HFCL Limited — PPTs, 22-07-2026: Investor Presentation

HFCL delivered a strong Q1 FY27, with revenue soaring 119.85% YoY to ₹1,915 Cr. EBITDA jumped to ₹445 Cr (23.3% margin), and PAT hit ₹246 Cr (12.8% margin), marking a significant turnaround.

The company is focused on product-led growth, aiming for 80-85% product revenue and over 60% from exports by FY27, shifting towards private customers. Key strategies include expanding optical fiber and cable manufacturing capacities, and backward integrating into optical fibre preforms.

Recent developments include strengthening manufacturing, advancing next-gen defence technologies, and an upcoming Ammunition Manufacturing Complex.

A robust order book of ₹26,665 Cr provides strong revenue visibility. Management has increased its FY27 revenue growth aspiration to 40%, expecting EBITDA margins over 23%, driven by its diversified portfolio across optical connectivity, telecom, defence, and digital infrastructure.