View Past PerformanceSterlite Technologies バランスシートの健全性財務の健全性 基準チェック /36Sterlite Technologiesの総株主資本は₹22.7B 、総負債は₹18.3Bで、負債比率は80.6%となります。総資産と総負債はそれぞれ₹63.5Bと₹40.8Bです。 Sterlite Technologiesの EBIT は₹2.6Bで、利息カバレッジ比率1.1です。現金および短期投資は₹3.3Bです。主要情報80.56%負債資本比率₹18.27b負債インタレスト・カバレッジ・レシオ1.1x現金₹3.27bエクイティ₹22.68b負債合計₹40.78b総資産₹63.46b財務の健全性に関する最新情報分析記事 • Oct 01Is Sterlite Technologies (NSE:STLTECH) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Nov 17Is Sterlite Technologies (NSE:STLTECH) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Jan 18We Think Sterlite Technologies (NSE:STLTECH) Has A Fair Chunk Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...すべての更新を表示Recent updates分析記事 • May 04Sterlite Technologies Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a pretty great week for Sterlite Technologies Limited ( NSE:STLTECH ) shareholders, with its shares surging...Reported Earnings • May 01Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹1.15 (up from ₹1.49 loss in FY 2025). Revenue: ₹48.0b (up 20% from FY 2025). Net income: ₹560.0m (up ₹1.28b from FY 2025). Profit margin: 1.2% (up from net loss in FY 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 31% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.お知らせ • Apr 21+ 1 more updateSterlite Technologies Limited to Report Q4, 2026 Results on Apr 29, 2026Sterlite Technologies Limited announced that they will report Q4, 2026 results on Apr 29, 2026Buy Or Sell Opportunity • Apr 15Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 171% to ₹255. The fair value is estimated to be ₹204, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 20% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 15,181% in the next 2 years.お知らせ • Mar 31Sterlite Technologies Limited announced that it has received INR 1.24575 billion in funding from Twin Star Overseas Ltd.On March 30, 2026, Sterlite Technologies Limited closed the transaction. The transaction is approved by board of directors of the company, regulatory authority and stock exchange.Board Change • Feb 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director C. Krishnan was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.お知らせ • Feb 09Sterlite Technologies Limited announced that it expects to receive INR 1.24575 billion in funding from Twin Star Overseas Ltd.Sterlite Technologies Limited announced a private placement of 45,300,000 Pre-Funded Convertible Warrants at a price per Warrant of INR 110 on preferential basis of 25% of INR 27.5 for gross proceeds of INR 1,245,750,000 on February 7, 2026. The transaction involves participation from returning investor Twin Star Overseas Limited. The transaction has been approved in the shareholder's meeting of the company. Each Warrant is convertible into, or exchangeable for 1 equity share of the Company of face value INR 2 at a premium of INR 108 per share which may be exercised in one or more tranches during a period of 18 (eighteen) months commencing from the date of allotment of the Warrants. In the event the allottee does not exercise the Warrants within the aforesaid period, the unexercised Warrants shall lapse and the amount paid by the allottee on the unexercised Warrants shall stand forfeited. The transaction is subject to approval from shareholders and the Board of Directors of the Company have decided to hold an EGM of the Company on March 4, 2026. Twin Star Overseas Limited has Pre-Preferential allotment of 209,402,750 shares of the company for 42.90% ownership and Post-Allotment of Warrants pursuant to the preferential issue of 254,702,750 shares and 47.75% of ownership which includes 45,300,000 warrants on a fully diluted basis post-allotment.Price Target Changed • Feb 07Price target increased by 24% to ₹159Up from ₹128, the current price target is an average from 2 analysts. New target price is 20% above last closing price of ₹133. The company is forecast to post earnings per share of ₹1.50 next year compared to a net loss per share of ₹1.49 last year.分析記事 • Feb 02Sterlite Technologies Limited's (NSE:STLTECH) Low P/S No Reason For ExcitementYou may think that with a price-to-sales (or "P/S") ratio of 1.3x Sterlite Technologies Limited ( NSE:STLTECH ) is a...New Risk • Jan 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results.Buy Or Sell Opportunity • Jan 28Now 25% overvaluedOver the last 90 days, the stock has fallen 15% to ₹103. The fair value is estimated to be ₹83.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 20% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 12,267% in the next 2 years.Reported Earnings • Jan 24Third quarter 2026 earnings released: ₹0.35 loss per share (vs ₹0.46 loss in 3Q 2025)Third quarter 2026 results: ₹0.35 loss per share (improved from ₹0.46 loss in 3Q 2025). Revenue: ₹12.7b (flat on 3Q 2025). Net loss: ₹170.0m (loss narrowed 26% from 3Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.お知らせ • Jan 13Sterlite Technologies Limited to Report Q3, 2026 Results on Jan 23, 2026Sterlite Technologies Limited announced that they will report Q3, 2026 results on Jan 23, 2026Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: ₹0.08 (vs ₹0.26 loss in 2Q 2025)Second quarter 2026 results: EPS: ₹0.08 (up from ₹0.26 loss in 2Q 2025). Revenue: ₹10.5b (down 26% from 2Q 2025). Net income: ₹40.0m (up ₹170.0m from 2Q 2025). Profit margin: 0.4% (up from net loss in 2Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.お知らせ • Oct 28Sterlite Technologies Limited to Report Q2, 2026 Results on Nov 06, 2025Sterlite Technologies Limited announced that they will report Q2, 2026 results on Nov 06, 2025分析記事 • Oct 01Is Sterlite Technologies (NSE:STLTECH) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...分析記事 • Aug 19Sterlite Technologies Limited (NSE:STLTECH) Shares Could Be 21% Below Their Intrinsic Value EstimateNSEI:STLTECH 1 Year Share Price vs Fair Value Explore Sterlite Technologies's Fair Values from the Community and select...お知らせ • Aug 12Sterlite Technologies Limited Announces Executive AppointmentsSterlite Technologies Limited announced the appointment of Jimi Barker as Chief Business Officer, Data Centres, ONB, Tom Boswellas Head of Presales for Europe/UK Optical Connectivity Business, and Amir Sekhawat as Business Head of Copper Business in the past quarter/s. Jimi excels at fostering innovation and driving process improvements across business lines, with expertise in the telecommunications and data infrastructure industries, including distinguished service in the U.S. Military. Tom is a seasoned telecom leader with deep expertise in access, carrier networks, and physical infrastructure. He excels at designing fibre and copper network solutions and has worked for 30 years in British Telecom/Openreach. Amir brings with him more than twenty years of global experience in copper and fibre communication solutions and new product development, working with the likes of Superior Essex in the US and Nexans in Europe.Reported Earnings • Jul 26First quarter 2026 earnings released: EPS: ₹0.20 (vs ₹0.97 loss in 1Q 2025)First quarter 2026 results: EPS: ₹0.20 (up from ₹0.97 loss in 1Q 2025). Revenue: ₹10.3b (down 16% from 1Q 2025). Net income: ₹100.0m (up ₹570.0m from 1Q 2025). Profit margin: 1.0% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.お知らせ • Jul 25Sterlite Technologies Limited, Annual General Meeting, Aug 20, 2025Sterlite Technologies Limited, Annual General Meeting, Aug 20, 2025, at 10:30 Indian Standard Time.お知らせ • Jul 14Sterlite Technologies Limited to Report Q1, 2026 Results on Jul 25, 2025Sterlite Technologies Limited announced that they will report Q1, 2026 results on Jul 25, 2025分析記事 • Jul 02Sterlite Technologies Limited (NSE:STLTECH) Stock Rockets 51% But Many Are Still Ignoring The CompanySterlite Technologies Limited ( NSE:STLTECH ) shares have had a really impressive month, gaining 51% after a shaky...Buy Or Sell Opportunity • Jun 11Now 21% overvaluedOver the last 90 days, the stock has fallen 3.7% to ₹76.97. The fair value is estimated to be ₹63.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making.Price Target Changed • May 17Price target decreased by 30% to ₹92.50Down from ₹133, the current price target is an average from 2 analysts. New target price is 22% above last closing price of ₹75.62. The company is forecast to post earnings per share of ₹2.79 next year compared to a net loss per share of ₹1.49 last year.Reported Earnings • May 17Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: ₹1.49 loss per share (further deteriorated from ₹1.45 loss in FY 2024). Revenue: ₹40.3b (down 27% from FY 2024). Net loss: ₹720.0m (loss widened 24% from FY 2024). Revenue missed analyst estimates by 25%. Earnings per share (EPS) also missed analyst estimates by 60%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.お知らせ • May 11Sterlite Technologies Limited to Report Fiscal Year 2025 Results on May 16, 2025Sterlite Technologies Limited announced that they will report fiscal year 2025 results on May 16, 2025New Risk • Apr 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change).お知らせ • Apr 02Sterlite Technologies Limited completed the Spin-Off of STL Networks Limited.The Board of Sterlite Technologies Limited (BSE:532374) announced the spin-off of STL Networks Limited on May 17, 2023. As per the transaction, Sterlite Technologies Limited shareholders on the record date will receive 1 equity share of STL Networks for every 1 equity share held. The transaction is approved by board of directors of Sterlite Technologies Limited and is subject to approvals from the shareholders and creditors of Sterlite Technologies, as may be directed by the National Company Law Tribunal, Mumbai Bench, BSE, NSE, Securities and Exchange Board of India and approval of other regulatory or statutory authorities as may be required. As of July 12, 2024, Sterlite Technologies shareholders and secured and unsecured creditors approved the demerger. As of February 19, 2025, National Company Law Tribunal has sanctioned the scheme. As of March 31, 2025, certified copy of the said Order has been filed with the jurisdictional Registrar of Companies. The Board of Sterlite Technologies Limited (BSE:532374) completed the Spin-Off of STL Networks Limited on April 1, 2025. Rahul Puri will lead as the Chief Executive Officer of Optical Networking Business at STL, and Pankaj Malik will be the Chief Executive Officer of STL Networks.分析記事 • Feb 15Sterlite Technologies' (NSE:STLTECH) Returns On Capital Not Reflecting Well On The BusinessWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...Reported Earnings • Jan 18Third quarter 2025 earnings released: ₹0.46 loss per share (vs ₹1.23 loss in 3Q 2024)Third quarter 2025 results: ₹0.46 loss per share (improved from ₹1.23 loss in 3Q 2024). Revenue: ₹12.7b (down 4.4% from 3Q 2024). Net loss: ₹230.0m (loss narrowed 53% from 3Q 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.お知らせ • Jan 17+ 1 more updateSterlite Technologies Limited Appoints Pankaj Malik as an Interim Chief Executive Officer of Global Services Business, Effective from February 01, 2025Board of Directors of Sterlite Technologies Limited in its meeting held on January 17, 2025 has appointed Mr. Pankaj Malik as an Interim Chief Executive Officer of Global Services Business with effect from February 01, 2025. Mr. Pankaj Malik has over 27 years of extensive experience in strategic operations, digital transformations, and stakeholder management, with 20 years spent in the telecom sector. His diverse leadership background includes notable companies such as Philips India, Vodafone Idea, Bharti Airtel, G4S Secure Solutions, and Crest Digitel. Before joining STL, Pankaj served as the COO at Crest Digitel, where he played a pivotal role in managing and overseeing operations across 22 telecom circles. Pankaj holds a Master's degree in International Marketing from IIEIM and a Bachelor's degree in Commerce (Accounting and Finance) from Delhi University.お知らせ • Jan 06Sterlite Technologies Limited to Report Q3, 2025 Results on Jan 17, 2025Sterlite Technologies Limited announced that they will report Q3, 2025 results on Jan 17, 2025お知らせ • Dec 27Sterlite Technologies Limited Announces Change in Management, Effective January 31, 2025Sterlite Technologies Limited informed changes in the senior management and key managerial personnel of the Company: Mr. Praveen Cherian, CEO-Global Services Business has tendered his resignation to pursue his journey towards entrepreneurship. Mr. Cherian will be relieved effective close of business hours of January 31, 2025. Mr. Amit Deshpande, AVP-General Counsel & Company Secretary (Key Managerial Personnel) has tendered his resignation to pursue opportunities outside of the Company. Mr. Deshpande will be relieved effective close of business hours of January 31, 2025.お知らせ • Nov 22Sterlite Technologies Limited Appoints Rahul Puri as Chief Executive Officer for the Optical Networking BusinessSterlite Technologies Limited announced that Mr. Rahul Puri, who has been the Business Head - EMEIA & APAC of the company, will now take over the role of Chief Executive Officer (CEO) for the Optical Networking Business of the company. Rahul will report to Mr. Ankit Agarwal, Managing Director of the Company. Rahul Puri is an accomplished business leader with over 24 years of global expertise in business development, sales, marketing, operations and product management. Throughout his career, Rahul has worked with some of the world's leading technology and telecom companies, including Apple, Samsung, Ericsson, Reliance, and Airtel, across diverse geographies. His deep belief in innovation and a relentless customer-first approach has enabled him to successfully scale brands, secure long-term agreements with top telecommunications providers, and advise on high-impact strategic investments. Under his leadership, STL has expanded its footprint in key global markets, positioning itself for sustained growth in the evolving telecom and technology sectors. Rahul's proven ability to drive operational excellence and deliver significant business outcomes has made him an invaluable asset to the company and a recognized thought leader in the industry. A dynamic and results-driven leader, Rahul excels in building strong partnerships, navigating complex challenges, and delivering impactful business results. His extensive industry experience, combined with his global perspective, positions him as a transformative force in shaping the future of telecom and technology, making him a key figure for investors to watch as STL continues its growth trajectory in the global market.お知らせ • Nov 15Sterlite Technologies Limited Announces Management ChangesSterlite Technologies Limited informed that Mr. David De Craemer, Business Head Global Optical Connectivity, has tendered his resignation to seek opportunities outside of the Company. Mr. David will be relieved effective close of business hours of November 30, 2024. Mr. Binod Balachandran, who has been the Chief Operations Officer for Optical Connectivity, will take over the role of interim Business Head Global Optical Connectivity. A long-standing member of their leadership team, Binod has been instrumental in incubating the connectivity business from scratch - building the team, products and the business which is spread across India, MEA, EU and NAM. Binod comes with a rich experience in diverse portfolios such as sales, business development, solution sales, product management, application engineering, product development and manufacturing. In his previous stints, he has been associated with SFO, Commscope, Schneider and TE connectivity.Reported Earnings • Oct 31Second quarter 2025 earnings released: ₹0.26 loss per share (vs ₹0.68 profit in 2Q 2024)Second quarter 2025 results: ₹0.26 loss per share (down from ₹0.68 profit in 2Q 2024). Revenue: ₹14.2b (down 5.3% from 2Q 2024). Net loss: ₹130.0m (down 148% from profit in 2Q 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.お知らせ • Oct 17Sterlite Technologies Limited Announces Cessation of Sandip Das as Independent DirectorSterlite Technologies Limited announced that Mr. Sandip Das is completing his second term as an Independent Director of the Company on October 15, 2024, and consequently will cease to be the Director of the Company effective end of business hours i.e. October 15, 2024.お知らせ • Oct 15Sterlite Technologies Limited to Report Q2, 2025 Results on Oct 30, 2024Sterlite Technologies Limited announced that they will report Q2, 2025 results on Oct 30, 2024Recent Insider Transactions • Oct 03Insider recently sold ₹2.0m worth of stockOn the 26th of September, Naveen Bolalingappa sold around 16k shares on-market at roughly ₹126 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹21m more than they bought in the last 12 months.お知らせ • Sep 12Sterlite Technologies Limited Showcases Its 288 Fibre Microcable with 180-Micron Fibre At Connected Britain 2024Sterlite Technologies Limited showcased its 288 fibre Microcable with 180-micron fibre at Connected Britain 2024. STL is one of the leading companies in the industry to develop a microcable product using 180-micron fibre. STL was among the first in the world to develop 180-micron fibre. Embedding it in its microcable design further pushes the envelope on product innovation. Additionally, the company also put forth its elevated 200-micron Microcable family (96-864 fibres) with an impressive 20% average area reduction, improving duct utilisation and blow performance while reducing material consumption and carbon footprint. STL's 180-micron Microcable combines two innovations - a miniaturised fibre design and a high-density, low-diameter cable. With 288 fibres in a 6.6 mm outer diameter, the product offers superior installation and handling performance. Compliant with ITU-T G.657.A2 and IEC 60794-5-10 standards, this flexible and ultra-lightweight cable can be deployed in 8mm microducts using air-blowing techniques, reducing installation time and cost. The bend-insensitive properties of this fibre make the cable immune to tight bend scenarios. With a first principles approach to materials, design and manufacturing innovation, STL took meaningful strides in its 200-micron HD Microcable family (96 - 864 fibres), unlocking benefits for service providers and installers: Increased available duct utilisation through 20% area reduction; Improved installation efficiency through higher blowing speed; Backward compatibility with legacy networks; Reduced carbon footprint with lower material consumption.お知らせ • Jul 31+ 1 more updateSterlite Technologies Limited Unveils Advanced High-Density Optical Fibre Cables At Fibre Connect 2024STL unveiled high-density, 864F Micro Cables - conceptualized and developed specifically to bring fast and uninterrupted connectivity to dense fiber networks in the US. With best-in-class high fiber density - 864F Micro cable can pack 864 fibers in a cable diameter of 11.4 mm (1.5X more fibers than a standard micro cable of the same diameter). It employs STL's bend-insensitive HD A2 200-micron fiber. The 864F cable can bring numerous benefits to service providers in the region: Ultra-high fiber density: 1.5X more fiber density, easy to blow up to 1500 m in 14mm duct, highest fiber density of 10.2mm2. Longer network life: Compatible bend-insensitive 200-micron fiber provides more power budget for longer network life, fewer truck rolls, faster installation. Sustainable and cost saving: 40% lesser plastic usage compared to standard micro cable, saves up to 70% in the civil cost. Easy to install: reduced form factor enables tighter cable coiling in installation and slim outer jacket layers provide easy access to fiber bundles. In addition to the 864F Micro cable, STL also introduced its Intelligently Bonded Ribbon (IBR) Armored cable. The compact design ensures ease of installation, while precise ribbon geometries in IBR bundles deliver excellent mass fusion splicing outcomes. This UV-protected, lightweight, and flexible cable is a pioneering solution for diverse installation environments. STL's manufacturing facility in South Carolina is already catering to the demand of federal and privately funded broadband projects, including the BEAD Program. Now, at the Fiber Connect event, STL also introduced its Optical Connectivity portfolio. Now, with these high-capacity Optical Fibre cables, STL will have an integrated Optical Networking portfolio explicitly designed for the region.お知らせ • Jul 22Sterlite Technologies Limited to Report Q1, 2025 Results on Jul 30, 2024Sterlite Technologies Limited announced that they will report Q1, 2025 results on Jul 30, 2024Reported Earnings • Jul 07Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: ₹1.45 loss per share (down from ₹6.15 profit in FY 2023). Revenue: ₹54.8b (down 21% from FY 2023). Net loss: ₹580.0m (down 124% from profit in FY 2023). Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.お知らせ • Jul 05Sterlite Technologies Limited, Annual General Meeting, Jul 29, 2024Sterlite Technologies Limited, Annual General Meeting, Jul 29, 2024, at 09:00 Indian Standard Time.分析記事 • May 11The Sterlite Technologies Limited (NSE:STLTECH) Analysts Have Been Trimming Their Sales ForecastsThe analysts covering Sterlite Technologies Limited ( NSE:STLTECH ) delivered a dose of negativity to shareholders...New Risk • May 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (22% increase in shares outstanding).お知らせ • May 09Sterlite Technologies Limited Recommends No Dividend for the Financial Year Ended March 31, 2024Sterlite Technologies Limited announced that the Board of Directors of Company at its meeting held May 8, 2024, approved Board has not recommended any dividend for the financial year ended March 31, 2024.Buy Or Sell Opportunity • May 08Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.9% to ₹125. The fair value is estimated to be ₹163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 414% in the next 2 years.分析記事 • Apr 30Market Participants Recognise Sterlite Technologies Limited's (NSE:STLTECH) Earnings Pushing Shares 25% HigherThose holding Sterlite Technologies Limited ( NSE:STLTECH ) shares would be relieved that the share price has rebounded...お知らせ • Apr 24Sterlite Technologies Limited to Report Q4, 2024 Results on May 08, 2024Sterlite Technologies Limited announced that they will report Q4, 2024 results on May 08, 2024Reported Earnings • Apr 18Third quarter 2024 earnings released: ₹1.23 loss per share (vs ₹1.93 profit in 3Q 2023)Third quarter 2024 results: ₹1.23 loss per share (down from ₹1.93 profit in 3Q 2023). Revenue: ₹13.2b (down 30% from 3Q 2023). Net loss: ₹490.0m (down 164% from profit in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 17% per year.Buy Or Sell Opportunity • Apr 18Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to ₹130. The fair value is estimated to be ₹168, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 414% in the next 2 years.New Risk • Apr 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (22% increase in shares outstanding).お知らせ • Apr 10Sterlite Technologies Limited has filed a Follow-on Equity Offering.Sterlite Technologies Limited has filed a Follow-on Equity Offering. Security Name: Equity Shares Security Type: Common Stock Price(minimum): INR 119 Transaction Features: Regulation S; Subsequent Direct ListingValuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹129, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 23x in the Communications industry in Asia. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹188 per share.分析記事 • Feb 27Sterlite Technologies (NSE:STLTECH) Will Be Looking To Turn Around Its ReturnsIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. Director of Operations, COO of Optical Network Business & Whole-time Director Venkatesh Murthy was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Price Target Changed • Jan 26Price target decreased by 12% to ₹156Down from ₹178, the current price target is an average from 2 analysts. New target price is 14% above last closing price of ₹137. Stock is down 22% over the past year. The company is forecast to post earnings per share of ₹1.30 for next year compared to ₹6.15 last year.お知らせ • Jan 13Sterlite Technologies Limited to Report Q3, 2024 Results on Jan 25, 2024Sterlite Technologies Limited announced that they will report Q3, 2024 results on Jan 25, 2024お知らせ • Nov 21Sterlite Technologies Limited Announces Board AppointmentsSterlite Technologies Limited announces appointment of David De across these regions. To further strengthen its position, STL has hired two people in key leadership roles - David De Craemer as the Business Head and Tomasz Bednarczyk as the global R&D Head for the Optical Connectivity business. David De Craemer brings over 25 years of industry experience working with the likes of TE Connectivity and CommScope. Tomasz Bednarczyk has worked for 18 years at Corning in various R&D, Finance and PLM domains.分析記事 • Nov 17Is Sterlite Technologies (NSE:STLTECH) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹157, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 24x in the Communications industry in Asia. Total returns to shareholders of 6.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹163 per share.Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: ₹0.71 (vs ₹1.11 in 2Q 2023)Second quarter 2024 results: EPS: ₹0.71 (down from ₹1.11 in 2Q 2023). Revenue: ₹14.9b (down 16% from 2Q 2023). Net income: ₹280.0m (down 36% from 2Q 2023). Profit margin: 1.9% (down from 2.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.分析記事 • Oct 28Downgrade: Here's How Analysts See Sterlite Technologies Limited (NSE:STLTECH) Performing In The Near TermMarket forces rained on the parade of Sterlite Technologies Limited ( NSE:STLTECH ) shareholders today, when the...Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹136, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 23x in the Communications industry in Asia. Total loss to shareholders of 6.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹112 per share.お知らせ • Oct 17+ 1 more updateSterlite Technologies Limited to Report Q2, 2024 Results on Oct 26, 2023Sterlite Technologies Limited announced that they will report Q2, 2024 results on Oct 26, 2023お知らせ • Oct 12Sterlite Technologies Limited Launches AlnnovSTL Digital announced the launch of `AInnov, a solutioning fabric of powerful Generative AI Services, frameworks, methodologies and solutionsdesigned for enterprises to accelerate Generative AI-led innovation and adoption. AInnov enables development of embedded AI applications for multi stakeholder experiences. STL Digital's expertise in Data Engineering and Generative AI has culminated in the development of these cutting-edge solutions, aimed at empowering businesses to deliver exceptional customer experiences by harnessing advanced natural language understanding and response generation across various domains. While enterprises are increasingly employing generative AI to analyze complex data sets, discern patterns, and process multi-faceted variables, the path to integrating these advanced systems is riddled with challenges. Some of the most significant hurdles include training Generative AI for specific enterprise use cases, fine-tuning algorithms for greater accuracy, ensuring data security, handling multi-modal inputs, and improving the quality of trained data. STL Digital has successfully cultivated robust capabilities in designing and training AI models to produce novel, context- aware outputs and has honed its proficiency in refining and testing these models in real-world scenarios. STL Digital's AInnov empowers enterprises to innovate with AI and realize business value. The components of AInnov include: AI services, frameworks, methodologies, and solutions: These form the core components of AInnov, whichoffers tailored solutions for document summarization, data augmentation, custom Q&A dialogue, and experience reimagination. Model fine-tuning and implementations for specific use cases, public and proprietary enterprise data. AInnov allows for the customisation ("fine-tuning") of existing AI models to better suit specific applications ("use cases"), ensuring flexibility and adaptability. Integration with industry-leading AI platforms -AInnov seamlessly integrates with existing AI platforms and algorithms, including hyperscalers and open-source ecosystem. It enhances their capabilities and enables enterprises to customise them to their unique needs, thereby expediting the path to contextualization and adoption. Consumer experience engineering - STL Digital has created an innovative Experience Commerce solution that combines Gen AI, mobile features, mixed reality, and APIs to facilitate decision-making for reimagining, comparing, and actualizing new experiences. This solution leverages AInnov's patent-pending technology, integrating commercial Gen AI components and open-source innovation. Industry value realization- STL Digital's Alnnov solution on Gen AI and Digital Twin modeling, have the potential to increase productivity, improve predictive maintenance and enhance security for multiple industries like energy, resources, life sciences, manufacturing & consumer goods.お知らせ • Sep 16Sterlite Technologies Limited Formally Announces the Launch of its Manufacturing Facility in Lugoff, South Carolina - The Palmetto PlantSterlite Technologies Limited formally announced the launch of its manufacturing facility in Lugoff, South Carolina - The Palmetto Plant. Named after the state tree of South Carolina, this facility, also designated as STL's North American Headquarters, symbolizes STL's commitment to the US market. The Palmetto Plant was inaugurated by Hon. Henry McMaster, Governor of South Carolina, in the presence of government dignitaries, key customers, and representatives from the Fiber Broadband Association, National Telecommunications and Information Administration, and local Chambers of Commerce. This strategic investment and expansion efforts in the U.S. further reinforce STL's commitment to the Make in America vision. Addressing the market demand for 5G, FTTx, and the push for rural broadband, The Palmetto Plant, spanning over 168,000 sq. ft will specialize in future-ready optical solutions, including high fiber count cables with smaller diameters. The emphasis will also extend to pioneering designs, notably high-capacity ribbonized cables and ruggedized designs for rural deployments. To help operators tackle the industry-wide skills shortage, the new Lugoff facility is also prioritizing optical connectivity products that are simple to deploy, monitor, and maintain. Additionally, comprehensive on-site testing aligned with industry-standard GR20 guidelines ensures the high quality and reliability of its products. STL has committed to being Net zero by 2030. Following in the footsteps of STL's other global manufacturing units, the Lugoff facility also aims to achieve zero waste and reduce energy consumption progressively. The Palmetto Plant employs over 150 people, including skilled manufacturing associates and seasoned industry specialists leading the company's North American operations. From glass to fiber, cabling, and optical connectivity, STL is one of only 6 players worldwide with end-to-end capabilities in this space. The company works closely with regional and national players and with industry associations like the FBA and the Power and Communication Contractors Association (PCCA) to create meaningful impact at scale.お知らせ • Aug 12+ 1 more updateSterlite Technologies Limited Announces Executive ChangesSterlite Technologies Limited announced that Mr. Manish Sinha, Chief Marketing Officer of the Company has tendered his resignation to pursue opportunities outside of the Company (Resignation letter attached). Ms. Khushboo Chawla, who is currently heading Communications will take over the role to lead Marketing and Communications for the Company, globally. Ms. Khushboo Chawla has been with the Company for over 5 years and has 16+ years of all- round marketing experience across verticals like product marketing, pricing, brand, communications, market research, and customer lifecycle management. She has managed and led marketing efforts for global telecom companies including Vodafone, Telenor, Idea, and now, STL.Upcoming Dividend • Aug 01Upcoming dividend of ₹1.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 08 August 2023. Payment date: 10 September 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.5%).Price Target Changed • Jul 28Price target decreased by 13% to ₹185Down from ₹211, the current price target is an average from 3 analysts. New target price is 23% above last closing price of ₹150. Stock is up 5.5% over the past year. The company is forecast to post earnings per share of ₹11.43 for next year compared to ₹6.15 last year.Reported Earnings • Jul 21Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹6.15 (up from ₹4.08 in FY 2022). Revenue: ₹69.6b (up 28% from FY 2022). Net income: ₹2.45b (up 51% from FY 2022). Profit margin: 3.5% (up from 3.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.お知らせ • Jul 18Sterlite Technologies Limited Proposes Dividend for the Financial Year Ended March 31, 2023Sterlite Technologies Limited at its Twenty Fourth Annual General Meeting ("AGM") to be held on August 11, 2023 proposed to declare Dividend of INR 1 (50%) per Equity Share for the financial year ended March 31, 2023.お知らせ • Jul 13Sterlite Technologies Limited, Annual General Meeting, Aug 11, 2023Sterlite Technologies Limited, Annual General Meeting, Aug 11, 2023, at 09:00 Indian Standard Time.分析記事 • May 23Is Now An Opportune Moment To Examine Sterlite Technologies Limited (NSE:STLTECH)?Sterlite Technologies Limited ( NSE:STLTECH ), might not be a large cap stock, but it saw significant share price...お知らせ • May 18Sterlite Technologies Limited Recommends Final Dividend for the Year 2022-23Sterlite Technologies Limited announced that the board of directors in its meeting held on May 17, 2023, has recommended final dividend of INR 1 per equity share of INR 2 each for the year 2022-23, subject to shareholders approval.Reported Earnings • May 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹6.13 (up from ₹1.21 in FY 2022). Revenue: ₹69.7b (up 21% from FY 2022). Net income: ₹2.45b (up 410% from FY 2022). Profit margin: 3.5% (up from 0.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.お知らせ • May 06Sterlite Technologies Limited to Report Q4, 2023 Results on May 17, 2023Sterlite Technologies Limited announced that they will report Q4, 2023 results on May 17, 2023分析記事 • Mar 01Capital Allocation Trends At Sterlite Technologies (NSE:STLTECH) Aren't IdealWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...お知らせ • Feb 01ZephyrTel, Inc. signed an agreement to acquire Elitecore Technologies Sdn. Bhd and Sterlite Technologies DMCC and Elitecore Technologies from Sterlite Technologies Limited (BSE:532374) for $15 million.ZephyrTel, Inc. signed an agreement to acquire Elitecore Technologies Sdn. Bhd and Sterlite Technologies DMCC and Elitecore Technologies from Sterlite Technologies Limited (BSE:532374) for $15 million on January 31, 2023. The consideration to be paid in cash. cash consideration of $15 million is subject to closing adjustments. Date of completion of sale is subject to conditions precedents and customary closing conditions.Reported Earnings • Jan 28Third quarter 2023 earnings released: EPS: ₹1.96 (vs ₹3.53 loss in 3Q 2022)Third quarter 2023 results: EPS: ₹1.96 (up from ₹3.53 loss in 3Q 2022). Revenue: ₹18.9b (up 38% from 3Q 2022). Net income: ₹770.0m (up ₹2.17b from 3Q 2022). Profit margin: 4.1% (up from net loss in 3Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.分析記事 • Jan 18We Think Sterlite Technologies (NSE:STLTECH) Has A Fair Chunk Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...お知らせ • Jan 17Sterlite Technologies Limited to Report Q3, 2023 Results on Jan 27, 2023Sterlite Technologies Limited announced that they will report Q3, 2023 results on Jan 27, 2023Buying Opportunity • Dec 23Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be ₹207, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Meanwhile, the company became loss making.分析記事 • Dec 14Is There Now An Opportunity In Sterlite Technologies Limited (NSE:STLTECH)?Sterlite Technologies Limited ( NSE:STLTECH ), is not the largest company out there, but it saw significant share price...Reported Earnings • Nov 05Second quarter 2023 earnings released: EPS: ₹1.11 (vs ₹2.55 in 2Q 2022)Second quarter 2023 results: EPS: ₹1.11 (down from ₹2.55 in 2Q 2022). Revenue: ₹18.0b (up 19% from 2Q 2022). Net income: ₹440.0m (down 56% from 2Q 2022). Profit margin: 2.4% (down from 6.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.分析記事 • Sep 30Estimating The Fair Value Of Sterlite Technologies Limited (NSE:STLTECH)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Sterlite Technologies...Upcoming Dividend • Aug 15Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 22 August 2022. Payment date: 25 September 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (0.5%).分析記事 • Aug 09Sterlite Technologies' (NSE:STLTECH) Dividend Will Be Reduced To ₹0.50Sterlite Technologies Limited ( NSE:STLTECH ) is reducing its dividend from last year's comparable payment to ₹0.50 on...Reported Earnings • Jul 26First quarter 2023 earnings released: ₹0.51 loss per share (vs ₹2.89 profit in 1Q 2022)First quarter 2023 results: ₹0.51 loss per share (down from ₹2.89 profit in 1Q 2022). Revenue: ₹15.8b (up 20% from 1Q 2022). Net loss: ₹200.0m (down 118% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 30%, compared to a 26% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.分析記事 • Jul 26Sterlite Technologies (NSE:STLTECH) Has Announced That Its Dividend Will Be Reduced To ₹0.50Sterlite Technologies Limited ( NSE:STLTECH ) is reducing its dividend from last year's comparable payment to ₹0.50 on...分析記事 • Jun 15Returns On Capital Signal Tricky Times Ahead For Sterlite Technologies (NSE:STLTECH)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...Reported Earnings • May 01Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₹1.21 (down from ₹7.02 in FY 2021). Revenue: ₹58.1b (up 20% from FY 2021). Net income: ₹480.3m (down 83% from FY 2021). Profit margin: 0.8% (down from 5.8% in FY 2021). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 38%. Over the next year, revenue is forecast to grow 27%, compared to a 28% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has remained flat, which means it is well ahead of earnings.Price Target Changed • Apr 29Price target decreased to ₹273Down from ₹333, the current price target is an average from 3 analysts. New target price is 41% above last closing price of ₹193. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₹2.50 for next year compared to ₹7.02 last year.財務状況分析短期負債: STLTECHの 短期資産 ( ₹26.6B ) は 短期負債 ( ₹27.2B ) をカバーしていません。長期負債: STLTECHの短期資産 ( ₹26.6B ) が 長期負債 ( ₹13.6B ) を上回っています。デット・ツー・エクイティの歴史と分析負債レベル: STLTECHの 純負債対資本比率 ( 66.1% ) は 高い と見なされます。負債の削減: STLTECHの負債対資本比率は、過去 5 年間で136.1%から80.6%に減少しました。債務返済能力: STLTECHの負債は 営業キャッシュフロー によって 十分にカバー されています ( 28.5% )。インタレストカバレッジ: STLTECHの負債に対する 利息支払い は EBIT ( 1.1 x coverage) によって 十分にカバーされていません。貸借対照表健全な企業の発掘7D1Y7D1Y7D1YTech 業界の健全な企業。View Dividend企業分析と財務データの現状データ最終更新日（UTC時間）企業分析2026/05/21 22:45終値2026/05/21 00:00収益2026/03/31年間収益2026/03/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。分析モデルとスノーフレーク本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋Sterlite Technologies Limited 2 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。16 アナリスト機関Sushil Sharma360 ONE Capital Market Private LimitedPankaj KaduAxis Capital LimitedReena BhasinBofA Global Research13 その他のアナリストを表示
分析記事 • Oct 01Is Sterlite Technologies (NSE:STLTECH) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Nov 17Is Sterlite Technologies (NSE:STLTECH) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Jan 18We Think Sterlite Technologies (NSE:STLTECH) Has A Fair Chunk Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
分析記事 • May 04Sterlite Technologies Limited Earnings Missed Analyst Estimates: Here's What Analysts Are Forecasting NowIt's been a pretty great week for Sterlite Technologies Limited ( NSE:STLTECH ) shareholders, with its shares surging...
Reported Earnings • May 01Full year 2026 earnings: Revenues exceed analysts expectations while EPS lags behindFull year 2026 results: EPS: ₹1.15 (up from ₹1.49 loss in FY 2025). Revenue: ₹48.0b (up 20% from FY 2025). Net income: ₹560.0m (up ₹1.28b from FY 2025). Profit margin: 1.2% (up from net loss in FY 2025). The move to profitability was driven by higher revenue. Revenue exceeded analyst estimates by 4.4%. Earnings per share (EPS) missed analyst estimates by 18%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 31% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 95 percentage points per year, which is a significant difference in performance.
お知らせ • Apr 21+ 1 more updateSterlite Technologies Limited to Report Q4, 2026 Results on Apr 29, 2026Sterlite Technologies Limited announced that they will report Q4, 2026 results on Apr 29, 2026
Buy Or Sell Opportunity • Apr 15Now 25% overvalued after recent price riseOver the last 90 days, the stock has risen 171% to ₹255. The fair value is estimated to be ₹204, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 20% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 15,181% in the next 2 years.
お知らせ • Mar 31Sterlite Technologies Limited announced that it has received INR 1.24575 billion in funding from Twin Star Overseas Ltd.On March 30, 2026, Sterlite Technologies Limited closed the transaction. The transaction is approved by board of directors of the company, regulatory authority and stock exchange.
Board Change • Feb 12High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director C. Krishnan was the last director to join the board, commencing their role in 2026. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
お知らせ • Feb 09Sterlite Technologies Limited announced that it expects to receive INR 1.24575 billion in funding from Twin Star Overseas Ltd.Sterlite Technologies Limited announced a private placement of 45,300,000 Pre-Funded Convertible Warrants at a price per Warrant of INR 110 on preferential basis of 25% of INR 27.5 for gross proceeds of INR 1,245,750,000 on February 7, 2026. The transaction involves participation from returning investor Twin Star Overseas Limited. The transaction has been approved in the shareholder's meeting of the company. Each Warrant is convertible into, or exchangeable for 1 equity share of the Company of face value INR 2 at a premium of INR 108 per share which may be exercised in one or more tranches during a period of 18 (eighteen) months commencing from the date of allotment of the Warrants. In the event the allottee does not exercise the Warrants within the aforesaid period, the unexercised Warrants shall lapse and the amount paid by the allottee on the unexercised Warrants shall stand forfeited. The transaction is subject to approval from shareholders and the Board of Directors of the Company have decided to hold an EGM of the Company on March 4, 2026. Twin Star Overseas Limited has Pre-Preferential allotment of 209,402,750 shares of the company for 42.90% ownership and Post-Allotment of Warrants pursuant to the preferential issue of 254,702,750 shares and 47.75% of ownership which includes 45,300,000 warrants on a fully diluted basis post-allotment.
Price Target Changed • Feb 07Price target increased by 24% to ₹159Up from ₹128, the current price target is an average from 2 analysts. New target price is 20% above last closing price of ₹133. The company is forecast to post earnings per share of ₹1.50 next year compared to a net loss per share of ₹1.49 last year.
分析記事 • Feb 02Sterlite Technologies Limited's (NSE:STLTECH) Low P/S No Reason For ExcitementYou may think that with a price-to-sales (or "P/S") ratio of 1.3x Sterlite Technologies Limited ( NSE:STLTECH ) is a...
New Risk • Jan 28New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.3x net interest cover). Minor Risks Share price has been volatile over the past 3 months (8.0% average weekly change). Large one-off items impacting financial results.
Buy Or Sell Opportunity • Jan 28Now 25% overvaluedOver the last 90 days, the stock has fallen 15% to ₹103. The fair value is estimated to be ₹83.05, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 20% over the last 3 years. Meanwhile, the company has become profitable. Revenue is forecast to grow by 45% in 2 years. Earnings are forecast to grow by 12,267% in the next 2 years.
Reported Earnings • Jan 24Third quarter 2026 earnings released: ₹0.35 loss per share (vs ₹0.46 loss in 3Q 2025)Third quarter 2026 results: ₹0.35 loss per share (improved from ₹0.46 loss in 3Q 2025). Revenue: ₹12.7b (flat on 3Q 2025). Net loss: ₹170.0m (loss narrowed 26% from 3Q 2025). Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 27% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 69 percentage points per year, which is a significant difference in performance.
お知らせ • Jan 13Sterlite Technologies Limited to Report Q3, 2026 Results on Jan 23, 2026Sterlite Technologies Limited announced that they will report Q3, 2026 results on Jan 23, 2026
Reported Earnings • Nov 07Second quarter 2026 earnings released: EPS: ₹0.08 (vs ₹0.26 loss in 2Q 2025)Second quarter 2026 results: EPS: ₹0.08 (up from ₹0.26 loss in 2Q 2025). Revenue: ₹10.5b (down 26% from 2Q 2025). Net income: ₹40.0m (up ₹170.0m from 2Q 2025). Profit margin: 0.4% (up from net loss in 2Q 2025). Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 23% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 70 percentage points per year, which is a significant difference in performance.
お知らせ • Oct 28Sterlite Technologies Limited to Report Q2, 2026 Results on Nov 06, 2025Sterlite Technologies Limited announced that they will report Q2, 2026 results on Nov 06, 2025
分析記事 • Oct 01Is Sterlite Technologies (NSE:STLTECH) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
分析記事 • Aug 19Sterlite Technologies Limited (NSE:STLTECH) Shares Could Be 21% Below Their Intrinsic Value EstimateNSEI:STLTECH 1 Year Share Price vs Fair Value Explore Sterlite Technologies's Fair Values from the Community and select...
お知らせ • Aug 12Sterlite Technologies Limited Announces Executive AppointmentsSterlite Technologies Limited announced the appointment of Jimi Barker as Chief Business Officer, Data Centres, ONB, Tom Boswellas Head of Presales for Europe/UK Optical Connectivity Business, and Amir Sekhawat as Business Head of Copper Business in the past quarter/s. Jimi excels at fostering innovation and driving process improvements across business lines, with expertise in the telecommunications and data infrastructure industries, including distinguished service in the U.S. Military. Tom is a seasoned telecom leader with deep expertise in access, carrier networks, and physical infrastructure. He excels at designing fibre and copper network solutions and has worked for 30 years in British Telecom/Openreach. Amir brings with him more than twenty years of global experience in copper and fibre communication solutions and new product development, working with the likes of Superior Essex in the US and Nexans in Europe.
Reported Earnings • Jul 26First quarter 2026 earnings released: EPS: ₹0.20 (vs ₹0.97 loss in 1Q 2025)First quarter 2026 results: EPS: ₹0.20 (up from ₹0.97 loss in 1Q 2025). Revenue: ₹10.3b (down 16% from 1Q 2025). Net income: ₹100.0m (up ₹570.0m from 1Q 2025). Profit margin: 1.0% (up from net loss in 1Q 2025). The move to profitability was driven by lower expenses. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 62% per year but the company’s share price has only fallen by 6% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 25Sterlite Technologies Limited, Annual General Meeting, Aug 20, 2025Sterlite Technologies Limited, Annual General Meeting, Aug 20, 2025, at 10:30 Indian Standard Time.
お知らせ • Jul 14Sterlite Technologies Limited to Report Q1, 2026 Results on Jul 25, 2025Sterlite Technologies Limited announced that they will report Q1, 2026 results on Jul 25, 2025
分析記事 • Jul 02Sterlite Technologies Limited (NSE:STLTECH) Stock Rockets 51% But Many Are Still Ignoring The CompanySterlite Technologies Limited ( NSE:STLTECH ) shares have had a really impressive month, gaining 51% after a shaky...
Buy Or Sell Opportunity • Jun 11Now 21% overvaluedOver the last 90 days, the stock has fallen 3.7% to ₹76.97. The fair value is estimated to be ₹63.81, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has declined by 9.0% over the last 3 years. Meanwhile, the company became loss making.
Price Target Changed • May 17Price target decreased by 30% to ₹92.50Down from ₹133, the current price target is an average from 2 analysts. New target price is 22% above last closing price of ₹75.62. The company is forecast to post earnings per share of ₹2.79 next year compared to a net loss per share of ₹1.49 last year.
Reported Earnings • May 17Full year 2025 earnings: EPS and revenues miss analyst expectationsFull year 2025 results: ₹1.49 loss per share (further deteriorated from ₹1.45 loss in FY 2024). Revenue: ₹40.3b (down 27% from FY 2024). Net loss: ₹720.0m (loss widened 24% from FY 2024). Revenue missed analyst estimates by 25%. Earnings per share (EPS) also missed analyst estimates by 60%. Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 40 percentage points per year, which is a significant difference in performance.
お知らせ • May 11Sterlite Technologies Limited to Report Fiscal Year 2025 Results on May 16, 2025Sterlite Technologies Limited announced that they will report fiscal year 2025 results on May 16, 2025
New Risk • Apr 24New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Indian stocks, typically moving 10% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risks Interest payments are not well covered by earnings (0.3x net interest cover). Share price has been highly volatile over the past 3 months (10% average weekly change).
お知らせ • Apr 02Sterlite Technologies Limited completed the Spin-Off of STL Networks Limited.The Board of Sterlite Technologies Limited (BSE:532374) announced the spin-off of STL Networks Limited on May 17, 2023. As per the transaction, Sterlite Technologies Limited shareholders on the record date will receive 1 equity share of STL Networks for every 1 equity share held. The transaction is approved by board of directors of Sterlite Technologies Limited and is subject to approvals from the shareholders and creditors of Sterlite Technologies, as may be directed by the National Company Law Tribunal, Mumbai Bench, BSE, NSE, Securities and Exchange Board of India and approval of other regulatory or statutory authorities as may be required. As of July 12, 2024, Sterlite Technologies shareholders and secured and unsecured creditors approved the demerger. As of February 19, 2025, National Company Law Tribunal has sanctioned the scheme. As of March 31, 2025, certified copy of the said Order has been filed with the jurisdictional Registrar of Companies. The Board of Sterlite Technologies Limited (BSE:532374) completed the Spin-Off of STL Networks Limited on April 1, 2025. Rahul Puri will lead as the Chief Executive Officer of Optical Networking Business at STL, and Pankaj Malik will be the Chief Executive Officer of STL Networks.
分析記事 • Feb 15Sterlite Technologies' (NSE:STLTECH) Returns On Capital Not Reflecting Well On The BusinessWhat are the early trends we should look for to identify a stock that could multiply in value over the long term? In a...
Reported Earnings • Jan 18Third quarter 2025 earnings released: ₹0.46 loss per share (vs ₹1.23 loss in 3Q 2024)Third quarter 2025 results: ₹0.46 loss per share (improved from ₹1.23 loss in 3Q 2024). Revenue: ₹12.7b (down 4.4% from 3Q 2024). Net loss: ₹230.0m (loss narrowed 53% from 3Q 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 19% per year, which means it has not declined as severely as earnings.
お知らせ • Jan 17+ 1 more updateSterlite Technologies Limited Appoints Pankaj Malik as an Interim Chief Executive Officer of Global Services Business, Effective from February 01, 2025Board of Directors of Sterlite Technologies Limited in its meeting held on January 17, 2025 has appointed Mr. Pankaj Malik as an Interim Chief Executive Officer of Global Services Business with effect from February 01, 2025. Mr. Pankaj Malik has over 27 years of extensive experience in strategic operations, digital transformations, and stakeholder management, with 20 years spent in the telecom sector. His diverse leadership background includes notable companies such as Philips India, Vodafone Idea, Bharti Airtel, G4S Secure Solutions, and Crest Digitel. Before joining STL, Pankaj served as the COO at Crest Digitel, where he played a pivotal role in managing and overseeing operations across 22 telecom circles. Pankaj holds a Master's degree in International Marketing from IIEIM and a Bachelor's degree in Commerce (Accounting and Finance) from Delhi University.
お知らせ • Jan 06Sterlite Technologies Limited to Report Q3, 2025 Results on Jan 17, 2025Sterlite Technologies Limited announced that they will report Q3, 2025 results on Jan 17, 2025
お知らせ • Dec 27Sterlite Technologies Limited Announces Change in Management, Effective January 31, 2025Sterlite Technologies Limited informed changes in the senior management and key managerial personnel of the Company: Mr. Praveen Cherian, CEO-Global Services Business has tendered his resignation to pursue his journey towards entrepreneurship. Mr. Cherian will be relieved effective close of business hours of January 31, 2025. Mr. Amit Deshpande, AVP-General Counsel & Company Secretary (Key Managerial Personnel) has tendered his resignation to pursue opportunities outside of the Company. Mr. Deshpande will be relieved effective close of business hours of January 31, 2025.
お知らせ • Nov 22Sterlite Technologies Limited Appoints Rahul Puri as Chief Executive Officer for the Optical Networking BusinessSterlite Technologies Limited announced that Mr. Rahul Puri, who has been the Business Head - EMEIA & APAC of the company, will now take over the role of Chief Executive Officer (CEO) for the Optical Networking Business of the company. Rahul will report to Mr. Ankit Agarwal, Managing Director of the Company. Rahul Puri is an accomplished business leader with over 24 years of global expertise in business development, sales, marketing, operations and product management. Throughout his career, Rahul has worked with some of the world's leading technology and telecom companies, including Apple, Samsung, Ericsson, Reliance, and Airtel, across diverse geographies. His deep belief in innovation and a relentless customer-first approach has enabled him to successfully scale brands, secure long-term agreements with top telecommunications providers, and advise on high-impact strategic investments. Under his leadership, STL has expanded its footprint in key global markets, positioning itself for sustained growth in the evolving telecom and technology sectors. Rahul's proven ability to drive operational excellence and deliver significant business outcomes has made him an invaluable asset to the company and a recognized thought leader in the industry. A dynamic and results-driven leader, Rahul excels in building strong partnerships, navigating complex challenges, and delivering impactful business results. His extensive industry experience, combined with his global perspective, positions him as a transformative force in shaping the future of telecom and technology, making him a key figure for investors to watch as STL continues its growth trajectory in the global market.
お知らせ • Nov 15Sterlite Technologies Limited Announces Management ChangesSterlite Technologies Limited informed that Mr. David De Craemer, Business Head Global Optical Connectivity, has tendered his resignation to seek opportunities outside of the Company. Mr. David will be relieved effective close of business hours of November 30, 2024. Mr. Binod Balachandran, who has been the Chief Operations Officer for Optical Connectivity, will take over the role of interim Business Head Global Optical Connectivity. A long-standing member of their leadership team, Binod has been instrumental in incubating the connectivity business from scratch - building the team, products and the business which is spread across India, MEA, EU and NAM. Binod comes with a rich experience in diverse portfolios such as sales, business development, solution sales, product management, application engineering, product development and manufacturing. In his previous stints, he has been associated with SFO, Commscope, Schneider and TE connectivity.
Reported Earnings • Oct 31Second quarter 2025 earnings released: ₹0.26 loss per share (vs ₹0.68 profit in 2Q 2024)Second quarter 2025 results: ₹0.26 loss per share (down from ₹0.68 profit in 2Q 2024). Revenue: ₹14.2b (down 5.3% from 2Q 2024). Net loss: ₹130.0m (down 148% from profit in 2Q 2024). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 61% per year but the company’s share price has only fallen by 25% per year, which means it has not declined as severely as earnings.
お知らせ • Oct 17Sterlite Technologies Limited Announces Cessation of Sandip Das as Independent DirectorSterlite Technologies Limited announced that Mr. Sandip Das is completing his second term as an Independent Director of the Company on October 15, 2024, and consequently will cease to be the Director of the Company effective end of business hours i.e. October 15, 2024.
お知らせ • Oct 15Sterlite Technologies Limited to Report Q2, 2025 Results on Oct 30, 2024Sterlite Technologies Limited announced that they will report Q2, 2025 results on Oct 30, 2024
Recent Insider Transactions • Oct 03Insider recently sold ₹2.0m worth of stockOn the 26th of September, Naveen Bolalingappa sold around 16k shares on-market at roughly ₹126 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of ₹21m more than they bought in the last 12 months.
お知らせ • Sep 12Sterlite Technologies Limited Showcases Its 288 Fibre Microcable with 180-Micron Fibre At Connected Britain 2024Sterlite Technologies Limited showcased its 288 fibre Microcable with 180-micron fibre at Connected Britain 2024. STL is one of the leading companies in the industry to develop a microcable product using 180-micron fibre. STL was among the first in the world to develop 180-micron fibre. Embedding it in its microcable design further pushes the envelope on product innovation. Additionally, the company also put forth its elevated 200-micron Microcable family (96-864 fibres) with an impressive 20% average area reduction, improving duct utilisation and blow performance while reducing material consumption and carbon footprint. STL's 180-micron Microcable combines two innovations - a miniaturised fibre design and a high-density, low-diameter cable. With 288 fibres in a 6.6 mm outer diameter, the product offers superior installation and handling performance. Compliant with ITU-T G.657.A2 and IEC 60794-5-10 standards, this flexible and ultra-lightweight cable can be deployed in 8mm microducts using air-blowing techniques, reducing installation time and cost. The bend-insensitive properties of this fibre make the cable immune to tight bend scenarios. With a first principles approach to materials, design and manufacturing innovation, STL took meaningful strides in its 200-micron HD Microcable family (96 - 864 fibres), unlocking benefits for service providers and installers: Increased available duct utilisation through 20% area reduction; Improved installation efficiency through higher blowing speed; Backward compatibility with legacy networks; Reduced carbon footprint with lower material consumption.
お知らせ • Jul 31+ 1 more updateSterlite Technologies Limited Unveils Advanced High-Density Optical Fibre Cables At Fibre Connect 2024STL unveiled high-density, 864F Micro Cables - conceptualized and developed specifically to bring fast and uninterrupted connectivity to dense fiber networks in the US. With best-in-class high fiber density - 864F Micro cable can pack 864 fibers in a cable diameter of 11.4 mm (1.5X more fibers than a standard micro cable of the same diameter). It employs STL's bend-insensitive HD A2 200-micron fiber. The 864F cable can bring numerous benefits to service providers in the region: Ultra-high fiber density: 1.5X more fiber density, easy to blow up to 1500 m in 14mm duct, highest fiber density of 10.2mm2. Longer network life: Compatible bend-insensitive 200-micron fiber provides more power budget for longer network life, fewer truck rolls, faster installation. Sustainable and cost saving: 40% lesser plastic usage compared to standard micro cable, saves up to 70% in the civil cost. Easy to install: reduced form factor enables tighter cable coiling in installation and slim outer jacket layers provide easy access to fiber bundles. In addition to the 864F Micro cable, STL also introduced its Intelligently Bonded Ribbon (IBR) Armored cable. The compact design ensures ease of installation, while precise ribbon geometries in IBR bundles deliver excellent mass fusion splicing outcomes. This UV-protected, lightweight, and flexible cable is a pioneering solution for diverse installation environments. STL's manufacturing facility in South Carolina is already catering to the demand of federal and privately funded broadband projects, including the BEAD Program. Now, at the Fiber Connect event, STL also introduced its Optical Connectivity portfolio. Now, with these high-capacity Optical Fibre cables, STL will have an integrated Optical Networking portfolio explicitly designed for the region.
お知らせ • Jul 22Sterlite Technologies Limited to Report Q1, 2025 Results on Jul 30, 2024Sterlite Technologies Limited announced that they will report Q1, 2025 results on Jul 30, 2024
Reported Earnings • Jul 07Full year 2024 earnings: EPS and revenues miss analyst expectationsFull year 2024 results: ₹1.45 loss per share (down from ₹6.15 profit in FY 2023). Revenue: ₹54.8b (down 21% from FY 2023). Net loss: ₹580.0m (down 124% from profit in FY 2023). Revenue missed analyst estimates by 5.6%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 20% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 36% per year but the company’s share price has only fallen by 21% per year, which means it has not declined as severely as earnings.
お知らせ • Jul 05Sterlite Technologies Limited, Annual General Meeting, Jul 29, 2024Sterlite Technologies Limited, Annual General Meeting, Jul 29, 2024, at 09:00 Indian Standard Time.
分析記事 • May 11The Sterlite Technologies Limited (NSE:STLTECH) Analysts Have Been Trimming Their Sales ForecastsThe analysts covering Sterlite Technologies Limited ( NSE:STLTECH ) delivered a dose of negativity to shareholders...
New Risk • May 09New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Indian stocks, typically moving 8.2% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (0.8x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Share price has been volatile over the past 3 months (8.2% average weekly change). Shareholders have been diluted in the past year (22% increase in shares outstanding).
お知らせ • May 09Sterlite Technologies Limited Recommends No Dividend for the Financial Year Ended March 31, 2024Sterlite Technologies Limited announced that the Board of Directors of Company at its meeting held May 8, 2024, approved Board has not recommended any dividend for the financial year ended March 31, 2024.
Buy Or Sell Opportunity • May 08Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 8.9% to ₹125. The fair value is estimated to be ₹163, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 414% in the next 2 years.
分析記事 • Apr 30Market Participants Recognise Sterlite Technologies Limited's (NSE:STLTECH) Earnings Pushing Shares 25% HigherThose holding Sterlite Technologies Limited ( NSE:STLTECH ) shares would be relieved that the share price has rebounded...
お知らせ • Apr 24Sterlite Technologies Limited to Report Q4, 2024 Results on May 08, 2024Sterlite Technologies Limited announced that they will report Q4, 2024 results on May 08, 2024
Reported Earnings • Apr 18Third quarter 2024 earnings released: ₹1.23 loss per share (vs ₹1.93 profit in 3Q 2023)Third quarter 2024 results: ₹1.23 loss per share (down from ₹1.93 profit in 3Q 2023). Revenue: ₹13.2b (down 30% from 3Q 2023). Net loss: ₹490.0m (down 164% from profit in 3Q 2023). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 19% per year whereas the company’s share price has fallen by 17% per year.
Buy Or Sell Opportunity • Apr 18Now 23% undervalued after recent price dropOver the last 90 days, the stock has fallen 10% to ₹130. The fair value is estimated to be ₹168, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 12% over the last 3 years. Earnings per share has declined by 19%. Revenue is forecast to grow by 28% in 2 years. Earnings are forecast to grow by 414% in the next 2 years.
New Risk • Apr 14New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 22% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Interest payments are not well covered by earnings (1.7x net interest cover). Minor Risks Unstable dividend paying track record with dividend experiencing an annual drop of over 20% in the past. Shareholders have been diluted in the past year (22% increase in shares outstanding).
お知らせ • Apr 10Sterlite Technologies Limited has filed a Follow-on Equity Offering.Sterlite Technologies Limited has filed a Follow-on Equity Offering. Security Name: Equity Shares Security Type: Common Stock Price(minimum): INR 119 Transaction Features: Regulation S; Subsequent Direct Listing
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment improves as stock rises 16%After last week's 16% share price gain to ₹129, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 23x in the Communications industry in Asia. Total loss to shareholders of 44% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹188 per share.
分析記事 • Feb 27Sterlite Technologies (NSE:STLTECH) Will Be Looking To Turn Around Its ReturnsIgnoring the stock price of a company, what are the underlying trends that tell us a business is past the growth phase...
Board Change • Feb 01Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 7 experienced directors. 2 highly experienced directors. Director of Operations, COO of Optical Network Business & Whole-time Director Venkatesh Murthy was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Price Target Changed • Jan 26Price target decreased by 12% to ₹156Down from ₹178, the current price target is an average from 2 analysts. New target price is 14% above last closing price of ₹137. Stock is down 22% over the past year. The company is forecast to post earnings per share of ₹1.30 for next year compared to ₹6.15 last year.
お知らせ • Jan 13Sterlite Technologies Limited to Report Q3, 2024 Results on Jan 25, 2024Sterlite Technologies Limited announced that they will report Q3, 2024 results on Jan 25, 2024
お知らせ • Nov 21Sterlite Technologies Limited Announces Board AppointmentsSterlite Technologies Limited announces appointment of David De across these regions. To further strengthen its position, STL has hired two people in key leadership roles - David De Craemer as the Business Head and Tomasz Bednarczyk as the global R&D Head for the Optical Connectivity business. David De Craemer brings over 25 years of industry experience working with the likes of TE Connectivity and CommScope. Tomasz Bednarczyk has worked for 18 years at Corning in various R&D, Finance and PLM domains.
分析記事 • Nov 17Is Sterlite Technologies (NSE:STLTECH) Using Too Much Debt?Legendary fund manager Li Lu (who Charlie Munger backed) once said, 'The biggest investment risk is not the volatility...
Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improves as stock rises 15%After last week's 15% share price gain to ₹157, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 24x in the Communications industry in Asia. Total returns to shareholders of 6.5% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹163 per share.
Reported Earnings • Nov 01Second quarter 2024 earnings released: EPS: ₹0.71 (vs ₹1.11 in 2Q 2023)Second quarter 2024 results: EPS: ₹0.71 (down from ₹1.11 in 2Q 2023). Revenue: ₹14.9b (down 16% from 2Q 2023). Net income: ₹280.0m (down 36% from 2Q 2023). Profit margin: 1.9% (down from 2.5% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 21% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings.
分析記事 • Oct 28Downgrade: Here's How Analysts See Sterlite Technologies Limited (NSE:STLTECH) Performing In The Near TermMarket forces rained on the parade of Sterlite Technologies Limited ( NSE:STLTECH ) shareholders today, when the...
Valuation Update With 7 Day Price Move • Oct 28Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to ₹136, the stock trades at a forward P/E ratio of 12x. Average forward P/E is 23x in the Communications industry in Asia. Total loss to shareholders of 6.2% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at ₹112 per share.
お知らせ • Oct 17+ 1 more updateSterlite Technologies Limited to Report Q2, 2024 Results on Oct 26, 2023Sterlite Technologies Limited announced that they will report Q2, 2024 results on Oct 26, 2023
お知らせ • Oct 12Sterlite Technologies Limited Launches AlnnovSTL Digital announced the launch of `AInnov, a solutioning fabric of powerful Generative AI Services, frameworks, methodologies and solutionsdesigned for enterprises to accelerate Generative AI-led innovation and adoption. AInnov enables development of embedded AI applications for multi stakeholder experiences. STL Digital's expertise in Data Engineering and Generative AI has culminated in the development of these cutting-edge solutions, aimed at empowering businesses to deliver exceptional customer experiences by harnessing advanced natural language understanding and response generation across various domains. While enterprises are increasingly employing generative AI to analyze complex data sets, discern patterns, and process multi-faceted variables, the path to integrating these advanced systems is riddled with challenges. Some of the most significant hurdles include training Generative AI for specific enterprise use cases, fine-tuning algorithms for greater accuracy, ensuring data security, handling multi-modal inputs, and improving the quality of trained data. STL Digital has successfully cultivated robust capabilities in designing and training AI models to produce novel, context- aware outputs and has honed its proficiency in refining and testing these models in real-world scenarios. STL Digital's AInnov empowers enterprises to innovate with AI and realize business value. The components of AInnov include: AI services, frameworks, methodologies, and solutions: These form the core components of AInnov, whichoffers tailored solutions for document summarization, data augmentation, custom Q&A dialogue, and experience reimagination. Model fine-tuning and implementations for specific use cases, public and proprietary enterprise data. AInnov allows for the customisation ("fine-tuning") of existing AI models to better suit specific applications ("use cases"), ensuring flexibility and adaptability. Integration with industry-leading AI platforms -AInnov seamlessly integrates with existing AI platforms and algorithms, including hyperscalers and open-source ecosystem. It enhances their capabilities and enables enterprises to customise them to their unique needs, thereby expediting the path to contextualization and adoption. Consumer experience engineering - STL Digital has created an innovative Experience Commerce solution that combines Gen AI, mobile features, mixed reality, and APIs to facilitate decision-making for reimagining, comparing, and actualizing new experiences. This solution leverages AInnov's patent-pending technology, integrating commercial Gen AI components and open-source innovation. Industry value realization- STL Digital's Alnnov solution on Gen AI and Digital Twin modeling, have the potential to increase productivity, improve predictive maintenance and enhance security for multiple industries like energy, resources, life sciences, manufacturing & consumer goods.
お知らせ • Sep 16Sterlite Technologies Limited Formally Announces the Launch of its Manufacturing Facility in Lugoff, South Carolina - The Palmetto PlantSterlite Technologies Limited formally announced the launch of its manufacturing facility in Lugoff, South Carolina - The Palmetto Plant. Named after the state tree of South Carolina, this facility, also designated as STL's North American Headquarters, symbolizes STL's commitment to the US market. The Palmetto Plant was inaugurated by Hon. Henry McMaster, Governor of South Carolina, in the presence of government dignitaries, key customers, and representatives from the Fiber Broadband Association, National Telecommunications and Information Administration, and local Chambers of Commerce. This strategic investment and expansion efforts in the U.S. further reinforce STL's commitment to the Make in America vision. Addressing the market demand for 5G, FTTx, and the push for rural broadband, The Palmetto Plant, spanning over 168,000 sq. ft will specialize in future-ready optical solutions, including high fiber count cables with smaller diameters. The emphasis will also extend to pioneering designs, notably high-capacity ribbonized cables and ruggedized designs for rural deployments. To help operators tackle the industry-wide skills shortage, the new Lugoff facility is also prioritizing optical connectivity products that are simple to deploy, monitor, and maintain. Additionally, comprehensive on-site testing aligned with industry-standard GR20 guidelines ensures the high quality and reliability of its products. STL has committed to being Net zero by 2030. Following in the footsteps of STL's other global manufacturing units, the Lugoff facility also aims to achieve zero waste and reduce energy consumption progressively. The Palmetto Plant employs over 150 people, including skilled manufacturing associates and seasoned industry specialists leading the company's North American operations. From glass to fiber, cabling, and optical connectivity, STL is one of only 6 players worldwide with end-to-end capabilities in this space. The company works closely with regional and national players and with industry associations like the FBA and the Power and Communication Contractors Association (PCCA) to create meaningful impact at scale.
お知らせ • Aug 12+ 1 more updateSterlite Technologies Limited Announces Executive ChangesSterlite Technologies Limited announced that Mr. Manish Sinha, Chief Marketing Officer of the Company has tendered his resignation to pursue opportunities outside of the Company (Resignation letter attached). Ms. Khushboo Chawla, who is currently heading Communications will take over the role to lead Marketing and Communications for the Company, globally. Ms. Khushboo Chawla has been with the Company for over 5 years and has 16+ years of all- round marketing experience across verticals like product marketing, pricing, brand, communications, market research, and customer lifecycle management. She has managed and led marketing efforts for global telecom companies including Vodafone, Telenor, Idea, and now, STL.
Upcoming Dividend • Aug 01Upcoming dividend of ₹1.00 per share at 0.7% yieldEligible shareholders must have bought the stock before 08 August 2023. Payment date: 10 September 2023. Payout ratio is a comfortable 16% but the company is not cash flow positive. Trailing yield: 0.7%. Lower than top quartile of Indian dividend payers (1.5%). Higher than average of industry peers (0.5%).
Price Target Changed • Jul 28Price target decreased by 13% to ₹185Down from ₹211, the current price target is an average from 3 analysts. New target price is 23% above last closing price of ₹150. Stock is up 5.5% over the past year. The company is forecast to post earnings per share of ₹11.43 for next year compared to ₹6.15 last year.
Reported Earnings • Jul 21Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹6.15 (up from ₹4.08 in FY 2022). Revenue: ₹69.6b (up 28% from FY 2022). Net income: ₹2.45b (up 51% from FY 2022). Profit margin: 3.5% (up from 3.0% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 46% per year but the company’s share price has increased by 4% per year, which means it is well ahead of earnings.
お知らせ • Jul 18Sterlite Technologies Limited Proposes Dividend for the Financial Year Ended March 31, 2023Sterlite Technologies Limited at its Twenty Fourth Annual General Meeting ("AGM") to be held on August 11, 2023 proposed to declare Dividend of INR 1 (50%) per Equity Share for the financial year ended March 31, 2023.
お知らせ • Jul 13Sterlite Technologies Limited, Annual General Meeting, Aug 11, 2023Sterlite Technologies Limited, Annual General Meeting, Aug 11, 2023, at 09:00 Indian Standard Time.
分析記事 • May 23Is Now An Opportune Moment To Examine Sterlite Technologies Limited (NSE:STLTECH)?Sterlite Technologies Limited ( NSE:STLTECH ), might not be a large cap stock, but it saw significant share price...
お知らせ • May 18Sterlite Technologies Limited Recommends Final Dividend for the Year 2022-23Sterlite Technologies Limited announced that the board of directors in its meeting held on May 17, 2023, has recommended final dividend of INR 1 per equity share of INR 2 each for the year 2022-23, subject to shareholders approval.
Reported Earnings • May 18Full year 2023 earnings: EPS and revenues miss analyst expectationsFull year 2023 results: EPS: ₹6.13 (up from ₹1.21 in FY 2022). Revenue: ₹69.7b (up 21% from FY 2022). Net income: ₹2.45b (up 410% from FY 2022). Profit margin: 3.5% (up from 0.8% in FY 2022). The increase in margin was driven by higher revenue. Revenue missed analyst estimates by 2.4%. Earnings per share (EPS) also missed analyst estimates by 27%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Communications industry in Asia. Over the last 3 years on average, earnings per share has fallen by 50% per year but the company’s share price has increased by 16% per year, which means it is well ahead of earnings.
お知らせ • May 06Sterlite Technologies Limited to Report Q4, 2023 Results on May 17, 2023Sterlite Technologies Limited announced that they will report Q4, 2023 results on May 17, 2023
分析記事 • Mar 01Capital Allocation Trends At Sterlite Technologies (NSE:STLTECH) Aren't IdealWhat are the early trends we should look for to identify a stock that could multiply in value over the long term...
お知らせ • Feb 01ZephyrTel, Inc. signed an agreement to acquire Elitecore Technologies Sdn. Bhd and Sterlite Technologies DMCC and Elitecore Technologies from Sterlite Technologies Limited (BSE:532374) for $15 million.ZephyrTel, Inc. signed an agreement to acquire Elitecore Technologies Sdn. Bhd and Sterlite Technologies DMCC and Elitecore Technologies from Sterlite Technologies Limited (BSE:532374) for $15 million on January 31, 2023. The consideration to be paid in cash. cash consideration of $15 million is subject to closing adjustments. Date of completion of sale is subject to conditions precedents and customary closing conditions.
Reported Earnings • Jan 28Third quarter 2023 earnings released: EPS: ₹1.96 (vs ₹3.53 loss in 3Q 2022)Third quarter 2023 results: EPS: ₹1.96 (up from ₹3.53 loss in 3Q 2022). Revenue: ₹18.9b (up 38% from 3Q 2022). Net income: ₹770.0m (up ₹2.17b from 3Q 2022). Profit margin: 4.1% (up from net loss in 3Q 2022). Revenue is forecast to grow 13% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 78 percentage points per year, which is a significant difference in performance.
分析記事 • Jan 18We Think Sterlite Technologies (NSE:STLTECH) Has A Fair Chunk Of DebtDavid Iben put it well when he said, 'Volatility is not a risk we care about. What we care about is avoiding the...
お知らせ • Jan 17Sterlite Technologies Limited to Report Q3, 2023 Results on Jan 27, 2023Sterlite Technologies Limited announced that they will report Q3, 2023 results on Jan 27, 2023
Buying Opportunity • Dec 23Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 7.6%. The fair value is estimated to be ₹207, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 4.9% over the last 3 years. Meanwhile, the company became loss making.
分析記事 • Dec 14Is There Now An Opportunity In Sterlite Technologies Limited (NSE:STLTECH)?Sterlite Technologies Limited ( NSE:STLTECH ), is not the largest company out there, but it saw significant share price...
Reported Earnings • Nov 05Second quarter 2023 earnings released: EPS: ₹1.11 (vs ₹2.55 in 2Q 2022)Second quarter 2023 results: EPS: ₹1.11 (down from ₹2.55 in 2Q 2022). Revenue: ₹18.0b (up 19% from 2Q 2022). Net income: ₹440.0m (down 56% from 2Q 2022). Profit margin: 2.4% (down from 6.7% in 2Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 17% p.a. on average during the next 3 years, compared to a 19% growth forecast for the Communications industry in Asia. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 71 percentage points per year, which is a significant difference in performance.
分析記事 • Sep 30Estimating The Fair Value Of Sterlite Technologies Limited (NSE:STLTECH)Today we'll do a simple run through of a valuation method used to estimate the attractiveness of Sterlite Technologies...
Upcoming Dividend • Aug 15Upcoming dividend of ₹0.50 per shareEligible shareholders must have bought the stock before 22 August 2022. Payment date: 25 September 2022. The company is not currently making a profit and is not cash flow positive. Trailing yield: 0.3%. Lower than top quartile of Indian dividend payers (1.7%). Lower than average of industry peers (0.5%).
分析記事 • Aug 09Sterlite Technologies' (NSE:STLTECH) Dividend Will Be Reduced To ₹0.50Sterlite Technologies Limited ( NSE:STLTECH ) is reducing its dividend from last year's comparable payment to ₹0.50 on...
Reported Earnings • Jul 26First quarter 2023 earnings released: ₹0.51 loss per share (vs ₹2.89 profit in 1Q 2022)First quarter 2023 results: ₹0.51 loss per share (down from ₹2.89 profit in 1Q 2022). Revenue: ₹15.8b (up 20% from 1Q 2022). Net loss: ₹200.0m (down 118% from profit in 1Q 2022). Over the next year, revenue is forecast to grow 30%, compared to a 26% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 52% per year but the company’s share price has only fallen by 4% per year, which means it has not declined as severely as earnings.
分析記事 • Jul 26Sterlite Technologies (NSE:STLTECH) Has Announced That Its Dividend Will Be Reduced To ₹0.50Sterlite Technologies Limited ( NSE:STLTECH ) is reducing its dividend from last year's comparable payment to ₹0.50 on...
分析記事 • Jun 15Returns On Capital Signal Tricky Times Ahead For Sterlite Technologies (NSE:STLTECH)There are a few key trends to look for if we want to identify the next multi-bagger. One common approach is to try and...
Reported Earnings • May 01Full year 2022 earnings: EPS and revenues miss analyst expectationsFull year 2022 results: EPS: ₹1.21 (down from ₹7.02 in FY 2021). Revenue: ₹58.1b (up 20% from FY 2021). Net income: ₹480.3m (down 83% from FY 2021). Profit margin: 0.8% (down from 5.8% in FY 2021). Revenue missed analyst estimates by 1.1%. Earnings per share (EPS) also missed analyst estimates by 38%. Over the next year, revenue is forecast to grow 27%, compared to a 28% growth forecast for the industry in India. Over the last 3 years on average, earnings per share has fallen by 39% per year but the company’s share price has remained flat, which means it is well ahead of earnings.
Price Target Changed • Apr 29Price target decreased to ₹273Down from ₹333, the current price target is an average from 3 analysts. New target price is 41% above last closing price of ₹193. Stock is down 16% over the past year. The company is forecast to post earnings per share of ₹2.50 for next year compared to ₹7.02 last year.