HFCL Limited — Investor Meet, 01-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

HFCL's Q1 FY26 revenue reached ₹871.02 crore, improving quarter-on-quarter, though Profit After Tax (PAT) remained a loss of ₹29.30 crore. The order book swelled to ₹10,480 crore. The Optical Fibre Cable (OFC) business is experiencing a strong global demand resurgence, operating at optimal capacity, with management projecting OFC revenue to double in FY26. Strategic capacity expansion for high-value IBR cables is progressing. Defence segment orders are increasing, with new product commercialization expected soon for thermal sights and tactical cables. Overall FY26 revenue is anticipated to grow by 25-30%, reflecting a confident outlook on market tailwinds and strategic product diversification.