Top Tweets for #E2eNetworks

5 days ago

Another 5% uc in #E2ENETWORKS cmp 723 #StocksToTrade #StockGains

6 days ago

Fresh #Breakout in #E2ENETWORKS up 5% cmp 689 #BreakoutStocks #StocksToTrade #TheSupremeTrader004

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5 days ago

#E2ENETWORKS Back-to-back circuits! From our entry levels, this one is already 14% up — and it’s still locked in circuit mode. The question now is simple: Still fuel left in the tank? #Stocks #Trading #PriceAction #TechnicalAnalysis #SnipersClub #SniperStocks

6 days ago

#E2ENETWORKS 🎯 Remember when we asked — “Is ₹700 on the cards?” The stock is now at ₹689, just a little away from ₹700. 👀 Only a small push needed from here. Let’s see if it gets there. 700 is knocking. 🚀 #Stocks #Trading #PriceAction #TechnicalAnalysis #SnipersClub #SniperStocks

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JS Chanan

@jschanan

5 days ago

Intraday Large Deals #Block #blockdeal #intraday #bigblock #LargeDeal #SBI #Mirae1DRate #Moneyview #Moneyview #E2ENetworks #Moneyview #Moneyview #Moneyview #Moneyview #Moneyview #Moneyview #Moneyview #Moneyview #Moneyview #VodafoneIdea #GMDC #NippSilverETF #LTFinance

jschanan's tweet photo. Intraday Large Deals

#Block #blockdeal #intraday #bigblock #LargeDeal

#SBI #Mirae1DRate #Moneyview #Moneyview #E2ENetworks #Moneyview #Moneyview #Moneyview #Moneyview #Moneyview #Moneyview #Moneyview #Moneyview #Moneyview #VodafoneIdea #GMDC #NippSilverETF #LTFinance

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BusinessNewsPoint

@BusinessNewsPo1

5 days ago

#E2ENetworks Ltd Created a New 52Week High of ₹723.30 on #NSE & ₹723.75 on #BSE Today #StockToWatch #StockInNews #StockInFocus #StockMarket #Nifty #NSE #Nifty50 #Sensex

BusinessNewsPo1's tweet photo. #E2ENetworks Ltd Created a New 52Week High of ₹723.30 on #NSE & ₹723.75 on #BSE Today
#StockToWatch
#StockInNews
#StockInFocus
#StockMarket
#Nifty #NSE #Nifty50 #Sensex https://t.co/NnxpeNanRp

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Investindia

@Investindia6

5 days ago

Tale of 2 halves. #esds vs #e2enetworks Both stocks deservingly moving in the right direction now. The retail investors who are trapped in #ESDS should buy #E2Enetworks but wait- there is no one to help you. while #e2enetworks is adding 3000 more GPU's , #ESDS to its users EK AUR SERVER DOWN HO GAYA SIRRRRRRRR

Investindia6's tweet photo. Tale of 2 halves. #esds vs #e2enetworks

Both stocks deservingly moving in the right direction now.

The retail investors who are trapped in #ESDS should buy #E2Enetworks but wait- there is no one to help you.

while #e2enetworks is adding 3000 more GPU's ,
#ESDS to its users

EK AUR
SERVER
DOWN HO GAYA
SIRRRRRRRR

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6 days ago

Fresh #Breakout in #E2ENETWORKS up 5% cmp 689 #BreakoutStocks #StocksToTrade #TheSupremeTrader004

3 months ago

#E2ENETWORKS continues a strong rally based on good qtr results ...closed 5% up again today cmp 517 #StocsToTrade #StockGains

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6 days ago

#E2ENETWORKS 🎯 Remember when we asked — “Is ₹700 on the cards?” The stock is now at ₹689, just a little away from ₹700. 👀 Only a small push needed from here. Let’s see if it gets there. 700 is knocking. 🚀 #Stocks #Trading #PriceAction #TechnicalAnalysis #SnipersClub #SniperStocks

Swing Trading School @school_swi61802

18 days ago

E2E Networks — Is 700 on the cards? #E2ENETWORKS

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R'izwan | Capital Edge

@Riz_Capitaledge

14 days ago

E2E Networks AGM update ⚡ Shareholders approve all 10 resolutions, including raising up to ₹1,500 Cr, higher borrowing limits and modification of L&T transactions. Big capital plans ahead. 👀 #E2ENetworks #AI #DataCenters

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19 days ago

Bought E2E Networks, half Qty.. i think it will gain momentum after 650. Will add more then. #E2Enetworks.

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Value Trader

@ValueTrader01

20 days ago

E2E Networks 📡 #E2ENetworks Q1 FY27 Results 📊 Revenue: ₹156.8 Cr (+334.3% YoY) EBITDA: ₹117.9 Cr (+1022.8% YoY) PAT: ₹43.9 Cr (+1667.9% YoY) EBITDA Margin: 75.2% (+4610 bps YoY) PAT Margin: 28.0% (+3590 bps YoY) Products 🔍 🖥️ AI Infrastructure — NVIDIA Hopper & Blackwell GPU cloud infrastructure ⚙️ TIR AI/ML Platform — Training, fine-tuning, RAG, model endpoints & inference 👨‍💻 Jarvislabs ai— Developer-first GPU cloud with on-demand GPU instances 🏢 Sovereign / Private AI — Cloud software and compute for enterprises with data-residency requirements 🌐 Go-to-Market — Self-serve portal, enterprise sales, partners & government empanelment Key Aspects 🔍 1. GPU Capacity 🚀 E2E exited Q1 FY27 with ~5,100 GPUs live, including 1,024 B200 GPUs. Another 1,024+ B200s are planned for deployment. 2. Massive Revenue Growth 📈 Revenue reached ₹156.8 Cr, up 334% YoY and 64% QoQ, driven primarily by higher capacity, utilization and the B200 cluster going live. 3. Operating Leverage 💰 EBITDA jumped to ₹117.9 Cr, with a 75.2% margin, while PAT stood at ₹43.9 Cr. Management attributed the performance to operating leverage and the B200 cluster going live. 4. Sovereign AI 🇮🇳 E2E is building its Sovereign AI platform, combining its GPU infrastructure with platforms such as TIR and Jarvislabs ai for training, fine-tuning, inference and AI workloads. 5. Long-Term Capacity Expansion ⚡ Management said it plans to add more Blackwell capacity and is also preparing for next-generation architectures including B300 and Vera Rubin. 6. Longer-Term Contracts 📑 Customers are increasingly opting for 1–3 year contracts, which management said can improve demand and revenue predictability while allowing some capacity to remain flexible. 7. Debt-Funded Expansion 🏗️ Management disclosed approximately ₹450 Cr of loans currently, with additional borrowing expected as another GPU lot comes in. ⚠️ Disclaimer: This analysis is for educational and informational purposes only. It is not financial advice or a recommendation to buy or sell any security. Please do your own research before making investment decisions.

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21 days ago

👆This tweet from a well-known founder and VC is a must-read. Read it, then connect the dots with my post below. #ESDS #E2ENetworks #TCS #HCLTECH The overlap in thinking is worth noticing. https://t.co/o204JzLOLu

about 1 month ago

#ESDS #E2ENetworks #TCS #HCLTECH The biggest mistake is treating all AI beneficiaries as comparable. They are starting from very different places. 1️⃣ E2ENetworks owns more of the compute layer. That gives direct upside when GPU demand is strong, but it also brings higher capex, utilization and obsolescence risk. ESDS is different. It already has cloud, managed services and regulated enterprise relationships, but part of its AI economics depends on contracted compute. So the key question is not AI demand alone, but how much value it can add above that contracted compute and whether it can defend margins. Many are comparing only PE between E2E and ESDS, and retail investors can easily get misled by these surface-level comparisons. In my view, ESDS is expensive at current valuations. 2️⃣And margins themselves can mislead. ESDS/E2E-type infrastructure businesses can show much higher EBITDA margins, while TCS/HCLTech operate at lower service margins. But the divergence comes from the business model. Compute businesses carry GPU capex, depreciation, utilization and obsolescence risk. Services businesses carry people cost, but much lower hardware intensity. So a 40–50% EBITDA margin in compute is not automatically superior to an 18–25% EBIT margin in services. 3️⃣TCS and HCLTECH start from the opposite end. Their core strength is enterprise relationships, integration, engineering and IP. Now they are moving downward into AI infrastructure. That is why pricing power, capital risk and economics visibility cannot be judged with the same lens across all four. 🚩And if hyperscalers keep expanding capacity, improving efficiency and moving further down the stack, can they eventually make smaller undifferentiated AI-infrastructure players obsolete? Same AI tailwind. Different starting points. Different risks. Different economics. DYOR

VSR9000's tweet photo. #ESDS #E2ENetworks #TCS #HCLTECH

The biggest mistake is treating all AI beneficiaries as comparable.

They are starting from very different places.

1️⃣
E2ENetworks owns more of the compute layer. That gives direct upside when GPU demand is strong, but it also brings higher capex, utilization and obsolescence risk.

ESDS is different. It already has cloud, managed services and regulated enterprise relationships, but part of its AI economics depends on contracted compute.
So the key question is not AI demand alone, but how much value it can add above that contracted compute and whether it can defend margins.

Many are comparing only PE between E2E and ESDS, and retail investors can easily get misled by these surface-level comparisons.

In my view, ESDS is expensive at current valuations.

2️⃣And margins themselves can mislead.

ESDS/E2E-type infrastructure businesses can show much higher EBITDA margins, while TCS/HCLTech operate at lower service margins.

But the divergence comes from the business model.

Compute businesses carry GPU capex, depreciation, utilization and obsolescence risk.

Services businesses carry people cost, but much lower hardware intensity.

So a 40–50% EBITDA margin in compute is not automatically superior to an 18–25% EBIT margin in services.

3️⃣TCS and HCLTECH start from the opposite end.

Their core strength is enterprise relationships, integration, engineering and IP.

Now they are moving downward into AI infrastructure.

That is why pricing power, capital risk and economics visibility cannot be judged with the same lens across all four.

🚩And if hyperscalers keep expanding capacity, improving efficiency and moving further down the stack, can they eventually make smaller undifferentiated AI-infrastructure players obsolete?

Same AI tailwind.
Different starting points.
Different risks.
Different economics.

DYOR

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21 days ago

#ESDS #E2ENetworks #TCS #HCLTECH This tweet from a well-known founder and VC is a must-read. Read it, then connect the dots with my post below in comments.

Chamath Palihapitiya

@chamath

22 days ago

👀 I don’t know ZAI’s P&L so won’t comment on it but will state the obvious: Unless you vertically integrate and show a credible path to owning models, app, tokens, cloud, data centers and silicon the risk of being a hi volume, low profit company is abnormally high in this sector because value is accruing and changing so rapidly.

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Shiv @shivs_15

22 days ago

Effectively ignoring the ramp-up from the incoming 1,024 B200 GPUs and any further capacity or pricing additions. Given management’s commentary that capacity is still ramping up, actual growth could potentially be higher. Not investment advice. DYOR. #E2ENetworks

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Shiv @shivs_15

23 days ago

7️⃣ Bottom line E2E is showing a powerful combination of GPU capacity + high utilization + operating leverage. Not investment advice. DYOR. @Sky16akash #E2ENetworks #E2E

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UremO 👑

@UremO_24

27 days ago

E2E networks has made top ? It will fall from here ?? Ans: Yes. Explanation: 👇 🔗 https://t.co/It50YL0QuP . #E2Enetworks #AI

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