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Investor Presentation

Sterlite Technologies Investor Presentation: Key Takeaways

STL announces 'Lakshya' growth roadmap targeting ₹20,000 Cr revenue by FY29 with >27% EBITDA margin, driven by AI infrastructure demand and optical densification.

Guidance and delivery
Management target Revenue FY29
Highlights
Revenue growthTargeting ₹20,000 Cr revenue in FY29.
MarginsTargeting >27% EBITDA margin by FY29 from ~13% in FY26.
Demand visibilityStrong structural shift due to AI DC and fiberisation.
Management confidenceHigh; 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)
Source

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

Read the document ↗

Sterlite Technologies Ltd: key numbers

Share price
₹837.20
Market cap
₹43,037 Cr
Revenue (annual)
₹4,745 Cr
Net profit (annual)
₹56.00 Cr
P/E (TTM)
177.1×Sector 68.0×
Promoter holding
42.29%-2.15% QoQ
FII holding
19.71%Current quarter

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

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