HFCL Limited (HFCL)
This is further to our earlier announcement dated October 19, 2026. In terms of Regulation 30 read with Para A of Part A of Schedule III to the Securities and Exchange Board of India ....
AI summary
- Q2 FY27 consolidated revenue 2542 Cr +144% y-y; EBITDA 658 Cr +224% y-y; EBITDA margin 25.9% +640 bps y-y; PAT 394 Cr +448% y-y
- Revenue growth guidance raised to at least 80% for FY27; order book at 28900 Cr with multi-year visibility
- Defence revenue target INR 500 Cr in FY27, INR 2000 Cr next year, INR 5000 Cr in 3 years
- Optical fiber capacity expanding from 39m to 63m fiber km; connectivity revenue expected 800 Cr in FY27, 2000 Cr in FY28
- Preform capacity doubling to 600 MT by Oct 2028; midterm own preform solution to reduce cost starting Q1 CY27
- Margin outlook positive with expected improvement due to higher capacity, backward integration, and product mix
- Demand strong in AI infrastructure, hyperscale data centers, telecom; no supply constraints reported
- EPC segment loss narrowing; profit expected from Q1 FY28 after O&M revenues start
- Multiple analyst queries on margin sustainability and raw material pricing; management confident margins will improve
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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