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Earnings Call

Sterlite Technologies Earnings Call: Key Takeaways

STL reported Q3 FY26 revenue of ₹1,257 Cr with a 10.3% EBITDA margin. Growth is driven by AI-led data center demand and optical fiber deployments in North America.

Why this was an Alfa AlertNot a filter event. Results show revenue growth but EBITDA margins moderated due to tariff headwinds; no material guidance beat stated.
Highlights
Revenue growthQ3 revenue at ₹1,257 Cr, reflecting strong momentum.
MarginsOperational EBITDA% improved to 17.9% excluding US tariff impact.
Order bookOpen order book at ₹5,325 Cr as of Q3 FY26.
Demand visibilityMulti-year network build cycle driven by FTTx, 5G, and AI DCs.

Growth

Consolidated revenue grew 12% YoY to ₹3,311 Cr for 9M FY26; EBITDA grew 35% YoY to ₹410 Cr.

Outlook

Targeting significant revenue from Data Centre/Enterprise products; Net-Zero by 2030; focused on US market and BharatNet expansion.

Risks

US tariff resets reduced reported EBITDA by ~760 bps in Q3 FY26; EBITDA margins moderated to 10.3%.

Source

Earnings Call filed with BSE, NSE: STLTECH. Summary written with AI assistance from the document.

Read the document ↗

Sterlite Technologies Ltd: key numbers

Share price
₹837.20
Market cap
₹43,037 Cr
Revenue (annual)
₹4,745 Cr
Net profit (annual)
₹56.00 Cr
P/E (TTM)
177.1×Sector 68.0×
Promoter holding
42.29%-2.15% QoQ
FII holding
19.71%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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