Limited filed its Business Responsibility and Sustainability Report for FY 2025-26, forming part of its Annual Report. - The report details the company's ESG performance, governance, data security, and operational efficiency. - No material complaints, fines, or disciplinary actions were reported during the financial year. - Accounts payable days improved to 207 in FY25-26 from 365 in FY24-25.

- Order Win: E2E Networks Limited signed a binding term sheet with a Sovereign AI company based in India. - Order Value: ~₹1,000 Crore (exclusive of taxes). - Details: For NVIDIA Blackwell cloud GPUs and allied services, providing multi-year revenue visibility. - Duration: Continues through June 2029.

- Order Win: E2E Networks Limited entered into a binding term sheet with a Sovereign AI company based in India for high-performance computing infrastructure, NVIDIA Blackwell cloud GPUs, and allied services. - Order Value: Approximately ₹1,000 crore (exclusive of applicable taxes). - Completion Timeline: Up to June 2029.

- E2E Networks Limited granted 5,45,000 Stock Options to eligible employees on August 31, 2026. - The options are issued under the E2E Networks Limited Employees Stock Option Scheme - 2021. - Upon exercise, 5,45,000 equity shares of face value ₹1/- each will be issued.

- Board of Directors approved raising funds up to ₹1500 crores through Qualified Institutions Placement (QIP), Rights Issue, or FPO. - Also approved convening the 17th Annual General Meeting (AGM) on September 28, 2026, and its draft notice.

- E2E Networks Limited clarified a news article by The Ken (Aug 17, 2026). - The company stated the article contains factually incorrect statements not reflecting its true state. - Reaffirmed commitment to corporate governance and disclosure practices.

- E2E Networks Limited appointed Mr. Amit as Senior Vice President - Capacity and Infrastructure, effective August 5, 2026. - He joins as Senior Management Personnel (SMP), bringing expertise in cloud infrastructure and data center operations to support growth in AI and cloud computing.

- Management indicates margins are sustainable over the medium to long term due to increased utilization, robust demand, and operating leverage. Increased predictability and sustainability of revenue are also noted. - Current GPU capacity is approximately 5,100, with an additional 1,024 B200 GPUs expected to be deployed in the next couple of months. - The company plans aggressive and judicious capacity expansion, including new Blackwell and Vera Rubin GPUs. - Customers are increasingly opting for longer-term contracts (1-3 years) to lock in prices, enhancing revenue predictability. - Debt currently stands broadly at ₹450 Cr and is expected to increase in the near term for B200 funding; however, funding for announced GPUs is fully arranged through debt or internal accruals. - Strategic expansion includes the SovCloud subsidiary for infrastructure build-out and a U.S. Delaware entity for international market presence and alliances.

- The Hon'ble Delhi High Court directed E2E Networks to deposit ₹1.25 crore within one month regarding a stamp duty matter. - This interim order stays the previous order by the Collector of Stamps. - The amount will be held in an interest-bearing FDR. - The company will pursue legal remedies.

- Audio recording of the Q1/FY27 Earnings Call held on July 22, 2026, is now available. - The recording discusses performance for Q1/FY27 and can be accessed on the company's website.

- Revenue ₹1,568 Mn vs ₹361 Mn (▲334.1% YoY) - EBITDA ₹1,179 Mn vs ₹105 Mn (▲1023% YoY) - EBITDA Margin 75.2% vs 29.11% (▲4609 bps)

- Consolidated Revenue ₹156.76Cr vs ₹36.11Cr (▲334% YoY) - EBITDA ₹129.32Cr vs ₹25.51Cr (▲407% YoY) - PAT ₹43.88Cr vs ₹(2.84)Cr (Turnaround from Loss to Profit) - EBITDA Margin 82.50% vs 70.64% (▲1186bps)

- Concall Schedule - Concall Date: Wednesday, July 22, 2026 - Concall Time: 08:00 A.M. (IST)