HFCL has signed a three-year export agreement valued at approximately $244 million, or ₹2,329 crore, to supply high-fibre-count optical-fibre cables to an undisclosed multinational customer. The agreement will be executed through an overseas wholly owned subsidiary, with deliveries scheduled to begin in calendar year 2027 and continue through December 2029.
The contract adds a sizeable, multiyear commitment to HFCL’s international order pipeline at a time when the company is increasing its exposure to telecom, hyperscale data-centre and AI infrastructure projects. The cables covered by the agreement are designed for high-density networks that require substantially greater fibre capacity than conventional telecom deployments. HFCL has identified hyperscale data centres, AI computing clusters and high-capacity interconnection networks as important demand drivers for these products.
The latest win follows two optical-fibre cable export orders announced in July with a combined value of approximately ₹937 crore. HFCL’s export revenue had already increased to ₹1,063.30 crore in the quarter ended June 2026, compared with ₹209.70 crore in the corresponding year-earlier quarter. The new agreement therefore extends an export-led expansion that is becoming increasingly material to the company’s product revenue and manufacturing plans.
HFCL has been expanding its optical-fibre and cable capacity while developing products for denser data-centre networks. Its recent portfolio development includes a 3,456-fibre Micro Duct IBR cable, work on a 6,912-fibre version, pre-connectorised data-centre solutions and MPO cables used in high-density computing environments. The company previously outlined plans to increase optical-fibre cable capacity from 30.5 million fibre-kilometres to 42.36 million fibre-kilometres and expand optical-fibre capacity beyond the 28 million fibre-kilometres reached after an earlier doubling programme.
Management has linked these investments to higher global demand for fibre density, low-latency interconnection and scalable network architectures supporting storage clusters and accelerated computing. It has also been seeking a broader position in the data-centre connectivity chain, extending beyond basic cable supply into pre-terminated and high-density interconnection products.
The contract provides HFCL with revenue visibility over three years, although the customer’s identity, supply geography, annual delivery schedule and commercial contribution by financial year have not been disclosed. Execution will begin next year, making manufacturing readiness, delivery consistency and working-capital management central to the order’s conversion into reported revenue.
