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HOUSING FINANCE 23 June 2026 To, To, The Manager The Manager Listing Department Listing Department BSE Limited National Stock Exchange of India Limited Phiroze Jeejeebhoy Towers, Exchange Plaza, C-1 Block G, Dalal Street, Bandra - Kurla Complex, Bandra (East) Mumbai - 400 001 Mumbai - 400 051 BSE Code: 544252 NSE Code: BAJAJHFL – EQ Dear Sir/Madam, Sub.: Disclosure under Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 - Newspaper Advertisement with respect to 18th Annual General Meeting (‘AGM’) to be held through Video Conferencing/Other Audio-Visual Means We enclose herewith copy of the advertisements published on 23 June 2026 in Financial Express – all editions (English) and Kesari - Pune edition (Marathi). The aforesaid advertisements are also being made available on the website of the Company, i.e., https://www.bajajhousingfinance.in/annual-reports. Kindly take the same on record. Thanking you, Yours Faithfully, For Bajaj Housing Finance Limited Atul Patni Company Secretary Email ID: bhflinvestor.service@bajajhousing.co.in Encl.: As above BA:JA:J HOUSING FINANCE LTD. www.bajajhousingfinance.in Corporate Office: 5th Floor, B2 Building, Cerebrum IT Park, Kumar City, Kalyani Nagar, Pune 411014. Maharashtra Registered Office: Bajaj Auto Limited Complex, Mumbai-Pune Road, Akurdi, Pune 411035, Maharashtra Corporate Identity Number (CIN): L65910PN2008PLC132228 Tel: +91 20718 78060 I Email: bhftwecare@bajajhousing.co.in WWW.FINANCIALEXPRESS.COM TUESDAY, JUNE 23, 2026 COMPANIES - FINANCIALEXPRESS RECORD ORDER BOOl{S ARE YETTO TRANSLATE INTO STRONGER REVENUES, CASH FLOWS EPC boom faces a reality check 1-fOUSING FE BUREAU NOT A COMPLETE PICTURE ■ Operating cash backlog of more than ~83,000 FINANCE Mumbai, June 22 crore but saw revenues decline flow conversion in FY26. Kalpataru Projects ■ EPC companies slipped below 30% IF INDIA'S ENGINEERING, Pro collectively ended has emerged as one of the BAJAJ HOUSING FINANCE LTD. curement, and Constn1ction Experts warn stronger performers, aided by FY26 with order books ■ (EPC) companies bad to choose a labour shortages, robust demand in transmis worth nearly phrasetodescribeFY27,itwould supply-chain sion, a healthy overseas order CIN: L65910PN2008PLC132228 ~5 lakh er Registered Office: Bajaj Auto Limited Complex Mumbai -Pune Road. Akurdi, Pune -411035, Maharashtra probably be "record order book''. disruptions pipeline and tighter working Email ID: bbfliovestor.service@baiajhousiog,_C!l.io Tel: (020) 7187 8060 From Larsen & Toubro (L& T) capital discipline. ■ Tender awards Website: bitos://www.bajajhousingfinance.in and NCC to KEC International Tender awards declined declined nearly and Kalpataru Projects lnterna ■Sector ■Ebitda nearly 180/o y-o-y in FY26, par revenue margins 18% y-o-y in FY26 tional,recent earnings calls and ticularly in roads and water pro INFORMATION REGARDING 18TH ANNUAL GENERAL MEETING TO BE HELD growth fell to a investor presentations have Cash-flow-from jects, suggesting that the THROUGH VIDEO CONFERENCING ("VC")/OTHER AUDIO-VISUAL MEANS (nOAVM") slowed multi-year been replete with references to operations-to pipeline of fresh projects may to just low of all-tilue-high order billows, Ebitda conversion not be as strong as headline robust bid pipelines and 2.8% 10.2% fell to 29% in FY26 order-book numbers imply.At Members may please note that the 18th Annual General Meeting of the members of the Company will be held through VC/OAVM ("e-AGM'1 on Wednesday, 29 July 2026 at 03:45 p.m. (ISTI in compliance unprecedented revenue visibil the same time, cash-flow stress with the applicable provisions of the Companies Act. 2013 (the "Act") and rules framed thereunder. ity. Some companies are sitting has intensified. Cash-flow read with General Circular No. 03/2025 dated 22 September 2025 issued by Ministry of Corporate on order books equivalent to tory narrative lies a less com version slipped below 30%. Duringrecentanalystinter from-operations-to-Ebitdacon Affairs ("MCA'1 and SEBI (Listing Obligations and Disclosure Requirements) Regulations. 2015 (the three to four years of revenue. forting reality. In other words, order books are actions, several firms also version fell to 2 9% in FY26,less "SEBI Listing Regulations"), to transact the businesses as set out in the Notice convening the e-AGM. Others have guided investors to Ar ecent report by India Rat- expanding far faster than the acknowledged that execution than halft he historical average double-digit growth in FY27 ings & Research argues that the financial returns. remains challenging despite of around 65%, reflecting The Notice of e-AGM and Annual Report for the FY2026 will also be made available on the despite geopolitical uncertainty sector's biggest challenge is no Theratingagencyhascutits strong order inflows. delayed collections and rising following websites: and execution challenges. longer winning orders but con FY2 7 revenue growth estimate L&T has guided for 10- working-capital requirements. The optimism is under verting them into revenues, for the sector to the mid-single 12% revenue growth in FY27 Sector Ebitda and operating Company .btiJ;!s;LLwww.ba~j~al-repocts I standable. After years of bene profits and cash flows. While digits from around 10% pro but cautioned that the first cashflowshavenowdeclined for fiting from the government's EPC companies collectively jected earlier,despitecompanies halfc ould remain uneven due twoconsecutiveyears.Thedete Stock Exchanges BSE Limited National Stock Exchange of India Limited infrastructure push, the sector ended FY26 with order books guiding for growth of nearly to global disruptions and sup rioration is beginning to show bttps:LLwww.bseindia.comL https:LLwww.nseindia.comL has built the strongest project worth nearly ~5 lakh crore - 13%.Itwarnsthatlabourshort ply-chain challenges. KEC upincreditmetrics,too.Interest pipeline in its history,spanning around three times their annual ages, supply-chain disruptions, International, despite report coverage has slipped to around KFin Technologies bttmd/evotjng.kflot1:1c!J.c2rn roads, railways, power trans revenue - sector revenue commodity-price volatility, ing record order inflows, three times, net leverage has Limited (""KFin") mission, urban infrastructure, growth slowed to just 2.8%, geopolitical uncertainty and flagged payment delays in cer risen and total outside liabilities (Being e-voting buildings and energy-transi Ebitda 1nargins fell to a multi persistentworking-capital pres tain water projects and con relative to Ebitda have service provider) tion projects. year low of 10.2%, sures could continue to weigh tinued pressure on working increased, underscoring grow Yet beneath the celebra- and operating cash-flow con- on perfonnance. capital.NCC reported an order ing balance-sheet stress. Manner of registering/updating e-mail address and/or bank account details: Amazon India deepens farm push for q-comm Titan names Physical Holding To update e-mail address for receiving the Notice of the e-AGM. Annual Report for the FY2026 and e-voting login credentials and/or bank account details. submit the Form ISR-1 (available at the website of the Vijayakumar Company at b~/L www,baiaihousingfioance.inLinve.stor-relations- GEETANAIR Firm is expanding a linked collection centres with Sree Ram, director, Amazon investor-request-forms) duly filled and signed along with requisite Pune, June 22 freshly harvested produce. Fresh,Amazon India. In sev supporting documents to KFin at Unit: Bajaj Housing Finance Limited. farm-to-fork supply chain as chairman Unlike traditional supply eral international n1arkets Selenium Building, Tower-B. Plot No 31 & 32, Financial District. that directly connects Nanakramguda. Serilingampally, Hyderabad, Rangareddy. Telangana. AS COMPETITION INTENSI chains, which often involve whereAmazonoperates,fresh farmers with its grocery India - 500 032. FIES in India's quick-com multiple inte1media [Showing first 8,000 characters — download PDF for full document]