HFCL Quarterly Results Analysis-Q2FY2027

Financial performance and key operating metrics (Consolidated) : Operating Revenue for Q2FY27 is Rs. 2,542 Crs., 143.62% growth YoY, Total Income is Rs. 2,569 Crs., 143.21% growth YoY, Gross Profit is Rs. 972 Crs., 143.6% growth YoY, EBITDA is Rs. 658 Crs., 223.55% growth YoY, EBITDA Margin is 25.61% improved by 636 Basis points YoY, PBT Rs. 539 Crs., 406.49% growth YoY, PAT Rs. 394 Crs. 448.14% growth YoY. On QoQ basis Op. Revenue is up by 32.73%, Total Income is up by 32.02%, Gross Profit is up by 30.76%, EBITDA is up by 47.78%, PBT is up by 62.46% and PAT is also up by 60.49%. Prior investments in capacity enhancement, backward integration, “world-class technology products,” and global market access, now translating into scale and profitability. Export performance was up “approximately 493% year on year”. Order book: ₹28,900cr, showing “multi-year revenue visibility,” with “strong pipeline at advanced stages.” Increasing share of hyperscaler/data-center demand and connectivity solutions is presented as the core multi-year margin lever. Defense/aerospace is explicitly positioned as Second growth pillar to stabilizes the revenue and sustainability of profit.”