ALFA Finder| Revenue growth | 21.7% YoY growth in FY26; 20-25% expected for FY27. |
|---|---|
| Margins | 3-4% blended margin expansion expected in FY27 due to product-mix. |
| Order book | All-time high of ₹21,200cr; 58% from exports. |
| Demand visibility | Strong multi-year visibility from hyperscalers and $1.1B OFC contract. |
| Management confidence | High; citing robust order book and structural transformation. |
Growth
FY26 revenue grew 21.7% to ₹4949.27cr; PAT jumped 90.1% to ₹329.44cr. Q4FY26 PAT reached ₹184.45cr.
Outlook
FY27 revenue guidance of 20-25% growth with 3-4% EBITDA margin expansion. Capex of ₹600cr for FY27.
Risks
Geopolitical disruptions affecting global supply chains; execution risks in complex aerospace defense contracts; volatility in raw materials.
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.