HFCL Limited has informed the Exchange about Investor Presentation
HFCL · price
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Awaiting price reaction for this filing.
HFCL shared its Q1 FY26 earnings presentation alongside results. Revenue came in at ₹871 crore, up 9% quarter-on-quarter but down 25% year-on-year. The company slipped into a loss with a PAT of -₹29 crore, though EBITDA turned positive at ₹43 crore (4.9% margin) from a negative reading last quarter. The standout positive is the order book, which surged 55% to ₹10,480 crore from ₹6,776 crore a year ago, driven by a ₹650 crore BharatNet Phase III win, a ₹175 crore 5G repeat order, and defence orders including thermal sights for AK-203 rifles. Management is pushing a clear shift toward product-led, higher-margin revenue (private customers rose to 61% of sales in FY25 from 27% in FY21) and is expanding OFC capacity to 42.36 million fkm to tap export demand in North America and Europe.
Short-term, the YoY revenue decline and quarterly loss may weigh on sentiment, but the sharply higher order book and management's focus on margin-accretive product and private customer mix could support the stock if execution holds. Shareholders should watch order conversion and margin trajectory in coming quarters.