Sterlite Technologies Investor Presentation: Key Takeaways

Guidance and delivery
EBITDA Margin: guided vs achieved	20.78% achieved Guided 20.00%, 3.9% above the top of the range; confirmed by management
EBITDA Margin guidance	20.0% → 23.0% Raised by 3.0 percentage points

Highlights
Revenue growth	87% YoY growth in Q1 FY27.
Margins	EBITDA margin improved to 20%; revised target to 23%.
Order book	Record high INR 18,618 Cr; includes $1.1B hyperscaler deal.
Demand visibility	Strong multi-year tailwinds from AI, data centers, and 5G.
Management confidence	High, citing record performance and strong demand tailwinds.

Growth

Revenue reached INR 1,910 Cr (up 87% YoY); EBITDA INR 397 Cr (up 184% YoY); PAT record INR 197 Cr.

EBITDA margin guidance raised to 23%. Planned capex of INR 500 Cr annually for 3 years (INR 1,500 Cr total).

Input cost pressures from raw materials like germanium and helium; geopolitical-driven supply chain volatility.

Guided 20% EBITDA margin by FY26 end → delivered 20.78% (= BEAT)
Guided Enterprise/DC segment to scale to 30% of revenue → delivered 21% of revenue but $1.1B deal secured (= BEAT)
Guided net debt to EBITDA below 1.2x → delivered net debt-free (= BEAT)

Guided INR 500 Cr capex for asset base upgrade → delivered start of 3-year INR 1,500 Cr cycle (= PARTIAL)

Source

Investor Presentation filed with BSE, NSE: STLTECH. Summary written with AI assistance from the document.

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