Sterlite Technologies Ltd (OTCPK:SRLRY)

Q2 2026 Sterlite Technologies Ltd Earnings Call Transcript

Nov 6, 2025 / 11:00 AM GMT

Release Date Price: $1.85

Transcript

Key Points

Positve

Sterlite Technologies Ltd (BOM:532374) reported a 6% year-on-year revenue growth in H1FY26, driven by improved volume and stable pricing.
The company's EBITDA margin improved to 14.1% in H1FY26, up from 12% last year, reflecting ongoing focus on product exchange, cost efficiency, and operational excellence.
Sterlite Technologies Ltd (BOM:532374) secured multi-year supply agreements with leading European operators and regained strong order inflows from top-tier US telecom players.
The company launched several key innovations, including the world's slimmest 864 fiber IBR cables and a multicore fiber solution, enhancing its position in next-generation optical infrastructure.
Sterlite Technologies Ltd (BOM:532374) continues to expand its global presence, with North America contributing 33% to revenue, up from 25% last year, aligning with strategic priorities.

Negative

The company faced a mid-quarter reset of US tariffs, impacting reported margins by around 300 basis points.
There is uncertainty related to tariffs, which could continue to impact the company's performance as long as these tariffs are in place.
The US court case involving a $96.5 million verdict against the company is ongoing, with potential financial implications.
Despite strong demand, there are challenges in terms of supplying material on time, affecting expected growth.
The company's debt-to-equity ratio stands at 0.64, with a net debt-to-EBITDA ratio of 2.33x, indicating a need to reduce debt levels.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

STTE.NS - Sterlite Technologies Ltd
Q2 2026 Sterlite Technologies Ltd Earnings Call
Nov 06, 2025 / 11:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to Starlight Technologies Limited earnings conference call. As a reminder, all participant lines will be in lesson only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call, please signal an operator by pressing, then 0 on your touchstone telephone.

Please note that this conference is being recorded.

Before we start the call, let me remind you that the discussion may contain forward-looking statements that may involve known or unknown risks, certainties, or other factors. It must be viewed in conjunction with our business risk that could cause future reserve

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