HFCL Limited — Investor Meet, 10-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

HFCL reported Q3 FY26 Revenue of ₹1,210.79 Cr (+19% YoY) and PAT of ₹102.37 Cr (+41% YoY) with an 8.45% margin, with 9M FY26 PAT at ₹144.99 Cr. The company sees strong demand for high-fiber-count Optical Fiber Cables (OFC) driven by global data centers and AI, expecting OFC revenue to reach ₹3,500 Cr next fiscal year from an estimated ₹2,400 Cr this year. New Pre-Connectorised Solutions (PCS) and MPO cables are anticipated to add ₹400-500 Cr each over FY26-27. The order book stands at ₹11,125 Cr, and exports comprised 27% of Q3 revenues. Management is confident about sustaining this momentum and improved performance.