HFCL Limited — PPTs, 03-02-2026: Investor Presentation

HFCL delivered strong Q3 financial results, with revenue reaching ₹1,210.79 Cr, marking a 19.65% YoY increase. Profit after tax (PAT) surged 41.04% YoY to ₹102.37 Cr, driven by recovering global optical fibre demand. Diluted EPS grew 31.37% YoY to ₹0.67. The company's order book stands robust at ₹11,125 Cr, ensuring healthy revenue visibility.

Growth is fueled by planned capacity expansion for optical fibre and cables, targeting 42.36 mn fkm OFC and 34 mn fkm OF capacity by December 2026. HFCL is strategically evolving into a product-led and internationally diversified business, with products contributing 60% and exports 27% of revenues.

Recent highlights include securing approximately USD 192 million in export orders and developing a 3456-fibre Micro Duct IBR cable. The company also won significant defence orders and secured land for a new defence manufacturing facility. Management emphasizes a focus on high-growth segments like Defence and Data Centers for improved margins and customer diversification.