# HFCL Q2 net profit jumps 448% to Rs 394 crore, stock hits upper circuit 2026-10-19T08:18:54+00:00 | Business & Economy | Indian Opinion Desk Corroboration: 4 independent outlets HFCL reported a consolidated net profit of Rs 394.22 crore for Q2FY27, a 448.14% jump from Rs 71.92 crore a year earlier. Revenue rose 143.62% to Rs 2,541.79 crore, and EBITDA margin expanded 640 basis points to 25.89%. The company called it its best-ever quarterly performance, with all four quarters of data showing sequential and year-on-year gains across every metric. The order book crossed Rs 28,900 crore, providing revenue visibility for six to seven years. HFCL now expects full-year FY27 revenue growth of at least 80% over FY26 and plans Rs 1,800 crore investment in optical fibre, cable and preform capacity. Its defence and aerospace business targets around Rs 500 crore revenue in FY27. Shares hit the 5% upper circuit at Rs 268.81, gaining nearly 290% in calendar 2026. ## Indian Opinion Analysis All four sources report HFCL's Q2FY27 results with near-identical financial figures and share price moves, making this uniform straight-reporting coverage. Business Standard, Business Today, The Hindu Business Line and ET all lead with the 448% PAT jump and the stock's upper circuit, then list revenue, EBITDA and margin metrics in the same order. The only variation is that ET adds Managing Director Mahendra Nahata's mention of AI infrastructure and hyperscaler demand, and notes the aerospace acquisition expected to close in Q3FY27. No outlet omits a key figure, and none adopts a government-critical or pro-government stance on this corporate earnings story. The balanced reading is straightforward: the numbers speak for themselves, with the company's ₹28,900-crore order book and 80% FY27 revenue growth guidance confirming multi-year visibility. ## Coverage Coverage: 4 sources, 4 neutral - businesstoday.in (neutral report) Straight factual report with all standard earnings metrics - business-standard.com (neutral report) Leads with share price move and best-ever description - thehindubusinessline.com (neutral report) Includes board meeting details and clean audit reports - economictimes.indiatimes.com (neutral report) Adds AI infrastructure context and aerospace acquisition timeline This brief was synthesised by AI from the 4 sources linked above, so one read covers every framing they carry. Tags: defence and aerospace, HFCL, Mahendra Nahata, optical fibre, Q2FY27 Canonical: https://indianopinion.org/hfcl-q2-net-profit-jumps-448-to-rs-394-crore-stock-hits-upper-circuit/ License: Summary and commentary (c) Indian Opinion, reusable with attribution. Facts belong to the linked sources. Cite: https://indianopinion.org/hfcl-q2-net-profit-jumps-448-to-rs-394-crore-stock-hits-upper-circuit/#story-in-brief How this brief was made: an AI model read the reports linked above and wrote this summary and analysis, which were published automatically. Published briefs are sampled every hour by an automated quality check; the editor verifies its findings and approves corrections, and corrected briefs carry a dated correction line. Stance labels are editorial classifications of how each outlet framed this story, assigned by the same model, not ratings of the outlets. We do no original reporting. Methodology: https://indianopinion.org/ai-use-policy/