Hfcl Limited · NSE:HFCL
Hfcl — Q2 FY27 Earnings Presentation
25 slides from Hfcl's earnings presentation, Oct 19, 2026
Slide 1: Exchange filing cover letter: Earnings Presentation
HFCL/SEC/26-27 October 19, 2026 BSE Ltd. National Stock Exchange of India Ltd. 1st Floor, New Trading Wing, Rotunda Building Exchange Plaza, 5th Floor, C – 1, Block G Phiroze Jeejeebhoy Towers, Dalal Street, Fort Bandra – Kurla Complex, Bandra (E) Mumbai – 400001 Mumbai – 400051 corp.relations@bsein
Slide 2: Earnings Presentation
//October 2026 Earnings Presentation HFCL LIMITED
Slide 3: Inside this Presentation
HFCL LIMITED | INVESTOR PRESENTATION 2026 02 03-04 05-10 11-16 01/ Message 02/ Financials 03/ HFCL – A From the MD Differentiated Play 17-19 20-22 04/ Strategic 05/ Appendix Focus Inside this Presentation
Slide 4: Message From the MD
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL STRATEGIC FOCUS APPENDIX 3 //CHAPTER 04 Message From the MD 04 Message from The Managing Director
Slide 5: Message from The Managing Director
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL STRATEGIC FOCUS APPENDIX 04 Message from The Managing Director HFCL has delivered the best quarterly performance in its history. Our outstanding growth in profitability and stronger margins demonstrate the increasi
Slide 6: Our Financials
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX //CHAPTER 05 Our Financials 6 Q2FY27 Financial Highlights 7 Consolidated Income Statement – Q2FY27 8 Consolidated Income Statement – H1FY27 9 Consolidated Balance Sheet - H1FY27 10 Strong & D
Slide 7: Q2FY27 Consolidated Financial Highlights
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX 6 Q2FY27 Consolidated Financial Highlights Al l n umb ers i n Rs. Crore Revenue from Operations EBITDA & EBITDA Margin PAT & PAT Margin 658 394 2,542 23.3% 25.9% 12.8% 15.5% 1,915 19.5% 445 6
Slide 8: Consolidated Income Statement – Q2FY27
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX 7 Consolidated Income Statement – Q2FY27 AL L N U M B E R S I N R S . C R O R E PARTICULARS Q2FY27 Q1FY27 Q-O-Q Q2FY26 Y-O-Y Revenue from Operations 2,541.79 1,914.98 32.73% 1,043.34 143.62%
Slide 9: Consolidated Income Statement – H1FY27
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX 8 Consolidated Income Statement – H1FY27 AL L N U M B E R S I N R S . C R O R E PARTICULARS H1FY27 H1FY26 Change Y-O-Y Revenue from Operations 4,456.77 1,914.36 132.81% Other Income 58.61 27.
Slide 10: Consolidated Balance Sheet – H1FY27
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX 9 Consolidated Balance Sheet – H1FY27 AL L N U M B E R S I N R S . C R O R E PARTICULARS H1FY27 FY26 FY25 FY24 TOTAL - SHAREHOLDER FUNDS 5,755.44 4,948.59 4,119.32 3,999.82 NON-CURRENT LIABIL
Slide 11: Strong & Diversified Order Book – Q2FY27
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX 10 Strong & Diversified Order Book – Q2FY27 Order b ook va l ues i n Rs. Crore Category Wise Customer Wise Total Order Book 4090 28,911 10105 26,665 5070 21,206 19751 18806 Q4FY26 Q1FY27 Q2FY
Slide 12: HFCL – A Differentiated Technology-Led Play
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL STRATEGIC FOCUS APPENDIX 11 //CHAPTER 01 HFCL - A Differentiated Technology-Led Play 12 A Differentiated, Fully Integrated Platform Serving Telecom And Defence 13 With Presence Across 60+ Countries Supporting 80+ M
Slide 13: A Differentiated, Fully Integrated Platform Serving Telecom and Defence
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL STRATEGIC FOCUS APPENDIX 12 A Differentiated, Fully Integrated Platform Serving Telecom and Defence #1 OPTICAL FIBER CABLE 6 MANUFACTURING 3 R&D 60+ COUNTRIES 80+ MARQUEE 28,911Cr ROBUST SUPPLIER IN INDIA FACILITIE
Slide 14: Presence Across 60+ Countries Supporting 80+ Marquee Customers
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL STRATEGIC FOCUS APPENDIX 13 With Presence Across 60+ Countries Supporting 80+ Marquee Customers OVERSEAS OFFICES USA CANADA UK DUBAI POLAND GERMANY Supplying to Supplying to majority of Global majority of Hyper- Ti
Slide 15: Driving Product Innovation Through Deep In-house R&D
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL STRATEGIC FOCUS APPENDIX 14 Driving Product Innovation Through Deep In-house R&D HFCL’s strengthened R&D capabilities are enabling differentiated, future-ready products and reinforcing its transition into a technol
Slide 16: State-of-the-art Manufacturing Infrastructure For Scalable Execution
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL STRATEGIC FOCUS APPENDIX 15 Complemented By State-of-the-art Manufacturing Infrastructure For Scalable Execution 6 43.1 mn fkm 62 mn fkm MANUFACTURING FACILITIES OPTICAL FIBER (OF) OPTICAL FIBER CABLE (OFC) IN INDI
Slide 17: High-End Customised Product Portfolio
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL STRATEGIC FOCUS APPENDIX 16 High-End Customised Product Portfolio OF/OFC/PCS/DCS TELECOM DEFENCE NEW PRODUCTS Outdoor/ Indoor IBR Cable Optic Fiber Cable Assemblies 5G Indoor & Ethernet L2 Multi Mode Hand Grenade O
Slide 18: Strategic Focus
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL STRATEGIC FOCUS APPENDIX 17 //CHAPTER 02 HFCL - Strategic Focus 18 Well-Defined Growth Levers To Accelerate Revenues And Profitability 19 Making HFCL A Differentiated Play Across Telecom And Defence Products
Slide 19: Well-Defined Growth Levers To Accelerate Revenues And Profitability
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL STRATEGIC FOCUS APPENDIX 18 Well-Defined Growth Levers To Accelerate Revenues And Profitability STRATEGIC PRIORITIES FOR SUSTAINED AND PROFITABLE GROWTH 01 02 02 Optimising Increased Focus Expanding on Higher Margi
Slide 20: Making HFCL A Differentiated Play Across OFC, Telecom And Defence Products
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL STRATEGIC FOCUS APPENDIX 19 Making HFCL A Differentiated Play Across OFC, Telecom And Defence Products New Product Demand Tailwinds Vertically Defence Strong Order Development, and Market Integrated Monetisation Bo
Slide 21: Appendix
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL Strategi c Focus Appendix 20 //CHAPTER 07 Appendix 21 Shareholders Information 22 Emmission reduction commitment for FY30 22 Abbreviations / Description
Slide 22: Shareholders Information
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL Strategi c Focus Appendix 21 Shareholders Information SHAREHOLDING SHARE INFORMATION (AS ON SEP 30, 2026) AS ON SEPTEMBER 30, 2026 (IN %) NSE TICKER HFCL Promoter 28.29% BSE TICKER 500183 MARKET CAP (₹ CRORES) 34,6
Slide 23: SBTi validates HFCL's near-term climate targets
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL Strategi c Focus Appendix 22 SBTi validates HFCL’s near-term climate targets Science-based emissions reduction commitments for FY2030 42% Scope 1 & 2 Reduction in absolute GHG emissions from HFCL’s operations and p
Slide 24: Abbreviations / Description
Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Fi nanci als About HFCL Strategi c Focus Appendix 23 Abbreviations / Description ABBREVIATION DESCRIPTION ARP Aramid Reinforced Plastic CAGR Compounded Annual Growth Rate CPE Consumer Premises Equipment DC Data Centers MFKM Million Fiber
Slide 25: Thank You
Thank You REGISTERED OFFICE PLOT NO.38, INSTITUTIONAL AREA, SECTOR 32, GURUGRAM - 122001 AMIT AGARWAL HEAD – INVESTOR RELATIONS HFCL Limited Tel: +91-11-3520 9400 Email: ir@hfcl.com HFCL LIMITED