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.
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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.
STL outlines 'Lakshya' strategy targeting ₹20,000 Cr revenue and 27%+ EBITDA margin by FY29. Q1 FY27 is cited as a turning point with highest-ever quarterly EBITDA.
STL announces 'Lakshya' growth roadmap targeting ₹20,000 Cr revenue by FY29 with >27% EBITDA margin, driven by AI infrastructure demand and optical densification.
STL delivered record Q1 FY27 results with revenue growth of 87% YoY and historic high PAT margins. Management is pivoting towards high-margin AI data center connectivity solutions.
STL reported its highest-ever financial performance in Q1 FY27, driven by massive AI data center demand and a landmark $1.11B order win.
STL delivered strong FY26 performance with Revenue at INR 4,745 Cr and EBITDA margin of 13.2%, driven by a 109% surge in order intake.
STL delivered a return to profitability in FY26 with revenues of ₹4,745 Cr and 13.2% EBITDA margin, driven by AI-led data center demand and optical fiber recovery.
STL delivered a strong Q4 FY26 with 37% revenue growth and PAT turning positive, driven by AI-led data center demand and optical fiber expansion.
STL reported Q3 FY26 revenue of ₹1,257 Cr with a 10.3% EBITDA margin. Growth is driven by AI-led data center demand and optical fiber deployments in North America.
STL reported Q3 FY26 revenue of INR 1,257 Cr and EBITDA of INR 129 Cr (10.3% margin). Strategy focuses on AI-led data center expansion and scaling optical connectivity.