EBITDA margin guidance upgraded to 23% for FY27
Management previously guided 20% EBITDA margin by end of FY27 but delivered 20.78% in Q1 itself, prompting an upward revision to 23% for the full year.
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Sterlite Technologies · forward-looking guidance across the available source record.
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Connectivity attach rate to reach 25% by Q4 FY27
Attach rates currently at 16%, targeting above 20% from next quarter onwards, scaling to 25% by end of FY27 through expanded integrated solutions portfolio.
Data center + enterprise segment to reach 50% of revenue in FY27
Management raised guidance from 30% to 50% for combined data center and enterprise revenue share in FY27, up from 21% in Q1 FY27.
Capex of 500 crore annually for next 3 years
Approximately 500 crore per year for the next three years (cumulative ~1,500 crore) combining equipment upgrades across glass, fiber, cable, connectivity and debottlenecking investments.
20% EBITDA Margin Target
Management reiterated confidence that at 70%+ utilization levels, the business should deliver 20% EBITDA margins, noting excluding tariff impact margins are already near 17-18%.
Tariff Pass-Through Timeline
Contract renegotiations with US customers are ongoing; new pricing is expected to gradually kick in starting Q4 FY26, with full impact materializing over 2-3 quarters as old 12-15 month contracts expire.
Enterprise/DC Revenue Target
Management maintained guidance of scaling data center and enterprise revenue contribution from 20% to 30% within the next 12-18 months, supported by INR 500 Cr YTD orders from this segment.