Update shared on30 Jul 2025
Fair value Increased 38%Sterlite Technologies’ fair value has been revised sharply higher, reflecting a notable improvement in net profit margin and stronger consensus revenue growth forecasts, with the analyst price target increasing from ₹92.50 to ₹128.00.
What's in the News
- Sterlite Technologies partnered with Hygenco to establish Maharashtra's first green hydrogen and green oxygen facility for optical fibre production, aiming for 100% green hydrogen integration and Net Zero emissions by 2030.
- STL's Global Services Business, recently demerged into STL Networks Limited, in consortium with Dilip Buildcon, secured a INR 263.1 billion BSNL order for BharatNet's middle-mile network in J&K and Ladakh, covering design, supply, construction, installation, upgrades, and extended maintenance.
- STL launched a new generation of data centre solutions, featuring advanced fibre and copper cabling compliant with global standards, targeting hyperscalers, enterprises, and telecoms, and backed by a 25-year performance warranty.
- In collaboration with C-DOT, STL demonstrated India's first 100 km quantum key distribution over 4-core multi-core fibre, positioning STL at the forefront of quantum-secured, high-capacity network infrastructure.
- Ajay Jhanjhari appointed as Interim CFO, bringing over 15 years of experience in finance, capital allocation, and business strategy within STL.
Valuation Changes
Summary of Valuation Changes for Sterlite Technologies
- The Consensus Analyst Price Target has significantly risen from ₹92.50 to ₹128.00.
- The Net Profit Margin for Sterlite Technologies has significantly risen from 6.64% to 9.35%.
- The Consensus Revenue Growth forecasts for Sterlite Technologies has significantly risen from 13.7% per annum to 16.5% per annum.
Disclaimer
AnalystConsensusTarget is a tool utilizing a Large Language Model (LLM) that ingests data on consensus price targets, forecasted revenue and earnings figures, as well as the transcripts of earnings calls to produce qualitative analysis. The narratives produced by AnalystConsensusTarget are general in nature and are based solely on analyst data and publicly-available material published by the respective companies. These scenarios are not indicative of the company's future performance and are exploratory in nature. Simply Wall St has no position in the company(s) mentioned. Simply Wall St may provide the securities issuer or related entities with website advertising services for a fee, on an arm's length basis. These relationships have no impact on the way we conduct our business, the content we host, or how our content is served to users. The price targets and estimates used are consensus data, and do not constitute a recommendation to buy or sell any stock, and they do not take account of your objectives, or your financial situation. Note that AnalystConsensusTarget's analysis may not factor in the latest price-sensitive company announcements or qualitative material.