Investor Presentaiton
Domestic Telecom
Market Opportunities (Except 5G)
Opportunity
BharatNet Project
Increased Domestic demand for
OFC for dedicated Right of Way
(ROW) along the greenfield
highways
Growth Driver*
HFCL aided in deployment of Phase II which we believe
makes us a preferred prospective partner for Phase III
For FY24, the spending from the USOF is pegged at Rs
10,400 crore, over three times higher than the revised
estimates for FY23. Currently, a major allocation of the
USOF goes towards the BharatNet project
The National Highway Authority of India (NHAI) is likely
to spend USD 1.5-2.0 bn to develop dedicated Right of
Way (ROW) for Optical Fibre Cable along the
greenfield and brownfield highway over the next 3-4
years.
~USD 16.1 bn TAM across FY23-FY30
for OF/OFC and Accessories*
Increased Fiber to the Home
(FTTH) Demand
Network Expansion by BSNL
HFCL Limited | Investor Presentation Jan 2024
Increased adoption of FTTH Services and emphasis on
Rural Broadband penetration seen as growth and margin
expansion enablers
The Government has approved the third revival package
of USD 10.79 bn in June, 2023 as budgetary support
towards spectrum. To boost the 4G and 5G infrastructure
BSNL is expected to spend USD 1-2 bn each year over the
next 4-5 years (around USD 6-8 bn).
~USD 18.2 bn TAM FY23-FY30 for
Telecom Equipment *
Source data: Feedback Advisory
18View entire presentation