Sterlite Technologies Limited has informed the Exchange about Transcript of earnings call held on April 29, 2026
STLTECH · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Sterlite Technologies reported strong Q4 FY26 results with revenue of INR 1,441 crores (37% YoY growth) and EBITDA margins of 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, up 109% YoY, with open order book at INR 7,309 crores (67% growth). North America revenue share increased from 25% to 39%. Management guided for 20% EBITDA margin by fiscal year end and enterprise/data center segment scaling to 30% of revenues. Key launches include Neuralis (AI-era data center portfolio) and India's first Hollow Core Fiber cable. Planned capex of INR 500 crores for technology upgrades. Challenges include germanium/helium supply constraints and new cost pressures from geopolitical disruption. Legal matter with Prysmian cables remains under appeal.
Strong order book growth and margin guidance indicate improving fundamentals. The company is well-positioned in AI-driven data center demand, though execution on long-term hyperscaler contracts and raw material constraints remain key watch items.