This is in continuation to our earlier intimation of today. In terms of Regulation 30 read with Para A of Part A of Schedule III to the Securities and Exchange Board of India (Listing ....

HFCL/SEC/26-27 July 22, 2026 The BSE Ltd. The National Stock Exchange of India Ltd. st th 1 Floor, New Trading Wing, Rotunda Building Exchange Plaza, 5 Floor, C – 1, Block G Phiroze Jeejeebhoy Towers, Dalal Street, Fort Bandra – Kurla Complex, Bandra (E) Mumbai – 400001 Mumbai – 400051 Security Code No.: 500183 Security Code No.: HFCL corp.relations@bseindia.com cmlist@nse.co.in RE: Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015. Subject: Earnings’ Presentation Dear Sir(s)/ Madam, This is in continuation to our earlier intimation of today. (“SEBI In terms of Regulation 30 read with Para A of Part A of Schedule III to the Securities and Exchange Listing Regulations”) Earnings’ Presentation inter-alia Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 Un-audited Financial Results of the Company for the 1st Quarter ended June 30, 2026, of the , we hereby submit a copy of the , , on the Financial Year 2026-27, Standalone and Consolidated basis Earnings’ Call Wednesday, July 22, 2026 at 04:30 p.m both on , to be discussed during the scheduled to be held today i.e. . It may be noted that the Board of Directors of the Company has, considered and approved the aforesaid Financial Results of the Company, in its meeting held today i.e. July 22, 2026. We request to take the above information on your records and disseminate the same on your respective websites. Thanking you, For HFCL Limited Yours faithfully, (Manoj Baid) President & Company Secretary Encl: Earnings’ Presentation Regd. Office & Works: 8, Electronics Complex, Chambaghat, Solan-173213 (H.P.) Tel: (01792) 230644, 230645, 230647 Fax: (01792) 231902 Corporate Identity Number: L64200HP1987PLC007466 / / Ju ly 2026 Earnings Presentation H F C L LIMIT ED HFCL LIMITED | INVESTOR PRESENTATION 2026 02 03-04 05-08 09-14 01/ Message 02/ Financials 03/ HFCL – A From the MD Differentiated Play 15-17 18-20 04/ Strategic 05/ Appendix Inside this Focus Presentation Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Financials About HFCL STRATEGIC FOCUS APPENDIX 3 //C H A PTE R 0 4 Message From the MD 04 Message from The Managing Director Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Financials About HFCL STRATEGIC FOCUS APPENDIX 04 Message from The Managing Director The first quarter of FY27 marks an important milestone During the quarter, we continued to strengthen our in HFCL’s growth journey. Over the past several years, manufacturing capabilities, advanced our backward we have consistently invested in technology, innovation, integration into optical fibre preforms and accelerated advanced manufacturing and research & development the development of next-generation defence with a clear objective of building a globally competitive technologies. Our upcoming Ammunition Manufacturing technology enterprise. Today, those investments are Complex and expanding Defence & Aerospace portfolio beginning to translate into stronger business represent important milestones in our journey towards fundamentals, improving profitability and expanding building another long-term growth engine for the Mahendra Nahata opportunities across our core businesses. Company. PROMOTER AND We began the year with clear priorities to accelerate Looking ahead, our priorities remain unchanged. We will MANAGING DIRECTOR growth, strengthen technology leadership and improve continue to strengthen our technology leadership, the quality of our earnings. I am pleased to share that we expand our global presence, invest in innovation and have made an encouraging start on all these fronts. execute with financial discipline. With multiple growth KEY PERFORMANCE METRICS FOR Q1FY27 Healthy order inflows across businesses, improving platforms gaining momentum simultaneously and a profitability and continued execution of our long-term strong order pipeline providing healthy visibility, we strategic initiatives have strengthened our confidence in believe HFCL is entering one of the most exciting phases 1914.98 the Company's growth trajectory. Based on the in its history. momentum achieved during the quarter, we have REVENUE increased our FY27 revenue growth aspiration to the Our ambition extends beyond delivering growth. We are (₹ IN CRORE) best of our estimates to 40%, while also achieving our building a globally respected technology enterprise that EBITDA margin of over 23% in the very first quarter. consistently creates sustainable value for our 445.27 & 23.25% customers, employees and shareholders. The The global technology landscape is undergoing a opportunities before us have never been so stronger, structural transformation. Artificial Intelligence, and we remain confident in our ability to convert them EBITDA & EBITDA MARGIN (₹ IN CRORE & %) hyperscale data centres, cloud computing and digital into long-term value creation. infrastructure are creating unprecedented demand for 245.64 & 12.83% advanced optical connectivity, while increasing focus on national security and defence modernisation is opening significant long-term opportunities for indigenous PAT & PAT MARGIN technology companies. HFCL is uniquely positioned at (₹ IN CRORE & %) the intersection of these powerful growth trends through its diversified portfolio spanning Optical Connectivity, Telecom Products, Defence & Aerospace and Digital Infrastructure. Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX //C H A PTE R 0 5 Financials 06 Q1FY27 Financial Highlights 07 Income Statement – Q1FY27 08 Strong & Diversified Order Book Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX 6 Q1FY27 Financial Highlights All numbers in Rs. Crore Revenue from Operations EBITDA & EBITDA Margin PAT & PAT Margin 1,915 18.5% 1,824 23.3% 12.8% 10.1% -3.4% 4.9% Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Q1FY26 Q4FY26 Q1FY27 Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX 7 Income Statement – Q1FY27 ALL NUMBERS IN RS. CRORE PARTICULARS Q1FY27 Q4FY26 Q-O-Q Q1FY26 Y-O-Y Revenue from Operations 1,914.98 1824.12 4.98% 871.02 119.85% Other Income 31.15 22.26 14.53 TOTAL INCOME 1,946.13 1,846.38 5.40% 885.55 119.77% Total Expenses 1,500.86 1509.45 842.62 EBITDA 445.27 336.93 32.16% 42.93 937.20% EBITDA MARGIN (%) 23.25% 18.47% 478 Bps 4.93% 1832 Bps Depreciation 51.25 45.48 32.20 Finance Cost 62.48 62.78 55.62 Share of net profits/(loss) of JV's accounted using equity -0.02 -0.74 0.19 method Exceptional Items - - - PBT 331.52 227.93 45.45% -44.70 PBT MARGIN (%) 17.31% 12.50% 481 Bps -5.13% Tax 85.88 43.48 -15.40 PROFIT AFTER TAX 245.64 184.45 33.17% -29.30 PAT MARGIN (%) 12.83% 10.11% 272 Bps -3.36% Other Comprehensive Income 72.16 -39.23 38.92 TOTAL COMPREHENSIVE INCOME 317.80 145.22 9.62 EPS (Diluted ₹) 1.49 1.21 -0.22 Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX 8 Strong & Diversified Order Book – Q1FY27 All numbers in Rs. Crore Category Wise Customer Wise Total Order Book (₹ IN CRORES) 26,665 4,227 21,206 10,502 5,099 16,164 17,339 11,125 Networks O&M Products Goverments Private Q3FY26 Q4FY26 Q1FY27 Diversified and growing Order book provides strong revenue visibility across telecom and defence Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD Financials About HFCL STRATEGIC FOCUS APPENDIX 09 //C H A PTE R 0 1 HFCL - A Differentiated Technology-Led Play 10 A Differentiated, Fully Integrated Platform Serving Telecom And Defence 11 With Presence Across 60+ Countries Supporting 80+ Marquee Customers 12 Driving Product Innovation Through Deep In-house R&D 13 Complemented By State-of-the-art Manufacturing Infrastructure For Scalable Execution 14 High-End Customised Product Portfolio Message HFCL LIMITED | INVESTOR PRESENTATION 202 [Showing first 8,000 characters — download PDF for full document]