Sterlite Technologies Limited — Investor Meet, 21-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Sterlite Technologies (STL) reported Q4 FY25 revenue of Rs.979 Cr with a 12.8% EBITDA margin, driven by cost efficiencies and higher utilization (now ~40-50%, targeting 70%+). The order book is strong at Rs.4,378 Cr, led by North America and EMEA (55% of revenue). Growth is fueled by 5G, FTTx, and data centers (21% of revenue), with a push to hit 25% from data center/enterprise. Management aims to regain ~8% global market share to top three in 3-5 years, while focusing on profitability, debt reduction, and AI-driven data center fiber demand.