• Fundraising resolution: The company has approved a routine enabling resolution to raise up to Rs 2,000 crore, which is being evaluated primarily for growth investments.
• Input cost pressures: STL is facing supply constraints and price increases across helium, germanium, and polymer, along with surging freight container costs linked to the Middle East crisis.
• Cost mitigation strategy: To counter cost increases, the company is diversifying supply sources and leveraging long-term telecom and data center contracts to negotiate customer pass-through.
• EBITDA margin outlook: Following a margin improvement to 15% plus in Q4, management expects reduced tariff impacts in the current quarter and aims to structurally move toward 20% plus EBITDA margins as factory utilization rises.