HFCL shares jump 5% as FY26 order book surges 113% to Rs 21,206 crore
The annual report also highlighted strong growth across HFCL’s financial parameters. Revenue from operations increased 21.77% year-on-year to Rs 4,949.27 crore, while EBITDA surged 63.15% to Rs 826.75 crore. Profit after tax witnessed an even sharper 90.14% jump to Rs 329.44 crore. Earnings per share (EPS) rose 73.17% to Rs 2.13, reflecting the company’s improved profitability during the year.
Operational efficiency and capital returns also showed improvement. HFCL’s Return on Capital Employed (RoCE) stood at 11.04%, registering a 43.64% improvement, while its debt-equity ratio remained at a relatively low 0.35, indicating a controlled leverage position.
Beyond financial performance, HFCL’s FY26 annual report highlighted progress on its environmental, social and governance initiatives. The company reported a strong research and development focus, along with zero safety-related incidents during the year. It added 748 new employees and conducted 881 training programmes, underscoring its focus on strengthening its workforce and capabilities.
On the sustainability front, HFCL reported a 12% reduction in water intensity and achieved an approximately 95% waste recovery rate. Around 17% of its input materials were sourced directly from MSMEs and small vendors, supporting its efforts to strengthen local supply chains. Its CSR initiatives also reached more than 1.15 lakh beneficiaries.
With its order book more than doubling year-on-year, coupled with strong growth in revenue, EBITDA and profit, HFCL’s FY26 performance has put the spotlight firmly on the stock. The sharp rise in Monday’s share price suggests investors are reacting positively to the company’s improving growth visibility and financial performance.
The company secured a significant export order worth $244 million (approximately Rs 2,329 crore) on September 1. The order involves the supply of high-quality optical fibre cables to a global multinational corporation, further strengthening the company’s international business pipeline and order visibility.HFCL shares have gained around 17% over the past one month. The stock is currently valued at a market capitalisation of about Rs 36,581 crore, while its 52-week high stands at Rs 256.70.
On the valuation front, HFCL is currently trading at a price-to-earnings (P/E) ratio of 61.87. The company’s price-to-sales (P/S) ratio stands at 2.1, while its price-to-book (P/B) ratio is 7.16.
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