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Revenue
₹1,441 Cr
verified against source
Revenue YoY
37%
reported change
EBITDA
₹218 Cr
latest reported figure
Source
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record provenance
Actual signal trajectory
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Quarter read
What the record says.
Sterlite Technologies delivered a strong Q4 FY26 with revenue of ₹1,441 crore (+37% YoY) and EBITDA margin of 15.1%, driven by scale benefits and product mix. Full-year revenue reached ₹4,745 crore with EBITDA of ₹628 crore (+39% YoY). Order inflows more than doubled to ₹7,687 crore (+109% YoY), led by large data center projects in North America and long-term telecom orders in India. Management guided for EBITDA margin to reach 20% by Q4 FY27 and enterprise/data center segment to scale to 30% of revenue. Key risks include geopolitical cost pressures on helium and polymer inputs, and the ongoing Parisienne cables litigation with potential liability of $100 million.
Colored figures show movement against the previous available record.
Guidance to track
- Management expects reported EBITDA margin to reach 20% by end of current fiscal, driven by data center mix and operating leverage.
- The segment is expected to scale from 19% in FY26 to 30% in FY27, driven by AI data center investments.
- Planned investment to upgrade asset base and support high-value data center offerings.
Risks flagged
- War in West Asia is increasing input costs, which could pressure margins despite tariff relief.
- Ongoing legal case with potential liability of $100 million; management has appealed but outcome uncertain.
- Germanium and helium supply remain tight, limiting utilization; management expects gradual improvement but no timeline.
Key quotes
- We are very very focused on long-term contracts with our select customers globally particularly in Europe and US and in India.
- We do target to have it by the end of the Q4 the margins which I have mentioned.
- We are actively now supplying into this market.
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