AI stock in which DIIs have bought 2 lakh shares over the last 2 months to keep an eye on

Synopsis:- DII stake rose from 5.57% to 6.59%, with ~2 lakh shares bought out of 2 crore outstanding. GPU capacity targets 5,000 units, with 1,024 advanced chips ordered. Strong AI partnerships and ₹265 crore orders highlight growth momentum despite continued pressure at the bottom line.

India’s AI sector is exploding, powering the tech industry’s push to $315 billion in FY26 revenue, up 6.1% from last year. AI alone is set to generate $10-12 billion, making up 3-6% of total earnings as firms scale deployments for real results. With over 2 million pros trained in AI skills, it’s reshaping jobs and innovation nationwide.

With a market capitalization of Rs 4,506 crore, the shares of E2E Networks Ltd were trading at Rs 2,192 per share, decreasing around 0.86 percent as compared to the previous closing price of Rs 2,211.10 apiece.

DII Inflow

As per recent available data, domestic institutional investors have increased their stake by 1 percent from 5.57% to 6.59%, indicating growing confidence in the company. The purchase of around 2 lakh shares out of 2 crore outstanding reflects gradual accumulation. Meanwhile, retail investors hold a significant 52.44%, suggesting strong public participation, while promoter holding at 39.45% remains stable, and FII ownership at 1.42% indicates limited foreign interest.

Financial & Business Overview

E2E Networks Ltd is a cloud computing company in India focused on providing GPU-based infrastructure for AI, machine learning, and high-performance computing. It offers scalable cloud solutions to startups and enterprises, enabling digital transformation. The company is positioning itself as a key player in India’s growing AI and cloud ecosystem.

The company reported strong Q3 FY26 growth, with revenue reaching ₹700 million, up 68.3% YoY and 59.8% QoQ. EBITDA stood at ₹396 million with a 56.6% margin. However, PAT loss remained at ₹57 million due to higher depreciation and finance costs, while monthly run-rate touched ₹280 million, indicating improving momentum.

GPU Expansion

The company is aggressively expanding its GPU infrastructure, with current capacity at 3,900+ units and plans to exceed 5,000 GPUs by March 2026. Additionally, over 1,024 Blackwell B200 GPUs have been ordered, with initial deployment at the Chennai data center, highlighting strong focus on scaling AI-driven computing capabilities.

Moreover, strategic initiatives are strengthening growth visibility, including ₹265 crore IndiaAI contracts and the launch of a sovereign cloud platform. The L&T partnership, with a ₹8.49 crore contract, enhances enterprise reach and reduces volatility, positioning the company as a key enterprise AI infrastructure provider with expanding global and domestic presence.

NVIDIA Partnership

Additionally, E2E Networks Ltd has positioned itself as a key player in India’s AI infrastructure space by leveraging NVIDIA’s advanced GPU technology. The company deploys high-performance GPUs such as A100, H100, and Blackwell series to support AI, machine learning, and deep learning workloads, enabling enterprises and startups to build scalable AI solutions.

Moreover, this partnership strengthens E2E’s ability to offer cutting-edge cloud infrastructure aligned with global AI trends. By integrating NVIDIA’s ecosystem, the company enhances performance, efficiency, and developer accessibility, while benefiting from rising demand for AI computing, positioning itself strongly in India’s growing AI and data centre market.

E2E Networks Ltd is an Indian cloud computing company specialising in GPU-powered infrastructure for AI, machine learning, and high-performance workloads. It provides scalable cloud solutions to startups and enterprises, focusing on innovation and efficiency. The company is steadily expanding its capabilities to support India’s growing demand for advanced computing and AI-driven technologies.

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