HFCL Limited — PPTs, 04-02-2025: Investor Presentation

**Investor Presentation Summary**

**Financial Highlights:**

In Q3 FY25, HFCL's revenue stood at ₹1,011.95 crore, reflecting a slight year-on-year decline of 1.97% compared to ₹1,032.31 crore in Q3 FY24. EBITDA increased by 5.16% to ₹171.89 crore, yielding an EBITDA margin of 16.99%. However, PAT dropped to ₹72.58 crore, representing an 11.95% decrease from ₹82.43 crore in the same quarter last year.

**Strategic Initiatives and Growth Drivers:**

The company secured major orders from BSNL and RVNL for the BharatNet Phase III program, valued at approximately ₹4,668 crore, enhancing its footprint in the telecom sector. Additionally, HFCL inaugurated a cutting-edge defense manufacturing facility in Hosur, aiming to boost domestic defense capabilities.

**Business Developments:**

HFCL has been selected to provide critical subsystems for advanced unmanned aircraft systems, marking a significant achievement in its defense segment. The recent introduction of 4G and 5G backhauling solutions further aligns with market demand.

**Market Position and Competitive Advantage:**

HFCL maintains the largest market share in optical fiber cable supplies in India, benefiting from strong relationships with governmental and private sectors across 45+ countries.

**Investor Implications:**

With a solid order book of ₹10,410 crore and expanding manufacturing capacities, HFCL is well-positioned for future growth. Investors should note the positive trajectory in EPS, which increased by 14.01% to ₹1.79 over the nine-month period. The strategic focus on innovative solutions and partnerships could foster additional opportunities and substantial returns.