HFCL Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedPromoter Disclosed Acquisition PlansAnalyst Day Multiyear TargetsInvestor Communications View source PDF

HFCL · price

Loading chart…

▲ 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

+6.7%1-day move

₹139.70

prior close

₹139.30

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+1.6+3.0+5.4+5.8+6.7+9.5+8.8+5.7-0.3-0.6+35.3+18.1+52.9—

Up moveDown movePending

AI summary

HFCL delivered record performance in FY26 with consolidated revenue of ₹4,949 crore (up 22% YoY) and EBITDA of ₹827 crore (up 63% YoY). Q4 FY26 revenue stood at ₹1,824 crore with EBITDA margin of 18.47%. The company secured a landmark USD 1.1 billion (≈₹10,159 crore) single optical fibre cable contract from a hyperscaler, taking the total order book to an all-time high of ₹21,200 crore (including ₹12,250 crore export orders). Management guided for 20-25% revenue growth and 3-4% EBITDA margin expansion in FY27, backed by strong demand from data centres, defence, and global OFC markets. Strategic initiatives include a ₹580 crore backward integration into preform manufacturing (reducing costs by 15-20%) and acquisition of an aerospace defence business with confirmed export orders of ~₹1,930 crore. The company aspires to reach ₹10,000 crore revenue over the next 3-5 years.

Likely market impact

HFCL's all-time high order book, margin expansion guidance, and strategic backward integration signal strong earnings visibility. The large export contract and defence expansion reduce reliance on domestic EPC, improving business quality and earnings predictability.