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Text color Brand color Complimentary colors 1© 2019-2020 Sterlite Technologies Limited Lakshya © 2026-2027 Sterlite Technologies Limited Growth Roadmap FY27-29
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Text color Brand color Complimentary colors 2© 2019-2020 Sterlite Technologies Limited Safe Harbour Certain words and statements in this communication concerning Sterlite Technologies Limited (“the Company”) and its prospects, and other statements relating to the Company’s expected financial position, business strategy, the future development of the Company’s operations and the general economy in India & global markets, are forward looking statements. Such statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, performance or achievements of the Company, or industry results, to differ materially from those expressed or implied by such forward-looking statements. Such forward-looking statements are based on numerous assumptions regarding the Company’s present and future business strategies and the environment in which the Company will operate in the future. The important factors that could cause actual results, performance or achievements to differ materially from such forward-looking statements include, among others, changes in government policies or regulations of India and, in particular, changes relating to the administration of the Company’s industry, and changes in general economic, business and credit conditions in India. The information contained in this presentation is only current as of its date and has not been independently verified. No express or implied representation or warranty is made as to, and no reliance should be placed on, the accuracy, fairness or completeness of the information presented or contained in this presentation. None of the Company or any of its affiliates, advisers or representatives accepts any liability whatsoever for any loss howsoever arising from any information presented or contained in this presentation. Please note that the past performance of the Company is not, and should not be considered as, indicative of future results. Furthermore, no person is authorized to give any information or make any representation which is not contained in, or is inconsistent with, this presentation. Any such extraneous or inconsistent information or representation, if given or made, should not be relied upon as having been authorized by or on behalf of the Company. The Company may alter, modify or otherwise change in any manner the contents of this presentation, without obligation to notify any person of such revision or changes. Persons should consult their own financial or tax adviser if in doubt about the treatment of the transaction for themselves These materials are confidential, are being given solely for your information and for your use, and may not be copied, reproduced or redistributed to any other person in any manner. The distribution of this presentation in certain jurisdictions may be restricted by law. Accordingly, any persons in possession of this presentation should inform themselves about and observe any such restrictions © 2026-2027 Sterlite Technologies Limited
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Text color Brand color Complimentary colors 3© 2019-2020 Sterlite Technologies Limited Ankit Agarwal Managing Director Business Outlook © 2026-2027 Sterlite Technologies Limited
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Text color Brand color Complimentary colors 4© 2019-2020 Sterlite Technologies Limited STL enters its next phase of growth Structural shift in Optical demand Our Core Capabilities Envisioning Growth Roadmap © 2026-2027 Sterlite Technologies Limited
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Text color Brand color Complimentary colors 5© 2019-2020 Sterlite Technologies Limited Telcos & Citizen Networks AI DC & Large Enterprise Broadband expansion & network fibreisation FTTH • BharatNet • BEAD • 5G Optical demand is structurally shifting beyond traditional networks AI compute scaling & optical densification Inside-DC connectivity • DCI © 2026-2027 Sterlite Technologies Limited
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Text color Brand color Complimentary colors 6© 2019-2020 Sterlite Technologies Limited Traditional Cloud Data Centre AI Factory Source: NIVIDIA - Scaling Out and Across: Networking Innovations for Giga-Scale AI Systems, GTC26. AI Factories are rewriting the Data Centre connectivity stack © 2026-2027 Sterlite Technologies Limited
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Text color Brand color Complimentary colors 1k Fibers/Rack 4k Fibers/Rack 16k Fibers/Rack 64k Fibers/Rack Legacy Frontend Hopper Blackwell Vera Rubin Higher AI density drives multifold growth in optical content 2022-23 2024-26 Second half of 2027© 2026-2027 Sterlite Technologies Limited 2027 onwards
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Text color Brand color Complimentary colors 2 DCs 1 DCI 3 DCs 3 DCIs 4 DCs 6 DCIs 5 DCs 10 DCIs 6 DCs 15 DCIs © 2026-2027 Sterlite Technologies Limited AI Scale is accelerating demand across the DCI layer
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M U M B A I D E L H I N C R H Y D E R A B A D B E N G A L U R U C H E N N A I J A M N A G A R V I S A K H A P A T N A M ● Operational, sized by share ○ Announced gigawatt campus 10 GW 1.5 GW ~46 % CAGR 2025 2030 $200B Capital expected by 2030 +45 TWh Incremental power demand 38,000+ GPUs Onboarded 4+3 Subsea cable systems © 2026-2027 Sterlite Technologies Limited Capacity outlook: Deloitte (2026). 2026 stock ~1.8 GW: Savills India. Hub shares: JLL Research. 2027–29 path illustrative. GPU:PIB. India is emerging as the next major AI infrastructure opportunity
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Text color Brand color Complimentary colors India's #1 end-to-end optical manufacturer Preform Fibre Cable Connectivity 9% Global market share in OFC, excluding China 38+ Years of industry leadership 785+ Global patents filed and granted 10+ Advanced manufacturing facilities zero waste to landfill, zero liquid discharge © 2026-2027 Sterlite Technologies Limited
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Text color Brand color Complimentary colors We make our own glass Product portfolio Optical Fibre Cable Optical Connectivity Solutions Structured Cabling Solutions Pre-terminated Solutions © 2026-2027 Sterlite Technologies Limited
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Text color Brand color Complimentary colors Growth Roadmap FY27–29 Lakshya To be among the top 5 players globally in optical connectivity solutions ₹20,000 Cr* © 2026-2027 Sterlite Technologies Limited Revenue in FY29 * To be read in conjunction with the Safe Harbour Statement and Risks & Assumptions
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Text color Brand color Complimentary colors Key Growth Drivers Optical TAM Expansion Customer Co-development Integrated Connectivity Solutions Tech-led Differentiation © 2026-2027 Sterlite Technologies Limited Expanding capacity to 1.5x to enable the next phase of growth
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Text color Brand color Complimentary colors 14© 2019-2020 Sterlite Technologies Limited Ajay Jhanjhari Chief Financial Officer Financial Perspective © 2026-2027 Sterlite Technologies Limited
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Text color Brand color Complimentary colors 20,000 Cr FY27 FY28 FY29FY26 ~4750 Cr STL’s Growth Roadmap LAKSHYA: FY27-29 ~ 13 % EBITDA > 27 % EBITDA © 2026-2027 Sterlite Technologies Limited To be read in conjunction with the Safe Harbour Statement and Risks & Assumptions 4 x
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Text color Brand color Complimentary colors 16© 2019-2020 Sterlite Technologies Limited Investing ₹1,000 Cr annually over next three FYs to expand preform, fiber and cable capacities by 50% Establishing a greenfield manufacturing facility for pre-terminated connectivity solutions in India, creating employment opportunities for over 3,000 women Committing 2% of annual revenue toward continuous technological innovation (MCF, HCF & CPO) Capital Allocation for Long-Term Growth © 2026-2027 Sterlite Technologies Limited
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Text color Brand color Complimentary colors 17© 2019-2020 Sterlite Technologies Limited Risks & Assumptions • AI Infrastructure Momentum: Continued hyperscaler and AI infrastructure investment will support sustained demand growth and cluster deployments • Supply Chain Resilience: Proactive sourcing, supplier diversification and cost management will ensure availability of critical materials and protect margins • Pricing & Value Discipline: Differentiated products, customer positioning and operating discipline will enable us to protect realizations and value capture through industry cycles • Geopolitics & Trade Policy: Continuity of a favorable tariff and trade-policy framework will be important to sustain competitiveness and support growth • Execution Excellence: Timely capacity ramp-up, customer qualification, consistent quality and reliable lead times will be critical to delivering the growth plan. © 2026-2027 Sterlite Technologies Limited * To be read in conjunction with the Safe Harbour Statement
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Text color Brand color Complimentary colors 18© 2019-2020 Sterlite Technologies Limited beyond tomorrow © 2026-2027 Sterlite Technologies Limited