| Revenue guidance | 40.0% → 80.0% Raised by 40.0 percentage points |
|---|---|
| Management target | Revenue 80.0% FY27 |
| Revenue growth | ₹2,541.79 Cr, 143.6% YoY growth driven by hyperscalers. |
|---|---|
| Margins | EBITDA margin expanded to 25.89% due to premium product mix. |
| Order book | ₹28,900 Cr, providing multi-year revenue visibility. |
| Demand visibility | Strong multi-year visibility from AI infrastructure and data center expansion. |
| Management confidence | Hyper-optimistic; aggressively raised annual revenue growth guidance to 80%. |
Growth
PAT surged 448% YoY; growth is volume-led by connectivity solutions and exports.
Outlook
Revenue growth guidance raised from 40% to 80% for FY27; ₹10,000 Cr revenue target pull-forward.
Risks
Continued losses in the EPC segment due to milestone-based billing delays; significant debt-funded capex.
Earnings Call Transcript filed with NSE, NSE: HFCL. Summary written with AI assistance from the document.
HFCL Ltd: key numbers
- Share price
- ₹242.81
- Market cap
- ₹37,165 Cr
- Revenue (annual)
- ₹4,949 Cr
- Net profit (annual)
- ₹311.7 Cr
- P/E (TTM)
- 42.8×Sector 57.7×
- 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 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 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.
HFCL Board Meeting Date
HFCL scheduled its Board meeting for 19 October 2026 to consider Q2 FY27 unaudited results. The trading window reopens on 22 October 2026 after the results.
Hero FinCorp Debt & Borrowing
Hero FinCorp filed its CP end-use certificate for Q3 FY27, confirming ₹2,100 Crore of commercial paper was used for working capital. This is a periodic debt-utilisation statement.