Sterlite Technologies Limited — Q1FY27 earnings call summary

Filed 07 September 2026 · Official transcript

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