Capacity addition

HFCL/SEC/26-27 August 04, 2026 The BSE Ltd. The National Stock Exchange of India Ltd. 1st Floor, New Trading Wing, Rotunda Building Exchange Plaza, 5th Floor, C – 1, Block G Phiroze Jeejeebhoy Towers, Dalal Street, Fort Bandra – Kurla Complex, Bandra (E) Mumbai – 400001 Mumbai – 400051 corp.relations@bseindia.com cmlist@nse.co.in Security Code No.: 500183 Security Code No.: HFCL RE: Disclosures under Regulation 30 of the Securities and Exchange Board of India (Listing Obligations and Disclosure Requirements) Regulations, 2015 Subject: Outcome of the meeting of the Board of Directors held on August 04, 2026 - Approval for Expansion of Optical Fiber and Optical Fiber Cable Manufacturing Capacities Time of commencement: 04:30 p.m. Time of conclusion: 05:00 p.m. Dear Sir(s)/ Madam, We would like to inform all our stakeholders that, in view of the Company's strong order book for Optical Fiber Cable (OFC) and optical connectivity products, a strong pipeline of additional business opportunities expected to materialise over the near to medium term, and the favourable long-term demand outlook globally, the Board of Directors of the Company, at its meeting held on August 04, 2026, has approved a further expansion of the Company's Optical Fiber and Optical Fiber Cable manufacturing capacities with a total capital outlay of approximately ₹400 crore, which will be funded through an appropriate mix of internal accruals and debt, as required. The favourable demand outlook is being driven by increasing investments in Artificial Intelligence (AI) infrastructure, hyperscale data centres, cloud computing, high-performance computing, 5G deployments, FTTH and broadband expansion, enterprise fibreisation, rural connectivity initiatives and telecom network modernisation programmes. The above proposed expansion is in addition to the ongoing expansion programme currently underway, pursuant to which the Company’s OF manufacturing capacity is being enhanced from 28.0 Mn fkm per annum to 33.90 Mn fkm per annum and its OFC manufacturing capacity from 34.0 Mn fkm per annum to 42.36 Mn fkm per annum. The Board at its meeting held on August 04, 2026 has now approved an additional capacity expansion of 4.60 Mn fkm per annum in OF and 14.0 Mn fkm per annum in OFC capacities, which will take the Company's total OF manufacturing capacity to 38.50 Mn fkm per annum and OFC manufacturing capacity to 56.36 Mn fkm per annum upon completion of these expansion programmes. The proposed expansion is expected to be completed by July 2028. The requisite details in accordance with SEBI Master Circular No. HO/49/14/14(7)2025-CFD- POD2/I/3762/2026 dated January 30, 2026, are set out below: Particulars Optical Fiber Optical Fiber Cable Existing capacity - 28.0 Mn fkm p.a. 34.0 Mn fkm p.a. Existing capacity utilisation - 28.0 Mn fkm p.a. 34.0 Mn fkm p.a. Current ongoing expansion resulting 33.90 Mn fkm/p.a. 42.36 Mn fkm/p.a. in capacity of - Proposed additional capacity - 4.60 Mn fkm p.a. 14.0 Mn fkm p.a. Capacity after current ongoing and 38.50 Mn fkm p.a. 56.36 Mn fkm p.a. proposed expansion Regd. Office: Plot No. 38, Institutional Area, Sector 32, Gurugram-122001, Haryana, Tel: 91-124-4310000, Fax: +91-124-4310050 Corporate Identity Number: L64200HR1987PLC148689 a. Period within which the capacity is to be added: Expected to be completed by July 2028. b. Mode of financing: Appropriate mix of internal accruals and/or debt financing. c. Strategic Rationale: The proposed expansion is intended to enable the Company to cater to the increasing demand for OFC and optical connectivity products across domestic and international markets and address the requirements arising from its existing customer commitments, healthy order book and expanding business pipeline. The Company is witnessing sustained customer demand for OFC and connectivity products and continued engagement with existing and prospective customers across key geographies, providing strong visibility for future growth. The proposed capacity expansion will strengthen HFCL's manufacturing capabilities, enhance its ability to execute current and future orders, improve operational efficiencies and economies of scale, strengthen supply chain resilience and support its export growth strategy. The expansion will also enable the Company to derive greater value from its integrated manufacturing platform and backward integration initiatives, while further reinforcing its position as a leading global manufacturer of optical communication products. You are requested to take the above information on records and upload the same on your respective websites. Thanking you. Yours faithfully, For HFCL Limited (Manoj Baid) President & Company Secretary Regd. Office: Plot No. 38, Institutional Area, Sector 32, Gurugram-122001, Haryana, Tel: 91-124-4310000, Fax: +91-124-4310050 Corporate Identity Number: L64200HR1987PLC148689