| Management target | Revenue 321.1% FY29 |
|---|
| Revenue growth | 4x growth targeted by FY29 vs FY26. |
|---|---|
| Margins | Targeting 1380 bps expansion to 27%+ EBITDA by FY29. |
| Order book | $2 billion+ providing strong revenue visibility. |
| Demand visibility | Open order book of more than $2 billion. |
| Management confidence | High, citing 'pivotal moment' and structural AI demand. |
Growth
Targeting 4x revenue growth from ₹4,750 Cr in FY26 to ₹20,000 Cr by FY29.
Outlook
Investing ₹1,000 Cr annually for 3 years to expand capacity by 50% and 2% revenue on R&D.
Risks
Evolving AI architectures and rapid technological shifts require constant high R&D investment.
Last quarter's promises, checked
Delivered
- Guided 20% EBITDA margin → delivered 20% (= BEAT)
- Guided ~INR1,500 Cr Q1 execution → delivered >INR1,500 Cr (= BEAT)
- Reduce net debt → delivered net debt-free status (= BEAT)
Partly delivered
- Targeting 50% revenue from DC/Enterprise → delivered 21% share (= PARTIAL)
Earnings Call Transcript filed with BSE, NSE: STLTECH. Summary written with AI assistance from 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.
More from Sterlite Technologies Ltd
All →Sterlite Technologies Product Launch
Sterlite Technologies expanded its Neuralis data center portfolio by introducing a range of Pre-Terminated Fiber Trunk Assemblies, supporting high-density cabling up to 6912 fibers per cable.
Sterlite Technologies Management Change
Sterlite Technologies Ltd appointed Ms. Lakshmi Iyer as Chief M&A, Investor Relations and Capital Markets Strategy Officer, designated as a Senior Management Personnel.
Sterlite Technologies Promoter Selling: ₹0.21 Cr
Promoter Group member Navin Agarwal sold 2,500 shares of Sterlite Technologies Ltd via market sale for ₹0.21 Crore.
- Value
- ₹0.21 Cr
Sterlite Technologies Promoter Selling: ₹0.42 Cr
Promoter Group member Navin Agarwal sold 5,000 shares of Sterlite Technologies Ltd via market sale, reducing his stake. The transactions occurred on September 8 and 9, 2026.
- Value
- ₹0.42 Cr
Sterlite Technologies Employee Stock Options
Sterlite Technologies Limited allotted 146,191 equity shares to employees following the exercise of options under its ESOP schemes.
Sterlite Technologies Business Update
Sterlite Technologies Ltd received US OFNP certification for its Intermittently Bonded Ribbon (IBR) cable assembly portfolio, expanding its AI-ready data center infrastructure capabilities.