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Earnings Presentation Earnings Call Q3FY26 23rd Jan 2026
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Safe Harbour 2 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 © 2025-2026 Sterlite Technologies Limited
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Managing Director Ankit Agarwal A believer in purpose-led organizations, Ankit has been leading STL’s growth journey as it transforms billions of lives by connecting the world. He holds sustainability very close to his heart and is leading the company’s ambitious Net-Zero by 2030 target, from the front. Ankit is extremely passionate about improvement in health, education and the environment through digital inclusion. Recognized as a 40 under 40 leader, Ankit is a strong supporter of young and entrepreneurial talent. He is a fitness enthusiast, an athlete, and a long-distance runner and encourages his teams to work towards solid all-round growth at work and in life.
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Strategic Priorities for FY26 4 1 2 3 4 Strategic Priorities for FY26 Focus on gaining market share in Optical business Focus on profitable growth in STL Digital Robust Financials © 2025-2026 Sterlite Technologies Limited
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STL is a leading player in global digital connectivity infrastructure 5© 2025-2026 Sterlite Technologies Limited ` Customer Segments Business Units & Offerings Digital & Technology Solutions • Cloud & Cybersecurity • Enterprise SaaS • Data analytics & AI • Product Engineering Optical Networking • Optical Fibre • Optical Fibre Cables • Specialty Cables • Optical Connectivity #1 End-to-end optical manufacturer in India 8% 30+ Years of industry leadership 780+ Global Patent Filed and granted 10+ Advanced manufacturing facilities with ZERO waste to landfill & Liquid Discharge Telcos DC and Cloud Citizen Networks Large Enterprises Global Market Share in OFC (Ex-China)
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Glass to Gigabit Connectivity – Presence Across Value Chain Stellar Bend-Insensitive Fiber Industry-leading flexibility with minimal signal loss — optimized for dense datacenter environments and challenging installations Celesta Ribbon Cables Compact, high-density, faster installs — engineered for rapid hyperscale deployments with superior space efficiency OptoBlaze Plug‘n’Play Solution Compact, pre-connectorized plug-and-play solution that enables fast, tool-free, and reliable FTTH installations with minimal skill and maximum efficiency. Breakthrough Innovations Redefining Optical Infrastructure © 2025-2026 Sterlite Technologies Limited Multiverse Multicore Fiber 4× capacity increase — revolutionary multi-core architecture supporting exponential bandwidth growth for AI and hyperscale workloads 6
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Strategic priorities for FY26 7 STL Digital Build • Consciously invest in building technology and domain capability • Focus on profitable growth © 2025-2026 Sterlite Technologies Limited Optical Networking Grow • Increasing OFC market share and optical connectivity attach rate • Rapidly building data centre product portfolio • Driving technology & cost leadership
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Optical Business; STL’s focus on gaining market share 8 Strategic Priorities for FY26 1 2 Focus on gaining market share in Optical business 3 4 Focus on profitable growth in STL Digital Robust Financials © 2025-2026 Sterlite Technologies Limited
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Three investments cycles coinciding Years are Calendar Years ,* - CAGR, Source: Jefferies , FTTH Council Europe, Industry News, Deloitee & CRU Multi-year network build cycle >100 Mn US homes await FTTH FTTx in NA in M fkm 41 45 50 53 61 67 2025 2026 2027 2028 2029 2030 Data Centre Market at ~US$250+ bn by 2030 (2025: ~US$154 bn; 10.5 % CAGR) Installed Data Centre Capacity (Thousand MW) 2025 2030P North America 5GFTTx Data Centres 38% 63% 2024 2029P Blended average fiberized Mobile Sites of total mobile sites >INR 30 Bn investments till 2030 (Jefferies) 2025 2030 Installed Data Centre Capacity (MW) Global India © 2025-2026 Sterlite Technologies Limited 9 Source: Analysys Mason, 2024 76% CRU projects global optical cable demand growth from data centres at +75.9% y/y in 2025. Rise in no of Global 5G Operators Supported by: • DCs giving rise to long haul fibre deployments for inter DC connectivity. • Big Tech’s Data Centre capex is expected to increase to ~$600 bn by 2027 as per Morgan Stanley report Government programs 6.3 Bn: Global 5G subscriptions by 2030, making up 67% of total mobile subscriptions 80%: Share of total mobile data traffic expected to be carried by 5G by 2030 3.6 Bn: Projected 5G Standalone (SA) subscriptions globally by 2030 www.ericsson.com 60.3 114.4 1,668 8,120 • • • BharatNet (₹1.39Tn) Phase III targets fibre to 1.5 crore rural homes, driving the next stage of broadband expansion. • U.S. Government’s ~US$97B broadband funding (incl. US$42.5B BEAD) remains intact; 53/56 states have submitted plans, with ~67% of eligible locations expected to receive fibre. 509 515 524 535 578 582 588 617 619 623 633 Q3 22 Q4 22 Q1 23 Q2 23 Q3 23 Q4 23 Q1 24 Q2 24 Q3 24 Q4 24 Q1 25 Mordor CRU Global FTTx deployments – OFC mfkm 2025 2030P 151 170 19,723 22,120 Indian Telcos Capex Spend ($ Mn) FY24 FY25 CRU
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Fiber remains the backbone of all digital infrastructure 5G, FTTH, AI-DC all bank on the DNA that is optical fiber Source: Newspaper Reports, Investor Decks & Insights 10© 2025-2026 Sterlite Technologies Limited “AT&T is focused on expanding where it can offer fiber in a variety of ways” We’re proud to now pass more than 30 million fiber locations — halfway to our goal of reaching approximately 60 million homes and businesses across America “VMO2 fixed broadband network now reaches a total of 18.5Mn homes!” With demand greater than ever, we’re investing millions of pounds to ensure we’re giving our customers the fast and reliable connectivity they increasingly rely on “Fiber is the mission critical connective tissue for broadband delivery” Uniti owns approximately 147,000 fiber route miles, 8.8 million fiber strand miles, and other communications real estate throughout the United States “The momentum of, our full fiber program is such that we are now raising our build target by 20 percent to up to 5m UK premises in FY26” The company is on course for its 25 million target Airtel accelerating fibre rollout to power broadband growth we are future-proofing our network with accelerated fibre deployment reflected in over 1,30,000 kilometres fibre rollout in the last three years. We continue to expand fibre home passes for our broadband businesses along with FWA rollout across 2,500 cities. “Amazon Web Services (AWS) has built over nine million kilometers of network infrastructure, so vast it could reach from Earth to the Moon and back more than 11 times”
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© 2025-2026 Sterlite Technologies Limited AI revolution and data centre expansion presenting unprecedented opportunity STL’s AI-DC Portfolio Make in India for the World End to end portfolio for DCs Right fit for GPU-Dense, High bandwidth, low latency DC requirements Enterprise and Data Centre Progressing steadily towards achieving significant revenues from Data Centre and Enterprise suit of products in medium term20% In 9M FY26 Achieved Opportunity Size 70% of Demand for AI-specific infrastructure by 2030 70% higher fiber density in AI data centres than traditional ones 36x more fiber required for GPU-dense vs. CPU racks Fibre explosion Inside DC Estimated global data centre capacity demand, gigawatts Rising Capex by Hyperscalers, USD Bn. 44 62 83 102 124 156 38 40 45 50 56 64 2025 2026 2027 2028 2029 2030 82 103 128 153 181 219 Non-AI Workload AI Workload Data Center IT Capex to reach $2.8T by 2029 11 Source: Mckinsey Source: Morgan Stanley, Citi Research Global Data Centre Interconnect (DCI) market to more than double by 2030 - fueling a structural surge in fibre demand. Source: MarketsandMarkets Fibre explosion in DCI
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A clear multi-year upcycle in global fibre demand building from 2025 12 0 100 200 300 400 500 600 700 20302023 2024 2025 2026 2027 2028 640 537 528 549 577 607 670 North America Europe India APAC (ex China, India) RoW China STL’s focus markets North America expected to lead demand growth, with CRU projecting a 13.7% CAGR through 2030. OFC Demand (Mn Fkm) Source: CRU TCMO November, 2025, STL Analysis Reflections As per CRU; • Global optical cable demand growth for 2025 has been revised up to ~4.0% YoY (from ~1.7%), reflecting stronger near-term visibility, led primarily by North America data-centre demand and modest improvement in China’s execution outlook. • North America is the key growth engine, driven by accelerating AI-led data centre builds, DCI deployments, and ongoing FTTH expansion. CRU highlights persistent demand outpacing domestic supply, keeping lead times tight. Future Outlook As per CRU; • North America leads mid-term growth, the strongest regional CAGR projection • APAC ex-China is the second key growth pillar, with ~6.0% CAGR (2025–30), led by India and Southeast Asia, supported by BharatNet rollout, carrier capex and rising regional data-centre investments. Calendar Year © 2025-2026 Sterlite Technologies Limited N.America & Europe (Mn Fkm) 166 169 191 215 242 268 294 10.7% CAGR 2029 700 319
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STL capturing the most from market recovery – strong order intake 13© 2025-2026 Sterlite Technologies Limited 3,038 4,263 9M FY25 9M FY26 Order Intake (INR Cr.) ✓ Large-Scale DCI Wins: Order inflows supported by large-scale data center connectivity infrastructure build- out projects . ✓ Tier-1 Market Breakthrough: Strategic entry into Tier-1 North American Telco customer accounts ✓ Diversified Order Book: Healthy mix of CAPEX-heavy infrastructure builds and strategic long-term service contracts. Key Strategic Wins
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Driving Innovation Leadership - Technology Update ‘First in the World / India’ India’s First Quantum-Secured Network – Breakthrough with Multi-Core Fibre Green Hydrogen - Pioneering Sustainability in the Optical Industry 160 micron fibre – World’s Slimmest Optical Fibre ● Hollow-Core Fibre (HCF): Pioneering low- latency, low-loss communications for future networks. ● AI–Fibre Optic Sensing (Sensron) solution sees expanding commercial adoption Building Next-gen capability IP Portfolio 780 patents (filed and granted) 23 new patents filed in Q3FY26 OFC: ● IBR Portfolio: Expanded our IBR portfolio with 1728F and a DC-specific 3456F high-count variant. ● Expanded our HD microcable portfolio with a 432F, 200µm fibre cable. Optical Connectivity: ● NanODC compact closure up to 24F Splice capacity added. ● OptoFit Pre connectorized drop solution co developed with European customer. Copper Cable : Launched Copper Patch Cords portfolio and secured CPR and customer approvals for Railway SIGNAL Copper cables Awards and accolades • At Fast Mode Awards 2025 – STL won Next- gen Data Center Leader • CInM Cabling Innovators Award 2025 - STL Multiverse – Multi-Core Fiber (Platinum Honoree) • The Indian Social Impact Award 2025 – Best Rural Healthcare Initiative of the Year New Product Launches Key Developments This Quarter Quantum communications: signed an MoU with QuNu Labs Pvt. Ltd., to strengthen R&D capabilities in Quantum Communications over Optical Fibre transmission. Multi-Core Fibre (MCF): successful collaboration with Colt Technology Services (Colt) for the Multi-Core Fibre (MCF) trials executed across Colt’s London metro optical network in London, UK. 14© 2025-2026 Sterlite Technologies Limited • 𝟮𝟰𝘁𝗵 𝗘𝗱𝗶𝘁𝗶𝗼𝗻 𝗗𝗮𝘁𝗮𝗰𝗲𝗻𝘁𝗲𝗿 𝗦𝘂𝗺𝗺𝗶𝘁 & 𝗔𝘄𝗮𝗿𝗱𝘀 2025 - STL Won the award for 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 - New 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻.
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Strengthened DC portfolio: World’s Slimmest IBR cable Launched 15© 2025-2026 Sterlite Technologies Limited Comprehensive Solution Suite • Fiber and copper cabling for data centres, campuses, and smart buildings. • Pre-terminated multi-fiber systems with LC/MPO connectors for rapid deployment. • Celesta high-density IBR technology ensures low-latency and scalable deployments. Built for AI & Hyperscale Demands • Engineered to handle the high density, low latency, and sustainability requirements of modern AI workloads. • Fully compliant with global standards (ANSI/TIA-942, ISO 11801) for assured performance. Future-Ready Manufacturing Platform Strategic GTM Partnership Backed by over 30 years of optical leadership, STL's products are manufactured and tested in-house, ensuring future-ready designs and a 25- year performance warranty. Exclusive distribution through ‘Tech Data India,’ a TD SYNNEX subsidiary, providing market reach across 70+ Indian cities and facilitating STL's expansion through robust supply chain and financing. “The future of data centres lies in architectures that balance scale, speed, and sustainability,” — Rahul Puri, CEO, Optical Networking Business World’s Slimmest 864F IBR Cable • Introduced the world’s slimmest 864F IBR cable for hyperscale and AI-ready data centre interconnects in the U.S. • High-density design enhances duct utilization, enabling faster, scalable fibre capacity expansion.
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© 2022-2023 Sterlite Technologies Limited Multi-Core Fibre: Innovation for Quantum-Safe, Multi-Terabit Networks © 2025-2026 Sterlite Technologies Limited Multi-Core Fibre for Quantum-Safe Networks Secure More. Transmit More • Multi-Core Fibre (MCF) contains multiple independent data cores within a single optical fibre strand. • Enables 4x–7x higher data capacity compared to standard single-core fibre. • Maintains the same physical size, resulting in space efficiency. • Reduces deployment and infrastructure costs. • Ideal for AI-driven data centres, long-haul 5G networks, and high-performance interconnects. Proof of Capability • STL + C-DOT: quantum + high-speed data on same fibre • 100 km real-world transmission • Validates security, isolation, and performance India’s First QKD over MCF • 5+ km live testbed @ IIT Madras • Underground + aerial deployment • Open for R&D – STL as ecosystem enabler India’s First MCF Testbed Press Release Press Release First globally to deploy MCF in both aerial & underground networks. Now leading global standards in MCF design and testing. Partnership with Colt Technologies (UK) STL completes successful trial of Multi-Core Fibre (MCF) with Colt in the UK, powering next- gen optical connectivity 16
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Next-Generation Fiber Portfolio: G.654.E and Hollow Core © 2022-2023 Sterlite Technologies Limited • 30% lower signal loss • 50% larger core area • This allows it to handle the extreme power of next-gen lasers used in AI-driven networks • Long-haul terrestrial & backbone networks • High-capacity DWDM systems (400G/800G and beyond). • Data Center Interconnect (DCI) • Subsea landing links Applications: STL to be among very few global players capable of large-scale G654E deployment and early leadership in hollow-core fiber development. G654E • Light travels mainly through an air-filled core instead of solid silica • ~30–47% lower latency • Uses a broader spectrum, supporting very high-band signals (800G–1.6T and beyond) • Data Centre Interconnect (DCI) • Sensing & high-power laser delivery (industrial & defense). • Quantum communications Applications: Hollow Core Fiber 17
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18 Global (ex-China) OFC market share 9M FY26FY25 8% 8% Optical connectivity attach rate Attach rate = Optical connectivity revenue / OFC revenueMarket Share = STL Sales Volume / Total Market Demand Stable OFC market share. Focus on growing the market share Short term moderation; long term attach opportunity intact Market share and optical connectivity attach rate © 2025-2026 Sterlite Technologies Limited FY25 9M FY26 17% 22%
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2,761 3,115 9MFY25 9MFY26 Optical Networking Business financial highlights 19 Q3 FY26 revenue at INR 1,174 Cr • Improved volumes and revenues on QoQ & YoY basis Q3 FY26 EBITDA margin at 11.2% • EBITDA margins moderated on account of tariff headwinds. 979 961 980 Q4FY25 Q1FY26 Q2FY26 125 137 136 12.8 14.3 Q4FY25 Q1FY26 Q2FY26 13.9 924 1,174 Q3FY25 Q3FY26 119 131 12.9 11.2 Q3FY35 Q3FY26 Revenue* (INR Cr.) EBITDA* (INR Cr.) EBITDA % * from continued operations© 2025-2026 Sterlite Technologies Limited 340 404 12.3 13.0 9MFY25 9MFY26
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20 Well positioned to grow the Optical Networking Business 1 – as of Q3FY26, total filed and granted Local capacities: Completed capacity expansions, positioned closer to focused markets and well placed to win in the market - seeing good traction in the North American market 1 Product development & innovation: 780+ patents1 with continued focus on product innovation creating category first products. Focus on data centre product portfolio 3 Cost structure: Actions taken are starting to show positive effects and we continue to focus on both the variable & fixed costs 2 Customer focus: Co-developing end-to-end customized products and solutions – continue scaling the Optical connectivity business 4 © 2025-2026 Sterlite Technologies Limited Trade tailwinds: US-China tariff dynamics opening new opportunities for India-sourced manufacturing – well-positioned to capture incremental demand 5
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Focus on growth in STL Digital 21 1 Strategic Priorities for FY26 2 Focus on gaining market share in Optical business 3 Focus on profitable growth in STL Digital 4 Robust Financials © 2025-2026 Sterlite Technologies Limited
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Continued growth momentum in STL Digital 22 Well poised to grow with strong focus on Customer Centricity and Innovation Financials 34 Global customers Customers Team Global Presence • Delivery Centres in Bangalore, Ahmedabad, Gurugram & Kolkata • Offices in India, US & UK Service offerings • Data analytics & AI • Cloud & cyber security • Enterprise SaaS services • Product engineering Industry vertical • Communication, media & services • Technology • Life sciences & healthcare • Manufacturing, Energy, resources & utilities Open Order Book 31st Dec 25 FY26 Q3- Revenue INR. 86 Cr INR. 276 Cr 1120 Consultants 18% Women © 2025-2026 Sterlite Technologies Limited ▪ Added 1 new logo in Q3, taking total customer count to 34. ▪ Won a USD multi-million deal from a US - based Healthcare major for SAP S/4HANA implementation across multiple geographies, reflecting strong SAP capabilities, complex program execution experience, and healthcare domain expertise. ▪ Significant Customer deliveries across engineering, enterprise apps, and support services reflect strong customer confidence ▪ Large multi-service programs reflect increasing deal sizes and strengthening customer relationships.
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5 1 1 Digital business financial highlights 23 Q3 FY26 Revenue at INR 86 Cr Q3 FY26 EBITDA at INR 1 Cr • Sustained profitable growth, delivering consecutive EBITDA- positive quarters 78 64 65 Q4FY25 Q1FY26 Q2FY26 Q4FY25 Q1FY26 Q2FY26 77 86 Q3FY25 Q3FY26 4 1 Q3FY25 Q3FY26 Revenue* (INR Cr.) EBITDA*(INR Cr.) * from continued operations© 2025-2026 Sterlite Technologies Limited 212 215 9MFY25 9MFY26 -28 3 9MFY25 9MFY26
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Chief Financial Officer Ajay Jhanjhari Ajay is Chartered Accountant and has a rich experience of nearly 15 years bring a deep expertise in the areas of fundraising, capital allocation, merger & acquisition, treasury management, and Business partnering. As the Chief Financial Officer at STL, his vision is to bolster the company's strategy to deliver consistent shareholder value and profitable growth. He joined STL as a Management Trainee and has held various leadership positions within the company before becoming CFO for Optical Networking Business last year.
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Focus on maintaining operating profitability & reducing debt 25 1 Strategic Priorities for FY26 2 Focus on gaining market share in Optical business 3 Focus on profitable growth in STL Digital 4 Robust Financials © 2025-2026 Sterlite Technologies Limited
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26 STL financial highlights Q3 FY26 Revenue INR 1,257 Cr; Reflecting strong growth momentum Q3 FY26 EBITDA margin at 10.3% EBITDA margin moderated in the short term. © 2025-2026 Sterlite Technologies Limited 1,052 1,020 1,034 Q4FY25 Q1FY26 Q2FY26 999 1,257 Q3FY25 Q3FY26 2,944 3,311 9MFY25 9MFY26 +12% 146 140 141 13.8 13.7 13.6 Q4FY25 Q1FY26 Q2FY26 EBITDA % EBITDA (INR Crs) 111 129 11.1 10.3 Q3FY25 Q3FY26 305 410 10.4 12.4 9MFY25 9MFY26 +35% -40 10 4 Q4FY25 Q1FY26 Q2FY26 -15 -5 Q3FY25 Q3FY26 -78 9 9MFY25 9MFY26 PAT* (INR Crs) * PAT before exceptional item of new labour code impact Revenue* (INR Crs)
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27 Operational Margin Expansion Continues- US Tariff Headwind © 2025-2026 Sterlite Technologies Limited 11.2 11.1 13.8 14.4 16.7 17.9 -3.1 Q2 YF25 Q3 FY25 Q4 FY25 -0.7 Q1 FY26 Q2 FY26 11.2 11.1 13.8 13.7 13.6 US Tariff impact % Operational EBITDA % • Operational EBITDA% improved sequentially since last 5 quarters (Q2 FY25 → Q3 FY26), reflecting higher-margin product mix and greater contribution from the US market. • US tariff reset effective mid-Q2FY26 reduced the reported EBITDA by ~760 bps in Q3 FY26. • Proactively implementing mitigation measures such as customer pass- through and ramping up local production in US facility • The USA–India Bilateral Trade Agreement is under advanced discussions -7.6 10.3 Q3 FY26
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Diversified revenue mix Geographical distribution Revenues* (INR Cr.)Large order wins in Q3 FY26 28* from continued operations© 2025-2026 Sterlite Technologies Limited • Strong deal momentum across markets, marked by Tier-1 North American telco entry and large-scale DCI wins. • STL Digital added a new logo (total 34) and won a USD multi-million US healthcare SAP S/4HANA mandate. • Diversified order inflows and expanding multi-service programs signal increasing deal sizes and strengthening customer relationships. • Robust execution across engineering, enterprise apps, and support services continues to reinforce customer confidence. 28% 47% 25% FY 25 40% 36% 9M FY26 3,996 3,311 RoW Europe North America 24%
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Order book highlights 29 Open order book (INR Cr.) 988 4,337 Q4 FY26 FY27 & Beyond Order book spread (INR Cr.) © 2025-2026 Sterlite Technologies Limited 5,188 5,325 Q2 FY26 Q3 FY26
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Consolidated financials: Abridged version P&L (INR Cr.) Q3 FY25 Q2 FY26 Q3 FY26 Revenue* 998 1,034 1,257 EBITDA* 111 141 129 EBITDA % 11.1% 13.6% 10.3% Depreciation (80) (80) (79) EBIT* 31 61 50 Finance Costs (58) (55) (56) Exceptional Items - - (15) PBT* (Before share of Associates and JV) (27) 6 (21) Tax 12 (2) 4 Net Profit* (After minority Interest & share of JV ) (15) 4 (17) Profit ( loss ) from discontinued operations (9) - - Net Profit (24) 4 (17) © 2025-2026 Sterlite Technologies Limited 30* From Continued operations Key Updates (Q3FY26) • Net Debt stands at 1,331 Cr • Net Debt to Equity ratio stands at 0.87 • Net Debt to EBITDA stands at 2.58x 9M FY25 9M FY26 2,944 3,311 305 410 10.3% 12.4% (237) (236) 68 174 (176) (161) - (15) (108) (2) 30 (1) (78) (3) (6) - (84) (3)
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Transforming lives through social responsibility initiatives 31© 2025-2026 Sterlite Technologies Limited Swashthya Suraksha: Hybrid healthcare programs across Aurangabad, Gadchiroli and Nandurbar, impacting 27 lakh lives. 4523 kWp Solar Panels Installed across plants to reduce Carbon Footprint | Afforestation and water replenishment efforts with 53 villages creating 100 water structures, replenishing 2.69 Mn m3 of water in Maharashtra. Planting & maintaining 4+ Lakh saplings. Jeewan Jyoti: Empowering underprivileged women by training them in vocational skills. Benefitted 6,000+ women. RoboEdge: 3 Prizes in the International Robotex Championship 2025 in Estonia. Empowering students with NextGen skills & focus on Robotics. Covered 12 schools and benefitted 10,000 students
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Committed to net-zero emissions by 2030 MSCI * ESG rating at A Source : 1 Cumulative till Q3FY26, SDG – Sustainable Development Goals 276,000+ MT Waste diverted from landfills (FY19 – Q3FY26) 43,000+ tCO2e Reduced through energy efficiency initiatives (FY21 – Q3FY26) 10,80,000+ m3 of water recycled (FY19 – Q3FY26) 36.04% Procurement (by value) done locally (FY25) Collaborated with Hygenco for supply of Green Hydrogen Eco-labelled products 16 Aligned with 16 of the 17 SDGs 920,000+ Lives benefitted through STL’s ed-tech & women empowerment programmes (FY19 – Q3FY26) 2.7 mn+ Lives benefitted through STL’s healthcare programmes (FY19 – Q3FY26) 4,523 kWp Solar panels installed; reducing carbon footprint Strong internal governance Two of the Big Four as statutory & internal auditors Executive and Management committees in place Committed to the UN SDGs1 100+ ESG awards won (FY19 – Q3FY26) 32 ENVIRONMENTALLY SUSTAINABLE GOVERNED WITH CARE SOCIALLY RESPONSIBLE STL becomes world’s first optical manufacturer to be zero liquid discharge certified & zero waste to landfill certified * MSCI - Morgan Stanley Capital International © 2025-2026 Sterlite Technologies Limited
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Summary focus areas • Drive technology and cost leadership to be in ‘Global Top 3’ • Increase sales in focus markets • Increase optical connectivity growth and attach rate • Rapidly building data centre product portfolio • Play a crucial role of a connectivity company in building global Digital Infrastructure • Continue to grow revenue with focus on profitability 33 Optical Business Digital Business © 2025-2026 Sterlite Technologies Limited
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Lets answer your queries! © 2025-2026 Sterlite Technologies Limited 34
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35 beyond tomorrow Registered Office Rahul Darak Head - Investor Relations, Sterlite Technologies Limited, Mob: +91 7276367450 email: investor@stl.tech Godrej Millenium, 9, Koregaon Road, Pune Maharashtra Phone: +91 2030514000.