What HFCL's $52 million deal means for its future growth

HFCL shares rose after the company won an export order worth $52 million (around ₹496 crore).

The deets: the order is for optical fibre cable solutions that connect data centres and was awarded by a leading international customer to HFCL's overseas subsidiary. The project is expected to be completed by December 2026.

Why it matters: the deal strengthens HFCL's position in the fast-growing AI, data centre, and digital infrastructure market, while boosting its already record ₹13,483 crore optical fibre order book, giving the company strong long-term revenue visibility. 

It also builds on another export order worth $4.67 million (around ₹42 crore) that HFCL secured earlier this year, signalling a steadily growing global order pipeline. 

To meet rising demand, the company is expanding its optical fibre cable capacity from 39 million to 45 million fibre-route kilometres a year, and its optical fibre capacity from 30 million to 40 million fibre-route kilometres.