HFCL Limited — Q2FY27 earnings call summary

Filed 26 October 2026 · Official transcript

Capex INR 1800 Cr planned for optical fiber, cable, preform capacity expansion by late FY28
Margin outlook positive with EBITDA margin 25.89% in Q2; expected to improve on higher fiber capacity and backward integration
Demand outlook strong globally; data center growth offsetting regional slowdowns; telco demand recovering
Debt reduction underway; net debt expected to decline by Mar 2027
Q2 FY27 consolidated revenue 2541.79 Cr +143.62% y-y; EBITDA 658 Cr +223.55% y-y; PAT 394.22 Cr +448.14% y-y
EPC segment loss narrowing; expected profitability from Q1 FY28
FY27 revenue growth guidance raised to at least 80% (vs 40% earlier)
Defence revenue target INR 500 Cr in FY27, INR 2000 Cr in FY28, INR 5000 Cr in 3 years