HFCL Limited announced robust Q3 FY26 results, driven by strong global demand for optical fiber and continued expansion in its product and defense portfolios. The company reported a revenue of ₹1210.79 Cr, with EBITDA at ₹243.52 Cr and PAT at ₹102.37 Cr. The order book stands strong at ₹11,125 crore, reflecting healthy revenue visibility. Capacity expansions in optical fiber and cables are progressing as planned.
Financial Performance Highlights
HFCL Limited showcased a strong financial performance in Q3 FY26. Key highlights include:
- Revenue:₹1210.79 Cr
- EBITDA:₹243.52 Cr, with a margin of 20.11%
- PAT:₹102.37 Cr, with a margin of 8.45%
The company’s order book stood at ₹11,125 crore as of December 31, 2025, providing healthy revenue visibility.
Business Segment Performance
The company witnessed improvements across its business segments:
- The global optical fiber cable industry is experiencing a demand recovery, boosting HFCL’s export orders to approximately USD 192 million. Exports contribute to 27% of revenues.
- HFCL secured key defense orders across radars, electronic fuzes, and electro-optic systems, including a domestic contract for thermal cameras.
Capacity Expansion and Technological Advancements
HFCL is focused on expanding its production capabilities:
- OFC capacity is set to increase from 30.5 mn fkm to 42.36 mn fkm by June 2026.
- The company has developed a 3456-fibre Micro Duct IBR cable, representing a technological advancement.
Strategic Focus and Future Outlook
HFCL is strategically positioned to capitalize on future growth opportunities through:
- Focusing on high-growth areas such as data centers and defense.
- Expanding manufacturing capabilities and strengthening R&D.
- Increasing engagement with private and export customers.
Source: BSE
