HFCL has secured export orders worth about ₹834.36 crore for supplying optical fibre cables to an international customer through its overseas wholly owned subsidiary, adding to a growing order pipeline linked to telecom and data-centre infrastructure. The orders are scheduled for completion by June 2027, the company said in a regulatory filing on Thursday.
The customer was not identified. HFCL said the orders reflected confidence in its manufacturing capabilities, technology and product quality, but did not provide details about the destination markets, project locations or the specific infrastructure applications involved.
The announcement comes as the company reports a sharp rise in demand for optical fibre cables from artificial intelligence data centres. HFCL’s consolidated profit increased to ₹394.22 crore in the quarter ended September 30, 2026, from ₹72 crore in the corresponding quarter a year earlier. Consolidated revenue from operations more than doubled to ₹2,541.79 crore in the second quarter of financial year 2026-27, compared with ₹1,043.34 crore in the same quarter of FY26.
Optical fibre is a core component of fixed broadband, telecom backhaul and data-centre connectivity. Fibre links carry large volumes of data between network points, making manufacturing capacity and timely supply relevant to the expansion of digital infrastructure. The latest order, however, does not specify whether the cables will be used for a particular national network, data-centre cluster or other communications project.
HFCL has forecast 80 per cent revenue growth in FY27 and said it expects to reach the ₹10,000-crore revenue mark before its earlier projected timeline of FY29. The company had also announced a sizeable export contract in September, valued at $244 million, or about ₹2,329 crore, to supply optical fibre cable to a global multinational corporation under a three-year agreement.
The fresh orders are being disclosed alongside a planned investment of approximately ₹400 crore to expand HFCL’s optical fibre and optical fibre cable manufacturing capacities. The board has approved funding the expansion through a combination of internal accruals and debt, with completion expected by July 2028.
Together, the order announcements and proposed capacity expansion indicate that HFCL is positioning its manufacturing operations to serve rising demand for high-capacity connectivity equipment. The company has not disclosed the expected contribution of the latest orders to individual reporting periods or provided a detailed capacity figure for the proposed expansion. The new manufacturing capacity is scheduled for completion after the latest export orders are due to be fulfilled in June 2027.
