NSEBagging/Receiving of orders/contracts1 Oct 2026 · 1 Oct 2026, 11:24 am

Bagging/Receiving of orders/contracts

Sterlite Technologies Limited · STLTECH

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Sterlite Technologies Limited has informed the Exchange about receiving a Long-Term Supply Agreement (LTSA) worth ~USD 1.2 billion from a hyperscale partner. The contract will be executed over a period of upto December 2030 and involves the supply of optical connectivity products as per customer specifications.

Analysis Scores

Earnings Impact8/10
Growth Catalyst9/10
Governance Concern1/10
Regulatory Risk2/10
Balance Sheet Risk1/10
Liquidity Impact9/10
Market Sentiment9/10

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Full Announcement

Sterlite Technologies Limited has informed the Exchange about Bagging/Receiving of orders/contracts

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STLTECH_01102026112437_SE_Intimation_Hyperscaler_Contract_Oct26_Signed.pdf

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www.stl.tech October 01, 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 – 400001 Mumbai – 4000517 Scrip ID - STLTECH Scrip Code - 532374 Subject: Disclosure under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015, as amended from time to time (‘SEBI Listing Regulations’) Dear Sir/Madam, Pursuant to Regulation 30 read with Schedule III of the SEBI Listing Regulations, we hereby wish to inform you that a wholly owned subsidiary of Sterlite Technologies Limited (the Company’ or ‘STL’) has received a Long- Term Supply Agreement (LTSA). The total potential value of the contract over its tenure is estimated at ~USD 1.2 billion (approximately One Billion and Two Hundred Million US dollars) based on prevailing selling prices of connectivity products being supplied. The details as required under SEBI Listing Regulations and SEBI Master Circular No. HO/49/14/14(7)2025- CFDPOD2 / I / 3762 / 2026 dated January 30, 2026, as amended, are enclosed in Annexure A. We request you to take the same on record. Thank you. Yours faithfully, For Sterlite Technologies Limited Mrunal Asawadekar Company Secretary & Compliance Officer Membership No.: ACS 24346 Sterlite Technologies Limited R egistered office: 4th Floor, Godrej Millennium, Koregaon Road 9, STS 12/1, Pune, Maharashtra- 411 001, India. CIN - L31300PN2000PLC202408 www.stl.tech Annexure A Sr. No. Particulars Description 1. name of the entity awarding the A hyperscale partner order(s)/contract(s) 2. significant terms and conditions of i) Allocation of optical connectivity products to order(s)/contract(s) awarded in brief be supplied in each Calendar Year (CY) starting from CY26 to CY30 ii) Purchase orders will be released periodically during the contract period iii) The agreement establishes a reciprocal risk- sharing framework by defining mutual, capped financial liabilities for both parties in the event of demand or supply capacity shortfalls / failures 3. whether order(s) / contract(s) have been International awarded by domestic/ international entity 4. nature of order(s) / contract(s) Supply of optical connectivity products as per customer specifications 5. whether domestic or international International 6. time period by which the order(s)/contract(s) is Upto December 2030 to be executed 7. broad consideration or size of the ~USD 1.2 billion order(s)/contract(s) 8. whether the promoter/ promoter group / group companies have any interest in the entity that awarded the order(s)/contract(s)? If yes, nature of interest and details thereof 9. whether the order(s)/contract(s) would fall within related party transactions? If yes, No whether the same is done at “arm’s length” Sterlite Technologies Limited R egistered office: 4th Floor, Godrej Millennium, Koregaon Road 9, STS 12/1, Pune, Maharashtra- 411 001, India. CIN - L31300PN2000PLC202408