| Revenue growth | 21.7% YoY for FY26; 127.8% YoY for Q4FY26. |
|---|---|
| Margins | EBITDA margin improved from 12.5% in FY25 to 16.7% in FY26. |
| Order book | Robust at ₹21,206 Cr as of end FY26. |
| Demand visibility | Strong; 36x more fiber needed per AI rack vs CPU rack. |
| Management confidence | Promoter proposing ₹555 Cr warrant infusion reflecting long-term conviction. |
Growth
FY26 Revenue grew 21.7% YoY to ₹4,949 Cr; PAT jumped 90% YoY to ₹329 Cr.
Outlook
Targeting ₹10,000+ Cr revenue and 20-21% EBITDA margin by FY29; expansion of OFC capacity to 43.3 mn fkm.
Risks
Evolving geopolitical environment; high-entry barriers in defense aerospace; long approval cycles.
Earnings Call filed with BSE, NSE: HFCL. Summary written with AI assistance from the document.
HFCL Ltd: key numbers
- Share price
- ₹211.27
- Market cap
- ₹32,337 Cr
- Revenue (annual)
- ₹4,949 Cr
- Net profit (annual)
- ₹311.7 Cr
- P/E (TTM)
- 56.5×Sector 68.0×
- Promoter holding
- 28.29%+0.00% QoQ
- FII holding
- 15.74%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from HFCL Ltd
All →HFCL Employee Stock Options
The HFCL Employees Trust sold 1,28,100 equity shares worth ₹0.26 Crore in an off-market transaction.
- Value
- ₹0.26 Cr
HFCL Other Announcement
HFCL Ltd has received an 'Adequate' ESG rating of 58 and a 'Strong' Core ESG rating of 64 from CRISIL, based on public domain data.
HFCL Other Announcement
HFCL has issued an intimation to shareholders holding shares in physical mode to furnish their PAN, KYC, and nomination details as per SEBI regulations. This communication is for compliance purposes.
HFCL Capacity Expansion: ₹670 Cr Investment
HFCL approved ₹670 Crore capacity expansion for optical fiber, OFC, and preform manufacturing. Target addition of ~300 MT per annum by October 2028 strengthens backward integration.
- Value
- ₹670.0 Cr
- Execution
- by October 2028
- optical fibre/OFC/preform manufacturing capacity
- 300 MT per annum
HFCL Capacity Expansion: ₹150 Cr Investment
HFCL approved ₹150 Crore capacity expansion adding 5.64 Mn fkm/p.a OFC and 4.60 Mn fkm/p.a fibre. Target completion by July 2028.
- Value
- ₹150.0 Cr
- Execution
- by July 2028
- Optical Fiber Cable manufacturing capacity
- 5.64 Mn fkm/p.a
HFCL Capacity Expansion: ₹1,500 Cr Investment
HFCL plans ₹1,500 Crore capacity expansion adding 10.24 Mn fkm/p.a to optical fiber and cable, completing by July 2028. A new preform facility strengthens backward integration.
- Value
- ₹1,500 Cr
- Execution
- by July 2028
- optical fiber & cable manufacturing capacity (proposed addition)
- 10.24 Mn fkm/p.a