Business Update Positive

2026-10-26 20:08

Management Guidance & Outlook - Management revised FY27 revenue growth guidance upwards to at least 80% YoY (from earlier 40%). - Aims to achieve ₹10,000 Cr revenue milestone well before FY29 target. - Robust order book stands at ₹28,900 Cr, providing strong multi-year revenue visibility. - Defence & Aerospace revenue targeted at ₹500-600 Cr in FY27, ₹2,000 Cr in FY28, and ₹5,000 Cr in 3 years. Growth Drivers & Demand Trends - Strong demand driven by AI infrastructure, hyperscale data centres, and global telecom networks. - Data centre interconnect solutions expected to generate ₹800 Cr revenue in FY27 and ramp up to ₹2,000 Cr in FY28. - Telecom segment revenue split stands at 65-75% from hyperscalers and 25-35% from telecom operators. - Pending aerospace acquisition to add an unexecuted order book of ₹1,600 Cr. Capex & Backward Integration - Undergoing capex of ~₹1,800 Cr to expand cable capacity from 39M to 63M fkm and fiber from 28M to 43M fkm. - Establishing a 600 MT preform facility by late 2028 to support backward integration and drive margins higher. - Developing a 1,000-acre ammunition manufacturing complex in Andhra Pradesh. Debt & Restructuring - Substantial debt reduction expected in FY27 and FY28 supported by strong operating cash flows. - Board committee to finalize restructuring plans for the EPC business shortly.

Business Update Positive

2026-10-26 20:07

Management Guidance & Outlook - Revised FY27 revenue growth guidance upwards to at least 80% (up from 40% guided post-Q1 and 20% initially). - Expects to achieve the ₹10,000 Cr revenue target well ahead of FY29. - Defense & Aerospace revenue guided at ₹500–600 Cr for FY27, scaling to ₹2,000 Cr in FY28 and ₹5,000 Cr within 3 years. - Connectivity solutions revenue targeted at ₹800 Cr for FY27 and ₹2,000 Cr in FY28. - EPC segment losses expected to moderate to ₹75–100 Cr over H2 FY27 and turn profitable by Q1 FY28. Order Book & Growth Drivers - Robust order book of ₹28,900 Cr, including ~₹18,500 Cr in OFC and data center interconnect. - Data centers and hyperscalers drive ~70% of export OFC orders, with strong international demand in pipeline. - Aerospace acquisition to close in Q3 FY27 with an unexecuted order book of ₹1,600 Cr. Capex & Expansions - Planned capex of ~₹1,800 Cr to expand optical fiber capacity to 43M km and cable capacity to 63M km. - 600 MT preform facility commissioning targeted for October 2028, with a mid-term captive solution starting Q1 CY27. - Setting up an ammunition complex across 1,000 acres in Andhra Pradesh. Margins & Leverage - Confident in sustaining and expanding current EBITDA margins (~26%) supported by backward integration and product mix. - Substantial debt reduction expected across FY27 and FY28.

Business Update Neutral

2026-10-22 20:53

- HFCL Limited has incorporated a wholly-owned subsidiary named 'HFCL Connectivity Systems Limited' (HCSL) on October 22, 2026. - HCSL will operate in the technology and infrastructure services sector, focusing on telecommunication and broadband networks. - The initial subscription cost is ₹1 Lakh for 100% equity stake comprising 1,00,000 shares at Re. 1 each.

Business Update Neutral

2026-10-22 20:27

- HFCL Limited has incorporated a wholly-owned subsidiary named 'HFCL Connectivity Systems Limited' (HCSL) on October 22, 2026. - HCSL is incorporated to carry on the business of telecom networks, infrastructure, and communication systems. - Initial subscription cost is ₹1 Lakh for 100% equity shareholding (1,00,000 equity shares of Re. 1 each at par).

Business Update Neutral

2026-10-19 19:53

- HFCL Limited informed the exchanges about the audio recording link of the Investors' and Analysts Conference Call held on October 19, 2026. - The audio recording has been made available on the company's official website in compliance with Regulation 30 of the SEBI Listing Regulations.

Business Update Neutral

2026-10-19 19:51

- HFCL Ltd. informed the stock exchanges about the outcome of the Investors' / Analysts Conference Call held on October 19, 2026. - The audio recording of the said conference call has been made available on the company's website.

Business Update Positive

2026-10-19 14:24

- Q2 FY27 Revenue rose 143.6% YoY to ₹2,542 Cr; PAT surged 448% to ₹394 Cr. - Confirmed order book stands at ₹28,911 Cr. - Management guides for ≥80% FY27 revenue growth, reaching ₹10,000 Cr ahead of FY29. - Planned capex of ~₹1,800 Cr for optical fibre and cable expansion.

Business Update Positive

2026-10-19 14:21

- Q2 FY27 Revenue reached ₹2,541.79 Cr (▲144% YoY) with PAT at ₹394.22 Cr (▲448% YoY). - Confirmed order book stands at ₹28,911 Cr. - Management raised FY27 revenue growth guidance to ≥80%. - Revenue aspiration of ₹10,000 Cr expected ahead of FY29, supported by ₹1,800 Cr planned capex.

Financials Positive

2026-10-19 12:05

Q2 FY27 Consolidated Revenue ₹2,541.79Cr vs ₹1,043.34Cr (▲144% YoY) EBITDA ₹630.20Cr vs ₹190.13Cr (▲231% YoY) PAT ₹394.22Cr vs ₹71.92Cr (▲448% YoY) EBITDA Margin 24.79% vs 18.22% (▲657bps)

Financials Positive

2026-10-19 12:03

Q2 FY27 Consolidated Revenue ₹2,541.79Cr vs ₹1,043.34Cr (▲143.62% YoY) EBITDA ₹630.20Cr vs ₹190.13Cr (▲231.46% YoY) PAT ₹394.22Cr vs ₹71.92Cr (▲448.14% YoY) EBITDA Margin 24.79% vs 18.22% (▲657bps)

Financials Positive

2026-10-19 12:00

Q2 FY27 Consolidated Revenue ₹2,541.79 Cr vs ₹1,043.34 Cr (▲144% YoY) EBITDA ₹630.20 Cr vs ₹190.13 Cr (▲231% YoY) PAT ₹394.22 Cr vs ₹71.92 Cr (▲448% YoY) EBITDA Margin 24.79% vs 18.22% (▲657 bps) Order book stands at over ₹28,900 Cr with FY27 revenue guided to grow at least 80% YoY.

Financials Positive

2026-10-19 11:53

Q2 FY27 Consolidated Revenue ₹2,541.79 Cr vs ₹1,043.34 Cr (▲144% YoY) EBITDA ₹630.20 Cr vs ₹190.13 Cr (▲231% YoY) PAT ₹394.22 Cr vs ₹71.92 Cr (▲448% YoY) EBITDA Margin 24.79% vs 18.22% (▲657bps)

Business Update Positive

2026-10-17 11:18

- HFCL Limited received an ESG rating of 71 (Excellent) from ESG Risk Assessments and Insights Limited (ERAIL). - The rating was assigned independently by ERAIL based on publicly available data, without direct company engagement. - The rating highlights the company's commitment to sustainability, environmental stewardship, social responsibility, and robust governance.

Business Update Positive

2026-10-17 11:13

- HFCL Ltd received an ESG Rating of 71 (Excellent) from ESG Risk Assessments and Insights Limited (ERAIL) on October 16, 2026. - The rating was independently prepared by ERAIL based on publicly available data without direct engagement by the company. - The rating reflects the company's strong commitment to sustainable growth, environmental stewardship, social responsibility, and robust corporate governance practices.

Business Update Neutral

2026-10-13 19:09

Concall Schedule Concall Date: Monday, October 19, 2026 Concall Time: 04:30 PM IST

Business Update Neutral

2026-10-13 19:08

Concall Schedule Concall Date: October 19, 2026 Concall Time: 04:30 PM IST

Governance Neutral

2026-10-13 13:32

- Board Meeting scheduled on October 19, 2026. - Agenda includes considering and approving Un-audited Financial Results for Q2 and H1 ended September 30, 2026. - Trading window to re-open on October 22, 2026.

Business Update Neutral

2026-10-01 20:23

- HFCL Limited updated the completion timeline for the sale of its entire stake (2,17,594 equity shares) in Nivetti Systems Private Limited. - The transaction is now scheduled to be completed on or before December 31, 2026, extending the previous deadline of September 30, 2026. - All other terms of the Share Purchase Agreement remain unchanged.

Business Update Neutral

2026-10-01 20:22

- HFCL Ltd updated on the sale of its entire stake (2,17,594 equity shares) held in Nivetti Systems Private Limited. - The completion timeline for the transaction has been extended from September 30, 2026, to on or before December 31, 2026, via an addendum to the Share Purchase Agreement.

Governance Positive

2026-10-01 17:19

- HFCL Limited submitted the voting results and consolidated scrutinizer's report for its 39th Annual General Meeting (AGM) held on September 29, 2026. - All six resolutions, including the adoption of standalone and consolidated financial statements, declaration of a dividend of Re. 0.20 per share (20%), retirement by rotation of a director, and approval of material related party transactions with HTL Limited, were passed with the requisite majority.

Governance Positive

2026-09-29 19:21

- HFCL Limited held its 39th Annual General Meeting (AGM) on September 29, 2026, through Video Conferencing. - Shareholders approved the adoption of standalone and consolidated financial statements for FY 2025-26. - A dividend of ₹0.20 per equity share (20%) was approved for FY 2025-26. - Mr. Arvind Kharabanda was re-appointed as a Director retiring by rotation. - Material related party transactions with HTL Limited and HFCL Inc. were approved.

Business Update Neutral

2026-09-25 19:33

Concall Schedule Concall Date: September 30, 2026 Concall Time: Virtual event (Goldman Sachs India - Hidden Gems)

Business Update Neutral

2026-09-25 19:11

Concall Schedule Concall Date: September 30, 2026 Concall Time: Virtual event hosted by Goldman Sachs India

Business Update Positive

2026-09-23 19:29

- HFCL Limited received an ESG Rating of '58' (Adequate) and a Core ESG Rating of '64' (Strong) from Crisil ESG Ratings & Analytics Limited on September 22, 2026. - The rating reflects the company's commitment to sustainable growth, environmental stewardship, social responsibility, and robust corporate governance practices.

Business Update Positive

2026-09-23 19:05

- HFCL Limited received an ESG Rating of "58" (Adequate) and a Core ESG Rating of "64" (Strong) from CRISIL on September 22, 2026. - This independently prepared rating reflects the company's strong commitment to sustainable growth and ESG practices.

Business Update Positive

2026-09-18 16:09

- HFCL Limited received an ESG Rating of "70" under the "Leader" category from Niche Ninety Nine Capability and Certifications (OPC) Private Limited on September 15, 2026. This rating reflects the company's strong commitment to sustainable growth and governance.

Business Update Positive

2026-09-18 16:01

- HFCL Limited received an ESG Rating of "70" under the "Leader" category from Niche Ninety Nine Capability and Certifications. - The rating reflects the Company's strong commitment to sustainable growth, environmental stewardship, social responsibility, and robust corporate governance practices.

Routine Neutral

2026-09-15 19:11

- HFCL informed shareholders holding physical shares to furnish PAN and KYC details, and nomination details, as mandated by SEBI Master Circular dated February 06, 2026. This is required for various shareholder services and electronic payments from April 1, 2024.

Routine Neutral

2026-09-15 18:59

- HFCL Limited intimated shareholders holding physical shares to furnish PAN and KYC details as per SEBI Master Circular dated February 06, 2026. - Failure to update details will restrict services and payments, and PANs not linked with Aadhaar will be deemed invalid. - Shareholders are advised to dematerialize their shares for safe, efficient, and faster transactions.

Business Update Positive

2026-09-14 21:11

- HFCL's Board approved an additional capital expenditure of ₹820 crore for capacity expansion, taking the total planned Capex to ₹1,800 crore. - This expansion will increase Optical Fiber capacity to 43.10 Mn fkm, Optical Fiber Cable to 62.00 Mn fkm, and Preform to 600 MT annually. - OF/OFC expansion is expected by July 2028, and Preform facility by October 2028. - The investment is aimed at meeting growing domestic and international demand, driven by a strong order book and business pipeline.

Business Update Positive

2026-09-14 21:09

- Board approved additional capex of ₹820 Cr for expansion of Optical Fiber, OFC, and Preform capacities, taking total planned capex to ₹1,800 Cr. - Capacities will increase to 43.10 Mn fkm (OF), 62.00 Mn fkm (OFC), and 600 MT (Preform). - Expansion to complete by July/Oct 2028, driven by strong order book (₹19,000 Cr) and market demand.

Business Update Positive

2026-09-14 21:05

- HFCL Board approved an additional ₹820 crore investment, increasing total planned capital expenditure for capacity expansion to ₹1,800 crore. - Optical Fiber capacity to rise to 43.10 Mn fkm, Optical Fiber Cable to 62.00 Mn fkm, and Preform to 600 MT. - Expansion is driven by a strong order book (₹19,000 Cr for OFC and connectivity solutions) and growing demand for optical communication products. - Projects are expected to be completed by July/October 2028.

Business Update Positive

2026-09-14 21:02

- HFCL's Board approved ₹820 Cr additional investment for expanding Optical Fiber (to 43.10 Mn fkm/yr), OFC (to 62.00 Mn fkm/yr), and Preform (to 600 MT/yr) capacities. Total planned Capex: ₹1,800 Cr. Completion by July/Oct 2028, driven by strong demand and ₹19,000 Cr order book.

Business Update Neutral

2026-09-11 19:01

- Investor/Analyst Meetings Scheduled - Jefferies - India Forum on September 18, 2026, at The Oberoi, Gurugram - Nomura – India Power, Data Center & AI Infrastructure Tour on September 23, 2026, at Mumbai - Arihant Capital – Bharat Connect Conference (virtual) on September 29, 2026

Business Update Neutral

2026-09-11 19:01

- Schedule of Investors'/ Analysts' Meetings - Jefferies - India Forum: September 18, 2026, at The Oberoi, Gurugram. - Nomura – India Power, Data Center & AI Infrastructure Tour 2026: September 23, 2026, at Mumbai. - Arihant Capital – Bharat Connect Conference: September 29, 2026 (virtual).

Business Update Neutral

2026-09-11 19:01

- Investor/Analyst Meetings Schedule - Jefferies - India Forum: September 18, 2026, at The Oberoi, Gurugram. - Nomura – India Power, Data Center & AI Infrastructure Tour: September 23, 2026, in Mumbai. - Arihant Capital – Bharat Connect Conference: September 29, 2026, virtually.

Business Update Neutral

2026-09-11 18:56

- Investor/Analyst Meetings Schedule: - Jefferies - India Forum: Friday, September 18, 2026, at The Oberoi, Gurugram. - Nomura – India Power, Data Center & AI Infrastructure Tour 2026: Wednesday, September 23, 2026, at Mumbai. - Arihant Capital – Bharat Connect Conference: Tuesday, September 29, 2026, virtually.

Business Update Neutral

2026-09-11 18:39

- Schedule of Investors'/Analysts' Meetings: - Jefferies - India Forum: September 18, 2026, at The Oberoi, Gurugram. - Nomura – India Power, Data Center & AI Infrastructure Tour 2026: September 23, 2026, at Mumbai. - Arihant Capital – Bharat Connect Conference: September 29, 2026 (virtually).

Business Update Neutral

2026-09-11 18:39

- HFCL management to participate in scheduled Investor/Analyst meetings. - Jefferies - India Forum: Friday, September 18, 2026, at The Oberoi, Gurugram. - Nomura – India Power, Data Center & AI Infrastructure Tour 2026: Wednesday, September 23, 2026, at Mumbai. - Arihant Capital – Bharat Connect Conference: Tuesday, September 29, 2026 (virtually). - The schedule may undergo changes due to exigencies.

Financials Positive

2026-09-05 16:41

- FY26 Consolidated Revenue ₹4,949.27 Cr vs ₹4,064.55 Cr (▲21.77% YoY) - EBITDA ₹826.75 Cr vs ₹506.72 Cr (▲63.15% YoY) - PAT ₹329.44 Cr vs ₹173.26 Cr (▲90.14% YoY) - EBITDA Margin 16.70% vs 12.47% (▲423bps)

Financials Positive

2026-09-05 16:38

- FY26 Revenue from Operations ₹4,949.27Cr vs ₹4,064.55Cr (▲21.77% YoY) - FY26 EBITDA ₹826.75Cr vs ₹506.74Cr (▲63.15% YoY) - FY26 PAT ₹329.44Cr vs ₹173.26Cr (▲90.14% YoY) - FY26 EBITDA Margin 16.70% vs 12.47% (▲423bps) - FY26 Order Book ₹21,206Cr (▲112.76% YoY) - The 39th Annual General Meeting (AGM) will be held on Tuesday, September 29, 2026, at 11:00 A.M. (IST) via Video Conferencing / OAVM. - Remote e-Voting will commence on September 26, 2026, at 09:00 A.M. IST and end on September 28, 2026, at 05:00 P.M. IST. - The Cut-off/Record Date for the AGM and e-voting is Tuesday, September 22, 2026.

Routine Neutral

2026-09-05 16:14

- Submission of the Business Responsibility and Sustainability Report (BRSR) for the financial year 2025-26. It is filed as per Regulation 34 of SEBI Listing Regulations and forms part of the Annual Report. The report covers the company's approach to various ESG aspects.

Business Update Positive

2026-09-01 08:51

- Order Win: HFCL Limited won an order from a global multinational corporation for the supply of Optical Fiber Cables (OFC) through its overseas wholly owned subsidiary. - Order Value: ~USD 244 million equivalent to ~₹2329 Crore. - Completion Timeline: Supply of OFC from Calendar Year 2027 to 2029, to be executed up to December 2029 (three-year supply agreement).

Business Update Positive

2026-09-01 08:41

- Order Win: HFCL Limited secured a long-term supply agreement with a global multinational corporation. - Order Value: ~₹2329 Crore (~USD 244 million). - Completion Timeline: Supply of Optical Fiber Cables from CY27 to CY29 (up to December 2029). - Details: The agreement is for multi-million fiber kilometres of high-quality, high-fibre-count OFC, to be supplied through its overseas wholly owned subsidiary.

Business Update Neutral

2026-08-19 19:55

- HFCL Limited announced the voluntary liquidation and deregistration of its step-down subsidiary, HFCL Pty Ltd, effective August 19, 2026. - The subsidiary had no business operations and its liquidation will have no financial impact on HFCL Limited.

Business Update Neutral

2026-08-19 19:49

- HFCL Pty Ltd, a step-down subsidiary incorporated in Australia, has been voluntarily liquidated and deregistered effective August 19, 2026. - The subsidiary had no business operations and its liquidation will have no financial impact on HFCL Limited.

Business Update Neutral

2026-08-15 19:56

- Concall Schedule - Concall Date: August 18, 2026 - Event: Motilal Oswal 22nd Annual Global Investor Conference at Grand Hyatt, Mumbai

Business Update Neutral

2026-08-15 19:47

- Concall Schedule - Concall Date: August 18, 2026 - Meeting: Motilal Oswal 22nd Annual Global Investor Conference at Grand Hyatt, Mumbai to discuss general business updates and industry with investors.

Business Update Neutral

2026-08-10 22:18

- Investor/Analyst Meeting Schedule - Meeting Date: August 13, 2026 - Event: Nuvama India Conference 2026 (Hong Kong Edition) hosted by Nuvama Institutional Equities - Purpose: To discuss general business updates and the industry with investors.

Business Update Neutral

2026-08-10 22:13

- Investors'/ Analysts' Meeting Schedule - Date: August 13, 2026 - Event: Nuvama India Conference 2026 (Hong Kong Edition) - Host: Nuvama Institutional Equities

Business Update Neutral

2026-08-06 19:41

- Concall Schedule - Concall Date: August 11, 2026 to August 12, 2026

Business Update Neutral

2026-08-06 19:40

- Investor/Analyst Meeting Schedule - Company management to participate in the "Nuvama India Conference 2026 (Singapore Edition)" hosted by Nuvama Institutional Equities. - Meeting Date: August 11, 2026 to August 12, 2026.

Business Update Positive

2026-08-04 17:44

- Board approved expansion of Optical Fiber and Optical Fiber Cable manufacturing capacities, with a ₹400 crore outlay. - OF capacity to increase to 38.50 Mn fkm p.a., OFC to 56.36 Mn fkm p.a. - Expected completion by July 2028, citing strong demand outlook and order book.

Business Update Positive

2026-08-04 17:43

- Board approved capacity expansion for Optical Fiber (OF) and Optical Fiber Cable (OFC). - Total capital outlay: ₹400 Cr, to be funded by internal accruals and debt. - OF capacity to increase by 4.60 Mn fkm p.a., reaching 38.50 Mn fkm p.a. after all expansions. - OFC capacity to increase by 14.0 Mn fkm p.a., reaching 56.36 Mn fkm p.a. after all expansions. - Expected completion by July 2028.

Business Update Positive

2026-08-02 20:55

- Order Win: HFCL secured export orders from International Customers - Order Value: ~USD 54.81 million (~INR 522.73 crore) - Completition Timeline: January 2027

Business Update Positive

2026-08-02 20:52

- Order Win: HFCL Limited secured export orders from international customers for the supply of Optical Fiber Cables (OFC). - Order Value: ~USD 54.81 million (~INR 522.73 crore). - Completion Timeline: January 2027.

Governance Neutral

2026-07-31 23:51

- HFCL Limited has shifted its Registered Office from Himachal Pradesh to Gurugram, Haryana, effective July 31, 2026. - The new registered office address is Plot No. 38, Institutional Area, Sector -32, Gurugram-122 001, Haryana. - Clause II of the Memorandum of Association has been altered to reflect this change.

Governance Neutral

2026-07-31 23:39

- HFCL Limited has shifted its Registered Office from the State of Himachal Pradesh to Gurugram, Haryana. - The Certificate of Registration for this change was received from the Registrar of Companies, Chandigarh, Haryana, on July 31, 2026. - Consequently, Clause II of the Memorandum of Association has been altered to reflect the new registered office in Haryana.

Business Update Positive

2026-07-30 08:23

- Order Win: HFCL Limited secured an export order from an International Customer. - Order Value: ~USD 46.13 million (~INR 441.53 crore). - Completion Timeline: January 2027. - Nature of Order: Supply of Optical Fiber Cables.

Business Update Positive

2026-07-30 08:23

- Order Win: HFCL Limited secured an export order for supply of Optical Fiber Cables (OFC) from an international customer. - Order Value: ~USD 46.13 million (equivalent to ~INR 441.53 crore) - Completion Timeline: January 2027

Routine Neutral

2026-07-29 19:20

- HFCL Limited informed shareholders about the transfer of equity shares to the Investor Education and Protection Fund (IEPF) Authority. - This action is due to unclaimed dividends for the financial year 2018-19 remaining unpaid for seven consecutive years. - Shares will be transferred to IEPF by November 03, 2026, if the dividends are not claimed by October 15, 2026.

Routine Neutral

2026-07-29 19:16

- HFCL Limited informed shareholders about the transfer of unclaimed equity shares to the Investor Education and Protection Fund (IEPF) Authority. - This applies to dividends declared for FY 2018-19 that remained unclaimed for seven or more consecutive years, with corresponding shares also being transferred. - Shareholders are requested to claim their unpaid dividend for FY 2018-19 by October 15, 2026. - Shares will be transferred to the IEPF Demat Account by November 03, 2026.

Business Update Positive

2026-07-29 18:36

- Reported highest ever Quarterly Revenue, Profitability, and Order book in Q1 FY27. - Q1 FY27 Consolidated Revenue ₹1914.98 Cr vs ₹871.02 Cr (▲119.85% YoY) - Q1 FY27 EBITDA ₹445.27 Cr vs ₹42.93 Cr (▲937.19% YoY) - Q1 FY27 PAT ₹245.64 Cr vs -₹29.30 Cr (turned profitable from a loss YoY) - Q1 FY27 EBITDA Margin 23.25% vs 4.93% (▲1832bps) - Raised FY27 revenue growth aspiration to 40% and above (from earlier 20%). - Expects Q1 FY27's EBITDA margin of 23.25% to be sustainable, revising previous aspiration of over 20%. - Order book strengthened to an all-time high of approximately ₹26,665 crore, providing 5 times FY26 revenue visibility, with ₹22,000 Cr+ expected within 5 years. - FY27 total capex is ₹640 crore, and FY28 capex is expected to be ₹615 crore. - Optical Fibre manufacturing capacity expanding from 28 million to 34 million fibre kilometers by Dec 2026. - Optical Fibre Cable manufacturing capacity expanding from 34 million to 43 million fibre kilometers. - Data center connectivity business expects over ₹700 crore revenue in FY27, with capacity expanding 5x; approved ₹215 crore investment for advanced products. - Defence & Aerospace sector target of ₹500 crore revenue in FY27, aspiring for ₹3,000 crore+ by FY28-29 and ₹5,000 crore in 3 years. - Debt-to-equity ratio is expected to remain around 0.3. - No quarter-on-quarter decline in revenue or profitability is expected, with demand for fiber optic cable and data center solutions anticipated to increase for at least 5 years.

Business Update Neutral

2026-07-22 20:00

- Audio recording of the Investors'/ Analysts Conference Call held on July 22, 2026, is now available on the company's website (https://www.hfcl.com/). - This disclosure is made under Regulation 30 of SEBI Listing Regulations.

Financials Positive

2026-07-22 14:04

- Consolidated Revenue ₹1,914.98 Cr vs ₹871.02 Cr (▲119.85% YoY) - EBITDA ₹445.27 Cr vs ₹42.93 Cr (▲937.20% YoY) - PAT ₹245.64 Cr vs ₹-29.30 Cr (Turnaround from loss to profit YoY) - EBITDA Margin 23.25% vs 4.93% (▲1832bps) - Achieved highest-ever order book of ~₹26,665 crore. - Revised FY27 Revenue Growth aspiration to 40%. - Board approved ₹215 crore investment for an AI Data Centre Connectivity Solutions manufacturing facility.

Financials Positive

2026-07-22 13:55

- Consolidated Revenue ₹1,914.98Cr vs ₹871.02Cr (▲119.85% YoY) - EBITDA ₹445.27Cr vs ₹42.93Cr (▲937.20% YoY) - PAT ₹245.64Cr vs Loss of ₹29.30Cr (Turnaround from loss) - EBITDA Margin 23.25% vs 4.93% (▲1832bps) - Achieved highest-ever order book of ~₹26,665 crore. - Revised FY27 Revenue Growth aspiration to 40%. - Board approved investment of ₹215 crore for an advanced AI Data Centre Connectivity Solutions manufacturing facility.

Financials Positive

2026-07-22 13:34

- Consolidated Revenue ₹1,914.98 Cr vs ₹871.02 Cr (▲119.85% YoY) - EBITDA ₹414.10 Cr vs ₹28.59 Cr (▲1348.72% YoY) - PAT ₹245.64 Cr vs ₹(29.30) Cr (Turnaround from loss to profit) - EBITDA Margin 21.62% vs 3.28% (▲1834 bps) - Board approved setting up a new manufacturing facility for Data Center Connectivity Products with a capacity of 2,70,000 assemblies per annum. - Estimated capital outlay for the new facility is ₹215 crore. - The facility is expected to be commissioned by September 2027.

Financials Positive

2026-07-22 13:31

- Consolidated Revenue ₹1,914.98 Cr vs ₹871.02 Cr (▲119.85% YoY) - Consolidated EBITDA ₹414.10 Cr vs ₹28.59 Cr (significant increase YoY) - Consolidated PAT ₹245.64 Cr vs ₹(29.30) Cr (turned profitable from loss YoY) - EBITDA Margin 21.62% vs 3.28% (▲1834 bps) - Board approved setting up a new state-of-the-art manufacturing facility for Data Center Connectivity Products with a capacity of 2,70,000 assemblies per annum, with an estimated capital outlay of ₹215 crore. The facility is expected to be commissioned by September 2027.

Financials Positive

2026-07-22 13:26

- Consolidated Revenue ₹1,914.98Cr vs ₹871.02Cr (▲120% YoY) - EBITDA ₹414.10Cr vs ₹28.59Cr (▲1348% YoY) - PAT ₹245.64Cr vs ₹(29.30)Cr (From Loss to Profit YoY) - EBITDA Margin 21.62% vs 3.28% (▲1834bps) - Board approved setting up a new state-of-the-art manufacturing facility for Data Center Connectivity Products. - The facility will have a capacity of 2,70,000 assemblies per annum, an estimated capital outlay of ₹215 crore, and is expected to be commissioned by September 2027.

Financials Positive

2026-07-22 13:24

- Consolidated Revenue ₹1,914.98 Cr vs ₹871.02 Cr (▲119.85% YoY) - EBITDA ₹414.10 Cr vs ₹28.59 Cr (▲1348.42% YoY) - PAT ₹245.64 Cr vs ₹(29.30) Cr (Turnaround from Loss to Profit YoY) - EBITDA Margin 21.62% vs 3.28% (▲1834 bps) - Board approved setting up a state-of-the-art manufacturing facility for Data Center Connectivity Products. - The facility will have a capacity of 2,70,000 assemblies per annum with an estimated capital outlay of ₹215 crore. - Expected to be commissioned by September 2027.

Financials Positive

2026-07-22 13:22

- Consolidated Revenue ₹1,914.98 Cr vs ₹871.02 Cr (▲120% YoY) - EBITDA ₹382.95 Cr vs ₹28.59 Cr (▲1246% YoY) - PAT ₹245.64 Cr vs ₹(29.30) Cr (Turnaround from Loss) - EBITDA Margin 20.00% vs 3.28% (▲1672bps) - Board approved setting up a state-of-the-art manufacturing facility for Data Center Connectivity Products with a capacity of 2,70,000 assemblies per annum at an estimated capital outlay of ₹215 crore, expected to be commissioned by September 2027.

Business Update Neutral

2026-07-19 15:14

- Concall Schedule - Concall Date: Wednesday, July 22, 2026 - Concall Time: 04:30 p.m. (IST) - Purpose: To discuss Un-audited Financial Results for 1st quarter ended June 30, 2026.

Business Update Neutral

2026-07-19 15:12

- Concall Schedule - Concall Date: Wednesday, July 22, 2026 - Concall Time: 04:30 p.m. (IST) - Purpose: To discuss Q1FY27 Un-audited Financial Results (Standalone & Consolidated).

Financials Neutral

2026-07-17 17:36

- Board meeting scheduled for July 22, 2026, to consider and approve the un-audited financial results for the 1st Quarter ended June 30, 2026. - The trading window for designated persons has been closed from June 30, 2026, and will re-open on July 27, 2026.

Governance Neutral

2026-07-17 17:32

- Board meeting scheduled for July 22, 2026. - To consider and approve Q1 FY2026-27 unaudited financial results (Standalone & Consolidated). - Trading window closed from June 30, 2026, re-opening July 27, 2026.

Governance Neutral

2026-07-17 16:46

- Board meeting scheduled for July 22, 2026. - To consider and approve Un-audited Financial Results for the 1st Quarter ended June 30, 2026. - Trading window closed from June 30, 2026, and will re-open on July 27, 2026.

Financials Positive

2026-07-16 23:48

- HFCL Limited informed shareholders about the Tax Deduction at Source (TDS) on the dividend for FY 2025-26, which was recommended @20% (Re.0.20 per share) on April 30, 2026. - The dividend, if approved at the AGM, will be taxable in the hands of shareholders, and the company is required to deduct TDS. - Detailed procedures and required documents for claiming tax exemption or beneficial rates for both resident and non-resident shareholders have been outlined. - Shareholders are requested to submit all tax-related documents by August 16, 2026.

Financials Positive

2026-07-16 23:42

- HFCL Limited informed shareholders about Tax Deduction at Source (TDS) on the dividend recommended for FY 2025-26. The Board recommended a 20% dividend (Re.0.20 per share) for the financial year 2025-26, payable after approval at the 39th Annual General Meeting. Shareholders are requested to submit relevant documents by August 16, 2026, to claim tax exemption or lower TDS rates.

Routine Neutral

2026-07-14 19:06

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Routine Neutral

2026-07-14 19:02

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Business Update Positive

2026-07-10 08:46

- Order Win: HFCL Limited won an export order from an international customer - Order Value: ~INR 495.80 crore (~USD 51.98 million) - Completion Timeline: December 2026 - Nature of Order: Supply of Optical Fiber Cable based data centre connectivity solutions

Business Update Positive

2026-07-10 08:35

- Order Win: HFCL Limited secured an export order from an International Customer for the supply of optical fiber cable based data centre connectivity solutions. - Order Value: ~USD 51.98 million (equivalent to ~INR 495.80 crore). - Completion Timeline: By December 2026.

Business Update Positive

2026-07-08 15:53

- HFCL Limited introduced 'OptiQ AI™' as a unified brand identity for its end-to-end optical connectivity portfolio. - The portfolio is designed for AI, cloud, and hyperscale data center environments, supporting high-bandwidth and rapid-deployment requirements. - Management highlighted the AI optical market's projected growth from USD 14 billion to USD 73 billion by 2030.

Business Update Positive

2026-07-08 15:50

- HFCL introduced OptiQ AI™ as a unified brand identity for its end-to-end optical connectivity portfolio. - The OptiQ AI™ portfolio is designed for AI, cloud, and hyperscale data centre environments, supporting high-bandwidth, high-density, and rapid-deployment needs. - Industry reports project the AI optical market to grow from USD 14 billion today to USD 73 billion by 2030.

Business Update Positive

2026-07-02 18:52

- HFCL's material subsidiary, HTL Limited, received a credit rating upgrade from CARE Ratings Limited on July 1, 2026. - Ratings for various bank facilities were upgraded, now carrying a 'Positive Outlook', reflecting improved operational and financial performance and a strengthened credit profile.

Business Update Positive

2026-07-02 18:47

- HFCL Limited's material subsidiary, HTL Limited, received an upgrade in its credit ratings from CARE Ratings Limited as of July 01, 2026. - Ratings for various bank facilities were upgraded (e.g., from CARE BBB+ to CARE A (CE)) and assigned a Positive Outlook, reflecting improved operational and financial performance.

Business Update Positive

2026-07-01 21:37

- HFCL Limited received an upgrade in credit ratings from CARE Ratings Limited on July 01, 2026. - Long-term bank facilities rating upgraded to CARE A; Positive from CARE A-; Stable. - Short-term bank facilities rating upgraded to CARE A1 from CARE A2+. - This reflects improved credit profile and enhanced creditworthiness.

Business Update Positive

2026-07-01 21:34

- HFCL Limited's credit ratings upgraded by CARE Ratings Limited on July 01, 2026. - Long-term rating revised to CARE A; Positive from CARE A-; Stable. - Short-term rating revised to CARE A1 from CARE A2+. - The upgrade reflects improved credit profile and enhanced creditworthiness.

Business Update Neutral

2026-06-30 21:41

- HFCL Limited provided an update on the sale of its entire 2,17,594 equity shares in Nivetti Systems Private Limited. - The transaction completion date has been extended from June 30, 2026, to on or before September 30, 2026, via an addendum to the Share Purchase Agreement (SPA).

Business Update Neutral

2026-06-30 21:34

- HFCL Limited updated on the sale of its entire stake (2,17,594 equity shares) in Nivetti Systems Private Limited. - The transaction completion date has been extended from June 30, 2026, to on or before September 30, 2026, via an Addendum to the Share Purchase Agreement.

Governance Neutral

2026-06-29 16:26

- The trading window for Designated Persons will be closed from June 30, 2026. - This closure is for the consideration of Un-audited Financial Results for the 1st quarter ending June 30, 2026. - The window will reopen 48 hours after the financial results are announced.

Routine Neutral

2026-06-29 16:18

- Closure of trading window for designated persons from June 30, 2026. - This is for the consideration of Un-audited Financial Results for the 1st quarter ending June 30, 2026. - The trading window will remain closed till 48 hours after the announcement of financial results.

Business Update Positive

2026-06-17 18:33

- Order Win: HFCL Limited secured a contract from Rail Vikas Nigam Limited (RVNL). - Order Value: ~INR 2,666.09 Crores. - Nature of Order: Supply of telecom equipment, installation & commissioning, creation of Optical Fiber Cable Telecom Network, and maintenance for the BharatNet Phase-III project in Uttar Pradesh (West) Telecom Circle. - Completion Timeline: 2 years for implementation & 10 years for O&M.

Business Update Positive

2026-06-17 18:31

- Order Win: HFCL Limited secured a contract from Rail Vikas Nigam Limited (RVNL) for the BharatNet Phase-III project in Uttar Pradesh (West) Telecom Circle. - Order Value: ₹2,666.09 Crores. - Completion Timeline: 2 years for implementation and 10 years for Operations & Maintenance (including 1-year warranty). - Scope: Supply of telecom equipment and accessories, installation & commissioning, and creation of Optical Fiber Cable Telecom Network.

Business Update Positive

2026-06-08 16:09

- Business Update: Schedule of Investor/Analyst Meetings - **June 11, 2026**: Management to participate in 'Defence Conference' hosted by DAM Capital in Hyderabad, to discuss general business updates and industry. - **June 12, 2026**: Hosting a plant visit for institutional investors at the Company's manufacturing facilities in Hyderabad.

Business Update Neutral

2026-06-08 16:06

- HFCL Limited management to participate in a Defence Conference hosted by DAM Capital on Thursday, June 11, 2026, in Hyderabad, to discuss business updates and industry. - The company will also host a plant visit for institutional investors on Friday, June 12, 2026, at its manufacturing facilities in Hyderabad.

Business Update Neutral

2026-06-08 15:59

- Concall/Meeting Schedule: - **Defence Conference (DAM Capital):** June 11, 2026, in Hyderabad, to discuss business updates and industry developments. - **Plant Visit (Hyderabad):** June 12, 2026, for institutional investors to interact with senior management at manufacturing facilities.

Business Update Positive

2026-06-08 15:58

- HFCL management to participate in a Defence Conference hosted by DAM Capital on June 11, 2026, in Hyderabad, to discuss business updates and industry outlook with investors. - A plant visit for institutional investors will be hosted at the company's Hyderabad manufacturing facilities on June 12, 2026.

Business Update Positive

2026-06-03 21:32

- Board approved a strategic restructuring of its defence business on June 03, 2026. - HFCL will invest ₹89.25 Cr in its subsidiary, HFCL Advance Systems Private Limited (HASPL). - HFCL will divest up to 80% stake in Raddef Private Limited to HASPL for ₹75 Cr. - HFCL will transfer its Thermal Weapon Sight (TWS) business to HASPL for ₹50 Cr. - HASPL will acquire HFCL Defence Systems Private Limited for ₹25 Cr, gaining immediate access to an export order book of ~₹1,890 Cr. - The restructuring aims to strengthen HFCL's defence capabilities and expand into aerostructures.

Business Update Positive

2026-06-03 21:26

- HFCL's Board approved strategic restructuring of its defence business under HFCL Advance Systems Private Limited (HASPL). - Key transactions include HFCL's investment of ₹89.25 Cr in HASPL, divestment of Raddef Private Limited for ₹75 Cr, and transfer of its thermal weapon sight business for ₹50 Cr to HASPL. - HASPL will acquire HFCL Defence Systems Private Limited for ₹25 Cr and Defsys's Aerostructure business for ₹25 Cr. - This strategic move provides immediate access to an export order book of ~₹1,890 crore, strengthening HFCL's defence presence and expanding its aerostructures segment.

HFCL

HFCL Limited

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