HFCL Order Update: ₹1,366 Crore Ki Deal Final! Par Valuation Ko Lekar Hai Chinta

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AuthorRiya Kapoor|Published at:
HFCL Order Update: ₹1,366 Crore Ki Deal Final! Par Valuation Ko Lekar Hai Chinta
Overview

Arre bhaiyon aur beheno, HFCL ke liye ek badi khabar hai! Unki subsidiary HTL Limited ko **₹1,366 Crore** ka Optical Fiber Cable order mila hai. Delivery **2026** tak hogi. Is deal se HFCL ka total order book **₹21,000 Crore** se upar pahunch gaya hai. Lekin ek chinta bhi hai - company ka valuation kaafi high lag raha hai, industry average se bhi zyada.

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Toh ye jo ₹1,366 Crore ka naya order hai na, yeh HTL Limited ko ek bade domestic Tier-1 customer se mila hai. Sahi hai, delivery December 2026 tak poori ho jayegi. Is se HFCL ka order book ab ₹11,125 Crore se badh kar ₹21,000 Crore ke paar ho gaya hai, usme ek ₹10,159 Crore ka global supply agreement bhi shamil hai. Is khabar pe stock thoda bhaga bhi, subah mein 3.58% badh kar ₹75.24 par pahunch gaya tha.

Aur ye sab ho raha hai jab India digital hone ki race mein tez hai – 'Digital India', 'BharatNet', aur 5G ka launch toh chal hi raha hai. Government ki PLI scheme bhi local manufacturing ko support kar rahi hai. HFCL bhi peeche nahi hai, unhone ₹580 Crore invest karke khud ka preform manufacturing facility bhi lagaya hai. Is se unka raw material pe control badhega, cost kam hogi aur bidding mein bhi fayda milega, bilkul Sterlite Technologies aur Birla Cable ki tarah.

Par ab aati hai asli chinta – company ka valuation. Current P/E ratio lagbhag 214.64 hai, jo ki pichle 10 saal ke average 24.15 aur industry average 38 se bahut zyada hai. Jabki competitors jaise Birla Cable 45 se 108 ke P/E pe trade ho rahe hain. Iska matlab ye hai ki investors is stock se future mein bahut bade growth ki umeed laga rahe hain.

Lekin bhai, sirf order milna hi sab kuch nahi hota. Pichle saal stock 16.57% gira bhi hai. Financial year 2025 mein sales aur profit bhi kam hue hain – Net Profit ₹172.90 Crore raha, jo pichle saal ₹336.59 Crore tha. Aur jo subsidiary HTL Limited ₹1,366 Crore ka order handle kar rahi hai, uski performance bhi pichle 2 saal se down hai. Demand kam hai, margins tight ho rahe hain. Upper se HTL apne loan ke liye HFCL pe dependent hai. Itne bade order ko execute karne mein bhi risks rehte hain, jaise cost increase ya market mein changes.

Ab analysts kya keh rahe hain? Zyadatar log positive hain, 'Buy' ki recommendation de rahe hain aur price target ₹132-146 ke aas paas de rahe hain. Ye lagbhag 80% ke growth ka potential dikhata hai current level se. Sabko India ke digital growth aur HFCL ke expanding order book par bharosa hai.

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Disclaimer:This content is for educational and informational purposes only and does not constitute investment, financial, or trading advice, nor a recommendation to buy or sell any securities. Readers should consult a SEBI-registered advisor before making investment decisions, as markets involve risk and past performance does not guarantee future results. The publisher and authors accept no liability for any losses. Some content may be AI-generated and may contain errors; accuracy and completeness are not guaranteed. Views expressed do not reflect the publication’s editorial stance.