ALFA Finder| Management target | Revenue 40.0% FY27 |
|---|
| Revenue growth | 119.85% YoY; 4.98% QoQ. |
|---|---|
| Margins | EBITDA margin improved from 4.93% to 23.25% YoY. |
| Order book | ₹26,665 Cr; 64.2% in Products segment. |
| Demand visibility | Strong; backed by ₹26,665 Cr order book. |
| Management confidence | High; entering one of the most exciting phases in history. |
Growth
Revenue grew 119.85% YoY; PAT increased to ₹245.64 Cr from a loss YoY. EBITDA surged 937% YoY.
Outlook
Raised FY27 revenue growth aspiration to 40%. Targeting 22-25% EBITDA margin by FY29 and 60%+ export revenue.
Risks
High working capital intensity in turnkey projects; global defense inventory rebuilding dependency.
Last quarter's promises, checked
Delivered
- Guided 20% revenue growth → delivered 119.85% YoY (= BEAT)
- Guided margin expansion → delivered 23.25% EBITDA margin (= BEAT)
- Guided product-led revenue shift → delivered 85% mix (= BEAT)
Partly delivered
- Guided 20-25% revenue growth for FY27 → delivered 4.98% QoQ (= PARTIAL)
Investor Presentation filed with BSE, NSE: HFCL. Summary written with AI assistance from the document.
HFCL Ltd: key numbers
- Share price
- ₹205.47
- Market cap
- ₹31,449 Cr
- Revenue (annual)
- ₹4,949 Cr
- Net profit (annual)
- ₹311.7 Cr
- P/E (TTM)
- 36.2×Sector 57.6×
- 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 Other Announcement
HFCL disclosed an ESG rating of 71.2 from SES ESG Research, a SEBI-registered rating provider. The company did not engage SES; the rating uses public data.
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