ALFA Finder| Management target | Revenue FY29 |
|---|
| Revenue growth | Targeting ₹20,000 Cr revenue in FY29. |
|---|---|
| Margins | Targeting >27% EBITDA margin by FY29 from ~13% in FY26. |
| Demand visibility | Strong structural shift due to AI DC and fiberisation. |
| Management confidence | High; aiming to be top 5 global players in connectivity. |
Growth
Aims for 4x revenue growth from ~₹4,750 Cr in FY26 to ₹20,000 Cr by FY29.
Outlook
Investing ₹1,000 Cr annually over 3 years to expand capacity 1.5x; 2% revenue committed to R&D.
Risks
Execution excellence in capacity ramp-up, supply chain resilience, and geopolitical trade policy/tariffs are key headwinds.
Last quarter's promises, checked
Delivered
- Guided 20% EBITDA margin by end-FY27 → delivered 20% in Q1 (= BEAT)
- Guided ~₹1,500 Cr Q1 revenue → delivered ₹1,910 Cr (= BEAT)
- Guided net debt-free status → delivered ₹483 Cr net cash (= BEAT)
Partly delivered
- Guided 30% revenue share from DC/Enterprise → delivered 21% share in Q1 (= 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.