HFCL wins ₹834 crore export order.........

HFCL Limited has secured export orders worth approximately ₹834.36 crore from an international customer for the supply of optical fibre cables. The orders are scheduled to be executed by June 2027. The order adds to HFCL’s already strong order pipeline. Its order book stood at about ₹28,911 crore after Q2 FY27, with optical fibre products accounting for ₹19,751 crore. Export orders also formed 57% of the order book, giving international demand a larger role in the growth outlook. My view is that the size and export nature of this order are more important than the immediate headline impact. HFCL is building visibility in optical fibre, where demand from data centres and telecom networks remains an important growth driver. The key factor to watch is execution and conversion of the order book into revenue and margins. The next trigger is execution progress through June 2027, along with further export wins and quarterly margin performance. HFCL