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HFCL (HFCL) investor relations material
HFCL Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary17 Oct, 2025
Executive summary
Strategic focus on innovation, capacity expansion, and diversification into telecom, defense, and digital infrastructure, with strong positioning in both domestic and global markets.
Major investments in optical fiber and cable manufacturing, defense electronics, and export growth, supported by robust order inflows and ESG improvements.
Defense business gaining momentum with new contracts, indigenous solutions, and a 1,000-acre land parcel for a defense manufacturing complex in Andhra Pradesh.
Focus on high-growth engines: defense and data centers, with strong demand visibility and better margins.
Board approved unaudited standalone and consolidated financial results for Q2 and H1 FY2025-26, reviewed by the Audit Committee and auditors, with no material misstatements noted.
Financial highlights
Q2 FY26 consolidated revenue at ₹1,043.34 crore, up from ₹871.02 crore in Q1 FY26, but down from ₹1,093.61 crore in Q2 FY25.
EBITDA at ₹203.37 crore, up from ₹140.29 crore in Q1 FY26 and ₹171 crore in Q2 FY25; EBITDA margin at 19.49%.
PAT at ₹71.92 crore, reversing a Q1 FY26 loss of ₹29.31 crore and nearly matching Q2 FY25's ₹73 crore; PAT margin at 6.89%.
H1 FY26 revenue: ₹1,914.36 crore, down 14.99% YoY; EBITDA: ₹246.30 crore, down 31.05% YoY; PAT: ₹42.62 crore, down 76.83% YoY.
Order book at ₹9,981 crore as of September 30, 2025.
Outlook and guidance
Revenue growth guidance of 20% for FY26 maintained, with expectations of continued strong demand in telecom and defense.
Defense revenue expected to exceed ₹500 crore in FY27, with potential to reach four figures in subsequent years.
Passive connectivity solutions revenue targeted at ₹400 crore in FY26, rising to ₹900-1,000 crore in FY27.
Capacity expansion to 45 million fiber kilometers per annum by next year, with utilization expected above 80%.
Positioned to capitalize on export rebound and broaden international customer base.
Explain Q2 2025 consolidated profit decline
Analyze Turnkey Contracts Q2 2025 segment loss
Why extend QIP fund utilization to March 2026?
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Next HFCL earnings date
Q3 25/263 Feb, 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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