NSE: STLTECH · BSE: 532374 · ISIN INE089C01029
Sterlite Technologies Limited. stock analysis
Sterlite Technologies Limited. ranks #1307 in the TickerSutra evidence-ranked universe with a score of 54/100 and 95% data confidence. The latest captured fundamentals show ROCE of 7.7%, quarterly sales growth of 87.4% and quarterly profit growth of 1870.0%.Monitor only
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Strong CFO/EBITDA of 0.91×
- Institutional ownership is rising
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- Debt/equity is above 0.5×
- Extreme base-effect growth requires manual validation
- Valuation is above 40× earnings
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹5,437cr | ₹665cr | ₹45cr | 12.0% |
| 2023 | ₹6,925cr | ₹895cr | ₹127cr | 13.0% |
| 2024 | ₹4,083cr | ₹471cr | ₹-57cr | 12.0% |
| 2025 | ₹3,996cr | ₹416cr | ₹-123cr | 10.0% |
| 2026 | ₹4,745cr | ₹569cr | ₹56cr | 12.0% |
| TTM | ₹5,642cr | ₹829cr | ₹243cr | 15.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
Sterlite Technologies Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
RoutineChange in Directors/KMP/SMP/Auditor/RTANSE · 23 Sept 2026 · Structured filingSTERLITE TECHNOLOGIES LIMITED has informed the Exchange about Change in Directors/KMP/SMP/Auditor/RTA
STERLITE TECHNOLOGIES LIMITED has informed the Exchange about Change in Directors/KMP/SMP/Auditor/RTA
Open original XBRL sourceSTLTECH: Sterlite Technologies Limited has informed the Exchange regarding Appointment of Ms. Lakshmi Iyer as Senior Management Personnel of the company w.e.f. September 23, 2026.
RoutineSterlite Technologies Ltd - 532374 - Announcement under Regulation 30 (LODR)-Allotment of ESOP / ESPSBSE · 11 Sept 2026Allotment of shares under ESOP Scheme 2010 and 2016.
RoutinePress ReleaseNSE · 10 Sept 2026Press Release - Sterlite Technologies Limited launches Plenum-rated Fiber Trunk Assemblies for AI Data Center Connectivity.
MANAGEMENT COMMENTARY
Signals from filed documents
On profitability, having previously guided for a 20% EBITDA margin by the end of FY27, I'm proud to share that we delivered on this right here in Q1 with INR397 crores in EBITDA, which is up 184% year-on-year. We are now revising our EBITDA margin guidance upward to 23%. Finally, PAT came in at a record INR 197 crores, reaching 10% of revenue, our highest PAT margin ever, which represents a massive 3.5x expansion ove
This strategic shift is being driven by corporate preparations for localized AI inferencing and hybrid multi-cloud workloads, directly increasing bandwidth requirements at the Outside of the immediate AI data center ecosystem & traditional fiber-to-the-home (FTTH) deployments, demand is also emerging from secular tailwinds of fibre use in the defence industry, particularly drones. CRU attributes fibre optic drones as
Finally, PAT came in at a record INR 197 crores, reaching 10% of revenue, our highest PAT margin ever, which represents a massive 3.5x expansion over full year of FY 26 PAT. Overall, this performance reflects our unwavering focus on disciplined growth, margin expansion and stronger bottom line outcomes as we enter the new financial year. On the segment side, while Telecom & Citizen Networks continue to be a core pill
The issue received strong market reception with the book being subscribed more than 2.5x, strengthening our institutional holdings to a fresh historic high of 33%. We witnessed robust participation from leadin g domestic and global institutional investors, including marquee names such as Nomura, HSBC, Motilal Oswal and Bank of India, among others. Sterlite Technologies Limited July 24, 2026 Page 8 of 18 We are alloca
While pioneer markets like South Korea and Japan have reached structural optimization and are now focusing capital on high-value, next-generation upgrades, nations such as Australia continue aggressive network expansions under state-backed programs like the National Broadband Network (NBN). This is complemented by rapid, new-build rollouts across high-growth corridors in India, Saudi Arabia, and key African markets,
These include general economic conditions, political uncertainties such as wars and conflicts, and local business risks across the countries where the Company operates. Regulatory factors, including changes in laws, trade regulations, and protectionist measures (such as reciprocal tariffs and anti-dumping duties), can affect the demand for STL’s offerings and impact overall competitiveness. In addition, volatility in
All Non-Independent Directors on the Board are liable to retire by rotation. The appointment of the Whole-time Directors, including their tenure and remuneration is also approved by the Board. Venkatesh Murthy, Whole-time Directors of the Company, are not appointed as Independent Directors of any Listed Company.
The pivotal moment of FY26 arrived in June 2025 with the expansion of the Data Center Business portfolio and launch of Neuralis. A specialised product portfolio was launched.The story of FY26 ended the way every great year should — with momentum that carries straight into the next one. From flame-retardant cable qualifications to precision-engineered high-density connectors, every product development decision made du
MANAGEMENT PROMISE LEDGER
Quantified statements on the clock
“On profitability, having previously guided for a 20% EBITDA margin by the end of FY27, I'm proud to share that we delivered on this right here in Q1 with INR397 crores in EBITDA, which is up 184% year-on-year. We are now revising our EBITDA margin guidance upward to 23%. Finally, PAT came in at a record INR 197 crores, reaching 10% of revenue, our highest PAT margin ever, which represents a massive 3.5x expansion ove”
HOW TO READ THIS PAGE
Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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