Slide 1: Intimation of Investor/Analyst Meeting and Investor Presentation
www.stl.tech May 19, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Phirozee Jeejeebhoy Towers, Plot No. C-1, G Block, Dalal Street, Bandra Kurla Complex, Bandra (East) Mumbai - 400 001. Mumbai - 400 051. Scrip ID - STLTECH Scrip Code - 532374 Sub.: Intimation o
Slide 2: Corporate Presentation
Corporate Presentation ;
Slide 3: Disclaimer
Disclaimer This presentation is issued by Sterlite Technologies Limited (“Company”) for general information purposes only, without regard to specific objectives, suitability, financial situations and needs of any particular person. This presentation does not constitute or form part of any offer or i
Slide 4: Strategic Priorities for FY27
Strategic Priorities for FY27 1 Strategic Industry Tailwinds & Financial Priorities 2 Market Opportunity 3 Business Performance Update 4 Performance Update for FY27 © 2026-2027 Sterlite Technologies Limited 3
Slide 5: STL is one of the leading players in global digital connectivity infrastructure
STL is one of the leading players in global digital connectivity infrastructure Customer Segments #1 * End-to-end optical manufacturer in India Based on CRU data 8% Global Market Share in OFC (Ex-China) Telcos DC and Cloud Citizen Networks Large Enterprises 30+Years of industry experience # Offering
Slide 6: Glass to Gigabit Connectivity – Presence Across Value Chain
Glass to Gigabit Connectivity – Presence Across Value Chain Innovations Redefining Optical Infrastructure Stellar Bend-Insensitive Fiber Celesta Ribbon Cables Provides flexibility with minimal signal loss - optimized for Compact, high-density, faster installs — engineered for dense datacenter enviro
Slide 7: Strategic priorities for FY27
Strategic priorities for FY27 • Grow OFC market share and optical connectivity attach rate • Scale ‘Enterprise & DC’ segment’s revenue contribution • Technology leadership in next-gen optical platforms • Relentless focus on operational and cost efficiencies © 2026-2027 Sterlite Technologies Limited
Slide 8: Industry Tailwinds & Market Opportunity
Industry Tailwinds & Market Opportunity Industry Tailwinds 2 Strategic Business 1 3 4 Financial Priorities for & Market Performance Update Performance Update FY27 Opportunity © 2026-2027 Sterlite Technologies Limited 7
Slide 9: Three investments cycles coinciding
Three investments cycles coinciding Multi-year network build cycle FTTx Data Centres 5G/6G Global Supported by: Global FTTx deployments – OFC mfkm • DCs giving rise to long haul fibre deployments for inter CRU projects global optical 151 170 40% cable demand growth from data centres at +39.6% y/y in
Slide 10: India Data Centre Expansion – A Structural Optical Fibre Tailwind
India Data Centre Expansion – A Structural Optical Fibre Tailwind India’s data centre expansion is creating a multi-year fibre demand tailwind, with optical cable demand projected to grow at ~11% CAGR from 17.6M F-km (2025) to 31.5M F-km (2030). India DC Capacity Expansion Strategic Announcements Po
Slide 11: A clear multi-year upcycle in global fibre demand building from 2025
A clear multi-year upcycle in global fibre demand building from 2025 725 Reflections 691 657 As per CRU; 620 • Global mid-term optical cable demand outlook 586 537 549 strengthened: Following stabilisation in 2025, 528 CRU projects demand growth to accelerate to ~6.8% y/y in 2026, with upward revisi
Slide 12: Execution Excellence & Competitive Differentiation
Execution Excellence & Competitive Differentiation 3 Strategic Industry Tailwinds & Business 1 4 Financial Priorities for 2 Market Opportunity Performance Performance Update FY27 Update © 2026-2027 Sterlite Technologies Limited 11
Slide 13: Driving Innovation Leadership - Technology Update
Driving Innovation Leadership - Technology Update Key Developments This Quarter IP Portfolio Neuralis (AI DCs): Launched a U.S. AI-focused data center connectivity portfolio at 700+ patents* (filed and granted) Data Center World 2026, Washington, D.C., enabling ultra-high-density cabling and 21 new
Slide 14: STL Neuralis: AI-Era Data Center Portfolio
STL Neuralis: AI-Era Data Center Portfolio TWO MISSION-CRITICAL PILLARS FEATURED PRODUCT PORTFOLIO NEURALIS WEBSITE SNAPSHOT 1 AI WHITESPACE 1 Pre-Terminated Fiber Trunks 2 Fiber Array Cords & Assemblies Internal Connectivity Ultra-high-density MMC / MPO cabling Factory termination for faster deploy
Slide 15: Multi-Core Fibre: Innovation for Quantum-Safe, Multi-Terabit Networks
Multi-Core Fibre: Innovation for Quantum-Safe, Multi-Terabit Networks Secure More. Transmit More Multi-Core Fibre for Quantum-Safe Networks • Multi-Core Fibre (MCF) contains multiple independent data cores within a single optical fibre strand. • Enables 4x–7x higher data capacity compared to standar
Slide 16: Next-Generation Fiber Portfolio: G.654.E and Hollow Core
Next-Generation Fiber Portfolio: G.654.E and Hollow Core G654E Hollow Core Fiber • 30% lower signal loss • Light travels mainly through an air-filled core instead of • 50% larger core area solid silica • This allows it to handle the extreme power of next-gen • ~30–47% lower latency lasers used in AI
Slide 17: Market share and optical connectivity attach rate
Market share and optical connectivity attach rate Global (ex-China) OFC market share Optical connectivity attach rate 22% 15% 8% 8% FY25 FY26 FY25 FY26 Market Share = STL Sales Volume / Total Market Demand Attach rate = Optical connectivity revenue / OFC revenue Stable OFC market share. Short term m
Slide 18: Focus on maintaining operating profitability & reducing debt
Focus on maintaining operating profitability & reducing debt Strategic 4 1 Priorities for Industry Tailwinds & Business Financial 2 3 Performance Update FY26 Market Opportunity Performance Update © 2026-2027 Sterlite Technologies Limited 17
Slide 19: STL financial highlights
STL financial highlights Revenue* (INR Crs) EBITDA % EBITDA (INR Crs) 628 527 4,745 452 4,083 3,996 13.2 12.9 11.3 FY24 FY25 FY26 FY24 FY25 FY26 • EBITDA =Earnings before interest, depreciation, amortization and exceptional items PAT* (INR Crs) From continued operations • EBITDA % = as percentage of
Slide 20: Diversified revenue mix
Diversified revenue mix Segment distribution Geographical distribution Large order(INR Revenues* wins Cr.) in Revenues* (INR Cr.) Q3 FY26 3,996 4,745 3,996 4,745 21% 19% 25% 39% 47% 79% 81% 39% 28% 22% FY25 FY26 FY25 FY26 Enterprise and Data Centre Americas Europe ROW Telecom & Citizen Networks © 20
Slide 21: Order book highlights
Order book highlights (INR Cr.) +67% 7,309 4,378 FY25 FY26 © 2026-2027 Sterlite Technologies Limited 20
Slide 22: Consolidated financials: Abridged version
Consolidated financials: Abridged version P&L (INR Cr.) FY24 FY25 FY26 Revenue* 4083 3,996 4,745 EBITDA 527 452 628 EBITDA % 12.9% 11.3% 13.2% Depreciation (314) (316) (313) Key Updates (FY26) EBIT* 213 136 315 • Net Debt # stands at 1,128 Cr Finance Costs (293) (241) (224) • Net Debt to Equity rati
Slide 23: STL Digital: business & financial highlights
STL Digital : business & financial highlights Revenue* (INR Cr.) 298 290 284 FY26 revenue at INR 284 Cr FY24 FY25 FY26 FY26 EBITDA at INR 3 Cr • EBITDA turned positive on a EBITDA*(INR Cr.) full-year basis, marking a significant improvement over FY25 3 -23 -83 FY24 FY25 FY26 © 2026-2027 Sterlite Tec
Slide 24: Transforming lives through social responsibility initiatives
Transforming lives through social responsibility initiatives RoboEdge: 3 Prizes in the International Robotex Championship 2025 in Estonia. Jeewan Jyoti: Empowering underprivileged women by training them in Empowering students with NextGen skills & focus on Robotics. Covered 12 schools vocational ski
Slide 25: Committed to net-zero emissions by 2030
Committed to net-zero emissions by 2030 Synesgy “A” Rating ENVIRONMENTALLY SOCIALLY GOVERNED SUSTAINABLE RESPONSIBLE WITH CARE Eco-labelled products Committed to the UN SDGs1 Strong internal governance 282,000+ MT 16 Waste diverted from landfills (FY19 – Q4FY26) Aligned with 16 of the 17 SDGs Two of
Slide 26: Summary focus areas
Summary focus areas Drive technology and cost leadership Increase sales in focus markets Increase OFC market share and attach rate Scaling enterprise & data centre business Play a crucial role of a connectivity company in building global Digital Infrastructure © 2026-2027 Sterlite Technologies Limit
Slide 27: Lets answer your queries!
Lets answer your queries! © 2026-2027 Sterlite Technologies Limited 26
Slide 28: beyond tomorrow
beyond tomorrow Registered Office Rahul Darak Godrej Millennium, 9, Head - Investor Relations, Koregaon Road, Pune Sterlite Technologies Maharashtra Limited Phone: +91 2030514000. email: investor@stl.tech 27