Company profile / STLTECH

Sterlite Technologies earnings calls.

Other · 3 quarters tracked · source-linked performance, management guidance and promise context.

Research layer active
PositiveCredibility 0/100Latest record q1-fy27

Latest revenue

₹1,910 Cr

verified financial record

Quarters tracked

3

source records in the directory

Delivery assessment

0

Across 1 tracked commitments: 0 delivered, 1 missed.

Call date

Pending

latest available source date

Signal trajectory

2 actual quarters
EBITDA (₹ Cr)PositiveWatchNegative
2 actual records
Actual quarterly EBITDA (₹ Cr) trajectoryReported values plotted by quarter. Hover or focus a point for its quarter, value, and source sentiment.Q3 FY26: 129 · Watch source sentimentQ3 FY26Q1 FY27: 397 · Positive source sentimentQ1 FY27397129
Values are taken from the available verified source records; sentiment color is a separate source-read indicator.

Current read

0/100

Across 1 tracked commitments: 0 delivered, 1 missed.

Latest source read

What changed this quarter?

Open quarter read

STL delivered a landmark Q1 FY27 with record-breaking performance across all metrics, driven by accelerating data center demand and strong execution on the hyperscaler deal strategy. Revenue of 1,910 crore surged 87% YoY on the back of a 13,100 crore quarterly order intake (1.7x full FY26 wins), anchored by a $1.1 billion multi-year hyperscaler agreement. EBITDA expanded 184% YoY to 397 crore with margin of 20.78%, prompting an upward revision to 23% for FY27. PAT hit a record 197 crore (10% margin), representing 3.5x FY26 full-year PAT. Geographically, North America surged to 54% of revenue (from 39%), and data center segment scaled to 21% from just 1% in FY26. The 18,618 crore order book provides robust multi-year visibility, while the 1,500 crore QIP strengthens the balance sheet to net debt-free status. Key risks include raw material cost pressures (germanium, helium) and the absence of formal revenue guidance, creating near-term earnings uncertainty despite strong order intake.

Colored figures compare against the previous available record. Hover or focus one for the comparison.

Signal

Positive

Revenue

₹1,910 Cr

Source date

Pending

Across the record

Quarter history.

2 source records

History modules

Follow the numbers and themes.