HFCL Limited — PPTs, 30-04-2026: Investor Presentation

HFCL saw a strong FY26, with revenue growing 21.7% year-on-year to ₹4,949.27 Cr and profit (PAT) surging 90% to ₹329.44 Cr. Q4 performance was exceptional, with revenue up 127.81% YoY to ₹1,824.12 Cr and PAT at ₹184.45 Cr. This robust performance was driven by increasing exports (41.36% of revenue), higher product sales (62% of revenue), and a focus on private sector clients (84% of revenue).

Strategically, HFCL is prioritizing high-margin products, expanding manufacturing capabilities, and optimizing its revenue mix. Key growth drivers include a ₹580 Cr capex for backward integration into preform manufacturing to boost cost efficiency, and a significant expansion in defence offerings.

Recent developments include signing a multi-year overseas Optical Fiber Cable supply agreement valued at ₹10,159 Cr and plans to increase OFC capacity to ~43 million fkm by June 2026. The company is also acquiring an aerospace business with an export-oriented order book of approximately ₹1,930 Cr.

For FY26, diluted EPS was ₹2.13. Management aims for ₹10,000+ Cr revenue and a 20-21% EBITDA margin by FY29, with exports and product revenue expected to exceed 50% and 70% respectively by FY27. The focus remains on disciplined capital allocation and technology leadership.