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HFCL Limited Q2 FY27 earnings call summary

NSE: HFCL · BSE: 500183

Earnings call of 19 Oct 2026, summarised by AI from the filing.

Order book rose to ₹28,900 cr from about ₹26,000 cr a quarter earlier despite ₹2,500 cr of supply.

Key takeaways

  1. Order book Order book rose to ₹28,900 cr from about ₹26,000 cr a quarter earlier despite ₹2,500 cr of supply.
  2. Defence Defence revenue guided at ₹500-600 cr this year and at least ₹2,000 cr next year, aided by the aerospace acquisition.
  3. Preform prices Market preform prices at about USD300 per kg are called insane and expected to fall as capacity rises.

Original filing on BSE

HFCL Limited Q2 FY27 results

As filed: Revenue ₹2,542 cr (+144% year on year), EBITDA ₹631 cr (+230% year on year), PAT ₹394 cr (+300% year on year), EBITDA margin 24.8% (+649 bps).

The Q2 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

  • Q1 FY27: Revenue ₹1,915 cr (+120% year on year), EBITDA ₹414 cr (+300% year on year), PAT ₹246 cr, EBITDA margin 21.6% (+1,000 bps). Score 99 of 100, Above trend. Revenue and EBITDA growth were well above the company's own trend. EBITDA margin rose 1000 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +4.6% in 30 days (Nifty 500: +0.8%).
  • Q4 FY26: Revenue ₹1,824 cr (+128% year on year), EBITDA ₹314 cr, PAT ₹184 cr, EBITDA margin 17.2% (+1,000 bps). Score 100 of 100, Above trend. Revenue growth was well above the company's own trend. EBITDA margin rose 1000 bps year on year. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +68.0% in 29 days (Nifty 500: −0.9%).
  • Q3 FY26: Revenue ₹1,211 cr (+20% year on year), EBITDA ₹228 cr (+49% year on year), PAT ₹102 cr (+40% year on year), EBITDA margin 18.8% (+372 bps). Score 80 of 100, Above trend. Revenue growth was well above the company's own trend; EBITDA and profit growth were above it. EBITDA margin rose 372 bps year on year. Consolidated profit +40% but standalone -28%. Revenue grew on the previous quarter, against its usual seasonal pattern. Share price after the results: +5.4% in 30 days (Nifty 500: −0.6%).
  • Q2 FY26: Revenue ₹1,043 cr (−5% year on year), EBITDA ₹191 cr (+22% year on year), PAT ₹72.0 cr (−1% year on year), EBITDA margin 18.3% (+396 bps). Score 56 of 100, In line with trend. Revenue and profit growth were in line with the company's own trend; EBITDA growth was above it. EBITDA margin rose 396 bps year on year. Share price after the results: −1.9% in 28 days (Nifty 500: +1.2%).
  • Q1 FY26: Revenue ₹871 cr (−25% year on year), EBITDA ₹28.0 cr (−84% year on year), PAT −₹29.0 cr (−126% year on year), EBITDA margin 3.2% (−1,000 bps). Score 19 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 1000 bps year on year. Share price after the results: −7.1% in 28 days (Nifty 500: −1.3%).
  • Q4 FY25: Revenue ₹801 cr (−40% year on year), EBITDA −₹37.0 cr (−119% year on year), PAT −₹83.0 cr (−176% year on year), EBITDA margin -4.6% (−1,000 bps). Score 2 of 100, Below trend. Revenue, EBITDA and profit growth were well below the company's own trend. EBITDA margin fell 1000 bps year on year. Revenue fell 21% from last quarter. Share price after the results: −3.3% in 29 days (Nifty 500: +2.0%).
  • Q3 FY25: Revenue ₹1,012 cr (−2% year on year), EBITDA ₹153 cr (+31% year on year), PAT ₹73.0 cr (−11% year on year), EBITDA margin 15.1% (+378 bps). Score 50 of 100, In line with trend. Revenue growth was in line with the company's own trend; EBITDA growth was above it; profit growth was below it. EBITDA margin rose 378 bps year on year. Revenue fell 7% from last quarter.

Past price moves after results do not indicate future moves. Not a recommendation.

HFCL Limited earnings call, investor presentation and press release summaries

Figures from the company's filings with NSE and BSE. Not investment advice.