HFCL LIMITED

During the Q1 FY27 earnings conference call, management reported that HFCL achieved its highest-ever quarterly revenue, profitability, and order book, with revenue reaching ₹1,914.98 crore, up from ₹871.02 crore in Q1 FY26. The EBITDA margin improved to 23.25%, significantly higher than the previous year's 4.93%. Management highlighted strong order inflows and execution across core segments, raising its revenue growth aspiration for FY27 to 40% from an earlier 20%. The order book reached approximately ₹26,665 crore, providing healthy revenue visibility. Management noted the growing demand in the optical connectivity industry driven by advancements in AI and data centers, and emphasized ongoing capacity expansions in manufacturing. The company also discussed its strategic focus on the Defence and Aerospace sectors, with aspirations to achieve around ₹500 crore in revenue from this segment in FY27. Overall, management expressed confidence in sustaining growth and profitability.

Management emphasized strong growth and positive performance metrics.