• Capacity expansion plans: HFCL is expanding its optical fiber capacity from 14 million to 40 million fiber kilometers by FY26 at its Hyderabad facility, while raising overall optical fiber cable capacity to 45 million fiber kilometers.
• Hyderabad revenue share: The Hyderabad plant, chosen for its favorable incentives, land availability, and single-window clearances, is expected to account for roughly 40% of the company's total optical fiber cable revenue.
• High-density cable innovation: Driven by surging AI workloads and hyperscaler data center needs, HFCL has engineered fiber cables with up to 7,000 fibers and is currently designing 13,000-fiber cables.
• North American export focus: More than 70% of HFCL's production is exported, primarily to North America, which accounts for over two-thirds of total global demand outside China.
• Domestic demand outlook: While Indian data center capacity is projected to double in the next three years, local demand remains 10 to 20 times smaller than North America, with Indian telco demand currently subdued due to elevated cable prices.