HFCL Q3 FY26: Revenue Up 19.65% to ₹1210.79 Cr, Order Book Strong at ₹11,125 Cr
HFCL reported Q3 FY26 consolidated revenue of ₹1210.79 crore, up 19.65% YoY. EBIDTA rose 41.67% to ₹243.52 crore and PAT grew 41.04% to ₹102.37 crore. The order book stands at ₹11,125 crore. Exports contributed 27% of revenue, and the company secured export orders worth USD 192 million. Capacity expansion for optical fibre cables is progressing.
The announcement details significant financial growth, a strong order book, strategic capacity expansions, and progress in the defence sector, all of which are material factors that can significantly influence investor sentiment and the company's market position.
The company reported strong year-on-year growth in revenue, EBIDTA, and PAT, along with a robust order book and increasing export contributions, indicating positive financial performance and future prospects.
HFCL Limited reported steady operational progress for the third quarter of FY26, with consolidated revenue reaching ₹1210.79 crore, a 19.65% increase year-on-year from ₹1011.95 crore in Q3 FY25. EBIDTA saw a significant rise of 41.67% to ₹243.52 crore, with the EBIDTA margin improving by 312 basis points to 20.11%. Profit After Tax (PAT) grew by 41.04% to ₹102.37 crore. On a standalone basis, quarterly revenue was ₹1223.89 crore, with PAT at ₹56.19 crore.
The company's order book stood strong at ₹11,125 crore as of December 31, 2025, up from ₹10,410 crore in Q3 FY25. The revenue mix continued to strengthen, with product revenues forming 60% of total revenues and exports contributing 27%, a substantial increase from 14% in Q3 FY25. HFCL secured export orders worth approximately USD 192 million for Optical Fibre Cables during the quarter.
Capacity expansion remains on track, with optical fibre capacity expected to reach ~33.9 million fibre-kilometres by December 2026 and optical fibre cable capacity reaching 42.3 million fibre-kilometres by June 2026. HFCL also developed a 3456-fibre Micro Duct IBR cable, reinforcing its technology leadership.
The defence business saw progress with multiple contracts for radars, electronic fuzes, and electro-optic systems. HFCL entered the UAV night-vision camera segment and secured an order from an Indian UAV manufacturer. Electronic fuzes developed by the company underwent firing trials in January 2026.
Mr. Mahendra Nahata, Managing Director, HFCL, commented, “Q3 FY26 was a quarter of focused execution for HFCL. We expanded our export footprint, continued capacity build-up and advanced our defence portfolio, while consciously improving the quality and sustainability of our revenue mix. With a strong order book, improving industry dynamics, defence scale-up and growing global acceptance of our products, we remain confident of delivering sustainable growth, improving profitability and long-term value creation.”
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