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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 ....

Filed: 29 Jul 2026, 18:13 IST Exchange: BSE Category: Financial Results — Earnings Call Transcript
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 — view on exchange portal
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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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Important. The summary above is generated automatically from HFCL Limited's own public regulatory filing under SEBI LODR. Indian Stock Alerts is not a SEBI-registered Research Analyst or Investment Adviser. This page is informational, not investment advice, a recommendation to buy or sell any security, or any opinion about the company's business, governance or financial health. Always read the original filing before acting and consult a registered adviser for investment decisions.