Multibagger HFCL stock jumps 8.5% after securing ₹1,366 crore order for supply of optical fiber cables

The telecom infrastructure sector, particularly optical fiber, is seeing robust demand driven by 5G rollout and increased data consumption. Large order wins like this indicate strong industry tailwinds.

Maintain a bullish bias on telecom infrastructure providers with strong order books, but monitor execution risks and raw material costs.

For Indian markets, this story mainly matters for HFCL and the Telecommunications, Infrastructure pocket. The current signal is bullish, so traders should look for follow-through in price, volume, and sector breadth instead of reacting to the headline alone.

Watch whether the next market session confirms the setup described here: Secured a large order worth ₹1,366 crore for optical fiber cables, boosting its order book and revenue visibility. Also track volume confirmation, sector participation, and whether the move holds beyond the first reaction.

• •HFCL's stock jumped 8.5% to ₹81.51.
• •Secured a ₹1,366 crore order for optical fiber cables from a Tier-1 customer.
• •Order expected to be completed by December 2026.
• •HFCL's order book has reached ₹11,125 crore, showing strong growth.
• •Risk flag: Execution delays for large orders