Sterlite Technologies Ltd

STL Q1 FY26: Strong Order Book Growth, Margin Expansion & Sustainability Push 🌱📈

- Order intake surged to ₹1,529 crore in Q1 FY26, up nearly 3x YoY from ₹566 crore.

- Open order book grew to ₹4,888 crore (vs. ₹4,378 crore in Q4 FY25), with STL Digital contributing ₹313 crore.

- Revenue rose 17% YoY to ₹1,019 crore, with Europe (49%) and Americas (31%) as key markets.

- EBITDA margin expanded to 13.7% (₹140 crore), while PAT turned positive at ₹10 crore (vs. ₹48 crore loss in Q1 FY25).

- Secured a 3-year supply deal with a major European telecom operator.

- Investing in AI-driven data center solutions and expanding optical fiber market share.

- Sustainability focus: 4,500 kW solar capacity, 76 new patents (740 total), and net-zero target by 2030.

- STL Networks Limited listing expected by August-end.

- Well-positioned for FTTH, AI data centers, and 5G-driven demand.