Whalesbook
Aaya naya export order!
Bhai, HFCL ne export market mein ek aur bada deal crack kiya hai! Company ko $11.07 million (matlab lagbhag ₹106 crore) ka optical fibre cables ka order mila hai. Yeh kaam August 2026 tak poora hoga, aur iski responsibility company ki overseas subsidiary legi.
Chhoti si lag sakti hai yeh deal, par bhai, yeh $1.1 billion waali FY26 deal ke baad ek aur sign hai ki HFCL ab sirf India par depend nahi kar rahi, international markets mein bhi apna naam bana rahi hai. Yehi toh strategy hai na, diversified aur higher-margin markets pakadne ki!
Aur suno, global demand bhi badh rahi hai optical fibre ki. Expected hai ki yeh market $14.22 billion in 2026 tak pahunch jayegi, aur $22.74 billion by 2031. 5G, data centers, broadband projects sab issi ko boost kar rahe hain.
Stock ka kya scene hai?
Issi sab ke chalte, HFCL ka stock price bhi last kuch mahino mein kaafi bhaga hai, naye 52-week highs bana raha hai. Abhi mid-May 2026 tak company ki market cap lagbhag ₹22,636 crore ho gayi hai. Aur jo TTM P/E ratio hai woh 70x se 75x ke beech mein chal raha hai, matlab investors ko pakka yakeen hai ki growth aage bhi aayegi.
Is confidence ka ek reason Q4 FY26 ka result bhi hai, jisme revenue double ho kar ₹1,824.12 crore ho gaya aur company profit mein bhi wapas aayi, ₹184.45 crore ka profit dikhaya. HFCL ka target hai ki FY27 tak export se 50% se zyada revenue aaye (FY26 mein yeh 41% tha).
Analysts bhi positive hain, sab 'BUY' keh rahe hain aur price target ₹150 se ₹188.50 tak de rahe hain. Order book bhi ₹21,000 crore se upar hai, matlab aane wale saalon ki revenue toh set hai.
Competition aur Risks
Abhi asli muqabla Sterlite Technologies, Corning, Prysmian, aur Sumitomo Electric jaise players se hai. Sterlite toh apni value chain mein aur bhi aage hai, aur kabhi-kabhi HFCL se behtar quarter-on-quarter growth bhi dikhata hai.
Par bhai, ek chiz dhyan rakhna zaroori hai. HFCL ka P/E ratio jo 70x se upar hai, woh Indian telecom sector ke average se kaafi zyada hai. Agar growth expectations poori nahi hui ya market ka mood badla, toh price mein giraavat aa sakti hai. Industry mein pehle bhi volatility rahi hai, aur HFCL ka 3-year average ROE bhi filhal 6.95% hai, toh operational improvements aur margins badhana abhi bhi chalu hai.
Dekhte hain company kaise perform karti hai iss global push mein!