Sterlite Technologies has posted a consolidated net profit of ₹59 crore in the fourth quarter ended March 31, 2026, with jump in orders, including large-scale data centre projects primarily in North America, supported by moderation in US tariff, according to the company filing.

The company had posted a loss of ₹40 crore in the same period a year ago.

"The year was characterised by a transformative around 110 per cent surge in order intake over FY25. This indicates strong revenue visibility and sets the stage for sustained growth in the coming quarters," the company filing said.

The company’s open order book stood at ₹7,309 crore at the end of FY26, supported by large-scale data centre and telecom projects across its key markets of North America, Europe, and India, STL said.

STL's revenue from the US reached at par with business from Europe for the first time. Both US and Europe contributed 39 per cent each in total revenue of the company in FY26.

STL said that it has recorded a consistent sequential improvement in EBITDA margins or operational profit for the sixth consecutive quarter, driven by higher utilization and improved product mix.

The consolidated revenue from operations increased by about 37 per cent to Rs 1,441 crore during the reported quarter from Rs 1,052 crore in March 2025 quarter.

STL said US tariffs have moderated from peak levels of around 50 per cent to close to 18 per cent following the US–India trade arrangement and later transitioned to a temporary of around 10 per cent to 15 per cent tariff regime.

"This tariff easing provides a direct and meaningful margin benefit," STL said.

The company, however, has expressed apprehension on the impact of war in West Asia on its margin.

"War-led geopolitical tensions in West Asia have emerged as a new headwind, driving cost inflation in helium and polymer-based jacketing compounds, which will exert cost pressure in near term," STL said.

The annual revenue of Sterlite Technologies (STL) increased by 18.7 per cent to Rs 4,745 crore in FY26 from Rs 3,996 crore in FY25.

For the year ended March 31, 2026, Sterlite reversed its book to profit of Rs 56 crore from a loss of Rs 123 crore in FY25.

Published on April 29, 2026