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HFCL
HFCL (HFCL) investor relations material
HFCL Q3 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 25/26 earnings summary3 Feb, 2026
Executive summary
Q3 FY26 saw strong demand recovery in optical fiber cables, driven by global data center expansion, AI, and digital infrastructure investments, with export revenues rising to 27% of total and a shift to a product-led, internationally diversified model.
Order book reached ₹11,125 crore as of December 31, 2025, ensuring healthy revenue visibility.
The company is expanding its product portfolio beyond cables to include data center interconnect solutions, advanced telecom equipment, and defense electronics, with significant investments in R&D and capacity.
Unaudited standalone and consolidated financial results for the quarter and nine months ended December 31, 2025, were reviewed and approved by the Board on February 3, 2026.
Financial highlights
Q3 FY26 consolidated revenue: ₹1,210.79 crore (up from ₹1,011.95 crore in Q3 FY25 and ₹1,043.34 crore in Q2 FY26).
Q3 FY26 EBITDA: ₹243.52 crore (margin 20.11%), up from ₹203.36 crore in Q2 and ₹171.89 crore in Q3 FY25.
Q3 FY26 PAT: ₹102.37 crore (margin 8.45%), up from ₹71.92 crore in Q2 and ₹72.58 crore in Q3 FY25.
9M FY26 revenue: ₹3,125.15 crore (down 4.25% YoY); 9M EBITDA: ₹489.82 crore (margin 15.67%); 9M PAT: ₹144.99 crore (margin 4.64%).
Standalone Q3 FY26 PAT was ₹56.19 crore, down from ₹78.48 crore in Q3 FY25.
Outlook and guidance
Sequential revenue growth of 10–15% expected in the next quarter, with profitability anticipated to surpass last year’s levels.
OFC capacity to increase from 30.5 mn fkm to 42.36 mn fkm by June 2026; fiber capacity to 34 mn fkm by December 2026.
Deferred dispatches and stabilization of logistics/tariff challenges expected to support current quarter revenue.
Focus on high-margin product revenue and private/export customers to drive future growth and margin expansion.
QIP fund utilization timeline extension rationale
Labour Code impact on employee benefits expense
Turnkey Contracts segment Q3 loss drivers
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Next HFCL earnings date
Q4 202630 May, 2026
HFCL
Next HFCL earnings date
Q4 202630 May, 2026
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Frequently asked questions
HFCL Limited is an Indian telecommunications equipment and infrastructure company. It designs, manufactures, and deploys fiber optic cables, telecom electronics, and turnkey network solutions. The company serves telecom operators, government projects, and enterprise clients across India and exports to international markets. The company is headquartered in New Delhi, India, and its shares are listed on the NSE.
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