STLTECH

What Sterlite Technologies promised, and what happened

Every commitment management made on a call, tracked from the quarter it was made — reaffirmed, revised, diluted or quietly dropped.

Guidance record · Q1 FY27

what the last two calls moved 18 tracked 6 delivered 4 missed 8 open
  • ONB EBITDA Margin delivered said Q1 FY25 Promised: 20% plus EBITDA margins at 75-80% utilization Q1 FY27: Achieved. Consolidated EBITDA margin reached 23% in Q1 FY27, exceeding the 20% target. Management has further revised the guidance upwards to 23% for FY27.
  • Global Services EBITDA Margin went quiet said Q4 FY24 Promised: 8-10% Q1 FY27: Business remains demerged. Promise not applicable to the parent company.
  • Data Center & Enterprise Revenue Share revised up said Q1 FY25 Promised: 25% of revenue from data center products in the medium term Q1 FY27: Guidance significantly raised. Management now expects the combined data center and Enterprise segment to reach 50% of revenues in FY27, up from the previous 30% target. Q1 share was 21%.

The rest of the ledger

Above is what the last two calls moved. Pro opens all 18 tracked commitments for Sterlite Technologies — every quarter's revision, the source quote behind each one, and the topics management has stopped answering.

See what Pro opens