ALFA Finder| 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 |
| 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.
Outlook
EBITDA margin guidance raised to 23%. Planned capex of INR 500 Cr annually for 3 years (INR 1,500 Cr total).
Risks
Input cost pressures from raw materials like germanium and helium; geopolitical-driven supply chain volatility.
Last quarter's promises, checked
Delivered
- 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)
Partly delivered
- Guided INR 500 Cr capex for asset base upgrade → delivered start of 3-year INR 1,500 Cr cycle (= PARTIAL)
Investor Presentation 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.