‼️ BREAKING: 8 Private keys belonging to eMudhra intermediate certificate authorities (CA) have been compromised. Chrome and Firefox blocked the affected certificates within hours. Go, NSS, and other software have issued fixes. Full details - thehackernews.com/2026/10/ei…

🇮🇳 🚨 INDIA: EVIL MARKHORS CLAIMS BREACH OF BHARAT ELECTRONICS (BEL), DEFENSE FIRM'S PERSONNEL AND SHAREHOLDER KYC DATA ALLEGEDLY LEAKED The hacktivist group Evil Markhors claims it breached Bharat Electronics Limited (BEL), India's state-owned defense electronics manufacturer, and leaked about 1 GB of internal data (around 1,069 files). The actor claims: * A roster of roughly 18,000 to 19,500 retirees and spouses * 23,553 shareholder KYC records, including PAN, Aadhaar and dates of birth * More than 50,000 rows of recruitment candidate data * Around 6,000 health-benefit portal accounts, working login credentials and organizational digital-signature private keys ⚠️ Analyst Note: If real, the Aadhaar and PAN data puts shareholders and staff at high risk of identity fraud and targeted phishing, and stolen credentials or signing keys could be used against BEL systems and its defense supply chain. Hacktivist groups in this space have a history of exaggerated claims. BEL has not confirmed an incident. Unverified threat-actor claim, NOT confirmation of a breach. #DDW #DarkWeb #India #Defense #DataBreach #ThreatIntelligence

#HFCL - HFCL Limited HFCL is transitioning toward a product-led, export-driven model, positioning itself as a supplier to global data center and AI infrastructure through high-fibre-count OFC and active networking solutions. As data center deployments scale globally, each facility requires high-fibre-count OFC networks, with HFCL supplying both the passive cable and the active networking equipment. I could find 5 catalysts: 1. OFC (Optical Fiber Cable) exports are the nearest-term catalyst where management is guiding OFC revenues to ₹3,500 Cr in FY27, driven by global hyperscaler AI infrastructure and data center build-outs, supporting sustained optical fiber demand. The critical and under-appreciated competitive edge: HFCL and subsidiary HTL are the only Indian OFC exporters completely exempt (following a six-month European Commission investigation including on-site factory inspections) from EU anti-dumping duties that hit every other Indian player (Sterlite at 11.4%, Vindhya and APAR at 8.7–9.9%) actively redirecting European order flow toward HFCL, OFC capacity expanding from 30.5 to 42.36 million fkm by June 2026. Crucially, while OFC is <0.5% of a Data Center's capex, AI clusters demand 10x more fiber volume. This tiny cost share makes hyperscalers highly price-insensitive, protecting HFCL's margins on massive orders. 2. Vertical Integration: doubled in-house fiber capacity from 14M to 28M fkm (targeting 33.9M by Dec 2026) enables 100% self-sufficiency in glass fiber. This insulates margins from raw material volatility and, combined with the 0% EU duty, supports margin stability (~20% EBITDA target) while enabling competitive bidding for hyperscaler contracts. 3. Data Center Interconnect (Moving Up the Stack): HFCL is expanding into pre-connectorised solutions (PCS) and MPO-based data center interconnect products, targeting higher-value passive infrastructure beyond standard OFC. Management expects PCS to contribute ~₹400–500 Cr incremental revenue over FY26–FY27, with growing adoption in hyperscaler and AI-driven data center deployments. Strategically, this positions HFCL to evolve from a commodity cable supplier toward an integrated optical solutions provider, improving margin profile and customer stickiness. 4. Telecom products (Wi-Fi 6, Wi-Fi 7, 5G CPEs) targeting ₹500 Cr in FY27, with HFCL being the only Indian 5G CPE manufacturer holding 90% domestic market share in unlicensed band radios and is receiving export enquiries across Europe, Africa, and the Middle East, indicating emerging international demand visibility. 5. Entering Defense and the ongoing global 155mm ammunition shortage (est. 4M+ unit annual deficit) supports a multi-year replenishment cycle, with HFCL entering the segment via its operational Hosur facility (Electronic Fuzes (Percussion, Proximity, and Time fuzes), Thermal Weapon Sights, Surveillance Radars, and High-Capacity Radio Relays (HCRR))(annual capacity: 250,000 fuzes). Following the successful completion of electronic fuze firing trials in January 2026, the company is transitioning to serial production with a management revenue target of ₹400–500 Cr in FY27 (initial scale, subject to order ramp-up). HFCL is also developing a 1,000-acre greenfield defense mega facility (high-barrier entry) in Madakasira, Andhra Pradesh, designed for Artillery Ammunition Shells, TNT Filling, and Multi-Mode Hand Grenades (MMHG) which could scale to ₹1,500 – ₹2,500 Crore+ annually by FY28–29 post phase 1 & 2. Key risks include limited visibility on large-value long-term defence contracts, execution and certification timelines, potential delays in capex commissioning, order conversion risk, near-term working capital, continued promoter stake dilution, retail-heavy shareholding leading to potential overhead supply and debt serviceability pressures during the capex cycle. (High PE of 205 because HFCL intentionally started rejecting low-margin EPC (turnkey) telecom contracts to focus on products. This caused an immediate gap in revenue. Simultaneously, they are spending heavily on capex, which combined caused losses in few quarters. PE will normalize as product revenues scale and earnings catch up)

🚨 A serious internet-security incident just came to light, and it involves an Indian company, eMudhra Ltd. Secret keys belonging to eMudhra, a company whose job is to help prove websites are genuine, ended up in the wrong hands. Google, Mozilla (Firefox), Apple and Microsoft have all had to step in. In this thread I'll explain what happened in plain language, why it matters, and what you need to do. 🧵