Sterlite Technologies Q2 FY27 Earnings Call Transcript Released
Sterlite Technologies released its Q2 FY27 earnings call transcript. The company reported record revenue of ₹2,529 crore, up 145% YoY. EBITDA was ₹685 crore with a 27.1% margin. The order book stands at ₹35,274 crore, including a new $1.2 billion deal with a hyperscaler. The FY29 EBITDA margin target was raised to 30%.
The announcement includes details about record financial results, a significant new order, and an upgrade to future financial targets, which are material information for investors.
The company reported record financial performance, an increased order book, and raised its future margin guidance, indicating strong business momentum and positive future outlook.
Sterlite Technologies Limited has released the transcript of its earnings call for the second quarter of the financial year 2027 (Q2 FY27), which was held on October 23, 2026. The transcript is available on the company's website and has been submitted to the stock exchanges. The call featured insights from Managing Director Mr. Ankit Agarwal and Chief Financial Officer Mr. Ajay Jhanjhari, discussing the company's performance, strategic initiatives under the 'Lakshya' growth roadmap, and market outlook.
During the call, management highlighted Sterlite Technologies' position as a global leader in Digital Connectivity Infrastructure, with a strong focus on optical connectivity solutions for data centers, telcos, and enterprises. The company emphasized its end-to-end integration from raw materials to network deployment, its extensive patent portfolio, and its commitment to innovation. The 'Lakshya' roadmap aims for Sterlite Technologies to become a top 5 global connectivity player by FY29, with a revenue target of ₹20,000 crores and an upgraded EBITDA margin target of 30% (previously 27%).
Key performance indicators discussed included record revenue, EBITDA, and PAT for consecutive quarters. Revenue for Q2 FY27 reached ₹2,529 crores, a 145% year-on-year increase. Operational EBITDA stood at ₹685 crores with a 27.1% margin. The company also reported a strong order book of ₹35,274 crores, with significant wins including a 5-year agreement with a global hyperscaler valued at $1.2 billion. The attach rate for optical connectivity solutions reached an all-time high of 24% in H1 FY27.
The management discussed the growing demand driven by AI, data centers, 5G, and FTTx, noting that data centers are a key growth driver, contributing 33% to revenue in H1 FY27. Future plans include expanding preform, fiber, and cable capacities by 50% and building a new greenfield facility, backed by an annual capex commitment of around ₹1,000 crores per year through FY29. The company also touched upon its sustainability initiatives, including transitioning its Chhatrapati Sambhajinagar plant to 100% green power.
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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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