Rs 11,125 crore order book: Telecom Stock Under Rs 75 Jumps After Reporting Steady Q3FY26 Performance
Kiran DSIJCategories: Multibaggers, Trending
The stock is up by 19 per cent from its 52-week low of Rs 59.83 per share and has given multibagger returns of 170 per cent in 5 years.
Today, shares of HFCL Ltd jumped 4.3 per cent to Rs 71.20 per share from its previous closing of Rs 68.27 per share. The stock’s 52-week high is Rs 105.10 per share and its 52-week low is Rs 59.83 per share.
HFCL Limited reported a steady operational performance for Q3FY26, underscored by a robust Order Book that grew to Rs 11,125 crore, up from Rs 9,981 crore in the previous quarter. On a standalone basis, the company achieved a quarterly revenue of Rs 1,223.89 crore and a Profit After Tax (PAT) of Rs 56.19 crore. A key highlight of the quarter was the significant improvement in revenue quality, with high-margin product revenues rising to 60 per cent of the total mix and exports doubling their contribution to 27 per cent compared to the same period last year.
The company is witnessing a strong revival in global demand, securing export orders worth approximately USD 192 million for Optical Fibre Cables (OFC) during the quarter. To meet this rising need, driven by AI workloads and data center expansions, HFCL is aggressively scaling its capacity; optical fiber capacity has already reached 28 million fkm, with a target of 33.9 million by the end of 2026. Furthermore, HFCL solidified its technology leadership by developing a massive 3456-fibre Micro Duct IBR cable, a high-tech feat that few manufacturers globally can match.
In the Defence sector, HFCL is successfully aligning with India’s indigenisation priorities, securing multiple contracts for radars, electronic fuzes, and thermal imaging systems. The company recently entered the UAV night-vision market with an indigenized thermal camera and achieved successful static validation trials for its drone detection radar systems. As these defence products move from trials to serial production and firing tests progress, this segment is expected to become a major driver of future profitability and long-term economic value for the enterprise.
About the Company
HFCL is a premier technology enterprise specialising in high-end telecom equipment, optical fiber cables, and advanced defence electronics, serving as a vital architect of digital networks for governments and global enterprises. With robust in-house R&D centers in Gurgaon, Bengaluru, and Hyderabad, the company innovates a futuristic product suite that includes 5G Radio Access Network (RAN) solutions, Wi-Fi 7 systems, and critical defence gear like surveillance radars and thermal weapon sights. Operating state-of-the-art manufacturing facilities across Hyderabad, Goa, Chennai, and Hosur, HFCL leverages its deep system integration expertise to deliver sustainable, high-tech infrastructure. As a trusted partner across India, Europe, and the Middle East, the firm continues to drive global connectivity through its commitment to premium quality and cutting-edge fiber optic technology.
As of December 2025, the company’s order book stands at Rs 11,125 crore. The company has a market cap of over Rs 10,000 crore. The stock is up by 19 per cent from its 52-week low of Rs 59.83 per share and has given multibagger returns of 170 per cent in 5 years.
Disclaimer: The article is for informational purposes only and not investment advice.