Investor Presentation

HEGAM/SECTT/2026 November 4, 2026 To To BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1, Block- G, Dalal Street, Mumbai - 400 001 Bandra Kurla Complex, Bandra (East), SCRIP CODE: 509631 Mumbai - 400 051 SYMBOL: HEGAM Sub: Intimation under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Submission of Investor Presentation Dear Sir / Madam, In continuation to our earlier communication dated October 29, 2026 regarding the schedule of the Q2 FY 27 Earnings Conference Call to be held on Thursday, November 5, 2026 at 14:00 hrs IST, please find enclosed herewith the Investor Presentation to be made during the said call. The copy of same is also being uploaded on the website of the Company. Please take the above information on record. Yours truly, For HEG Advanced Materials Limited (formerly HEG Limited) Ravi Gupta Company Secretary & Compliance Officer FCS No.: 5731 Encl.: Investor Presentation NSE: HEGAM BSE: 509631 HEG Advanced Materials Limited Investor Presentation | Q2 & H1 FY27 Safe Harbor Important Information & Forward-Looking Statements This presentation has been prepared by HEG Advanced Materials Limited (the "Company") solely for information purposes and does not constitute, nor should it be construed as, an offer, invitation, inducement or solicitation to purchase or subscribe for any securities of the Company. No part of this presentation shall form the basis of, or be relied upon in connection with, any contract or investment decision. This presentation contains forward-looking statements, including, but not limited to, statements relating to proposed capacity expansions and timelines, capital expenditure plans, market and demand projections, order pipelines, expected returns and financial estimates. Such statements are based on the management's current expectations, estimates and assumptions and are subject to known and unknown risks and uncertainties. Actual results may differ materially from those expressed or implied in such statements. The Company undertakes no obligation to publicly update or revise any forward-looking statement. Certain industry and market data contained in this presentation have been obtained from third-party sources and internal estimates and have not been independently verified. No representation or warranty, express or implied, is made as to the fairness, accuracy, completeness or correctness of such information. Capacities and projects indicated as being under development or construction are subject to change. This presentation does not constitute investment, legal, tax or accounting advice. Accordingly, recipients should not place undue reliance on any statements contained herein. www.hegadvancedmaterials.com NSE:HEGAM | BSE:509631| www.hegadvancedmaterials.com 2 PRESENTATION CONTENT Advanced Replus Green Power 01 About Us 02 03 04 Materials Engitech Businesses Corporate Financial Annexure 05 06 07 ESG Practices 08 Leadership Performance Mr. Riju Jhunjhunwala Chairman, MD & CEO Q2 FY27 reflects our continued progress towards building HEG Advanced Materials into a technology-led, globally competitive advanced materials platform. Our focus is on strengthening R&D, developing proprietary technologies and creating differentiated, scalable businesses across anode materials, graphene, battery energy storage and green power. Our motto remains - research to revenue! As we move forward, our priorities remain disciplined capital allocation, timely execution, customer development and improving the long-term competitiveness of each business. We believe these initiatives will strengthen our growth potential, create multiple avenues for value creation and deliver sustainable returns for our shareholders over the long term. www.hegadvancedmaterials.com NSE:HEGAM | BSE:509631| www.hegadvancedmaterials.com 4 Ms. Neha Rajvanshi President & CFO Q2 and H1 FY27 performance reflects the evolving business mix and varying stages of development across our verticals, while our underlying fundamentals remain stable. Our Green Power Business, with its differentiated model, profitable operations, debt- free position and stable cash flows, provides a sound financial foundation for the Group. REPLUS is strengthening its presence in Battery Energy Storage Systems (BESS) and EV solutions, enabling the Group to participate in the evolving energy transition. We are particularly excited about the upcoming anode expansion, graphene and crucible projects, which will further strengthen our product portfolio and reinforce our position in the advanced materials industry. Our focus remains on building HEG Advanced Materials into a globally competitive company, diversifying revenues and creating sustainable value. www.hegadvancedmaterials.com NSE:HEGAM | BSE:509631| www.hegadvancedmaterials.com 5 LNJ BHILWARA GROUP LEGACY 65+ Years of Building Businesses. Now Powering the Clean Energy Transition. Our clean energy platform is backed by LNJ Bhilwara Group’s 65+ year legacy of scaling large capex projects into profitable ventures Graphite Plastic LiB Anode Electrodes recycling material We have HEG LTD RSWM The Advanced established FibreGreen Carbon LNJ GreenPET Company flagship (TACC) Ltd. companies across multiple 1972 2014 2022 industries over 1961 1995 2021 2025 the last Textile Power Green Energy Advanced years (Hydro) & LiB Battery Materials Packs Platform RSWM Ltd., Bhilwara REPlus Engitech Maral Energy ltd., Pvt. Ltd Malana Power HEG Advanced Overseas, LNJ Energy Co. Ltd., AD Materials BSL Ltd.. Hydro Power Transition Limited Ltd. One philosophy, every business: the highest quality at the lowest cost. www.hegadvancedmaterials.com NSE:HEGAM | BSE:509631| www.hegadvancedmaterials.com 6 ABOUT US TACC | REPLUS | GREEN POWER BUSINESSES Investor Presentation | Q2 & H1 FY27 NSE: HEGAM | BSE: 509631 ABOUT US Building Globally Competitive Advanced Materials Capabilities Webuildadvanced materialcapabilitiesforcriticalapplications,drawingonour deep expertise MISSION Distinct Business. inadvancedcarbon,fromgraphitetographene,andmanufacturing todeliver atscale. One Enterprise. TACC REPLUS GREEN POWER BUSINESSES Advanced carbon materials Battery and energy-storage Renewable power spanning anode active solutions spanning mobility, capabilities built on materials, graphene and commercial, industrial and decades of industrial emerging applications. grid applications. experience and execution. www.hegadvancedmaterials.com NSE:HEGAM | BSE:509631| www.hegadvancedmaterials.com 8 GEOGRAPHICAL FOOTPRINT Built in India, Serving Global Markets All maps are indicative and intended for illustrative purposes only. www.hegadvancedmaterials.com NSE:HEGAM | BSE:509631| www.hegadvancedmaterials.com 9 ADVANCED MATERIALS TACC| REPLUS | GREEN POWER BUSINESSES Investor Presentation | Q2 & H1 FY27 NSE: HEGAM | BSE: 509631 Anode Materials (20,000 MT) Investor Presentation | Q2 & H1 FY27 NSE: HEGAM | BSE: 509631 Anode Materials Global demand, growth drivers, and market outlook Global Battery Energy Storage Electric Vehicle India – Significant 1 2 3 4 Demand (BESS) Market Domestic Opportunity Growing across EVs and energy Fastest-growing segment Largest source of demand Policy support and localisation storage Global Lithium-Ion Battery Global BESS Battery Demand Global EV Battery Demand Production (TWh) (GWh) (TWh) Domestic cell capacity -250 GWh by 2035 8.0 4.0 1,700 Graphite anode demand -1,00,000 MT by 2030 3.0 1.6 2.3 520 0.9 Driving demand segment -ESS / LFP 2025 2026 2035 2024 2026 2030 2024 2026 2030 • Global lithium-ion battery • Fastest-growing battery segment, • EVsrepresent the largestsourceof • PLI scheme and proactive production is expected to grow driven by data centre demand, battery demand, with ~ 65% government policiestosupportlong- from ~2.3 TWh in 2025 to ~3 TWh in gridstability andenergysecurity. marketshare(2025). termlocalisation ofsupplychains. 2026to~8TWh [Showing first 8,000 characters — download PDF for full document]