ALFA Finder| 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
- ₹216.43
- Market cap
- ₹33,127 Cr
- Revenue (annual)
- ₹4,949 Cr
- Net profit (annual)
- ₹311.7 Cr
- P/E (TTM)
- 38.2×Sector 55.3×
- Promoter holding
- 28.29%+0.00% QoQ
- FII holding
- 17.24%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from HFCL Ltd
All →HFCL Bags ₹834.4 Cr Order from International Customer
HFCL secured export orders worth ~INR 834.36 crore for optical fiber cable supply via its overseas subsidiary. Execution is due by June 2027.
- Value
- ₹834.4 Cr
- From
- International Customer
- Execution
- By June 2027
HFCL Merger & Restructuring Worth ₹0.01 Cr
HFCL Limited has incorporated a new wholly-owned subsidiary named HFCL Connectivity Systems Limited. The company invested ₹0.01 Crore in its initial share capital.
- Value
- ₹0.01 Cr
HFCL Earnings Call Transcript: Key Takeaways
HFCL reported its best-ever quarter with massive PAT growth driven by hyperscaler demand. Management aggressively doubled revenue guidance to 80% for the year, pivoting towards high-margin data center products.
- Call
- Guides 80% growth
HFCL Investor Presentation: Key Takeaways
HFCL delivered its best quarterly performance with ₹2,542 Cr revenue and 15.51% PAT margin, driven by strong demand from AI infrastructure and defense.
- Call
- Guides 80% growth
HFCL Q2 FY27 Results: Net Profit ₹394.2 Cr, Up 448.3% YoY
HFCL Ltd reported revenue from operations of ₹2,542 Cr (+143.6% YoY) and net profit of ₹394.2 Cr (+448.3% YoY) for Q2 FY27.
- Key figure
- Net profit ₹394.2 Cr · +448.3% YoY
HFCL Other Announcement
HFCL Ltd filed its quarterly shareholding pattern for the period ended September 30, 2026, as required under SEBI regulations.