Sterlite Technologies Limited — Investor Meet, 28-07-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Sterlite Technologies Limited reported record Q1 FY27 financials, with revenue at 1,910 Cr, EBITDA reaching 397 Cr (20% margin, guidance revised to 23%), and PAT at 197 Cr (10% margin). The company secured a record order intake of 13,100 Cr, including a landmark $1.1 billion deal with a global hyperscaler, pushing the open order book to 18,618 Cr. The Data Center segment's revenue share grew to 21%, with a target of 50% for FY27, and North America now drives 54% of revenue. STL is strategically focused on integrated connectivity solutions for AI-driven data centers and FTTH. An annual capex of 500 Cr is planned for three years. The company is now net debt-free following a 1,500 Cr QIP. Management expressed confidence in sustained growth and margin expansion.