HFCL Limited — Investor Meet, 28-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

HFCL reported a strong Q2 FY26, with Revenue at INR 1043.34 Crores, EBITDA at INR 203.37 Crores (19.49% margin), and PAT at INR 71.92 Crores. The company's order book stands at INR 9981 Crores.

HFCL is significantly expanding high-fiber-count OFC capacity to 42.36 million fkm p.a. by June 2026, driven by robust global demand, securing over INR 650 Crores in H1 FY26 export orders. The defense segment is rapidly gaining traction, with a new INR 101.82 Crores tactical OFC contract and INR 50 Crores in thermal weapon sights orders. Management maintains its 20% revenue growth guidance for FY26 and expects to sustain current EBITDA margins, expressing a confident view on future growth in telecom and defense.