E2E Networks Ltd

1000cr fund raise from L&T

Data center capacity expansion from 4.2 MW to 10.2 MW

New data center facility planned in Chennai

a bad qoq as 2 or 3 big customers churned / stopped using their gpus .

• as business scale , hope 1 particular customer dont have a impact on performance

cloud platform offering GPUs ( lambda labs / runpod equivalent) (which means it is in competition with lambda runpod , vast ai etc ) and from google cloud in india

i dont see any moat or competitive advantage in the business apart from the fact that i am bullish to see how they scale . probability of them doing it not so much i think , if they can capture the indian businesses and the ai india mission thing they might have a chance but still at the valuations they command i think thats what market expect anyways (dont see a expectation revision in my favor) * - my opinion