Sterlite Technologies Reports Strong Q1 FY26 Performance with 17% Revenue Growth and 94% EBITDA Jump
The strong financial performance, substantial order book, and strategic advancements in high-growth areas like AI-led data centers and advanced fiber technology are expected to have a significant positive impact on the company's future prospects and market position.
The company reported significant year-on-year growth in revenue (17%) and EBITDA (94%), with PAT turning positive. Strong order intake, expansion in key segments like AI-led data centers, and advanced product innovations like Multi-Core Fiber contribute to a positive outlook.
* Sterlite Technologies Limited (STL) announced its unaudited financial results for the quarter ended June 30, 2025 (Q1 FY26). * The company reported: * Revenue of ₹1,019 crore, a year-on-year (YoY) growth of approximately 17% from ₹872 crore in Q1 FY25. * EBITDA of ₹140 crore, a significant YoY growth of approximately 94% from ₹72 crore in Q1 FY25, with EBITDA margin improving to 13.7% from 8.3%. * Profit After Tax (PAT) turned positive at ₹10 crore, compared to a loss of ₹48 crore in Q1 FY25. * STL's order intake for Q1 FY26 was ₹1,529 crore, contributing to a strong open order book of ₹4,888 crore. * Key business segment performance: * The Optical Networking Business reported 18.6% revenue growth and 55.7% EBITDA growth YoY. * The Optical Connectivity (OC) segment's attach rate reached approximately 23%. * Revenue from the Enterprise and Data Centre segment constituted approximately 23% this quarter, boosted by the expansion of STL's Data Centre portfolio for AI-led Data Centres. * STL Digital acquired 4 new customers, bringing the total to 30 global customers, and signed multi-million and multi-year contracts, including with healthcare providers and a global communications device company. STL Digital reported a Q1 FY26 revenue of ₹64 crore and EBITDA of ₹1 crore. * Significant achievements in Q1 FY26 include: * Signing a 3-year Long-Term Supply Agreement (LTSA) for Intelligently-Bonded Ribbon (IBR) cable with a leading European telecom operator. * Securing significant order inflow from a key US customer for high fibre count OFC solutions. * Partnering with Swoop to upgrade approximately 1,000 homes in Western Australia with Fibre-to-the-Home (FTTH) connectivity. * Becoming the first company globally to deploy Multi-Core Fiber (MCF) in both aerial and underground networks. * Achieving India’s first Quantum Key Distribution (QKD) transmission over a 100 km, 4-core MCF network in collaboration with C-DOT. * Expanding its patent count to 740 by the end of Q1 FY26. * On sustainability, STL achieved a major milestone with Maharashtra’s first green hydrogen and green oxygen production facility for optical fibre, aiming for 100% green hydrogen deployment and Net Zero by 2030. * Ankit Agarwal, Managing Director, stated, "With our trusted global partnerships and continuous product innovation, we are well-positioned for long-term success. The recent expansion of our AI-led Data Centre portfolio and industry-first innovations like multi-core fibre are addressing the growing global demand for high-speed, secure, and scalable connectivity, and we remain committed to powering the digital backbone of tomorrow’s world.” * The Global Services demerger has been completed, with listing of the resulting company expected in Q2 FY26 (August 2025).
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