| Revenue growth | 87% Y-o-Y growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margin expanded significantly Y-o-Y to 20.8%. |
| Order book | Record high of ₹18,618 Cr as of Q1 FY27. |
| Demand visibility | Strong visibility from AI-led data centers and US FTTH rollouts. |
| Management confidence | High, citing multi-year investment cycles and record order book. |
Growth
Revenue grew 87% Y-o-Y to ₹1,910 Cr; PAT surged to ₹197 Cr (3.3x Q-o-Q growth).
Outlook
Targets 25%+ connectivity attach rate by Q4FY27; scaling 'Enterprise & DC' and next-gen optical platforms.
Risks
Ongoing U.S. litigation involving subsidiary Sterlite Technologies Inc; global supply-demand tightness in fiber and preforms.
Last quarter's promises, checked
Delivered
- Guided 20% EBITDA margin by end of fiscal → delivered 20.8% in Q1 FY27 (= BEAT)
- Guided Enterprise & DC segment scale-up to 30% → delivered 40% of growth from DC (= BEAT)
- Guided net debt to EBITDA below 1.2x → delivered Net Debt-Free status (= BEAT)
Partly delivered
- Guided connectivity attach rate expansion → delivered 15% vs 22% prev (Target 25%+) (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: STLTECH. Summary written with AI assistance from 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.
More from Sterlite Technologies Ltd
All →Sterlite Technologies Earnings Call Transcript: Key Takeaways
Record Q2 revenue of ₹2,529 Cr (+145% YoY) with 27% operational EBITDA margin; FY29 margin target lifted to 30%. Reported EBITDA and PAT include a one-time ₹161 Cr tariff refund.
Sterlite Technologies Other Announcement
Sterlite Technologies filed its quarterly Monitoring Agency report (Q2 FY27) for the Rs.498.30 Cr Prefential Warrants issue. CARE Ratings confirmed NIL deviation from stated objects of use.
Sterlite Technologies Q2 FY27 Results: Net Profit ₹517 Cr, Up 12825.0% YoY
Sterlite Technologies Ltd reported revenue from operations of ₹2,529 Cr (+144.6% YoY) and net profit of ₹517 Cr (+12825.0% YoY) for Q2 FY27.
- Key figure
- Net profit ₹517 Cr · +12825.0% YoY
Sterlite Technologies Employee Stock Options
Sterlite Technologies Limited granted 82,158 employee stock options under its ESOP 2016 scheme to eligible employees.
Sterlite Technologies Other Announcement
Sterlite Technologies Ltd submitted its quarterly shareholding pattern for the period ended September 30, 2026, in compliance with SEBI Regulation 31.
Sterlite Technologies Board Meeting Date
Sterlite Technologies Limited has scheduled a board meeting on October 23, 2026, to consider the unaudited financial results for the quarter and half year ended September 30, 2026.