NSEInvestor Presentation21 Jul 2026 · 21 Jul 2026, 04:48 pm

Investor Presentation

E2E Networks Limited · E2E

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E2E Networks Limited has informed the Exchange about Investor Presentation, highlighting India's sovereign capacity build-out in AI infrastructure, with a 8.33 GW total data-centre pipeline and 38,000+ GPUs deployed, and the company's role in building sovereign compute at home.

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Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk5/10
Liquidity Impact9/10
Market Sentiment8/10

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E2E Networks Limited has informed the Exchange about Investor Presentation

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E2E_21072026164810_21072026E2E_Networks_-_Investor_Presentation_-_Q1_FY27.pdf

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E2E Networks Limited CIN- L72900DL2009PLC341980 Uppal's Genesis A-32, Block B, Mohan Cooperative Industrial Estate, Badarpur, New Delhi 110044, Phone No. +91-11-4084-4964 Email: cs@e2enetworks.com, Website https://www.e2enetworks.com/ Date: July 21, 2026 To, To, National Stock Exchange of India Ltd. (‘NSE’) The Manager- Listing Exchange Plaza, 5th Floor, BSE Limited, Plot No. C/1, G Block, Phiroze Jeejeebhoy Towers, Bandra - Kurla Complex, Bandra (E), Mumbai – Dalal Street, Mumbai- 400 001 400 051, Maharashtra, India Maharashtra, India (Script Symbol: E2E) (Scrip Code: 544783) Sub: Investor Presentation of E2E Networks Limited (“the Company”) Dear Sir/Ma’am, Pursuant to Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith Investor Presentation of the Company. The aforesaid presentation is also accessible on the Company’s website at https://www.e2enetworks.com . This is for your information and records. Yours faithfully, For E2E Networks Limited Ronit Company Secretary & Compliance Officer Membership No.: A59215 Encl.: As above Q1 FY27 Investor Presentation July 21, 2026 Safe Harbour Statement This presentation has been prepared by E2E Networks Limited ("the Company") solely for information purposes and does not constitute an offer, invitation, solicitation or recommendation to purchase or subscribe for any securities, nor should it form the basis of, or be relied upon in connectionwith, any investment decision, contract or commitment. Certain statements contained in this presentation, including those relating to the Company's future business prospects, growth strategy, AI infrastructure capacity expansion, cloud platform capabilities, subsidiary operations, financial performance, capital allocation, and industry outlook, are forward-looking statements. These statements are based on management's current expectations, assumptions and estimates and are subject to known and unknown risks, uncertainties and other factors that may cause actual results, performance or achievements to differ materially from those expressed or implied by such statements. These factors include, but are not limited to, changes in economic and market conditions, demand for AI and cloud infrastructure services, competitive dynamics, technology advancements, availability and pricing of GPU infrastructure, execution of expansion plans, customer adoption, regulatory developments, cybersecurity risks, access to capital, and other risks beyond the Company's control. The Company undertakes no obligation to update or revise any forward-looking statements, whether as a result of new information, future events or otherwise, except as required under applicable law. Past performance should not be regarded as an indicator of future performance. Who We Are India’s Sovereign Provider of Advanced Cloud GPUs 16+ 5100 years of operational approx. cloud GPUs live at excellence Q1 FY27 exit A Structurally Undersupplied Market, Compounding Fast GPU demand for AI training and inference continues to outstrip hyperscale capacity — pulling capital into purpose-built neocloud providers worldwide US$6.7T Global Neocloud Market Revenue Global data center capital expenditure needed by 2030 (US$ Billions) —~70% driven by AI workloads $400B Source: McKinsey & Company, "The cost of compute" (Apr 2025) 100+ Neocloud / GPU-cloud providers active globally today —a highly fragmented, fast-growing category $180B Source: DriveNets; Thunder Compute (2026) $25B 80% share of neocloud market revenue expected to come 2025 (Actual) 2030 (Forecast) 2031 (Forecast) from AI inference by 2030 Source: Synergy Research Group (2026) Source: ABI Research, "The State of Neocloud" (2026) Sovereign AI Is Now National Infrastructure Data as of July 2026 Governments and enterprises are reclassifying AI as strategic national infrastructure — sovereignty is now about who controls the models, data and compute, not where they run. US$1.5T US$6.7T 20% 250,000+ Estimated global sovereign-AI infrastructure opportunity this decade Global data-centre capex needed by Neocloud/GPU-cloud share of the US$267B GPUs South Korea committed in a single 2030, ~70% driven by AI AI-cloud market by 2030 2026 sovereign-AI deal with NVIDIA Oppenheimer research estimate, 2025 McKinsey, 2025 Gartner, Jun 2026 NVIDIA, 2026 India Is Building Sovereign Capacity at Scale ~$30 bn 8.33 GW India’s total data-centre pipeline —over 5×today’s ~1.6 GW live capacity Investment underpinning India’s data-centre capacity build-out Knight Frank India, Jun 2026 Industry reports, 2026 38,000+ GPUs Chennai · Mumbai IndiaAIMission Mumbai (3.75 GW) and Chennai (1.36 GW) anchor India’s AI capacity PIB / MeitY, Govt. of India, 2026 Knight Frank India, 2026 AI infrastructure is being reclassified —by governments and enterprises alike —from a procurable utility into a strategic national asset. India’s 8 GW+ build-out is bringing sovereign compute within reach, and E2E Networks is building it at home. Disclaimer: All third-party figures and any references to companies or individuals are drawn from publicly available sources andare shown for industry context only. Their inclusion does not imply any endorsement of, affiliation with, or association withE2E Networks Limited. Data is indicative and should be independently verified. Built in India, for India’s AI Future. Engineering Owned, Not Rented Since 2009 — India’s first NSE-listed cloud provider; GPU cloud since 2018. Full stack, in-house — 100+ engineers build our compute, networking, orchestration & AI software. Own AI platforms — two in-house platforms: TIR (training, fine-tuning, RAG & model endpoints) and Jarvislabs.ai (developer friendly GPU cloud). Sovereign compute — nearly 3,000 Hopper GPUs deployed, now scaling NVIDIA Blackwell installations. Built for India — 5,100+ GPUs live, powering the IndiaAI Mission’s foundational models. INTEGRATED AI PLATFORM & MONETIZATION MODELS AI INFRASTRUCTURE Public Platforms – TIR & Jarvislabs.ai Training, fine-tuning & inference for LLM builders and NVIDIA GPUs (Hopper Blackwell) in Delhi AI-native teams at cluster scale NCR & Chennai DCs GO-TO-MARKET Sovereign / Private Platform Self-serve portal + enterprise sales + partners + E2E’s own cloud software deployed for regulated & government empanelment data-residency-bound customers TIR AI/ML Platform From notebook to production AI — build, fine-tune, deploy & scale GPU Notebooks Foundation Studio GPU-backed Jupyter Fine-tune Llama, Gemma & notebooks, frameworks Stable Diffusion models preloaded RAG Pipelines Model Endpoints Upload a knowledge base, Inference APIs via vLLM, launch a chatbot in minutes SGLang, Triton or PyTorch Datasets & Training Any Model, One API Managed datasets, model Call any model via an repo & distributed training OpenAI-compatible endpoint Jarvislabs.ai — Developer First GPU Cloud Spin up GPUs in seconds from CLI or code — an E2E Platform since December 2025 Instant GPU CLI, SDK & Pause & Resume Per-Minute Billing Instances Templates Launch H100, H200, A100 Pause an instance to pay Pay only for the minutes and RTX Pro 6000 GPUs on only for storage —and you compute, with no Manage the full instance demand, in seconds. switch GPU type when you commitments or lock-in. lifecycle from terminal or resume. Python, with framework templates and persistent storage. Jarvislabs.ai: the developer-first GPU cloud — an E2E Platform since Dec 2025. The Growth Story | Capacity meets Demand TODAY ON THE ROADMAP IN DEPLOYMENT Hopper & Blackwell Blackwell scale-up B300 / Vera Rubin GPUs ~5100 GPUs live, 1024+ B200s planned Next-generation Compute (including 1024 B200) planning underway GPU Trajectory 5,100 3,900 1,900 FY25 FY26 FY27Q1 Board with Founders, Finance and Tech Experience Tarun Dua Srishti Baweja Megha Raheja Gaurav Munjal Chairman, Independent Director Managing Director Whole-Time Director Whole-Time Director [Showing first 8,000 characters — download PDF for full document]