HFCL Limited — Investor Meet, 08-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

HFCL delivered robust Q4 FY26 results with revenue surging, EBITDA margin at 18.47%, and PAT margin at 10.11%. FY26 consolidated revenue reached ₹4949.27 Cr. The company boasts a record ₹21,200 Cr order book, featuring a ₹10,159 Cr global OFC deal and a ₹1,930 Cr export defense aerospace order. Management anticipates 20-25% revenue growth and 3-4% margin expansion for FY27, fueled by product mix, data centers (projected ₹400 Cr additional FY27 revenue), and defense expansion. Key strategies include ₹580 Cr preform backward integration and a strong export focus, now 41.36% of revenue. The company exhibits confidence in its growth trajectory, targeting ₹10,000 Cr revenue, and has initiated a committee for strategic business realignment.