Sterlite Technologies Ltd (STLTECH) Q2FY27 Concall Summary - Sep-2026 Qtr
Key Takeaways
- Management upgraded its long-term FY29 EBITDA margin guidance to over 30% from 27%, citing a richer product mix and strong order book visibility.
- The open order book has surged to a record INR 35,274 crore, 4.6 times higher than at the start of the fiscal year.
- The company secured a new $1.2 billion, five-year agreement with a global hyperscaler, adding to a recent $1.1 billion deal.
Performance Overview
- Delivered a second consecutive quarter of record performance across revenue, EBITDA, and profit after tax.
- Order book surged to a record INR 35,274 crore, representing a 4.6x increase since the start of the financial year.
- Achieved an all-time high optical connectivity attach rate of 24% in H1 FY27, demonstrating successful pivot to integrated solutions.
- Strengthened market position by securing a new five-year, $1.2 billion agreement with a global hyperscaler for AI-ready solutions.
- Upgraded the long-term EBITDA margin guidance for FY29 from over 27% to above 30%, signaling strong confidence in future profitability.
Financial Metrics
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Operating Performance / Business Segments
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Key Discussions & Insights
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Outlook and Guidance
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Challenges / Concerns
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Industry / Competitive Landscape
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Overall Summary
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Tone & Disclosure
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