HFCL Share Price Gains Over 10% on Q4 FY26 Earnings Results; Achieves Record Performance with Highest-Ever Order Book and Defence Expansion

HFCL Limited, a prominent technology enterprise in telecom, digital infrastructure, and defence sectors, has announced its strongest financial performance to date for FY26.  

The company achieved a revenue growth of over 21% compared to FY25, alongside a significant expansion in margins. 

HFCL Financial Highlights of FY26 

HFCL's full-year revenue increased to ₹4,949.27 crore in FY26, up from ₹4,064.52 crore in FY25, marking a growth of 21.77%.  

The quarterly revenue also saw a substantial rise, reaching ₹1,824 crore compared to ₹800 crore in the same quarter of FY25, reflecting a 128% year-on-year growth.  

EBITDA increased to ₹826.75 crore, with an EBITDA margin of 16.70%, up by 423 basis points from FY25. 

PBT rose to ₹427.68 crore, a 97% increase from the previous year, while PAT reached ₹329.44 crore, up by 90%.  

Export revenue surged to ₹2,047 crore, constituting 41% of total revenue, compared to ₹497 crore in FY25. The order book grew to a record ₹21,206 crore, providing strong multi-year revenue visibility. 

Strategic Moves and Market Dynamics 

HFCL's record performance is attributed to a strategic focus on expanding its global footprint and enhancing its product portfolio.  

The company has capitalised on the global optical fibre upcycle, driven by investments in data centres and cloud infrastructure.  

This has resulted in increased demand for HFCL's high-performance optical fibre cable solutions, particularly from the United States, Europe, and Asia. 

Read More: SBI Cards and Payment Services Q4 FY26 Results: Net Profit Rises 14% to ₹609 Crore as NPAs Improve! 

Defence and Aerospace Expansion 

In a significant strategic move, HFCL has entered into a memorandum of understanding to explore opportunities in the defence aerospace sector.  

This expansion is supported by the company's established capabilities, certifications, and a confirmed export-oriented order book of approximately ₹1,930 crore.  

HFCL's land-based defence business is also scaling up, with ongoing field trials and rising orders for thermal weapon sights, radars, and tactical communication systems. 

HFCL Share Price Performance 

As of April 30, 2026, at 2:24 PM, HFCL share price on NSE was trading at ₹117.61 up by 9.81% from the previous closing price. 

Conclusion 

HFCL's record performance in FY26 underscores its successful strategic execution and robust market positioning. With a strong order book and expansion in the defence sector, HFCL is well-positioned for continued growth. The company's focus on product-led growth and global expansion has transformed it into a more diversified and profitable enterprise. 

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