STLTECHBSESterlite Technologies LtdLowNeutral
Announced Tue, 19 May · 18:20 IST

Intimation for Investor Presentation and Analyst/ Investor Meetings

Board & Shareholder Meetings View source PDF

STLTECH · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+5.3%1-day move
₹400.85
prior close
₹386.10
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.2+0.1-0.1-0.0+5.3+10.1+15.6+21.3+27.4+40.4+46.9+57.0+24.7
Up moveDown movePending
AI summary

Sterlite Technologies notified exchanges of one-on-one investor/analyst meetings scheduled May 20 to June 12, 2026, with no unpublished price sensitive information to be shared. The enclosed investor presentation outlines FY27 strategic priorities centred on growing OFC market share and optical connectivity attach rate, scaling the Enterprise & Data Centre segment, and maintaining technology leadership. FY26 financials show strong performance: revenue of ₹4,745 Cr (up from ₹3,996 Cr in FY25), EBITDA margin of 13.2%, and an order book of ₹7,309 Cr — a 67% YoY jump. The company launched 'Neuralis', an AI-era data centre connectivity portfolio in the U.S., and introduced Hollow Core Fibre cable enabling up to 46% faster transmission. India data centre optical cable demand is projected to grow at ~11% CAGR through 2030. STL holds 8% global OFC market share (ex-China) and has 700+ patents. STL Digital turned EBITDA positive at ₹3 Cr for FY26 on revenue of ₹284 Cr.

Likely market impact

The 67% jump in order book to ₹7,309 Cr and new AI-focused product launches signal strong demand momentum, particularly in data centre and international markets. Growing European revenue share (39% vs 22% in FY25) and first sales orders for G.654E fibre are positive indicators for FY27 growth outlook.