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Sterlite Technologies
SectorTelecom
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The Quarter story
The two most recent quarterly results, compared side-by-side.
Sterlite Technologies posts a major turnaround in Q1 FY27 with record order intake, surging revenue, and sharply improved profitability.
Order Book expands from ₹4,888 Cr in Q1 FY26 to ₹18,618 Cr in Q1 FY27, securing strong future revenue visibility.
Digital and technology solutions order book shrinks from ₹313 Cr in Q1 FY26 to ₹276 Cr in Q3 FY26, warning of a thinner pipeline.
Order Intake jumps from ₹1,340 Cr in Q2 FY26 to ₹13,100 Cr in Q1 FY27, highlighting major contract wins.
Optical networking EBITDA margin slips from 14.3% in Q1 FY26 to 11.2% in Q3 FY26, signaling pricing pressure in the core segment.
Revenue rises from ₹1,019 Cr in Q1 FY26 to ₹1,910 Cr in Q1 FY27, driving consistent top-line growth.
Patents filed decline from 26 in Q2 FY26 to 9 in Q1 FY27, indicating a slower pace in new technology filings.
EBITDA Margin recovers from 10.3% in Q3 FY26 to 20.8% in Q1 FY27, showing improved pricing power.
Depreciation expenses rise from ₹77 Cr in Q1 FY26 to ₹85 Cr in Q1 FY27, reflecting higher asset write-offs.
Global optical fiber market share grows from 7% in Q1 FY26 to 9% in Q1 FY27, confirming a wider international footprint.
Digital and technology solutions revenue dips from ₹86 Cr in Q3 FY26 to ₹72 Cr in Q1 FY27, showing a normalized sales pace.
Company insights, generated from the most recent coverage.
A board meeting intimation filed 6-Oct sits ahead of a ~1,000x P/E stock — if the agenda turns out to be a fundraise, dilution hits a momentum name far harder than the arithmetic warrants.
Excluding the mega hyperscaler award, Q1FY27 order intake was only ~₹3,000 Cr against ~₹7,000-8,000 Cr the prior quarter — the headline book is one contract deep, and organic demand looks softer than the total implies.
All the bull catalysts are spent — the ₹11,500 Cr hyperscaler award (1-Oct), ₹2,424 Cr order (29-Aug) and ₹3,000 Cr capacity approval (3-Sep) are fully in the price, leaving no fresh positive to offset profit-taking.