Top Tweets for #sterliteTech

2 days ago

#SterliteTech Promoter buying from the open market, not a lot of shares, but still around 94k shares. Another order incoming :) Or Q2 going strong ?

Think4Tonnorrow ®️ @TheMaxDickel

11 days ago

#SterliteTech #STL #Q1FY27 #OpticalFibre New video: I went through Sterlite Technologies' Q1 FY27 numbers end to end — and this is one of the more interesting prints I've covered this quarter. The headline: revenue of Rs 1,910 Cr, EBITDA margin of 20.8% — the highest in nearly 20 quarters — after two brutal years (FY24-FY25) of losses through a global telecom-capex down-cycle. Management didn't just deliver, they raised guidance live on the call: full-year EBITDA margin guidance went from 20% to 23%, and Data-Centre + Enterprise revenue mix guidance went from 30% to 50% — a target Q1 alone already printed 39% against. Behind that is a genuinely structural shift, not just a good quarter. STL signed a $1.11 billion multi-year Product Award Letter from a hyperscaler spanning FY27-FY29, on top of the balance sheet completely flipping — net debt of Rs 1,128 Cr as recently as Q4 FY26 is now net cash of Rs 483 Cr after a Rs 1,500 Cr QIP, with a CRISIL outlook upgrade and an ICRA upgrade to AA following. Order book stands at Rs 18,618 Cr, up 2.4x QoQ — and management said something worth sitting with: they're now "picking and choosing" orders based on capacity, not chasing demand. That's a different company than it was a year ago. I also cover what management didn't say. A confirmed US$101.25 million verdict against a US subsidiary in an ongoing litigation wasn't mentioned once on the call — by management or any of the ten analysts on the line. The company explicitly won't guide revenue in rupee terms, only margin and mix, which matters because the revenue number driving most valuation models (including mine) is an independent estimate, not something management has put their own credibility behind. And gross margins stayed flat despite an improving product mix — management pointed to Germanium, Helium and Polyethylene cost pressure, and gave the same non-specific answer to four different analysts asking about it. Full breakdown, numbers, and both sides of the case in the video. Disclaimer: Not investment advice. Independent research, not SEBI-registered. Please DYOR.

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mastertrust

@master_trust

2 days ago

Sterlite Technologies (STL) has received a multi-year supply agreement worth Rs 960 crore for the supply of fibre cables to a domestic telecom operator, will increase revenue of the company #sterlitetech #nseindia #Bseindia #Money #wealth #mastertrust

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3 days ago

I will sell big qty via qip in discount. And I will buy small qty from market on premium. Introducing u promoter of #SterliteTech

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4 days ago

I will sell big qty via qip in discount. And I will buy small qty from market on premium. Introducing u promoter of #SterliteTech

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5 days ago

#SterliteTech #STL #Q1FY27 #OpticalFibre Sterlite Tech turned around from 500 levels, locked in upper circuit; all AI story changed 😅. Patience is the name of the game. As per the Q1 management guidance of 23% EBITDA margin, STL should do around 1000 crs of PAT this year, trading at around ~30X PE FY 27 basis and around ~20-22 X PE FY 28 basis. The market is always forward-looking. Risks are also there. Disclaimer: Invested and biased. Please DYOR

Bajaj Broking @BajajBroking

11 days ago

#SterliteTech #STL #Q1FY27 #OpticalFibre New video: I went through Sterlite Technologies' Q1 FY27 numbers end to end — and this is one of the more interesting prints I've covered this quarter. The headline: revenue of Rs 1,910 Cr, EBITDA margin of 20.8% — the highest in nearly 20 quarters — after two brutal years (FY24-FY25) of losses through a global telecom-capex down-cycle. Management didn't just deliver, they raised guidance live on the call: full-year EBITDA margin guidance went from 20% to 23%, and Data-Centre + Enterprise revenue mix guidance went from 30% to 50% — a target Q1 alone already printed 39% against. Behind that is a genuinely structural shift, not just a good quarter. STL signed a $1.11 billion multi-year Product Award Letter from a hyperscaler spanning FY27-FY29, on top of the balance sheet completely flipping — net debt of Rs 1,128 Cr as recently as Q4 FY26 is now net cash of Rs 483 Cr after a Rs 1,500 Cr QIP, with a CRISIL outlook upgrade and an ICRA upgrade to AA following. Order book stands at Rs 18,618 Cr, up 2.4x QoQ — and management said something worth sitting with: they're now "picking and choosing" orders based on capacity, not chasing demand. That's a different company than it was a year ago. I also cover what management didn't say. A confirmed US$101.25 million verdict against a US subsidiary in an ongoing litigation wasn't mentioned once on the call — by management or any of the ten analysts on the line. The company explicitly won't guide revenue in rupee terms, only margin and mix, which matters because the revenue number driving most valuation models (including mine) is an independent estimate, not something management has put their own credibility behind. And gross margins stayed flat despite an improving product mix — management pointed to Germanium, Helium and Polyethylene cost pressure, and gave the same non-specific answer to four different analysts asking about it. Full breakdown, numbers, and both sides of the case in the video. Disclaimer: Not investment advice. Independent research, not SEBI-registered. Please DYOR.

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Srinivas DVA @DSR26S

5 days ago

AI and related stocks are back in the race n front runners. #MTAR #TDPower #STLTech #sterlitetech #HFCL #Netweb #E2E #GETD #Hitachi #study #stockreversalsignal

Srinivas DVA @DSR26S

6 days ago

AI Stocks or related stocks. My Take: AI stocks have undergone a meaningful correction. From here on , I believe they are more likely to either recover gradually or enter a phase of consolidation rather than witness another sharp decline. #study #vismaya 1/2

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CNBC-TV18

@CNBCTV18News

6 days ago

#SterliteTech shares fall 4% despite management raising FY27 margin guidance https://t.co/HfPDLHROlW

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CNBC-TV18

@CNBCTV18Live

6 days ago

Here's why shares of #SterliteTech could see a reaction today https://t.co/iisOpMPC0H

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Swing Trader Rishabh

@stocksbyrishabh

8 days ago

One thing that I noticed... IT and AI stocks are inversely proportional to each other. When IT stocks go up, AI stocks go down. When AI stocks go up, IT stocks go down. If the US Nasdaq continues its recovery, I think Indian AI stocks like #HFCL and #SterliteTech could outperform, while IT stocks may underperform. Have you noticed this too?

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9 days ago

Sterlite Tech shares rallied around 5% after record Q1 FY27 revenue and EBITDA, backed by an ₹18,618 crore order book. #SterliteTech #Q1Results #StockMarket Source: DSIJ | 27 July Read More: https://t.co/bhLJUhuiNh+

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9 days ago

Stock up 0.1% on 1900% growth Read this post again U can not fool market forever!! #STERLITETECH #STL

Parth Dubey @atalinvestments

12 days ago

#SterliteTech #STL Orderbook 18600 cr Profit 197 cr (lets assume real) 1500 cr qip used for debt repayment & corporate req. How will company execute remaining 18600 cr order ? More qip ? then eps will be diluted🤣 Or debt if debt then why they paid?🤣 Dekhte hai kab tak jhut bikega market me

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9 days ago

#STERLITETECH Q1 FY27 Results 🚀 🔹 Sales �� 87% YoY 🔹 EBITDA ↑ 192% YoY 🔹 Net Profit ↑ 1,870% YoY 🔹 EPS ↑ 1,920% YoY Massive improvement in profitability, with EBITDA margins expanding sharply. Not a Buy/Sell Recommendation

atalinvestments's tweet photo. #STERLITETECH Q1 FY27 Results 🚀

🔹 Sales �� 87% YoY
🔹 EBITDA ↑ 192% YoY
🔹 Net Profit ↑ 1,870% YoY
🔹 EPS ↑ 1,920% YoY

Massive improvement in profitability, with EBITDA margins expanding sharply.

Not a Buy/Sell Recommendation https://t.co/84v5jlrRoW

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ETMarkets

@ETMarkets

9 days ago

#SterliteTech shares jump 5% after CLSA upgrades 2026 multibagger after strong Q1 results #ETMarkets https://t.co/PnpiHqBMyG

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11 days ago

#SterliteTech #STL #Q1FY27 #OpticalFibre New video: I went through Sterlite Technologies' Q1 FY27 numbers end to end — and this is one of the more interesting prints I've covered this quarter. The headline: revenue of Rs 1,910 Cr, EBITDA margin of 20.8% — the highest in nearly 20 quarters — after two brutal years (FY24-FY25) of losses through a global telecom-capex down-cycle. Management didn't just deliver, they raised guidance live on the call: full-year EBITDA margin guidance went from 20% to 23%, and Data-Centre + Enterprise revenue mix guidance went from 30% to 50% — a target Q1 alone already printed 39% against. Behind that is a genuinely structural shift, not just a good quarter. STL signed a $1.11 billion multi-year Product Award Letter from a hyperscaler spanning FY27-FY29, on top of the balance sheet completely flipping — net debt of Rs 1,128 Cr as recently as Q4 FY26 is now net cash of Rs 483 Cr after a Rs 1,500 Cr QIP, with a CRISIL outlook upgrade and an ICRA upgrade to AA following. Order book stands at Rs 18,618 Cr, up 2.4x QoQ — and management said something worth sitting with: they're now "picking and choosing" orders based on capacity, not chasing demand. That's a different company than it was a year ago. I also cover what management didn't say. A confirmed US$101.25 million verdict against a US subsidiary in an ongoing litigation wasn't mentioned once on the call — by management or any of the ten analysts on the line. The company explicitly won't guide revenue in rupee terms, only margin and mix, which matters because the revenue number driving most valuation models (including mine) is an independent estimate, not something management has put their own credibility behind. And gross margins stayed flat despite an improving product mix — management pointed to Germanium, Helium and Polyethylene cost pressure, and gave the same non-specific answer to four different analysts asking about it. Full breakdown, numbers, and both sides of the case in the video. Disclaimer: Not investment advice. Independent research, not SEBI-registered. Please DYOR.

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11 days ago

#SterliteTech #HFCL #AIDataCenters #OpticalFibre #Q1FY27 Two Indian companies just became suppliers to the $700 billion AI boom. Neither of them makes a single AI chip. STL and HFCL both make optical fibre and cable — one of the most boring corners of Indian industrials for a decade. Then hyperscalers started building AI data centers, and both companies' Q1 FY27 numbers broke records in the same quarter, for the same reason. Where they actually sit: STL is the only Indian player integrated all the way from glass preform to fibre to cable to AI-data-center connectivity — the full stack. HFCL doesn't go that far upstream, but it's diversified into telecom EPC and defence electronics alongside cable, which STL isn't in at all. Both converge hardest on one tier — optical connectivity for hyperscaler data centers — and that's exactly where the growth showed up this quarter. The numbers: STL — revenue Rs 1,910 Cr (+87% YoY), EBITDA margin 20.8% (a 20-quarter high), and a landmark $1.11 billion multi-year hyperscaler contract for FY27-29. HFCL — revenue Rs 1,915 Cr (+120% YoY), profit swinging from a loss to Rs 245.6 Cr, margin jumping from under 5% to 23.25%, and FY27 growth guidance doubled to 40%. Combined order book: over Rs 45,000 Cr. What could break it: the AI data-center optics market they're both chasing is worth roughly $16B today, heading toward $38-41B by 2035 — real headroom. But hyperscaler capex growth is already decelerating — from ~76% in 2026 toward ~25% in 2027 and single digits by 2028 — a natural cooling, not a collapse, but worth watching. STL's story leans hard on one $1.1B contract with concentrated execution risk; HFCL just doubled its own guidance, raising the bar it now has to clear. And both stocks have already re-rated hard this year — a lot of the good news is priced in. Not investment advice. Please DYOR.

AvishkarNagrath's tweet photo. #SterliteTech #HFCL #AIDataCenters #OpticalFibre #Q1FY27
Two Indian companies just became suppliers to the $700 billion AI boom. Neither of them makes a single AI chip.

STL and HFCL both make optical fibre and cable — one of the most boring corners of Indian industrials for a decade. Then hyperscalers started building AI data centers, and both companies' Q1 FY27 numbers broke records in the same quarter, for the same reason.

Where they actually sit: STL is the only Indian player integrated all the way from glass preform to fibre to cable to AI-data-center connectivity — the full stack. HFCL doesn't go that far upstream, but it's diversified into telecom EPC and defence electronics alongside cable, which STL isn't in at all. Both converge hardest on one tier — optical connectivity for hyperscaler data centers — and that's exactly where the growth showed up this quarter.

The numbers: STL — revenue Rs 1,910 Cr (+87% YoY), EBITDA margin 20.8% (a 20-quarter high), and a landmark $1.11 billion multi-year hyperscaler contract for FY27-29. HFCL — revenue Rs 1,915 Cr (+120% YoY), profit swinging from a loss to Rs 245.6 Cr, margin jumping from under 5% to 23.25%, and FY27 growth guidance doubled to 40%. Combined order book: over Rs 45,000 Cr.

What could break it: the AI data-center optics market they're both chasing is worth roughly $16B today, heading toward $38-41B by 2035 — real headroom. But hyperscaler capex growth is already decelerating — from ~76% in 2026 toward ~25% in 2027 and single digits by 2028 — a natural cooling, not a collapse, but worth watching. STL's story leans hard on one $1.1B contract with concentrated execution risk; HFCL just doubled its own guidance, raising the bar it now has to clear. And both stocks have already re-rated hard this year — a lot of the good news is priced in.

Not investment advice. Please DYOR.

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