HFCL : Co.launched 5G 8T8R Macro Radio Unit (RU), the first product from its 5G product family, which has been designed and developed completely by our indigenous R&D Team to address demand from India and global markets.
#HFCL will declare results on Jul 22, 2022
Please plan your trades accordingly 😎
Wipro and HFCL, announced that they have entered into a partnership to engineer a variety of 5G transport products.
Wipro and HFCL, announced that they have entered into a partnership to engineer a variety of 5G transport products. #WIPRO #HFCL
#HFCL will declare results on Jan 17, 2022
Do you have any view on the results? Let's aggregate whatever information we have from other sources for everyone's benefit.
RELIANCE RAISES STAKE IN HFCL TO 5% VIA QIP
#HFCL : HFCL looks very strong now at 90 level for short term holding. SL at 10% downside and target for 10-15-20% from here. trend is strong
#HFCL on 🔥
#RIIL on 🔥
All on my call list, subscribe and earn money
In a recent investor presentation, HFCL has stated that it has orders on hand worth Rs. 5822 cr. The Q2 results were also exciting. HFCL must be acquired for big gains.
#HFCL #TradingUniversity @Gyanee
#HFCL can make new 52 week high
HFCL has bagged an order amounting to Rs 287.96 crores from RaiITel Corporation of India Limited..
Would be planning to book profits from #TECHM and adding to the handful of positional trades currently ongoing which are:
Krebs Biochem seems to be a promising one for the added momentum. Other than that shall be keeping an eye on #HFCL and #SUBEXLTD and how their price settles.
Hoping to see #MAHINDCIE break the trendline after a long time and keep the momentum going.
HFCL Signs National Distribution Agreement with Beetel
Indian telecom company HFCL (HFCL, BOM:500183) has signed a national distribution agreement with Beetel Teletech (Beetel) for its '10' line of products, according to a post-market hours filing on Thursday.
Under the agreement, Beetel will be marketing HFCL's complete portfolio of products under '10' brand, including Wi-Fi 5 and Wi-Fi 6 Access Points, P2P & P2MP Unlicensed Band Radios, L2 & L3 Switches, and highly specialized antennas.
Price (INR): ₹67.90
TCS, Tech Mahindra, HFCL, L&T shortlisted for BSNL's 4G network trial
· State-owned BSNL is preparing to conduct trials for 4G network technology, and it is being known that major technology companies such as TCS , Tech Mahindra, HFCL and L&T are shortlisted for conducting the trial to test the telecom service provider's local equipment.
· As per a Financial Express report, the trials will be conducted at five locations to test the equipment. TCS, which has partnered with C-DoT for core network and Tejas and Altiostar for radio equipment, will conduct the trials at Chandigarh.
#HFCL #TECHM #TCS #LT
HFCL on the other hand, surged 20 per cent in the intra-day trade today, having zoomed 87 per cent in the past month. A sharp rally in the stock price has seen the market capitalisation of HFCL vault past the Rs 10,000 crore mark today.
HFCL is a leading technology enterprise engaged in manufacturing of high-end transmission and access equipment, optical fibre, optical fibre cables (OFC) and specialises in setting up modern communication networks for telecom service providers, railways, defence, smart city and surveillance projects.
5G technology is the next big upgrade for telecommunication networks and HFCL is gearing up to offer various products, solutions and services for this segment. The capex required for 5G deployments on Pan India basis are likely to entail massive investments of around Rs 3,650 billion in the next 5-6 years, the company said in an investor presentation
#HFCL k chakkar main #HSCL 8% upar ho gya
*HFCL - 5G Opportunity*
Leading manufacturer of optical fiber cables, optical transport, power electronics, and broadband equipment for the telecommunication industry
Wide Industries Served: Telecom, Defence, Railways, Security and Surveillance
8 Year Revenue CAGR: 25%
8 Year PAT CAGR: 20%
FY21 ROCE: 19.80%
R&D facilities at Bengaluru and Gurugram
Key Customers: Jio, BSNL, Tata, Airtel
Exporting to 30+ countries
Co looking to tap the ₹1-lakh crore 5G market opportunity in India, and exports to West Asia, South-East Asia and Europe
One of the largest telecom project service provider for Reliance Jio and is currently engaged in rolling out of 4G OFC Network
FTTX Network: Deployed a Fiber-to-home network connecting approx. 3.5mn home customers in 207 cities
Intending to be the radio solution provider for the roll-out of 5G networks, with pre-validated software for operator-specific deployments and for 0 touch operations
Planning to build 5G RAN products such as Macro RU, 5G Indoor Small Cell and 5G Outdoor Small Cell and 5G Transport products such as Fronthaul Gateway, Cell Site Router, and Aggregation Routers
Will be participating in the govt’s PLI schemes for the telecom sector.
Optic Fibre Segment:
HFCL is planning to expand its fiber capacity by 25% to 10 million fiber km per annum (fkm/pa) from 8 million fkm/pa at its Hyderabad plant by the end of this fiscal year.
Also ramping up OFC capacity by 22% to 22.5 million fkm/pa by Dec'21
The company’s FTTH production capacity would also be hiked by 20% to 7.2-lakh cable km/pa by Sep'21
FTTH connections estimated to grow from the current 4mn to nearly 50mn by 2024
Continued Government investments in high-capacity networks to aid mass scale OFC demand
HFCL manufactures Electro-Optical Devices and Electronic Fuses for all types of artillery ammunition
It is the only Indian company to have developed the electronic fuses for artillery ammunition with its own IPRs; participated in a bid for supply of 5Mn fuses
India's defense electronics market is expected to grow to $70 billion in the next 5 years.
Govt. target to reduce imports from 65% to 30% to provide massive opportunities for Indian manufacturers
Defence Min. has set a target of 70% self-reliance in weaponry by 2027
Currently implementing telecom networks for three greenfield domestic railway freight corridor projects awarded by L&T and Alstom
Also executing two overseas projects of setting up telecommunication systems for Mauritius Metro and Dhaka Metro Rail
Implementing telecommunications systems for the recently won contract of Kanpur and Agra-Metro projects
Railways have announced major plans to overhaul the signaling system by spending about Rs 850 bn over the next 5-6 years & has invited private sector participation
Security & Surveillance Segment:
HFCL provides customized and diversified solutions spanning across hardware and software, in line with “MAKE IN INDIA” initiative
Focused on Border and Perimeter Security, Smart City Solutions, City Surveillance, Traffic Enforcement
Projects under execution:
Defence-CCTV Surveillance, access system, Fire detection at 300+ location of Indian Army
RailTel Corp. of India Ltd. 25,000 VMS at ~600 Railway locations.
>Increased push from governments and law enforcement agencies continues to drive..
..growth for surveillance infrastructure
Perimeter intrusion detection & prevention systems market is estimated to reach ~USD 339 million by 2023, and grow at 10.58% CAGR
Fresh allocation of ₹2,919 crore under Nirbhaya Fund for Safe Cities program.
FY21 Performance and Key Highlights:
Total Income INR 44,591 Mn - 15.5 % YoY
EBITDA INR 5,857 Mn - 13.5 % YoY
PAT INR 2,463 Mn - 3.8 % YoY
Diluted EPS 1.87 INR - 6.3 % YoY
20% of the Promoters Holding was released from pledge
>Established a new 5G business unit to develop a rich portfolio of next-generation 5G compatible products & services
#Jio has started the field trials of its 5G services. HFCL, which makes equipment for 5G, is one of the best buys. Add.
*HFCL Ltd* conducted their conference call today at 11:00 am. "More focus towards product business for better margins" Here are the key takeaways
Opportunities - Company plans to generate at lead double of their current revenues and margins in the upcoming years. - There are major 5 key opportunity area for business growth
1. Large scale FTTH cable roll-out.
2. Launch of Bharat net, creating a demand of 10 lakh cable km.
3. Additional spectrum of 4g network. 4. Heavy shift towards Wifi and related products for better margins. 5. Worldwide storm of 5G internet. - Company is prepared to take up anything that drops in the above category.
- Under 5g, both macro and micro sales in radios, small sell equipment are been taken care off. - Public and Railway communication has also brought huge opportunity growth for them. - Under the defense sector, there is huge demand for Night vision devices.
- New defense products are in light with huge demand potential. - Maximum movement with a constant flow of demand will come from the end of this calendar year and will stay for FY 22 and 23 as well.
Defence business - With companies own line of products they continuously receive small defence order on regular basis. - The company will take part in as many tender offers as possible to attain their target. - Company haven't received any payment hikkup for its products.
- But under the project side, there are hiccups related to work performance because of covid and previous tension of the India-China border. - This has to lead to an increase in companies working capital cycle and an increase in its debtors as well.
- They have also received metro projects in Kanpur and agro for telecommunications work. - Wifi 6 products are in the process to be distributed to the market players. - They target to distribute wifi access points all over India.
- Company manages to walk the talk of its optic fiber distribution work for 30+ countries. - They have commenced working at the Chennai plant for aerospace and defense purpose
Margins - Currently Business focuses towards Building up its margins by shifting business from project business to product business. - The shift will be from 72% of project business to 55% and product business from 27% to 45%.
- This will help them attain better margin, low working cap needs, and lower cycle as well. - All of the above statements are supported by Capex plans. - Previously the cost price of plastics and jelly have affected the business but now they are passed to customers.
Capex - Capex plans are been planned to double the revenues and Ebitda of optic business and accessories. - Company is going to conduct 170 cr capex for manufacturing defensive equipment. - In previous phase they did a capex of 100 cr.
- Apart from the above another Capex of 150cr is done to improve the RnD facility in Bangalore. - 40cr of maintenance Capex is also been expected along with further updates.
RnD - It is the key place for the companies growth. - Lots of new designs and products are launched and are underdevelopment. - There is a constant present for them. - For new capex plant, hiring work is done and along that various tie ups are also made.
- Company along with their tie-up with engineering company both locally and internationally. Have also procured equity stake in some of their workers. - All the necessary steps are taken to have the best realization of their capital.
Lockdowns and Pledges - There has been no major impact on business from 2 waves of covid because of no business shutting. - But from the service side, some stops are been made due to entry issues. - Related to pledging company has released 20% of pledges from the banks.
- Furthermore out of 8 banks 6 banks have given approval and 2 are under top management decision for further reduction. - Company tells that they will reduce to nill as the loan taken by the company can be easily paid off sooner
Stocks in News
HFCL: The company reported higher consolidated profit at Rs 84.67 crore in Q4FY21 against Rs 5.78 crore in Q4FY20, revenue rose to Rs 1,391.4 crore from Rs 663.19 crore YoY.
JMC Projects: The company reported consolidated profit at Rs 41.44 crore in Q4FY21 against loss of Rs 54.76 crore in Q4FY20, revenue rose to Rs 1,392.22 crore from Rs 976.28 crore YoY. The company approved the appointment of Azad Shaw as a Chief Financial Officer.
HSIL: The company reported profit at Rs 33.02 crore in Q4FY21 against Rs 3.38 crore in Q4FY20, revenue jumped to Rs 633.21 crore from Rs 461.03 crore YoY.
Chambal Fertilisers and Chemicals: The company reported sharply higher profit at Rs 447.89 crore in Q4FY21 against Rs 197.55 crore in Q4FY20, revenue fell to Rs 1,640.76 crore from Rs 1,969.09 crore YoY.
Paushak: The company reported higher profit at Rs 11.01 crore in Q4FY21 against Rs 6.37 crore in Q4FY20, revenue increased to Rs 38.74 crore from Rs 29.28 crore YoY.
#HFCL #CHAMBLFERT #HSIL #JMCPROJECT
COMPANY NAME RESULT DATE
#ARTEMISMED - 10 May 2021
#CHAMBLFERT - 10 May 2021
#DAICHI - 10 May 2021
#DENORA - 10 May 2021
#ESCORTSFIN - 10 May 2021
#GANGESSEC - 10 May 2021
#GYTRIPA - 10 May 2021
#HFCL - 10 May 2021
#HSIL - 10 May 2021
#INSPIRISYS - 10 May 2021
#INTELLECT - 10 May 2021
#JMCPROJECT - 10 May 2021
#NUTRICIRCLE - 10 May 2021
#OAL - 10 May 2021
#PAUSHAKLTD - 10 May 2021
#PPAP - 10 May 2021
#SAREL - 10 May 2021
#SATIA - 10 May 2021
#SURYALAXMI - 10 May 2021
#TTIENT - 10 May 2021
#VENKYS - 10 May 2021
#ZYDUSWELL - 10 May 2021
Stocks in the news
HFCL: The company reported sharply higher consolidated profit at Rs 82.2 crore in Q3FY21 against Rs 46.08 crore in Q3FY20; revenue jumped to Rs 1,277.5 crore from Rs 853.5 crore YoY.
Den Networks: The company reported a higher consolidated profit at Rs 65.5 crore in Q3FY21 against Rs 19.3 crore; revenue increased to Rs 342 crore from Rs 318 crore YoY.
L&T Infotech: The company to expand its multi-year, global alliance with IBM to help businesses transform their operations through open hybrid cloud adoption.
Bharti Airtel: MSCI said the company will be a part of the February 2021 Quarterly Review.
Hindusthan National Glass: Ironwood Investment Holdings lowered its stake in the company to 5.09% from 7.09% earlier via open market transaction.
Dishman Carbogen Amcis: Promoter Adimans Technologies LLP reduced stake in the company to 59.32% from 61.93% earlier, via offer for sale route.
#HFCL #DCAL #BHARTIARTL
Addition to the given stocks in video, you can focus on below stocks as well
Important stocks to focus
*PM Modi On Improving India's Rural Infrastructure*
Over the past 5 years optical fibre has been reached to 2.5 lakh gram panchayats. People from villages are also in dire need of online services.
We have now decided that all 6 lakh villages will get optical fibre services.
*We have decided that in 1000 days, all India’s villages will get optical fibre*
View: Positive news for Sterlite, HFCL, Vindhya Telecom etc. and other cable business universal, finolex, polycab etc.
#HFCL #STRTECH #VINDHYATEL #FINCABLES #POLYCAB