Analysts/Institutional Investor Meet/Con. Call Updates

Five Star Export House Recognized by Government of India CIN No.: L74110UP2008PLC034977 Date: November 6, 2026 To, To, Dept. of Corporate Services-Listing Department Listing Department Bombay Stock Exchange Limited The National Stock Exchange of India Phiroze Jeejeebhoy Tower, LimitedExchange Plaza, Bandra Kurla Dalal Street, Mumbai – 400 001 Complex, Bandra, Mumbai – 400 051 Scrip Code: 543929 Scrip Code: HMAAGRO Subject: Transcript of the Earnings Conference Call held on November 4, 2026 for the Quarter and Half Year Ended September 30, 2026. Pursuant to Regulations 30 read with Part A of schedule III of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed the transcript of the Earnings Conference Call to discuss the financial performance of the Company on Un-Audited Standalone and Consolidated Financial Results of the Company for the Quarter and Half Year ended September 30, 2026 held on Wednesday, November 4, 2026. Further, in terms of Regulation 46 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, the aforesaid Transcript of the Conference Call will also be available on the website of the Company at www.hmagroup.co You are requested to take the above intimation on record and acknowledge the receipt. For HMA Agro Industries Limited Nikhil Sundrani Company Secretary and Compliance Officer FCS No. 13843 1 | Page RegisteredOffice:18A/5/3, Taj View Crossing, Fatehabad Road, Agra-282001U.P.(INDIA) E-Mail: cs@hmaagro.com,info@hmaagro.com Website:www.hmagroup.co,Mob.:+91-7302746431,+91-7217018161 HMA Agro Industries Limited Q2 and FY2026-27 Results Call Event Date/Time : 04/11/2026, 15.30 Hrs Event Duration : 39 mins 31 secs CORPORATE PARTICIPANTS: Mr. Nikhil Sundrani Company Secretary Mr. Aman Kaushik Senior Associate (Finance) Mr. Gulzeb Ahmed Chief Financial Officer Mr. Suyash Samant Accounts Manager HMA Agro Industries Limited Q2 and H1 FY2026-27 Results Call 04.11.2026 Q&A PARTICIPANTS: 1 Priya Mehta : Individual Investor 2 Praveen Gupta : Export Group 3 Deepak Karwa : Individual Investor 4 Atharva Kulkarni : Individual Investor HMA Agro Industries Limited Q2 and H1 FY2026-27 Results Call 04.11.2026 Moderator Good afternoon, ladies and gentlemen. I am Mohana, moderator for the conference call. Welcome to HMA Agro Q2 and H1 FY2026-27 Conference Call. As a reminder, all participants will be in listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. Should you need any assistance during the conference call, please signal an operator by pressing * then 0 on your touch-tone telephone. Please note this conference is recorded. I would now like to hand over the floor to Mr. Suyash Samant. Thank you, and over to you, sir. Suyash Samant Thank you. Good afternoon, everyone, and thank you for joining us today. I have with us today the senior management team of HMA Agro Industries Limited Mr. Gulzeb Ahmed, Chief Financial Officer; Mr. Aman Kaushik, Senior Associate (Finance); Mr. Nikhil Sundrani, CS and Compliance Officer, who will represent HMA Agro Industries Limited on the call. The management will be sharing the key operating and financial highlights for the quarter and half year ended 30th September, 2026, followed by a question-and-answer session. Please note this call may contain some of the forward-looking statements, which are completely based upon the company's beliefs, opinions, and expectations as of today. These statements are not a guarantee of the company's future performance in risks and uncertainties. The company also undertakes no obligation to update any forward-looking statements to reflect developments that occur after the statement is made. I now hand over the conference to Mr. Nikhil Sundrani. Thank you, and over to you, sir. Nikhil Sundrani Thank you, Suyash Samant. Good afternoon, everyone. We thank you for joining us today and for your continued interest and confidence in HMA Agro Industries. Our quarterly interactions are an important platform for sharing the company's progress, discussing its financial performance, and keeping our investor community informed about the developments shaping our business. As we complete the first half of FY26-27, the company has continued to build on its business momentum with a focus on strengthening its core operations, enhancing operational efficiencies, and pursuing opportunities for sustainable growth. During the second quarter, we continued our efforts towards expanding our market presence, maintaining product quality and further strengthening our position in the food processing and export business. We believe that consistent execution of our business priorities, coupled with our disciplined approach to HMA Agro Industries Limited Q2 and H1 FY2026-27 Results Call 04.11.2026 operations and growth, will remain important in achieving our long-term objectives and creating sustainable value for all our stakeholders. We remain committed to maintaining high standards of corporate governance, transparency, and regulatory compliance while keeping our investors informed of the company's performance and progress. With this, I would now like to invite Mr. Gulzeb Ahmed, CFO, to take us through the company's financial performance for the second quarter and first half of FY26-27, along with the key business developments and management perspective on the company's performance and outcome. Over to you, Gulzeb ji. Gulzeb Ahmed Thank you, Nikhil. Good afternoon, everyone. First of all, I would like to thank all the stakeholders, investors, analysts, and participants for joining us today for HMA Agro Industries Limited Earnings Call for the second quarter and half-year ended 30th September 2026. It is my pleasure to take you through the company's financial performance for the quarter and the first half of the FY26-27, covering both standalone and consolidated results. The company has delivered an encouraging performance during the period under review with healthy growth in revenue and a significant improvement in profitability. Let me begin with our standalone financial performance for Q2 FY26-27. Our standalone revenue for Q2 FY26-27 stand at INR 2,733.11 crore compared with the INR 2,149.17 crore in Q2 of last financial year. The YoY growth approximately 17.7%. On the substantial basis, the revenue increased from INR 2,072.14 Crores in Q1 of FY26-27 to INR 2,733.11 crores in Q2, representing the QoQ growth approximately 31.90%. Moving to the operational performance, our standalone EBITDA increased to INR 130.35 crore, compared with the INR 72.32 crore in the corresponding quarter of previous financial year, registering a strong YoY growth of approximately 70.56%. On a QoQ basis, EBITDA increased from INR 55.28 crore in Q1 of FY26- 27 to INR 123.35 crore in Q2, reflecting an impressive growth of approximately 123.13%. The EBITDA margin also improved to 4.51%, compared to 3.37% of Q2 financial year of last year and 2.67% of Q1 of this FY26-27. Comparing to the profitability, the PBT stood INR 108.41 crore, compare to INR 64.46 crore in Q2 of last year, representing the YoY growth approximately a 68.18%. Compared with INR 42.74 crore in the preceding quarter, the PBT increased by approximately 153.67% of last Q1 of FY26-27. The PBT margin improved to 2.9% compared with the 2.24% in Q2 of last financial year and 1.45% from the Q1 of FY26-27. Now I would like to give you the half-year figures of performance of standalone for FY26-27. The standalone revenue for half-year FY26-27 is at INR 4,805.25 crore compared with the INR 3,237.66 crore in the half year of FY25-26. Registering a robust YoY growth of approximately 48.42%. Our standalone EBITDA increased to INR 178.63 crore, compared with INR 90.23 crore in the corresponding period of previous year, representing an impressive growth of approximately 97.98%. HMA Agro Industries Limited Q2 and H1 FY2026-27 Results Call 04.11.2026 This m [Showing first 8,000 characters — download PDF for full document]