Sustained OFC demand weakness
Global OFC demand may take longer to recover than expected, impacting revenue and margins.
HFCL / Q3-FY24 / risks
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HFCL · Material risks, their source context, and severity in the latest available quarter.
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Risk intelligence
Material risks this quarter
high
OFC price erosion
Realization per fiber km has declined ~15-20% YoY; further price cuts could compress margins.
Defense order delays
Defense contracts (radars, fuses) face prolonged trial cycles; no orders included in FY25 projections.
BharatNet payment terms risk
Current draft tender has onerous payment conditions; if not improved, may deter participation or strain cash flows.