India · Delayed Price · Currency is INR Sterlite Technologies Earnings Call Transcripts
Fiscal Year 2026
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Strong revenue and margin growth in Q4 and FY 2026, driven by innovation and robust order inflows, with a positive outlook for data center and enterprise segments. Margin expansion and diversified order book support sustained growth.
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Q3 FY 2026 saw strong revenue and EBITDA growth, with robust order inflows and expanding presence in North America and APAC. Margin pressure from U.S. tariffs is being mitigated through local production and contract renegotiations, while innovation and sustainability remain strategic priorities.
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Q2 FY2026 saw revenue of INR 1,034 crore and EBITDA margin expansion, with PAT turning positive. Strong order book, innovation in data center and fiber solutions, and robust US and Europe demand offset tariff headwinds. Margin improvement and growth expected ahead.
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Revenue grew 17% year-over-year to INR 1,019 crore, with EBITDA margin expanding to 13.7% and PAT turning positive. Order intake tripled, driven by strong demand in optical networking and data centers, while cost optimization and innovation supported margin gains.
Fiscal Year 2025
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Q4 FY2025 saw strong revenue and margin growth, driven by cost leadership and demand recovery in key markets. The strategic demerger, robust order book, and focus on technology leadership position the business for further growth, despite tariff and regulatory risks.
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Q3 FY25 saw consolidated revenue of INR 1,261 crores and improved EBITDA margins, with strong order book and progress in data center, digital, and services segments. Demand recovery is expected in North America, and the company is well-positioned for BEAD and BharatNet opportunities.
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Q2 FY25 saw sequential revenue and margin improvement, driven by optical networking and connectivity growth, with strong order inflow and progress on the services demerger. Medium-term demand outlook is positive, especially in North America and India, despite near-term market softness.
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Q1 FY25 delivered sequential revenue and EBITDA growth, driven by record optical connectivity attach rates and robust order wins. Cost optimization and debt reduction improved financial health, while medium-term growth is expected from data center products and demand normalization.