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 Obligations and Disclosure Requirements) Regulations, 2015 ('SEBI Listing Regulations'), we hereby submit a copy of the Earnings' Presentation, inter-alia, on the Un-audited Financial Results of the Company for the 2nd Quarter and Half Year ended September 30, 2026, ....

HFCL/SEC/26-27 October 19, 2026 BSE Ltd. 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 2nd Quarter and Half Year ended , we hereby submit a copy of the , , on the September 30, 2026, of the Financial Year 2026-27, Standalone and Consolidated basis Earnings’ Call Monday, October both on 19, 2026 at 04:30 p.m , 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. October 19, 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: Plot No. 38, Institutional Area, Sector 32, Gurugram-122001, Haryana, Tel: 91-124-4310000, Fax: +91-124-4310050 Corporate Identity Number: L64200HR1987PLC148689 / / O ct o b er 2026 Earnings Presentation H F C L LIMIT ED HFCL LIMITED | INVESTOR PRESENTATION 2026 02 03-04 05-10 11-16 01/ Message 02/ Financials 03/ HFCL – A From the MD Differentiated Play 17-19 20-22 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 HFCL has delivered the best quarterly performance in its history. Our outstanding growth in profitability and stronger margins demonstrate the increasing scale and strength of our business. We are confident of sustaining the growth trajectory in revenue and profitability, supportedbystrongbusinessvisibilityandcontinuedexecution. Based on our current expectations, we now expect revenue growth of at least 80% in FY27. The Mahendra Nahata momentum we see gives us confidence that our ₹10,000 crore revenue aspiration can be achieved PROMOTER AND muchearlierthantheFY29horizonoriginallyenvisaged. MANAGING DIRECTOR Our order book exceeds ₹28,900 crore, with a strong pipeline at advanced stages of conversion. KEY PERFORMANCE Demand from AI infrastructure, hyperscale data centres and international telecom networks is STRONG GROWTH METRICS FOR Q2FY27 VISIBILITY translating into firm contracts, supporting our growth outlook for the next six to seven years and ₹28,911 Cr ₹2,541.79 Cr beyond. Our planned investment of approximately ₹1,800 crore in optical fibre, cable and preform manufacturing will expand capacity and deepen integration. Secured raw materials and advanced CONFIRMED ORDER BOOK REVENUE cablecapabilities strengthen ourabilitytocapturethislong-termopportunity. (₹ IN CRORE) ₹658.00 Cr, ≥80% Defence and Aerospace is emerging as our next major growth engine. Our indigenous technology, 25.89 % successful deliveries and strong pipeline support our FY27 Defence revenue aspiration of GROWTH EXPECTED OVER FY26 approximately ₹500 crore. At the same time, as HFCL’s business mix continues to evolve, we are REVENUE WITH FURTHER SCOPE EBITDA & EBITDA MARGIN TO EXCEED (₹ IN CRORE & %) reviewing how best to position our different businesses for their next phase of growth. While our ₹10,000 Cr ₹394.22 Cr, product businesses are scaling rapidly, each business vertical has a distinct operating, profitability and working capital profile. Against this backdrop, we are evaluating various strategic options with 15.51 % REVENUE AMBITION the objective of sharpening business focus, improving capital allocation and enabling each MUCH EARLIER BEFORE FY29 PAT & PAT MARGIN business to pursue its growth opportunities more effectively. (₹ IN CRORE & %) We are moving ahead with conviction to convert these opportunities into sustained growth, strongerprofitabilityandlastingshareholder value. Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX //C H A PTE R 0 5 Financials 6 Q2FY27 Financial Highlights 7 Consolidated Income Statement – Q2FY27 8 Consolidated Income Statement – H1FY27 9 Consolidated Balance Sheet - H1FY27 10 Strong & Diversified Order Book Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX 6 Q2FY27 Consolidated Financial Highlights All numbers in Rs. Crore Revenue from Operations EBITDA & EBITDA Margin PAT & PAT Margin 2,542 23.3% 25.9% 15.5% 12.8% 1,915 19.5% 445 6.9% 1,043 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Q2FY26 Q1FY27 Q2FY27 Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX 7 Consolidated Income Statement – Q2FY27 ALL NUMBERS IN RS. CRORE PARTICULARS Q2FY27 Q1FY27 Q-O-Q Q2FY26 Y-O-Y Revenue from Operations 2,541.79 1,914.98 32.73% 1,043.34 143.62% Other Income 27.46 31.15 13.04 TOTAL INCOME 2,569.25 1,946.13 32.02% 1,056.38 143.21% Total Expenses 1,911.25 1,500.86 853.01 EBITDA 658.00 445.27 47.78% 203.37 223.55% EBITDA MARGIN (%) 25.89% 23.25% 264 Bps 19.49% 640 Bps Depreciation 53.72 51.25 35.93 Finance Cost 65.34 62.48 60.90 Share of net profits/(loss) of Jointly Controlled Entities (0.34) (0.02) (0.20) accounted using equity method Exceptional Items - - - PBT 538.60 331.52 62.46% 106.34 406.49% PBT MARGIN (%) 21.19% 17.31% 388 Bps 10.19% 1100 Bps Tax 144.38 85.88 34.42 PROFIT AFTER TAX 394.22 245.64 60.49% 71.92 448.14% PAT MARGIN (%) 15.51% 12.83% 268 Bps 6.89% 862 Bps Other Comprehensive Income (13.57) 72.16 (7.79) TOTAL COMPREHENSIVE INCOME 380.65 317.80 19.78% 64.13 493.56% EPS (Diluted ₹) 2.36 1.49 0.47 Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX 8 Consolidated Income Statement – H1FY27 ALL NUMBERS IN RS. CRORE PARTICULARS H1FY27 H1FY26 Change Y-O-Y Revenue from Operations 4,456.77 1,914.36 132.81% Other Income 58.61 27.57 TOTAL INCOME 4,515.38 1,941.93 132.52% Total Expenses 3,412.11 1,695.63 EBITDA 1,103.27 246.30 347.94% EBITDA MARGIN (%) 24.75% 12.87% 1188 Bps Depreciation 104.97 68.13 Finance Cost 127.82 116.52 Share of net profits/(loss) of JV's accounted using equity method (0.36) (0.01) Exceptional Items - - PBT 870.12 61.64 1311.62% PBT MARGIN (%) 19.52% 3.22% 1630 Bps Tax 230.26 19.02 PROFIT AFTER TAX 639.86 42.62 1401.31% PAT MARGIN (%) 14.36% 2.23% 1213 Bps Other Comprehensive Income 58.59 31.13 TOTAL COMPREHENSIVE INCOME 698.45 73.75 847.05% EPS (Diluted ₹) 3.85 0.25 Message HFCL LIMITED | INVESTOR PRESENTATION 2026 From The MD FINANCIALS About HFCL STRATEGIC FOCUS APPENDIX 9 Consolidated Balance Sheet – H1FY27 ALL NUMBERS IN RS. CRORE PARTICULARS H1FY27 FY26 FY25 FY24 TOTAL - SHAREHOLDER FUNDS 5,755.44 4,948.59 4,119.32 3,999.82 NON-CURRENT LIABILITIES (A) Financial Liabilities (i) Borrowings 651.63 389.88 389.90 169.22 (ii) Other Liabilities 18.21 18.80 9.73 9.07 (B) Other Non-Current Liabilities 125.91 143.52 139.47 124.77 TOTAL - NON – CURRENT LIABILITIES 795.75 552.20 539.10 303.06 CURRENT LIABILITIES (i) Borrowings 1,188.50 1,323.49 951.16 [Showing first 8,000 characters — download PDF for full document]