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Sterlite Technologies
Sterlite Technologies (STLTECH) investor relations material
Sterlite Technologies Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary23 Jan, 2026
Executive summary
Achieved strong revenue growth in Q3 FY26, with consolidated revenue at INR 1,257 crore, up 26% year-over-year and 22% sequentially, driven by both volume and value-added product sales, especially in optical networking and digital segments.
Maintained global leadership in optical networking, with 8% market share outside China and significant innovation in next-gen fiber technologies and AI-ready data center solutions.
EBITDA margin moderated to 10.3% in Q3 FY26 due to US tariff headwinds, but operational EBITDA improved sequentially over the last five quarters.
Net loss after tax from continuing operations was INR 17 crore for the quarter, impacted by exceptional items and tariff resets.
Order intake rose 40.3% year-over-year to INR 4,263 crore for 9M FY26, with large-scale data center and Tier-1 North American telco wins.
Financial highlights
Q3 FY26 consolidated revenue: INR 1,257 crore; 9M FY26: INR 3,311 crore, up 12% year-on-year.
Q3 EBITDA was INR 129 crore (10.3% margin), with 9M EBITDA at INR 410 crore (12.4% margin), up 35% year-on-year.
Q3 FY26 PAT: INR -17 crore; 9M FY26 PAT: INR -3 crore (before exceptional items).
Exceptional item: one-time INR 15 crore impact from new labor code.
Net debt at INR 1,331 crore; debt-to-equity ratio 0.87; net debt-to-EBITDA at 2.58x.
Outlook and guidance
Expect continued strong demand in North America and APAC, with North America projected to grow at 13.7% CAGR through 2030.
Targeting 30% revenue contribution from enterprise and data center business within 12–18 months, up from current 20%.
Margin recovery anticipated as mitigation measures for tariffs take effect and new contracts reflect higher costs.
Focused on scaling AI-ready and high-value fiber solutions, with new product launches in G.654.E and hollow core fiber expected to drive future growth.
Management is actively appealing a significant US litigation verdict and the ultimate financial impact is currently indeterminable.
Tariff mitigation impact on future margins?
Key drivers for 30% AI/DC revenue target?
HollowCore/G654E adoption challenges?
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Next Sterlite Technologies earnings date
Q4 25/267 May, 2026
Sterlite Technologies
Next Sterlite Technologies earnings date
Q4 25/267 May, 2026
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Frequently asked questions
Sterlite Technologies Limited is a global technology company with a focus on manufacturing and providing a wide range of data cables for structured cabling. The company's offerings include glass preforms, optical fiber, optical and specialty cables, and optical interconnects. STL also delivers services such as fibre rollout, network services, managed services, data center networks, and RAN Services. Their solutions span optical connectivity, fibre deployment, FTTx access network solutions, and network modernization solutions. The company is headquartered in Pune, India, and its shares are listed on the National Stock Exchange of India.
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