HFCL reported FY26 revenue growth of 20% to Rs.4,949 crore with a record Rs.21,200 crore order book (58% export), including a landmark USD 1.1 billion optical fibre cable contract and defence/aerospace consolidation.
🔄 What Changed
Revenue grew 20% YoY to Rs.4,949 crore; order book rose to Rs.21,200 crore (58% export); Rs.580 crore preform facility announced; data centre interconnect revenue targets of Rs.400 crore (FY26-27) and Rs.800 crore (FY27-28) set; defence business acquired with ₹1,930 crore export order book; capex of Rs.600 crore planned for defence plant.
🔮 What's Next
Revenue growth of 20-25% projected; margin expansion of 3-4% this year to 20% by next year; Rs.400 crore (FY26-27) and Rs.800 crore (FY27-28) data centre interconnect revenue targets; Rs.600 crore capex for defence plant over next two years; export revenue to remain at 41.36% of FY26 revenue.
💡 Investor Takeaway
HFCL's strong order book and strategic expansion into high-growth defence and data centre segments position it for sustained revenue and margin growth, with clear pathways to achieve its Rs.10,000 crore revenue aspiration.
HFCL reported a 20% YoY revenue increase to Rs.4,949 crore for FY26, driven by strong export growth (41.36% of revenue) and a record Rs.21,200 crore order book (58% export). Key wins include a landmark USD 1.1 billion global optical fibre cable contract and expansion of data centre interconnect capacity targeting Rs.400 crore (FY26-27) and Rs.800 crore (FY27-28) revenue. The company is consolidating defence and aerospace under HFCL Advance Systems, acquiring an aerospace business with a ₹1,930 crore export order book and establishing an ammunition facility in Andhra Pradesh. Capex of Rs.600 crore is planned for the defence plant, with margins expected to expand 3-4% this year to 20% by next year.
Announcement — 8 June 2026
HFCL announced it will participate in a DAM Capital defence conference on June 11, 2026 in Hyderabad and host an institutional investor plant visit on...
🟡 Board Meeting — 3 June 2026
HFCL announced board-approved transactions on June 3, 2026, including an ₹89.25 Crore investment in HASPL, disinvestment of Raddef for ₹75 Crore, and ...
🟡 Board Meeting — 3 June 2026
HFCL announced board-approved transactions to build a defence and aerostructure platform, including a ₹89.25 Crore investment in HASPL, ₹75 Crore disi...
🟡 Board Meeting — 3 June 2026
HFCL announced strategic defence transactions on June 3, 2026, including a ₹89.25 Crore investment in HASPL to build a defence platform, ₹75 Crore fro...
Source: Stock Announcements. Analysis by StockFin.ai. For informational purposes only — not investment advice.