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Bharat Gulati

Dalal & Broacha Stock Broking
E2E

E2E Networks Limited

All company calls
E2E Networks Limited
22 Jul 2026
Open call
  1. Just regarding utilization levels for our H100, H200 and B200, so what would have been the exact mix in the exit MRR for this quarter? And what would -- how much more runway do we have to grow? I understand we've announced a price hike in the month of July . So, what kind of impact is that going to have on us in Q2 in terms of MRR growth?

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  2. Got it. And sir, you just spoke about SovCloud. So just trying to understand that these Sovereign workflows that we are hosting, are they yielding a better EBIT margin? Are they sort of asset light in nature and the private cloud business that we had itera ted a couple of quarters back? Has that started to kick in? If you can show -- throw some light on that?

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  3. So just two parts to my question for Tarun, sir. Firstly, the breakup last quarter for domestic and foreign business was 60-40, and India AI mission was about 40% last quarter. So , what has that trended to this quarter? And in terms of your ambition for, let's say, 2 years out, how many GPUs should we be sitting at? And just I have a follow-up for Nitin sir, after this.

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