Sterlite Technologies (STLTECH) Corporate presentation summary

Strategic priorities and market positioning

• Aims to grow optical fibre cable (OFC) market share and increase optical connectivity attach rate, with a focus on scaling enterprise and data centre segment revenues and maintaining technology leadership in next-gen optical platforms.

• Emphasizes relentless focus on operational and cost efficiencies, driving technology and cost leadership, and playing a crucial role in global digital infrastructure.

Industry tailwinds and market opportunity

• Global fibre demand is entering a multi-year upcycle, with CRU projecting 6.8% YoY growth in 2026 and a 15% CAGR in North America through 2030.

• Data centre expansion in India is driving a projected 11% CAGR in optical cable demand from 2025 to 2030, supported by large-scale investments and government incentives.

• FTTx, data centre, and 5G/6G deployments are fueling long-term demand, with significant capex from telcos and tech giants globally.

Innovation and technology leadership

• Holds 700+ patents, with 21 new filings in Q4FY26, and has launched advanced products like Neuralis (AI-focused data centre connectivity), Hollow Core Fibre, and Multi-Core Fibre for quantum-safe, high-capacity networks.

• Introduced next-gen fibre solutions (G.654.E, Hollow Core) and achieved industry-first deployments and trials in India and the UK.

• Recognized with multiple innovation awards and expanding commercial adoption of AI-fibre optic sensing solutions.