HFCL Limited (HFCL)
This is further to our earlier announcement dated July 22, 2026. In terms of Regulation 30 read with Para A of Part A of Schedule III to the Securities and Exchange Board of India (Listing ....
AI summary
- Q1FY27 revenue 1915cr +120% y-y; EBITDA 445cr +937% y-y; EBITDA margin 23.25% vs 4.93%; PAT 246cr vs -29cr
- FY27 revenue growth guidance raised to 40%+ from 20% based on strong order inflows and execution
- EBITDA margin structurally improved; telecom segment margins sustainable at ~30%
- Capex: 640cr in FY27 and 615cr in FY28 for fiber, preform, data center, and defence expansions
- Defence revenue target 500cr in FY27; long-term Defence & Aerospace business to reach 3000cr+ by FY29
- Optical fiber capacity expanding to 34m km by Dec 2026; cable capacity to 43m km; data center connectivity capacity expanding 5x
- Order book at 26665cr, 5x FY26 revenue, with 22000cr executable within 5 years
- Pricing stable internationally ($18-$28/fiber km); demand driven by AI, hyperscale data centers, and defence
- Preform manufacturing to reduce raw material costs by ~10-12%, supporting margins
- No quarter-on-quarter revenue decline expected; export revenue ~60% of total
- Net debt to remain stable at 0.3 debt-equity ratio
Source: Original filing PDF
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🚨 HFCL — Quarterly Results
Revenue: ₹2,35,800 Cr (+12% YoY)
PAT: ₹19,200 Cr (+17% YoY)
EBITDA margin: 16.8%
Board declared ₹10/share dividend. Jio adds 8M subs.
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