HFCL Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
HFCL reported consolidated Q1 FY27 revenue of Rs 1,914.98 crore, EBITDA of Rs 445.27 crore at a 23.25% margin, and PAT of Rs 245.64 crore, all described as the highest ever quarterly figures for the company. Management said order book stood at approximately Rs 26,665 crore, roughly five times FY26 revenue, and raised its FY27 revenue growth aspiration from around 20% to 40% and above. The company also outlined capex plans, capacity expansions in optical fibre and cable, data centre connectivity investments, and progress in its Defence and Aerospace business including an ammunition manufacturing complex groundbreaking and a proposed aerostructure acquisition.
HFCL reported consolidated FY26 revenue of ₹4,949.27 crore versus ₹4,064.52 crore in FY25, with EBITDA of ₹826.75 crore and profit after tax of ₹329.44 crore compared to ₹173.26 crore in FY25. Management highlighted a record order book of ₹21,200 crore, a $1.1 billion global optical fibre cable supply contract, and a board-approved defence and aerospace consolidation under HFCL Advance Systems. The company also outlined a ₹580 crore preform backward-integration project and expansion of data centre interconnect manufacturing capacity at its subsidiary HTL Limited.