Analysts/Institutional Investor Meet/Con. Call Updates

www.stl.tech September 3, 2026 National Stock Exchange of India Limited BSE Limited Exchange Plaza, 5th Floor, Phiroze Jeejeebhoy Towers, Plot No. C-1, G Block, Dalal Street, Bandra Kurla Complex, Bandra (East) Mumbai - 400 001 Mumbai - 400 051 Scrip ID - STLTECH Scrip Code - 532374 Sub.: Call Recording of Investor/ Analyst Meet - Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 Dear Sir/Madam, In furtherance of our letter dated August 31, 2026, informing the Exchanges regarding Investor/ Analyst Meet, we wish to inform that the said meet was held today i.e. September 3, 2026. The video recording of the said meet has been hosted on the website of the Company and the same is available under the tab ‘Announcements’ available at https://stl.tech/investor/#growth-roadmap. Further, the Investor Presentation made during the meeting is attached herewith. Kindly take this on your record. Thanking you. Yours faithfully, For Sterlite Technologies Limited Mrunal Asawadekar Company Secretary & Compliance Officer Membership No.: A 24346 Encl.: As mentioned above Sterlite Technologies Limited R egistered office: 4th Floor, Godrej Millennium, Koregaon Road 9, STS 12/1, Pune, Maharashtra- 411 001, India. CIN - L31300PN2000PLC202408 Brand color Complimentary colors Lakshya Growth Roadmap FY27-29 Text color © 2026-2027 Sterlite Technologies Limited © 2019-2020 Sterlite Technologies Limited Safe Harbour Certain words and statements in this communication concerning Sterlite Technologies Limited (“the Company”) and its prospects, and other statements relating to the Company’s expected financial position, business strategy, the future development of the Company’s operations and the general economy Brand color in India & global markets, are forward looking statements. Such statements involve known and unknown risks, uncertainties and other factors, which may cause actual results, performance or achievements of the Company, or industry results, to differ materially from those expressed or implied by such forward-looking statements. Complimentary colors Such forward-looking statements are based on numerous assumptions regarding the Company’s present and future business strategies and the environment in which the Company will operate in the future. The important factors that could cause actual results, performance or achievements to differ materially from such forward-looking statements include, among others, changes in government policies or regulations of India and, in particular, changes relating to the administration of the Company’s industry, and changes in general economic, business and credit conditions in India. The information contained in this presentation is only current as of its date and has not been independently verified. No express or implied representation or warranty is made as to, and no reliance should be placed on, the accuracy, fairness or completeness of the information presented or contained in this presentation. None of the Company or any of its affiliates, advisers or representatives accepts any liability whatsoever for any loss howsoever arising from any information presented or contained in this presentation. Please note that the past performance of the Company is not, and should not be considered as, indicative of future results. Furthermore, no person is authorized to give any information or make any representation which is not contained in, or is inconsistent with, this presentation. Any such extraneous or inconsistent information or representation, if given or made, should not be relied upon as having been authorized by or on behalf of the Company. Text color The Company may alter, modify or otherwise change in any manner the contents of this presentation, without obligation to notify any person of such revision or changes. Persons should consult their own financial or tax adviser if in doubt about the treatment of the transaction for themselves These materials are confidential, are being given solely for your information and for your use, and may not be copied, reproduced or redistributed to any other person in any manner. The distribution of this presentation in certain jurisdictions may be restricted by law. Accordingly, any persons in possession of this presentation should inform themselves about and observe any such restrictions © 2026-2027 Sterlite Technologies Limited © 2019-2020 Sterlite Technologies Limited Business Brand color Complimentary Outlook colors Ankit Agarwal Text color Managing Director © 2026-2027 Sterlite Technologies Limited © 2019-2020 Sterlite Technologies Limited STL enters its next phase of growth Brand color Complimentary colors Structural shift in Our Core Envisioning Optical demand Capabilities Growth Roadmap Text color © 2026-2027 Sterlite Technologies Limited © 2019-2020 Sterlite Technologies Limited Optical demand is structurally shifting beyond traditional networks Brand color Complimentary colors Telcos & Citizen Networks AI DC & Large Enterprise Text color Broadband expansion & network fibreisation AI compute scaling & optical densification FTTH • BharatNet • BEAD • 5G Inside-DC connectivity • DCI © 2026-2027 Sterlite Technologies Limited © 2019-2020 Sterlite Technologies Limited AI Factories are rewriting the Data Centre connectivity stack Brand color Complimentary colors Text color Traditional Cloud Data Centre AI Factory © 2026-2027 Sterlite Technologies Limited Source: NIVIDIA -Scaling Out and Across: Networking Innovations for Giga-Scale AI Systems, GTC26. © 2019-2020 Sterlite Technologies Limited Higher AI density drives multifold growth in optical content Brand color 1k Fibers/Rack 4k Fibers/Rack 16k Fibers/Rack 64k Fibers/Rack Complimentary colors Text color Legacy Frontend Hopper Blackwell Vera Rubin 2022-23 2024-26 2027 onwards © 2026-2027 Sterlite Technologies Limited Second half of 2027 AI Scale is accelerating demand across the DCI layer Brand color Complimentary 2 DCs 3 DCs 4 DCs 5 DCs 6 DCs colors 1 3 6 10 15 Text color DCI DCIs DCIs DCIs DCIs © 2026-2027 Sterlite Technologies Limited India is emerging as the next major AI infrastructure opportunity 10 GW DELHI NCR ~46% CAGR JAMNAGAR 1.5 GW MUMBAI 2025 2030 VISAKHAPATNAM HYDERABAD $200B +45 TWh BENGALURU CHENNAI Capital expected by 2030 Incremental power demand 38,000+ 4+3 GPUs Onboarded Subsea cable systems ● Operational, sized by share ○ Announced gigawatt campus © 2026-2027 Sterlite Technologies Limited Capacity outlook: Deloitte (2026). 2026 stock ~1.8 GW: Savills India. Hub shares: JLL Research. 2027–29 path illustrative. GPU:PIB. India's #1 end-to-end Brand color optical manufacturer Complimentary Preform Fibre Cable Connectivity colors 9% 38+ 785+ 10+ Text color Advanced Global market share in Years of industry Global patents filed manufacturing facilities OFC, excluding China leadership and granted zero waste to landfill, zero liquid discharge © 2026-2027 Sterlite Technologies Limited We make our own glass Brand color Product portfolio Complimentary colors Optical Fibre Cable Pre-terminated Solutions Text color Optical Connectivity Structured Cabling Solutions Solutions © 2026-2027 Sterlite Technologies Limited Growth Roadmap FY27–29 Brand color Lakshya Complimentary colors To be among the top 5 players globally in optical connectivity solutions ₹20,000 Cr Revenue in FY29 Text color © 2026-2027 Sterlite Technologies Limited * To be read in conjunction with the Safe Harbour Statement and Risks & Assumptions Key Growth Drivers Brand color Complimentary colors Integrated Optical TAM Customer Tech-led Connectivity Expansion Co-development Differentiation Solutions Text color Expanding capacity to 1.5x to enable the next phase of growth © 2026-2027 Sterlite Technologies Limited Financial Brand color Complimentary Perspective colors Ajay Jhanjhari Text color Chief Financial Officer © 2026-2027 Sterlite Technologies Limited © 2019-2020 Sterlite Tech [Showing first 8,000 characters — download PDF for full document]