Sterlite Technologies Stock Price - ₹713.25 | Telecom

‌
‌
‌

Company insights, generated from the most recent coverage.

Weak ROCE (7.7%) and ROE (1.2%) driven by capital base expansion from ₹1,500 Cr QIP and heavy capex outpacing revenue generation.
Read more
Valuation poses significant de-rating risk if structural demand tailwinds from US-China trade tensions moderate or AI data centre expansion slows.
Read more
Premium EV/EBITDA valuation (38.2x 3Y median) priced for sustained earnings growth from US data centre demand, where STL has advanced positioning (21% revenue).
Read more

‌
‌
‌

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.

‌
‌
‌

In the news

Sterlite Tech approves ₹3,000 cr capex for 50% capacity expansion

HDFC Bank, Sterlite Tech lead midday stock moves amid market decline

STL shares surge 7x in 2026, hit ₹757.70 on major hyperscaler orders

Data Centre Infrastructure Stocks: TD Power, Sterlite Technologies & ESDS

US-China Trade War Creates Data Centre Fibre Opportunity for Sterlite Tech and HFCL

HFCL hits 52-week high at ₹230.90, extends rally to fifth session

Sterlite Tech, HFCL hit 5% on US China data center ban reports

Sterlite Tech shares surge 4.5% on $220 million international order

Sterlite Tech shares surge 400% in 2026 as FIIs triple stake to 19.7%

Large Caps Lead Alpha Generation Despite Market Share Loss

STL wins European patent dispute against Fujikura, strengthens IP position

Sterlite Technologies raises ₹1,500 cr via QIP for growth funding

10 stocks deliver 100%+ returns in 2026 despite market decline

Sterlite Tech's QIP Premium: AI Ambitions Meet ASM Reality

STL hits 5% upper circuit on ₹45,450 crore QIP launch

Sterlite Technologies Surges 500% on AI Data Centre Boom

Sterlite Tech, HFCL shares surge 5% after 2-day decline

Motilal Oswal acquires Sterlite Tech stake via block deals

Sterlite Technologies leads 530% AI rally amid global tech surge

Sterlite Tech shares surge 111% in month, hit ₹651.90 high

Sterlite Technologies