Sterlite Technologies Limited — Q2FY27 earnings call summary

Filed 27 October 2026 · Official transcript

Capex ~1000 Cr/year through FY29 for capacity expansion and new greenfield facility
Order book at 35274 Cr, 4.6x from start FY27; 3021 Cr scheduled for Q3 FY27
FY29 revenue target 20000 Cr, EBITDA margin upgraded to ~30% from 27%
Q2 PAT 517 Cr; H1 PAT 714 Cr vs 14 Cr in H1 FY26
Data Center segment 33% of H1 revenue, targeting 50% for FY27
Attach rate reached 24% in H1 FY27, aiming to grow further
Hollow Core and Multi-Core fiber commercial scale expected in 1.5-2 years
Strong global demand driven by AI, 5G/6G, FTTx; multiyear contracts with hyperscalers and telcos