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🏛️ HFCL Q4 FY26 Results: Stellar Results 🔥🔥🔥 🔖 YoY (Q4 FY26 vs Q4 FY25) ⬆️ Revenue: 1,824 Cr vs 801 Cr (+127.81%) ⬆️ PBT: 228 vs -105 Cr (+317.14%) ⬆️ PAT: 184 vs -83 Cr (+321.44%) ⬆️ PAT Margin: 10.11% vs -10.40% (+2051 bps) ⬆️ EPS: ₹1.21 vs ₹-0.56 (+316.07%) 🔖 QoQ (Q4 FY26 vs Q3 FY26) ⬆️ Revenue: 1,824 Cr vs 1,211 Cr (+50.66%) ⬆️ PBT: ₹228 Cr vs 138 Cr (+65.04%) ⬆️ PAT: ₹184 Cr vs 102 Cr (+80.18%) ⬆️ PAT Margin: 10.11% vs 8.45% (+166 bps) ⬆️ EPS: ₹1.21 vs ₹0.67 (+80.60%) 🔖 FY26 Full Year ⬆️ Revenue: 4,949 Cr vs 4,065 Cr (+21.75%) ⬆️ EBITDA: 827 Cr vs ₹507 Cr (+63.12%) ⬆️Margin: 16.70% vs 12.47% (+423 bps) ⬆️ PAT: 329 Cr vs 173 Cr (+90.12%) ⬆️Margin: 6.66% vs 4.26% (+240 bps) ⬆️ EPS: ₹2.13 vs ₹1.23 (+73.17%) 🔖 Margin Context (QoQ dip) EBITDA margin dipped 164 bps QoQ (18.47% but not alarming) Because 👇🏻 EPC revenue jumped from 488 Cr to ₹587 Cr EPC EBIT was -₹84 Cr, dragging blended margin Employee costs - from 108 Cr to 137 Cr (+₹29 Cr) for year-end hiring, defence team expansion, bonus accruals Material costs - from 408 Cr to 630 Cr - natural consequence of 51% revenue scale-up, not pricing pressure ✅ Absolute EBITDA grew 38% QoQ. Structure intact. 🔖 Key Business Updates 📦 Order Book 21,206 Cr (3x from ₹7,010 Cr in FY23) includes 4.3x revenue cover; ₹12,248 Cr from exports 🌐 OFC Order Book Record 13,483 Cr - strongest visibility in company history 💡 Largest Single Export OFC Order 10,159 Cr multi-year deal secures ~50%+ OFC capacity over medium term 🔩 Preform CapEx 580 Cr backward integration - lower imports, better margins, cost efficiency; 310 MT/annum by July 2029 🏭 OFC Capacity 34 mn fkm to 43 mn fkm by June 2026 and OF capacity 28 mn fkm to 33.9 mn fkm by Dec 2026 🔁 Global Fiber Upcycle Structural demand from hyperscalers, AI workloads & cloud infra - strong demand from US, Europe & Asia 📱 Telecom Products India’s first indigenously developed 5G FWA CPE; leadership in Wi-Fi APs & UBRs; MPLS routers deployed 🔀 Demerger Plan - Big positive 👍 Three independent listed entities - Telecom (OFC/Products), Defence & EPC. Each vertical to unlock independent valuation; Defence listing a potential re-rating trigger as serial production scales 🖥️ HTL Subsidiary (Data Centre Interconnect) Revenue expected 400 Cr in FY27 to 800 Cr in FY28 ✈️ Aerospace MoU Proposed acquisition brings 1,930 Cr confirmed export order book Defence manufacturing groundbreaking in AP on May 15, 2026 💰 Promoter Warrants 555 Cr warrants done at ₹74/share - conviction signal, not dilution; funds preform plant + defence expansion 🎯 FY29 Targets Revenue 10,000 Cr+ and EBITDA Margin 20-21% Revenue Mix Shift - Products at 62% in FY26 to targeting 70%+ in FY27; Private sector revenue at ~84% 🌍 Exports 41% of FY26 revenue (vs 12% in FY25); targeting 50%+ from FY27 ⚠️ Watch Points Inventory up 58% YoY (₹1,416 Cr) Negative OCF (₹-378 Cr) despite strong PBT - but working capital tied to order execution ramp Finance costs elevated at ₹242 Cr for FY26 #HFCL #Q4FY26 #Q4Results #Vismaya