Sterlite Technologies Limited — Investor Meet, 05-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

STL reported robust Q4 FY26, with revenue at INR 1,441 Cr (+37% YoY) and EBITDA margin at 15.1%. Full-year revenue reached INR 4,745 Cr, with PAT turning positive. FY26 order inflows doubled to INR 7,687 Cr, pushing the open order book to INR 7,309 Cr (+67% YoY). Management is confident in multi-year tailwinds from FTTx, 5G, and data centers, aiming for 30% of revenue from enterprise/data centers and 20% EBITDA margin by Q4 FY27. Strategic focus includes advanced products like Neuralis and India’s first Hollow Core Fiber. Net debt stands at INR 1,128 Cr (1.3x EBITDA), with expectations of easing raw material constraints.