I have heard about it but what i am talking about is no helium available to us
in a worst case scenario where no helium is available then we will see some tech and the R&D for that should start from now.
this worst case scenario is very difficult to emerge.
@Aman_Jain3 Worst case use nitrogen/argon, which will have 80% slower production speed.
Or Slowly Shift to Hollow Core Fibers Bcoz HCF is currently only used for high-end data centers, but a helium crisis could make it the new global standard.
But if Helium production goes out entirely due to this war
Production speeds would drop by 70–80% globally overnight, and fiber prices would likely triple or quadruple.
But i’m Sure this will force Trump to TACO again as prices increase
Can any company in India produce or have capacity to build Hollow Core Fibres?
can you give your commentary on this company?
HFCL itself is in process. It joined a Department of Telecommunications-funded consortium led by IIT Delhi to develop hollow core fiber.
But STL Tech has more lead in this than HFCL. They launched India’s first hollow-core fiber cable just few days back. They are specifically targeting AI Data Centers, hyperscalers, and high-frequency trading setups.
You can read this thread it is very well covered by @HIMSHAH @saurabhsharmaa2020
FIBRE EXPANSION + DEFENCE FORAY
Planned capex: ₹800–900 Cr (fibre + defence + preform) with Order book: ₹10,000+ Cr (strong visibility) and Defence subsidiary order book: ₹1,700 Cr
Fibre capacity: ~30 mn fkm → 40+ mn fkm with Preform investment: ₹580 Cr (backward integration) and Additional ₹300–400 Cr in fibre & defence and Tech collaboration with IIT Delhi
This will provide dual-engine growth:
– Telecom (optical fibre, cables)
– Defence & aerospace (new vertical)
Backward integration → reduces import dependency and Focus on high-growth segments of data centres & hyperscalers
HFCL is a buy at these levels, considering the above rationale?
The above rationale is yet to be proven. Yes, opportunity is big. Would suggest waiting and watching, as it’s making a Stage 1 base anyway.
Yes the execution matters but accumulation should start in a slow and staggered manner and wait for further confirmations every quarter to increase allocation and weightage.
Recently, HFCL secure two big orders
One from international company with more than 10k Cr for optic cable phase wise supply till five years. This one is biggest in history. And another for domestic with more than 1k Cr to be supply within year…
This is multiyear oportunity and will raise current orderbook twise..
HFCL also issue warrants to raise 550k at price 74 rs. They already raise 550cr in dec by QIP at price 62 rs.
All such fund raise may for expansion in defence sector and meet demand in optic fibre….i think this is good oportunity to enter at current price..
Disc: invested small portion of portfolio and wish to add more..
