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Earnings Call

Sterlite Technologies Earnings Call: Key Takeaways

STL delivered a return to profitability in FY26 with revenues of ₹4,745 Cr and 13.2% EBITDA margin, driven by AI-led data center demand and optical fiber recovery.

Why this was an Alfa AlertNot a filter event. Performance is strong but no prior specific management guidance range was provided to verify a 5%+ beat.
Highlights
Revenue growth19% YoY growth to ₹4,745 Cr in FY26.
MarginsEBITDA margin expanded to 13.2% from 11.3% in FY25.
Order bookSignificant 67% YoY growth to ₹7,309 Cr.
Demand visibilityStrong, driven by AI, 5G, and US BEAD funding.
Management confidenceHigh, citing 'multi-year upcycle' and structural tailwinds.

Growth

FY26 Revenue grew 19% YoY to ₹4,745 Cr; PAT turned positive to ₹56 Cr from FY25 loss.

Outlook

Projecting 15% CAGR in North America through 2030; focus on 'Enterprise & DC' segment and next-gen optical platforms.

Risks

Short-term moderation in connectivity attach rates and global supply-demand tightness.

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
₹704.45
Market cap
₹36,224 Cr
Revenue (annual)
₹4,745 Cr
Net profit (annual)
₹56.00 Cr
P/E (TTM)
47.9×Sector 55.3×
Promoter holding
42.28%-2.23% QoQ
FII holding
17.76%Current quarter

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

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