HFCL Ltd: FY27 Growth Roadmap
Revenue Target:
20–25% growth targeted for FY27.
Recovery post optical fiber downcycle.
EBITDA Outlook:
Near-term: ~14%.
FY27 potential: +3–5% expansion.
Capacity Expansion:
Significant capex for global demand.
- Optical fiber: 29M → 34M fiber kms (Dec 2026)
- Optical fiber cable: 33M → 42M kms (Sep 2026)
Defense Growth:
Next major engine: ₹4–5bn revenue in FY27.
Market Shift :
Telecom → Datacom dominance.
Hyperscalers/data centers drive AI infra demand (US, Europe → India).
Specialized high-density OFC, MPO connectors, passive solutions.
Source: Whatsapp Forward From Bharat Connect Conference Rising Stars - 2026