HFCLNSEHFCL Limited· Telecommunication - EquipmentMediumNeutral
Announced Thu, 30 Apr · 14:08 IST

HFCL Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementPromoter Disclosed Acquisition PlansOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

HFCL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+17.8%1-day move
₹107.00
prior close
₹117.76
base price
In-mkt
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AI summary

HFCL Limited filed its earnings presentation for Q4 and FY26 results on April 30, 2026, ahead of its earnings call. For FY26, revenue grew to ₹4,949 crore (up from ₹4,065 crore in FY25), with EBITDA jumping to ₹827 crore at a 16.7% margin and net profit nearly doubling to ₹329 crore. Q4FY26 was particularly strong with revenue of ₹1,824 crore (up 128% YoY) and PAT of ₹184 crore. The company highlighted a robust order book of ₹21,206 crore (including ₹12,248 crore of export orders and a single ₹10,159 crore multi-year OFC deal) and guided for ₹10,000+ crore revenue and 20-21% EBITDA margin by FY29. Strategic moves include an MoU to acquire an aerospace business with a ₹1,930 crore export order book, a ₹555 crore promoter warrant infusion, ₹580 crore preform CapEx, and a 1,000-acre defence manufacturing facility in Andhra Pradesh.

Likely market impact

Strong results with significant margin expansion (EBITDA margin from 12.5% to 16.7% YoY) and a large, visible order book should support positive sentiment. Multi-year guidance to ₹10,000 crore revenue and 20-21% margins by FY29, backed by promoter warrant infusion and aerospace acquisition, signals confidence in the growth trajectory.