SE intimation for transcript of earnings call held on April 29, 2026
STLTECH · price
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Sterlite Technologies reported strong Q4 FY26 performance with revenue of INR 1,441 crores (37% YoY growth) and EBITDA margins expanding to 15.1%. Full year FY26 revenue stood at INR 4,745 crores with EBITDA of INR 628 crores (39% YoY growth). The company achieved record order inflows of INR 7,687 crores in FY26, more than doubling year-on-year, with an open order book of INR 7,309 crores. North America revenue share increased significantly to 39% from 25% in FY25. Management guided for 20% EBITDA margin by end of current fiscal and expects Enterprise & Data Center segment to scale to 30% of revenues. Key launches include India's first Hollow Core Fiber (35-40% latency improvement) and Neuralis AI-era data center portfolio. Challenges include ongoing germanium and helium supply constraints, and geopolitical cost pressures from the West Asia situation.
The record order book and margin guidance to 20% signal strong execution and profitability focus. The scaling of data center segment to 30% revenue and growing North American presence indicate business mix improvement, though investors should monitor raw material constraints and geopolitical cost headwinds.