HFCL has secured export orders worth ~INR 834.36 crore (equivalent to ~USD 88.94 million), for the supply of optical fiber cables, through its overseas wholly owned subsidiary from a renowned international customer.
In a statement, the company has said, “These orders reaffirm the confidence reposed by our customers in the Company’s manufacturing capabilities, technological excellence and product quality.”
HFCL’s latest export order of approximately $88.94 million (₹834 crore) is part of its broader transformation from a domestic telecom equipment supplier into a global optical connectivity player riding the AI data centre boom. The order, secured through its overseas wholly-owned subsidiary, is scheduled for execution by June 2027, though the customer’s identity remains undisclosed.
Business Growth Trajectory
HFCL’s growth is being driven by a deliberate shift toward exports and high-margin products. Export revenue surged to ₹2,047 crore in FY26, constituting 41% of total revenue, up from just 12% in FY25.
The company’s order book reached a record ₹21,206 crore at the end of FY26, with 58% tied to exports. In Q2 FY27, consolidated revenue more than doubled to ₹2,541 crore, while profit after tax jumped multifold to ₹394 crore, driven specifically by AI data centre demand.
Driving Innovation in Optical Cable Segment
HFCL’s innovation strategy centres on its OptiQ AI portfolio, launched in July 2026, which unifies its optical connectivity products—IBR cables, fibre assemblies, patch cords, trunks, cassettes, and enclosures—under a single brand purpose-built for AI, cloud, and hyperscale data centres.
The portfolio is designed to support the transition to 800G and 1.6T network architectures, with a focus on high fibre density and rapid deployment.
On the manufacturing front, HFCL has developed 7,000-fibre cables (under customer approval) and is working on 14,000-fibre cables through in-house engineering—products available from only a handful of global suppliers.
The company is also investing roughly ₹580–600 crore in a backward-integration plant to manufacture optical fibre preforms, the raw glass rods from which fibre is drawn, aiming to improve margins and supply chain sovereignty. Additionally, it is expanding optical fibre capacity to about 43.1 million fibre kilometres annually and cable capacity to roughly 62 million fibre kilometres.
