Sterlite Technologies Limited

rs,

ock, Bandra Kurla Complex, Bandra (East) Mumbai - 400 051. BSE Limited Phirozee Jeejeebhoy Towers, Dalal Street, Mumbai - 400 001. Scrip ID - STLTECH Scrip Code - 532374 Sub.: Intimation of sc

8%

Sterlite Technologies Limited * #1 End-to-end optical manufacturer in India Based on CRU data 8% Global Market Share in OFC (Ex-China) 30+ Years of industry experience # 700+ Global Patents

40%

FTTx deployments – OFC mfkm 151 170 Multi-year network build cycle Data Centres Global 5G/6G 40% CRU projects global optical cable demand growth from data centres at +39.6% y/y in 2026. 180 M

39.6%

entres Global 5G/6G 40% CRU projects global optical cable demand growth from data centres at +39.6% y/y in 2026. 180 Mn Global 6G subscriptions are forecast to reach 180 million by the end of 20

180 million

from data centres at +39.6% y/y in 2026. 180 Mn Global 6G subscriptions are forecast to reach 180 million by the end of 2031 2025 2030P CRU CRU CRISIL FTTx in NA in M fkm +10% p.a. 67 41 North A

10%

cast to reach 180 million by the end of 2031 2025 2030P CRU CRU CRISIL FTTx in NA in M fkm +10% p.a. 67 41 North America Installed Data Centre Capacity (Thousand MW) 102 6.4 Bn: Global 5G s

6.4 billion

lled Data Centre Capacity (Thousand MW) 102 6.4 Bn: Global 5G subscriptions are forecast to reach 6.4 billion in 2031 and will make up two-thirds of all mobile subscriptions. 43 Text color 2025 2030 2

4.1 billion

S homes await FTTH CRU India 4.1 Bn: 5G SA subscriptions are projected to account for more than 4.1 billion in 2031, making up around 65 percent of all 5G subscriptions at that time 43%: The share of mobil

43%

more than 4.1 billion in 2031, making up around 65 percent of all 5G subscriptions at that time 43%: The share of mobile data carried over 5G is forecast to rise from 34 percent at the end of 2024 t

₹1.39

re capex is expected to increase to ~$700 bn in CY2026 CRISIL Government programs • BharatNet (₹1.39Tn) Phase III targets fibre to 1.5 crore rural homes, driving the next stage of broadband expansi

1.5 crore

~$700 bn in CY2026 CRISIL Government programs • BharatNet (₹1.39Tn) Phase III targets fibre to 1.5 crore rural homes, driving the next stage of broadband expansion.. • U.S. Government’s ~US$97B broadb

63%

unding (incl. US$42.5B BEAD) remains intact; all 56 states have submitted final proposals, with ~63% of eligible locations expected to receive fibre. CRISIL 8 Brand color Complimentar y c

“CRISIL 8 Brand color Complimentar y colors India Data Centre Expansion – A Structural Optical Fibre Tailwind India’s data centre expansion is creating a multi-year fibre demand tailwind, with optical cable demand projected to grow at ~11% CAGR from 17.6M F-km (2025) to 31.5M F-km (2030).”

“N.America & Europe (Mn Fkm) 166 173 191 220 248 276 303 329 11.3% CAGR © 2026-2027 Sterlite Technologies Limited STL’s focus markets North America expected to lead demand growth, with CRU projecting a 15% CAGR through 2030.”

“CRU 10 Execution Excellence & Competitive Differentiation Brand color Complimentar y colors Text color 1 Strategic Priorities for FY27 2 Industry Tailwinds & Market Opportunity 3 Business Performance Update 4 Financial Performance Update © 2026-2027 Sterlite Technologies Limited 11 Driving Innovation Leadership - Technology Update Key Developments This Quarter IP Portfolio Brand color Complimentar y colors Text color Neuralis (AI DCs): Launched a U.S.”

“© 2026-2027 Sterlite Technologies Limited 15 Brand color Complimentar y colors Text color Market share and optical connectivity attach rate Global (ex-China) OFC market share Optical connectivity attach rate 8% 8% 22% 15% FY25 FY26 FY25 FY26 Market Share = STL Sales Volume / Total Market Demand Attach rate = Optical connectivity revenue / OFC revenue Stable OFC market share.”

Applications

2

Supported by

1

OFC

1

Optical Connectivity

1

Supported by

• DCs giving rise to long haul fibre deployments for inter DC connectivity. • Big Tech’s Data Centre capex is expected to increase to ~$700 bn in CY2026 CRISIL Government programs • BharatNet (₹1.39Tn) Phase III targets fibre to 1.5 crore rural homes, driving the next stage of broadband expansion.. • U.S. Government’s ~US$97B broadband funding (incl. US$42.5B BEAD) remains intact; all 56 states have submitted final proposals, with ~63% of eligible locations expected to receive fibre. CRISIL 8 Brand color Complimentar y colors India Data Centre Expansion – A Structural Optical Fibre Tailwind India’s data centre expansion is creating a multi-year fibre demand tailwind, with optical cable demand projected to grow at ~11% CAGR from 17.6M F-km (2025) to 31.5M F-km (2030). India DC Capacity Expansion Strategic Announcements Policy Tailwinds 5.2 GW 6000 5000 4000 3000 2000 1000 0 1.5 GW Text color CY2025 CY2030 Multi-Year DC Capex Boom Driving Fibre Demand Indian IT Provider: Planned data cen

OFC

● IBR Portfolio: Expanded our IBR portfolio with 1728F and a DC-specific 3456F & 6912 high- count variant. ● Expanded our HD microcable portfolio with a 432F, 200µm fibre cable.

Optical Connectivity

● NanODC compact closure up to 24F Splice capacity added. • 𝟮𝟰𝘁𝗵 𝗘𝗱𝗶𝘁𝗶𝗼𝗻 𝗗𝗮𝘁𝗮𝗰𝗲𝗻𝘁𝗲𝗿 𝗦𝘂𝗺𝗺𝗶𝘁 & 𝗔𝘄𝗮𝗿𝗱𝘀 2025 - STL Won the award for 𝗜𝗻𝗻𝗼𝘃𝗮𝘁𝗶𝗼𝗻 - New 𝗜𝗻𝗳𝗿𝗮𝘀𝘁𝗿𝘂𝗰𝘁𝘂𝗿𝗲 𝗦𝗼𝗹𝘂𝘁𝗶𝗼𝗻. • CInM Cabling Innovators Award 2025 - STL Multiverse – Multi-Core Fiber (Platinum Honoree) ● OptoFit Pre connectorized drop solution co developed with European customer. • The Indian Social Impact Award 2025 – Best Rural Healthcare Initiative of the Year Copper LAN Certifications: CAT6 UTP flame-plenum test cleared at UL; Dca classification obtained for CAT7A S/FTP 22AWG cable. • CII’s Industrial Innovation Awards 2025 – Outstanding innovation capabilities 700+ patents* (filed and granted) 21 new patents filed in Q4FY26 Building Next-gen capability ● Hollow-Core Fibre (HCF): Pioneering low- latency, low-loss communications for future networks. ● AI–Fibre Optic Sensing (Sensron) solution sees expanding commercial adoption ‘Notable Innovations’ Quantum-Secured Network – Breakthrough with Multi-Core Fibre Green Hydrogen

Applications

• Long-haul terrestrial & backbone networks • High-capacity DWDM systems (400G/800G and beyond). • Data Center Interconnect (DCI) • Subsea landing links • Data Centre Interconnect (DCI) • Sensing & high-power laser delivery (industrial & defense). • Quantum communications Received 1st sales order for G654E! Launched Hollow Core Fiber (HCF) Cable! © 2026-2027 Sterlite Technologies Limited 15 Brand color Complimentar y colors Text color Market share and optical connectivity attach rate Global (ex-China) OFC market share Optical connectivity attach rate 8% 8% 22% 15% FY25 FY26 FY25 FY26 Market Share = STL Sales Volume / Total Market Demand Attach rate = Optical connectivity revenue / OFC revenue Stable OFC market share. Focus on growing the market share Short term moderation; long term attach opportunity intact © 2026-2027 Sterlite Technologies Limited Source: CRU, STL Financials 16 Focus on maintaining operating profitability & reducing debt Brand color Complimentar y colors Text color 1