In terms of Regulation 30 read with Para A of Part A of Schedule III to the SEBI Listing Regulations, we hereby submit a copy of the Earnings' Presentation, inter-alia, on the Audited Financial ....
Awaiting price reaction for this filing.
HFCL Limited shared its investor presentation alongside audited Q4 and FY25 results. Q4FY25 was weak, with revenue falling 39.6% year-on-year to ₹800.72 crore and the company slipping into an operating loss (EBITDA of ₹-22.23 crore) versus a ₹171.89 crore profit in Q3FY25. For the full year FY25, revenue declined to ₹4,064.52 crore from ₹4,465.05 crore in FY24, EBITDA dropped to ₹506.75 crore (margin compressing to 12.47% from 15.28%), and PAT nearly halved to ₹173.26 crore. Order book also fell to ₹7,685 crore from ₹9,967 crore. Management highlighted a strategic shift toward product-led revenue (now 73% of mix versus 27% in FY21) and higher private-customer share (61% vs 27%), along with expansion of optical fibre and cable capacity.
Short-term: the sharp Q4 loss and order book contraction are negative signals that may pressure the stock. Medium-term: management's stated pivot to higher-margin product businesses, private customers, defence, and data centre opportunities provides a potential margin recovery story for shareholders to watch.