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Geopolitical cost pressures on helium and polymer
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Sterlite Technologies Ltd — Q4 FY26
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.
bullish
high
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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.
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Order Inflows (FY26)
₹7,687 Cr
+109% YoY
Order inflows more than doubled, driven by data center and telecom wins.
Open Order Book (FY26)
₹7,339 Cr
+67% YoY
Strong order book provides revenue visibility for FY27.
North America Revenue Share (FY26)
39%
+14pp YoY
Increased from 25% in FY25, reflecting strong US market penetration.
Connectivity Attach Rate (FY26)
15%
-7pp YoY
Moderated from 22% due to product mix and OFC revenue acceleration.
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Guidance and risk preview
Management expects reported EBITDA margin to reach 20% by end of current fiscal, driven by data center mix and operating leverage.
War in West Asia is increasing input costs, which could pressure margins despite tariff relief.
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