HFCL

Order Win: HFCL Limited secured an Annual Maintenance Contract (AMC) order from RailTel Corporation of India Limited, a Government of India Undertaking, for the secure operations network infrastructure supporting data centers of Indian defence forces. The order value is approximately ₹135.09 Crore (including GST), and the AMC period is 5 years, ending in January 2031.

HFCL Limited has allotted 7,50,00,000 warrants, convertible into equity shares, on a preferential basis to its Promoter/Promoter Group. The company received ₹138.75 crore as subscription money (25% of the warrant exercise price of ₹74 per warrant). Post-conversion, the promoter and promoter group's shareholding will increase from 12.79% to 16.87%. The allotment was approved at a Board meeting on May 25, 2026, following EGM approval on April 24, 2026, and in-principle approvals from exchanges on May 12, 2026.

HFCL Limited announced a virtual meeting with institutional investors on May 26, 2026, to discuss general business updates and the industry in which the Company operates. Information already in the public domain will be shared with the investors.

HFCL Limited has issued a corporate guarantee of ₹265 Crores on behalf of its subsidiary, HTL Limited, to SBICAP Trustee Company Limited. This new guarantee replaces a previous one of ₹295 Crores and secures HTL's fund-based and non-fund-based working capital facilities from various banks, including State Bank of India, Yes Bank Limited, and Kotak Mahindra Bank Limited. HFCL Limited holds a 74% stake in HTL.

Order Win: HFCL Limited secured an export order from an international customer for the supply of Optical Fiber Cables. Order Value: ~USD 11.07 million (~INR 106.19 crore). Completion Timeline: August 2026.

HFCL Limited announced that its management will participate virtually in the "Nakshatra III – Shining Stars Conference" hosted by Centrum Broking on Wednesday, May 20, 2026. The meeting is scheduled to discuss general business updates and the industry with investors and analysts.

HFCL's Board approved establishing a Defence Manufacturing Facility in Sri Satya Sai District, Andhra Pradesh, for Multi-Mode Hand Grenades and similar products. The project entails an initial capital outlay of ~₹230 crore, adding ~40 lakh units capacity, with completion by December 2027. This aims to enhance HFCL's defence capabilities and growth in line with India's self-reliance objective.

HFCL's Board approved the establishment of a Defence Manufacturing Facility in Sri Satya Sai District, Andhra Pradesh, for manufacturing Multi-Mode Hand Grenade (MMHG) and similar products. The project entails an initial capital outlay of ~₹230 crore to add ~40 lakh units capacity, expected to be completed by December 2027. This strategic expansion into high-value defence manufacturing aligns with India's self-reliance objective and aims to strengthen the company's defence product portfolio and long-term growth prospects.

HFCL Limited announced that its management will host plant visits for institutional investors on May 18, 2026, at the Company's manufacturing facilities in Hyderabad. During these visits, investors will interact with senior management to discuss general business updates and industry developments.

Order Win: HFCL Limited secured export orders from International Customers for the supply of Optical Fiber Cables. Order Value: ~USD 19.32 million (equivalent to ~INR 183.95 crore). Completion Timeline: August 2026.

Management highlighted a strong performance for FY26, achieving 20% revenue growth and margin expansion, backed by a record order book of ₹21,200 crore. The company projects 20-25% revenue growth for FY27, with an aspiration to reach ₹10,000 crore revenue in 3-5 years. A 3-4% increase in blended margin is expected in FY27, driven by high-value products and improved product mix. Key growth drivers include a landmark USD 1.1 billion global optical fiber cable supply contract, expanding defense and aerospace business (order book of ~₹2,230 crore including acquisition), and data center interconnect solutions which are expected to add ₹400 crore revenue in FY27 and ₹800 crore in FY28. HFCL is establishing a preform manufacturing facility with a capital outlay of ₹580 crore, expected to reduce preform costs by 15-20% and be operational in 2 years. Total Capex is guided at ~₹600 crore for FY27 and ~₹350 crore for FY28. The company is also expanding its optical fiber and cable capacities, expecting to reach 42.36 mn fkm by Dec 2026.

HFCL Limited announced an upcoming Con-Call with Capital Investment Trust, Taiwan, scheduled for Thursday, May 07, 2026. The meeting will focus on general business updates and the industry in which the Company operates, involving investors on a group or one-on-one basis. Any information shared will be from the public domain.

Order Win: HFCL Limited, along with HTL Limited, secured orders from a leading Domestic Telecom Service Provider for the supply of Optical Fiber Cables, valued at approximately ₹84.23 crore (including applicable GST). The order is to be executed by August 2026.

HFCL Limited clarified details related to its EGM held on April 24, 2026, where shareholders approved a preferential issue of warrants to promoters with over 99% votes. The company stated that the interim use of proceeds will be deployed as decided by the Board, subject to applicable laws. It also specified the investment of up to ₹90 crore in HFCL Advance Systems Private Limited for strategic acquisitions: 100% of Spiral EHL Engineering, the Aeronautics and Aerospace business of Defsys Solutions, the Thermal Weapon Sight Business of HFCL Limited, and an 80% stake in Raddef Private Limited, with total acquisition consideration up to ₹175 crore.

HFCL Limited announced that the audio recording of the Investors'/Analysts Conference Call, held on April 30, 2026, is now available on the company's website (https://www.hfcl.com/). This disclosure is made under Regulation 30 of SEBI Listing Regulations for the information of all stakeholders.