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Export prospects of cable and internet gear makers rise

Mint Bangalore

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February 04, 2026

Telecom gear maker HFCL said some clarity is still needed.

- Jatin Grover jatin.grover@livemint.com

Export prospects of cable and internet gear makers rise

Telecom gear maker HFCL said some clarity is still needed.

The India-US trade deal lifted investor sentiment around Indian cable and internet gear makers such as Sterlite Technologies Ltd (STL), HFCLLtd, RR Kabel Ltd, Polycab India Ltd and Havells India Ltd, amid expectations of improved US export prospects and margin recovery after earlier tariff-related pressures, analysts said.

Shares of these companies were up 3-13% intraday on Tuesday as investors priced in potential gains from lower tariff barriers and stronger demand from US data centre and telecom infrastructure projects.

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