Slide 1: Lakshya: Growth Roadmap FY27-29
Lakshya Growth Roadmap FY27-29 © 2026-2027 Sterlite Technologies Limited © 2019-2020 Sterlite Technologies Limited 1
Slide 2: Safe Harbour
Safe Harbour Certain words and statements in this communication concerning Sterlite Technologies Limited (“the Company”) and its prospects, and other statements relating to the Company’s expected financial position, business strategy, the future development of the Company’s operations and the genera
Slide 3: Business Outlook
Business Outlook Ankit Agarwal Managing Director © 2026-2027 Sterlite Technologies Limited © 2019-2020 Sterlite Technologies Limited 3
Slide 4: STL enters its next phase of growth
STL enters its next phase of growth Structural shift in Our Core Envisioning Optical demand Capabilities Growth Roadmap © 2026-2027 Sterlite Technologies Limited © 2019-2020 Sterlite Technologies Limited 4
Slide 5: Optical demand is structurally shifting beyond traditional networks
Optical demand is structurally shifting beyond traditional networks Telcos & Citizen Networks AI DC & Large Enterprise Broadband expansion & network fibreisation AI compute scaling & optical densification FTTH • BharatNet • BEAD • 5G Inside-DC connectivity • DCI © 2026-2027 Sterlite Technologies Lim
Slide 6: AI Factories are rewriting the Data Centre connectivity stack
AI Factories are rewriting the Data Centre connectivity stack Traditional Cloud Data Centre AI Factory © 2026-2027 Sterlite Technologies Limited Source: NIVIDIA - Scaling Out and Across: Networking Innovations for Giga-Scale AI Systems, GTC26. © 2019-2020 Sterlite Technologies Limited 6
Slide 7: Higher AI density drives multifold growth in optical content
Higher AI density drives multifold growth in optical content 1k Fibers/Rack 4k Fibers/Rack 16k Fibers/Rack 64k Fibers/Rack Legacy Frontend Hopper Blackwell Vera Rubin 2022-23 2024-26 2027 onwards © 2026-2027 Sterlite Technologies Limited Second half of 2027
Slide 8: AI Scale is accelerating demand across the DCI layer
AI Scale is accelerating demand across the DCI layer 2 DCs 3 DCs 4 DCs 5 DCs 6 DCs 1 3 6 10 15 DCI DCIs DCIs DCIs DCIs © 2026-2027 Sterlite Technologies Limited
Slide 9: India is emerging as the next major AI infrastructure opportunity
India is emerging as the next major AI infrastructure opportunity 10 GW DELHI NCR ~4 6 % C AGR JAMNAGAR 1.5 GW MUMBAI 2025 2030 HYDERABAD VISAKHAPATNAM BENGALURU CHENNAI $200B +45 TWh Capital expected by 2030 Incremental power demand 38,000+ 4+3 GPUs Onboarded Subsea cable systems ● Operational, siz
Slide 10: India's #1 end-to-end optical manufacturer
India's #1 end-to-end optical manufacturer Preform Fibre Cable Connectivity 9% 38+ 785+ 10+ Advanced Global market share in Years of industry Global patents filed manufacturing facilities OFC, excluding China leadership and granted zero waste to landfill, zero liquid discharge © 2026-2027 Sterlite T
Slide 11: We make our own glass
We make our own glass Product portfolio Optical Fibre Cable Pre-terminated Solutions Optical Connectivity Structured Cabling Solutions Solutions © 2026-2027 Sterlite Technologies Limited
Slide 12: Growth Roadmap FY27–29
Growth Roadmap FY27–29 Lakshya To be among the top 5 players globally in optical connectivity solutions ₹20,000 Cr* Revenue in FY29 © 2026-2027 Sterlite Technologies Limited * To be read in conjunction with the Safe Harbour Statement and Risks & Assumptions
Slide 13: Key Growth Drivers
Key Growth Drivers Integrated Optical TAM Customer Tech-led Connectivity Expansion Co-development Differentiation Solutions Expanding capacity to 1.5x to enable the next phase of growth © 2026-2027 Sterlite Technologies Limited
Slide 14: Financial Perspective
Financial Perspective Ajay Jhanjhari Chief Financial Officer © 2026-2027 Sterlite Technologies Limited © 2019-2020 Sterlite Technologies Limited 14
Slide 15: STL's Growth Roadmap 4x
STL’s Growth Roadmap LAKSHYA: FY27-29 20,000 Cr >27% EBITDA 4x ~4750 Cr ~13% EBITDA FY26 FY27 FY28 FY29 © 2026-2027 Sterlite Technologies Limited To be read in conjunction with the Safe Harbour Statement and Risks & Assumptions
Slide 16: Capital Allocation for Long-Term Growth
Capital Allocation for Long-Term Growth Investing ₹1,000 Cr annually over next three FYs to expand preform, fiber and cable capacities by 50% Establishing a greenfield manufacturing facility for pre-terminated connectivity solutions in India, creating employment opportunities for over 3,000 women Co
Slide 17: Risks & Assumptions
Risks & Assumptions • AI Infrastructure Momentum: Continued hyperscaler and AI infrastructure investment will support sustained demand growth and cluster deployments • Supply Chain Resilience: Proactive sourcing, supplier diversification and cost management will ensure availability of critical mater
Slide 18: beyond tomorrow
beyond tomorrow © 2026-2027 Sterlite Technologies Limited © 2019-2020 Sterlite Technologies Limited 18