ALFA Finder| Revenue growth | 21.7% YoY growth in FY26; Q4FY26 revenue up 127.81% YoY. |
|---|---|
| Margins | EBITDA margin improved from 12.5% (FY25) to 16.7% (FY26). |
| Order book | ₹21,206 Cr total; includes ₹12,248 Cr in export orders. |
| Demand visibility | Strong; order book expanded 3x to ₹21,206 Cr. |
| Management confidence | High; promoters infusing ₹555 Cr via warrants at market-linked price. |
Growth
FY26 Revenue up 21.7% YoY; PAT grew 90.2% YoY to ₹329.44 Cr. Export share surged to 41.36% of revenue.
Outlook
Targeting ₹10,000+ Cr revenue and 20-21% EBITDA margin by FY29. Increasing OFC capacity to 43mn fkm.
Risks
Evolving geopolitical environment and potential supply constraints in the structural preform manufacturing expansion cycle.
Earnings Call filed with NSE, 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.