Sterlite Technologies Ltd — earnings calls

Sterlite Technologies reported Q1 FY27 revenue of Rs 1,910 crores, up 87% year-on-year, with EBITDA of Rs 397 crores and PAT of Rs 197 crores, both described as record highs. Management raised its full-year EBITDA margin guidance to 23% after reaching a 20% margin target early, and reported order intake of Rs 13,100 crores for the quarter, exceeding the entire prior fiscal year's order wins. The company also completed a Rs 1,500 crore QIP, reported a net cash position, and said its open order book stood at Rs 18,618 crores.

Sterlite Technologies reported Q4 FY26 revenue of Rs 1,441 crores, up 37% year-on-year, with EBITDA margin expanding to 15.1%, while full-year FY26 revenue rose to Rs 4,745 crores with EBITDA of Rs 628 crores and margin of 13.2%. Management said PAT turned positive in Q4 and for the full year, and highlighted a more than doubling of order inflows to Rs 7,687 crores in FY26, up 109% year-on-year. Management also discussed new product launches including Neuralis, Hollow Core Fiber and Multi-Core Fiber, alongside continuing raw material constraints in germanium and helium and ongoing tariff and litigation matters.