Sterlite Technologies Flags Germanium Supply Risk Amid China Export Curbs, Eyes Western Sourcing

• Sterlite Technologies (STL) warns of germanium supply risks due to China's export restrictions, impacting optical fiber manufacturing.
• China controls 80% of global germanium supply, a critical component for efficient, low-loss optical fiber signal transmission.
• STL is exploring alternative sourcing options in Europe, the US, and other regions to mitigate supply chain vulnerabilities.
• The company's Q3 report shows narrowed losses and higher EBITDA, driven by strong demand in North America and data center segments.
• US tariffs continue to pressure margins, with STL targeting 70% utilization and potential India-US trade agreements for relief.

Why It Matters: China's germanium export curbs pose a significant supply risk for Sterlite Technologies, pushing it to diversify sourcing.