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Sterlite Technologies Limited — Q1FY27 Earnings Call Summary
Key Takeaways
- India data center capacity expected to grow at 46% CAGR to 10 GW by 2030
- EBITDA margin target 27%+ by FY29, up 1380 bps from 13.2% in FY26
- Q1 FY27 marked highest quarterly revenue and EBITDA impact
- Lakshya growth ambition targets 20,000 crore revenue by FY29, 4x FY26 level
- Investing ~1000 crore annually in capacity expansion and 2% revenue in technology innovation
- Open order book over $2 billion provides strong revenue visibility
- Optical TAM expanding with AI data center growth and telecom connectivity
- Customer co-development and integrated connectivity solutions to drive value
- Management confident in scaling STL as a global digital connectivity leader
📄 Source: View original transcript (PDF)
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Summary generated by AI from the official transcript filed on BSE/NSE. Not investment advice.