| Revenue guidance | 20.0% → 40.0% Raised by 20.0 percentage points |
|---|---|
| Management target | Revenue 40.0% FY27 |
| Revenue growth | Raised to 40%+ YoY for FY27. |
|---|---|
| Margins | Sustainable 23%+ EBITDA margins due to technology-led product mix. |
| Order book | All-time high at ₹26,665 Cr, 5x FY26 revenue. |
| Demand visibility | Foresee at least 5 years of strong demand pipeline. |
| Management confidence | Extremely high, citing structural enhancement and strong demand visibility. |
Growth
Revenue grew 119% YoY to ₹1,914.98 Cr; EBITDA jumped over 10-fold to ₹445.27 Cr; PAT stood at ₹245.64 Cr.
Outlook
Revenue growth guidance raised to 40%+. Total FY27-28 capex ~₹1,255 Cr. Defense revenue target ₹500 Cr for FY27.
Risks
Potential geopolitical disruptions to supply chains; fluctuations in raw material/preform prices; execution timelines for large defense projects.
Earnings Call Transcript 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
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- Value
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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