Sterlite Technologies Q1 FY27 Earnings Call Transcript Released
Sterlite Technologies reported record Q1 FY27 results with revenue at ₹1,910 crore (up 87% YoY) and EBITDA at ₹397 crore (up 184% YoY). The company revised its EBITDA margin guidance to 23% and achieved a record PAT of ₹197 crore. STL secured orders worth ₹13,100 crore, including a $1.1 billion deal for AI data centers.
The announcement details record financial results, substantial order wins including a major deal with a hyperscaler, and a revised upward guidance for EBITDA margins. These are material positive developments that are likely to significantly impact investor perception and the company's financial trajectory.
The company reported record financial performance, significant order intake, and a positive outlook for growth, particularly in the data center segment. The management's commentary and revised guidance reflect strong business momentum.
Sterlite Technologies Limited (STL) has released the transcript of its Q1 FY27 earnings call, which was held on July 24, 2026. The company, a global leader in digital connectivity infrastructure, highlighted its strong performance and strategic focus during the call.
Ankit Agarwal, Managing Director, emphasized STL's integrated approach from glass to gigabit, positioning the company to capitalize on multiyear investment cycles in FTTx, Data Centers, and 5G/6G networks. He noted the significant growth in the data center segment, which is expected to scale up to 50% of revenues in the current fiscal year. The company secured orders worth ₹13,100 crore in Q1 FY27, including a landmark $1.1 billion deal with a global hyperscaler for AI data centers through FY29.
Ajay Jhanjhari, Group CFO, reported record performance for Q1 FY27, with revenue reaching ₹1,910 crore, an 87% year-on-year growth. EBITDA stood at ₹397 crore, up 184% year-on-year, leading to a revised EBITDA margin guidance of 23%. Profit After Tax (PAT) was a record ₹197 crore, representing 10% of revenue. The open order book reached a record high of ₹18,618 crore.
STL also highlighted its commitment to sustainability and social responsibility, with initiatives in education, women empowerment, and healthcare. The company aims to achieve net-zero emissions by 2030 and has implemented various environmental sustainability measures.
The management discussed strategic priorities including increasing revenue share from integrated connectivity solutions, scaling the data center business, and driving margin expansion. They also addressed industry tailwinds, market opportunities driven by AI workloads and data center expansion, and the company's innovation in optical connectivity solutions.
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Sterlite Technologies Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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