STERLITE Technologies Results Analysis-Q2FY2027

Financial performance and key operating metrics (Consolidated) : Operating Revenue for Q2FY27 is Rs. 2,529 Crs., 144.58% growth YoY, Total Income is Rs. 2,563 Crs., 145.03% growth YoY, Gross Profit is Rs. 1,496 Crs., 178.58% growth YoY, EBITDA is Rs. 846 Crs., 500% growth YoY, EBITDA Margin is 33.01% improved by 1953 Basis points YoY, PBT Rs. 674 Crs.,11133% growth YoY, PAT Rs. 517 Crs. 12825% growth YoY. On QoQ basis Op. Revenue is up by 32.41%, Total Income is up by 3.35%, EBITDA is up by 113.1%, PBT is up by 162.26% PAT is also up by 162.44% Record operating performance for a second consecutive quarter.: “If Q1 was historic, Q2 has raised the bar again.” Record Open order book: INR 35,274 cr, 4.6x increase vs INR 7,687 cr at start of FY27. Large multi-year agreements with hyperscalers and telecom operators supported strong order intake and steady execution through the quarter. STL also reported a net debt-free balance sheet this quarter, with PAT at INR 517 Cr, driven by strong revenue growth, margin expansion and a one-time tariff refund gain. Raw material constraints (e.g., “germ, helium”) had been a limiting factor.