Sterlite Technologies Limited — Investor Meet, 29-01-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sterlite Technologies reported Q3FY26 revenue of INR 1,257 Cr. YTD revenue rose 12% to INR 3,311 Cr. Q3 EBITDA was INR 129 Cr (10.3% margin), impacted by US tariffs. Management noted underlying operational EBITDA was ~18-19% before tariff effects, with mitigation plans underway aiming for future margin recovery.

Order intake jumped 40.3% YTD to INR 4,263 Cr, boosting the open order book to INR 5,325 Cr. Growth is driven by data center connectivity and Tier 1 North American customers. Enterprise & Data Center revenue reached 20% YTD, targeting 30% in 12-18 months, leveraging AI-led infrastructure demand. The company is actively developing next-gen fiber tech. Management is confident in navigating tariff challenges and achieving sustainable growth.