HFCL Q1FY27 Revenue Surges 119.85% to ₹1,915 Crore, EBITDA Jumps 937%
HFCL reported record Q1FY27 results with revenue up 119.85% to ₹1,915 crore and EBITDA up 937% to ₹445 crore. The order book reached ₹26,665 crore. The company revised its FY27 revenue growth target to 40% and approved a ₹215 crore investment for an AI data center connectivity solutions facility.
The substantial year-on-year growth in financial metrics, record order book, revised growth targets, and strategic investment in new manufacturing facilities are highly material and are expected to significantly impact the company's future performance and investor outlook.
The company reported its highest-ever quarterly financial performance with significant year-on-year growth in revenue, EBITDA, and PAT, alongside a record order book and revised growth aspirations. The approved investment in a new manufacturing facility also indicates positive future prospects.
HFCL Limited announced its highest-ever quarterly financial results for the first quarter ended June 30, 2026. The company reported a consolidated revenue of ₹1,914.98 crore, an increase of 119.85% year-on-year from ₹871.02 crore in Q1FY26. EBITDA surged by 937.20% to ₹445.27 crore from ₹42.93 crore, with EBITDA margin expanding significantly to 23.25% from 4.93%. Profit Before Tax (PBT) stood at ₹331.52 crore, a substantial improvement from a loss of ₹44.70 crore in the same period last year. Profit After Tax (PAT) was ₹245.64 crore, compared to a loss of ₹29.30 crore in Q1FY26.
On a standalone basis, HFCL reported quarterly revenue of ₹1,607.80 crore, EBIDTA of ₹336.35 crore, PBT of ₹240.12 crore, and PAT of ₹179.21 crore.
The company's order book reached a record high of approximately ₹26,665 crore, nearly five times its FY26 revenue. Export revenue contributed ₹1,063.30 crore (55.53% of revenue) in Q1FY27, a significant rise from ₹209.70 crore (24.08% of revenue) in Q1FY26. The product segment accounted for 85% of total revenue.
HFCL has revised its FY27 revenue growth aspiration to 40%. The Board has approved an investment of ₹215 crore for a new advanced AI Data Centre Connectivity Solutions manufacturing facility. Capacity expansion for Optical Fiber and Optical Fiber Cable is progressing as planned, and backward integration into preform manufacturing is also on track.
The Defence & Aerospace business is scaling up, with plans to establish an Ammunition Manufacturing Complex in Andhra Pradesh for products like Multi-mode Hand Grenade and Electronic Fuzes. The company is also strengthening its portfolio in surveillance Radars, Thermal Imaging Sites, and Tactical Communication Solutions.
Mr. Mahendra Nahata, Managing Director, HFCL, commented that the company has entered a new phase of accelerated and profitable growth, driven by strategic initiatives and market opportunities in AI, digital infrastructure, optical connectivity, and defence modernization.
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