Sterlite Technologies Limited

Information Technology Services/ NSE

Compiled

Auto-generated from filings and public channels — no analyst dossier.

If management delivers what it guided

arithmetic on filed guidance and past valuations · not a price target

STLTECH

FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹557 today

BEAR

₹20

-96%

3.3% a year · 16.7x exit

BASE

₹35

-94%

5.8% a year · 29.2x exit

BULL

₹176

-68%

7.8% a year · 142.2x exit

Where the market has priced it

4x484x today — outside the range158x

the guided figure reached earnings through a low-confidence bridge
FY27 one quarter filed — the pace is shown, not judged: guided +11.0%, filed +87.4% across 1 quarter(s)
at 484x its FY26 earnings the stock already trades above the top of its own ten-year range (142x)
the range is unusually wide — read it as the span of management's own claim, not as a forecast
this company's own median multiple sits 45% above its filed-industry peers; the scenario uses its own

How these numbers are produced

Earnings base	FY26 fiscal year EPS ₹1.15 (screener)
Guided growth	5.8% a year, said on the call of 28-Jul-2026 · transcript
Read across as	operating: unlabelled growth figure, read as revenue — low confidence
Delivery calibration	0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings
Exit multiple	16.73x / 29.18x / 142.18x, this company’s own p20 / median / p80 across 8 filed years
Filed-industry peers	median 20.12x across 22 peers — the cross-check, not the input
Arithmetic	base EPS × (1 + guided growth × delivery)¹ × exit multiple

Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.

How to read this

It answers one question. If this management delivers the growth it told its own investors it would, and the market pays what it has historically paid for this company's earnings, where does the arithmetic land? Nothing here is a forecast of the share price.
Three cases, two moving parts. Bear, base and bull vary the delivery — what fraction of guidance managements actually file — and the exit multiple together, because a company that misses its guidance is usually de-rated for missing it. Each case shows the growth rate and the multiple that produced it.
Read the width, not just the middle. A wide gap between bear and bull means the inputs are uncertain, not that the upside is bigger. A narrow range is a more confident statement than a high one.
“Where the market has priced it” puts today's P/E on the company's own historical range. Sitting far below that range is why a scenario can look enormous: the number is then mostly about re-rating, not about delivery, and the board marks those separately.
The bullets underneath are the caveats — a borrowed peer multiple, a thin filed history, an earnings base that carried a one-off. They are the reasons to trust the number less, listed rather than buried.

Not a price target, not a recommendation, and not a forecast of what the stock will do. The field guide covers the method.

What management said

from NSE earnings-call filings · extracted, not interpreted

generic growth 11%ebitda margin 20%

With optical cable demand projected to grow at 11% CAGR through 2030, this is not a cyclical uptick, but a durable high visibility growth opportunity playing out in our home market in India.

Call 28-Jul-2026 · bridge confidence low · transcript PDF

Pace against its own guidance

FY27 one quarter filed — the pace is shown, not judged

guided 11.0% filed 87.4% 1 of 4 quarters

Coverage

SectorInformation Technology Services

Dossiersnone

Guidanceyes

Scenarioyes

Street chatter

unverified · logged from public channels

kt capacity more efficiently. In parallel, management continues discussions with authorities regarding the potential restart of the Sterlite copper plant at Tuticorin under a proposed green copper framework.

26 Jun 02:48

STERLITE TECHNOLOGIES (STL): Bags $1.1 Billion AI hyperscaler data center optical connectivity contract.

Order win22 May 13:29

*Nuvama On Sterlite Tech*

Recently met with MD Ankit Agarwal of Sterlite Technologies

Demand to sustain, underpinned by data centre (DC) opportunities

Supply chain to stay constrained by limited raw material availability

Co stepping up R&D investment to bolster product capabilities

Spot prices of optical fibre have risen materially in t

Mention only10 Apr 02:49

STERLITE TECH Says Expect Europe Biz To Pick Up Over The Next 2-3 Years | To Invest 1,500 Cr Over The Next 3 Years

Mention only30 Jul 07:01