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HINDUSTAN FOODS LIMITED A Vanity Case Group Company A Government Recognised Two Star Export House Registered Office: Office No. 3, Level 2, Centrium, Phoenix Market City, 15, Lal Bahadur Shastri Road, Kurla (West), Mumbai, Maharashtra, India, 400 070. Email: business@thevanitycase.com, Website: www.hindustanfoodslimited.com Tel. No.: +91 22 6980 1700/01, CIN: L15139MH1984PLC316003 Date: November 5, 2026 To, To, The General Manager The Manager, Department of Corporate Services National Stock Exchange of India Limited, BSE Limited Listing Department, Floor 25, P. J. Towers, Dalal Street, Exchange Plaza, C-1, Block G, Mumbai- 400 001 Bandra Kurla Complex, Tel: (022) 2272 1233 / 34 Bandra (East), Mumbai 400 070 Company Scrip Code: 519126 Company Symbol: HNDFDS Dear Sir/Madam, Subject: Earnings Presentation November’ 26 In pursuance to Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulation, 2015, please find attached herewith the “Earnings Presentation November’ 26” for the Quarter and Half Year ended September 30, 2026. We request you to take the above on record. Thanking you. Yours faithfully, For Hindustan Foods Limited Bankim Purohit Company Secretary and Legal Head ACS: 21865 Encl. As above Hindustan Foods Limited Earnings Presentation November ’26 Safe Harbour This presentation and the accompanying slides (the “Presentation”), which have been prepared by Hindustan Foods Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company This Presentation is not a prospectus, disclosure document, a statement in lieu of a prospectus, an offering circular, an advertisement or an offer document under the Companies Act, 2013, and the rules made thereunder, as amended, the Securities and Exchange Board of India (Issue of Capital and Disclosure Requirements) Regulations, 2018, as amended, or any other applicable law in India. This Presentation should not be considered as a recommendation that any investor should subscribe for or purchase any securities of the Company or its subsidiary and should not be used as a basis for any investment decision. The information contained in this Presentation is only current as of its date and has not been independently verified. The Company will not update you in the event the information in the Presentation becomes stale. Moreover, both express or implied representation or warranty is made as to, and no reliance should be placed on, the truth, accuracy, fairness, reasonableness or completeness of the information presented or contained in this Presentation and nothing in this Presentation shall be relied upon as a promise or representation in this respect, whether as to the past or the future. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. Certain matters discussed in this Presentation may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward- looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Presentation. The Company assumes no obligation to update any forward-looking information contained in this Presentation. Any forward-looking statements and projections made by third parties included in this Presentation are not adopted by the Company and the Company is not responsible for such third-party statements and projections. Q2 & H1FY27 Overview Q2 & H1FY27 Financial Performance Sustained Momentum Continues, Delivering Robust Growth Across Metrics Q2FY27 H1FY27 B A LA N CE SHEET Rs. 1,269 crores Rs. 2,476 crores Rs. 1,259 crores Revenue# 18% YoY 18% YoY Networth Rs. 115 crores Rs. 222 crores Rs. 1,961 crores EBITDA# 26% YoY 26% YoY Gross Block* Profit Before Tax Rs. 61 crores Rs. 118 crores Rs. 53 crores (PBT) ^ 25% YoY 28% YoY Cash & Cash Equivalents** Adj. Profit After Rs. 46 crores Rs. 89 crores 0.90x Tax (PAT)^ 22% YoY 30% YoY Net Debt To Equity *Includes CWIP, capital advances and Lease hold lands, excludes ROU and Intangible assets and adjusted by accumulated depreciation of acquired plants # Includes Other Income **This includes fixed deposits with original maturity more than 12 months ^Excluding one-time exceptional loss of Rs. 1.3 crore owing to deductible on insurance policy arising from floods at our Silvassa facility 4 Key Business Highlights - Resilient Q2 & H1FY27 Amid One-off Disruptions; FY27 Guidance Reiterated Adjusted Profit Growth Despite One-off Disruptions • The Company delivered adjusted PAT of Rs. 46.4 crore in Q2FY27, a growth of 21.7% YoY and 8.4% QoQ. H1FY27 adjusted PAT stood at Rs. 89.1 crore, up 29.5% YoY • PAT has been adjusted for an one time exceptional loss arising from floods at our Silvassa facility. While the loss is covered by the insurance policy, the terms provide for a minimum deductible amount – accordingly an amount of Rs. 1.30 crore has been provided for Footwear – Decisive Turnaround, Strong Momentum • As highlighted in Q1, the business faced cost pressures from higher raw material costs and revised wage rates. During the quarter, Company respondedby completing delivery of legacy fixed-price orders and booking new orders at revised prices that reflect the current cost structure • Timely procurement of raw materials and sustained operational efficiencies drove the division’s return to profitability in Q2FY27 • The momentum has carried into H2FY27, with October 2026 delivering the division’s highest-ever monthly turnover. With the order book full until March 2027, profitability is expected to ramp up further in H2FY27 Cash Generation Back on Track – Clear Path to a Stronger H2 • H1FY27 CFO recovered to Rs. 57.7 crore from the lows of H2FY26. A significant step-up is expected in H2FY27 as more customers move to net revenue recognition and GST changes take effect, freeing capital to fund growth. Outlook & Guidance • H1FY27 profitability was affected in early half of H1FY27 by supply chain disruptions in footwear and ~1.5 months of disruption at Silvassa due to the floods. The floods also delayed the liquid detergent plant’s ramp-up, which is now expected to be complete by end of Q3FY27. Commissioning of select new projects, the detergent bar plant (Lucknow), Greek yoghurt plant (Goa) and Ayurveda wellness plant (Baddi), has been deferred by 1–2 months due to delays [Showing first 8,000 characters — download PDF for full document]