Q2 2026 HFCL Ltd Earnings Call Transcript

Oct 17, 2025 / 10:00 AM GMT

Release Date Price: ₹75.46 (-2.41%)

Transcript

Key Points

Positve

HFCL Ltd (BOM:500183) is expanding its high fiber count cable manufacturing capacity significantly, positioning itself among the top global OFC manufacturers.
The company has secured export orders exceeding INR 650 crores for optical fiber cables, reflecting strong international demand.
HFCL Ltd (BOM:500183) is making strategic investments in defense, securing contracts with the Indian Army and expanding its presence in defense electronics.
The company is experiencing robust demand for its indigenously developed telecom and networking products, indicating strong market acceptance.
HFCL Ltd (BOM:500183) reported a healthy EBITDA margin of 19.49% for the quarter, showcasing strong financial performance.

Negative

The impact of US tariffs on HFCL Ltd (BOM:500183)'s business remains uncertain, although the company claims to have minimized the impact.
There are challenges in the supply chain, particularly with chipsets, which have affected the revenue from 5G products.
The company's defense projects face delays due to extended testing and approval processes, impacting revenue realization.
HFCL Ltd (BOM:500183) has a high working capital cycle of around 180 days, which could strain cash flows.
Interest costs have increased due to expansion and higher working capital requirements, affecting profitability.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

HFCL.NS - HFCL Ltd
Q2 2026 HFCL Ltd Earnings Call
Oct 17, 2025 / 10:00AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the HFCL2F 526 earnings conference call hosted by ICIA Securities Limited.

This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions, and expectation of the company has on date of this call.

These statements are not the guarantee of future performance of the company, and it may involve risk and uncertainties that are difficult to predict.

As a reminder, all participant lines will remain in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes.

Should you need assistance during this conference call, please signal the operator by pressing, then 0 on your

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