HFCL has secured an export order worth approximately USD 51.98 million (~₹495.80 crore) for the supply of optical fiber cable-based data centre connectivity solutions. The order was received through its overseas wholly owned material subsidiary from a renowned international customer. This significant order reaffirms the trust global customers place in the company's manufacturing capabilities, technological excellence, and product quality.

Order Details

The order is to be executed by December 2026. The details were disclosed in accordance with SEBI Master Circular No. HO/49/14/14(7)2025-CFD-POD2/I/3762/2026 dated January 30, 2026, and the order has been received in the normal course of business. The company confirmed that the promoter, promoter group, or group companies do not have any interest in the entity that awarded the order.

The following table outlines the key details of the order:

HFCL Limited has introduced OptiQ AI as the unified brand identity for its end-to-end integrated optical connectivity portfolio, targeting AI, cloud, and hyperscale data centre environments. Announced on July 08, 2026, the new brand consolidates HFCL's established offerings to address the high-bandwidth, high-density, and rapid-deployment requirements of next-generation AI data centre networks. This strategic move is aimed at creating a sharper market-facing identity for the company's optical connectivity capabilities.

Portfolio and Product Offerings

The OptiQ AI portfolio is positioned to support the transition to 800G and 1.6T network architectures. It brings together HFCL's established data centre optical fiber cables and accessories offerings, including Intermittently Bonded Ribbon (IBR) cables, fiber cable assemblies, patch cords, pigtails, trunks, cassettes, and enclosure panels. For hyperscalers, the company states this integrated approach results in faster deployment cycles, reduced interoperability risks, and future-ready infrastructure.

The following table outlines the key product categories under the OptiQ AI portfolio:

Key Attributes and Infrastructure Goals

The portfolio is built around five key attributes: High Quality, Quantum Bandwidth, Densely Quantified, Quick Rollout, and Q-Class Uptime. These pillars are designed to deliver the signal integrity required for high-performance AI workloads, maximize fiber density within constrained data centre footprints, accelerate deployment timelines, and enhance network reliability for mission-critical environments. As GPU clusters scale toward 100,000-GPU deployments, the infrastructure aims to manage exponentially increasing bandwidth demands and tighter latency thresholds.

Management Commentary

Mahendra Nahata, Managing Director, HFCL, stated that optical connectivity has become a defining foundation of the AI era. He highlighted that industry reports project the AI optical market will grow from USD 14 billion to USD 73 billion by 2030. Nahata emphasized that HFCL's localized manufacturing model provides structural cost efficiency and an agile supply chain to serve this growing demand.