STLTECHBSESterlite Technologies LtdHighPositive
Announced Fri, 22 May · 15:42 IST

Stock Exchange intimation for receipt of contract and press release in this regard

Order Above 5pct RevenueExport Order Hard CurrencyBusiness Updates 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
+10.2%1-day move
₹441.15
prior close
₹463.20
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AI summary

STL announced that one of its subsidiaries has received a Product Award Letter (PAL) from a hyperscaler for multi-year supply of optical connectivity products. The contract is valued at approximately USD 1.11 billion (~Rs 9,200+ crore) and spans from FY27 to FY29 (up to March 2029). The products will support AI Data Center build-outs in the US, specifically for GPU clusters and high-speed data centre interconnect. The agreement includes a reciprocal risk-sharing framework with capped financial liabilities for both parties. This is a major international export contract for the company.

Likely market impact

This is a transformative order, potentially representing multiple years of revenue given its ~USD 1.11 billion size. It positions STL as a key supplier for AI infrastructure buildouts in the US and should significantly boost investor confidence in the company's growth trajectory.