Investor Presentation

August 10, 2026 The Manager, The Secretary Listing Department, BSE Limited National Stock Exchange of India Ltd. 25th Floor, New Trading Ring, Rotunda “Exchange Plaza”, C-1, Block G, Building, PhirozeJeejeebhoy Towers, Bandra-Kurla Complex, Bandra (E), Dalal Street, Fort, Mumbai – 400 051 Mumbai – 400 001 Symbol: HPL Scrip Code: 540136 Sub: Disclosure under Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015 – Earnings Presentation Dear Sir(s)/Ma’am, Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith a copy of the Earnings Presentation proposed to made during conference call for investors meet scheduled to be held on Tuesday, August 11, 2026 at 12.00 Noon. The said Earnings Presentation has also been uploaded on the Company’s website i.e. www.hplindia.com We request you to kindly take the same on record. Thanking You Yours Faithfully, For HPL Electric & Power Limited Vivek Kumar Company Secretary Encl: As stated above HPL ELECTRIC & POWER LIMITED Results Update Q1FY27 www.hplindia.com Disclaimer This presentation and the following discussion may contain “forward-looking statements” by HPL Electric & Power Limited (“HPL” or the Company) that are not historical in nature. These forward-looking statements, which may include statements relating to future results of operations, financial condition, business prospects, plans and objectives, are based on the current beliefs, assumptions, expectations, estimates, and projections of the management of HPL about the business, industry and markets in which HPL operates. These statements are not guarantees of future performance, and are subject to known and unknown risks, uncertainties, and other factors, some of which are beyond HPL’s control and difficult to predict, that could cause actual results, performance or achievements to differ materially from those in the forward-looking statements. Such statements are not, and should not be construed, as a representation as to future performance or achievements of HPL. a In particular, such statements should not be regarded as a projection of the future performance of HPL. It should be noted that the actual performance or achievements of l HPL may vary significantly from such statements. Discussion Summary 01 Company Overview 02 Q1FY27 Performance Update 03 Two Growth Engines 04 Strategy, Capacity and Outlook Q1FY27: o Two Scalable Growth Engines Now Visible w • Revenue from operations grew 34% YoY to ₹515 crore, the Company's highest-ever first quarter. • Consumer & Industrial delivered its highest-ever quarterly revenue of ₹277 crore, up 55% YoY. Growth was broad-based, with Wires & Cables, Lighting and Switchgear all contributing. C&I now accounts for ~54% of revenue against ~46% for Metering, giving HPL a more diversified revenue mix. • Smart Metering sustained steady momentum, growing 16.53% YoY to ₹237.65 crore. The sector has matured from a high-growth, policy-uncertain phase into a stable growth trajectory, with an order book of ₹3,200+ crore as of 7 August 2026 underpinning the long-term opportunity. • Management's FY27 focus is to scale both verticals while restoring margins. Near-term EBITDA margin moderation reflects input-cost volatility in metals and industrial plastics amid geopolitical and commodity market conditions and is expected to be temporary. Company Overview 01 Trusted Electric Equipment Manufacturer mm Company Overview oo ▪ ‘One-stop shop’ offering a wide range of low-voltage electric products . a. a –with Consumer & Industrial (C&I) Electricals Platform Our Investment Rationale i di d (Compounding Engine) & Metering & Industrial Systems Segment nn (Growth Driver) hh ❖ Metering Solutions ww ❖ Switchgears 04 Established Pan-India Distribution ❖ Lighting Products Presence ❖ Wires & Cables ❖ Fans ▪ Established Pan-India Distribution network consisting of – 02 Market Leader in Electric Meters & ❖ 90+ Branch & Representative Offices On-load Change-over Switches ❖ 900+ Authorised Dealers ❖ 85,000+ Retailers ▪ ‘50% Market Share’ in the Domestic On-load Change-over Switches Market * ▪ ‘20% Market Share’ in Domestic Electric Meters Market * Long-standing Customer Relationships, ▪ ‘5% Market Share’ in the Low-voltage Switchgear Market * Experienced Leadership Team, and Strong Pre-qualification Credentials ▪ ‘5th Largest’ LED Lighting Products Manufacturer * ▪ ‘Neeram Pulse’ smart water meter launched in Jan 2026 ▪ 69 years old Established Brand with strong recall across Integrated Manufacturing Operations various customer segments – Power Utilities, Government Agencies, Retail & Institutional Customers Combined with Strong R&D Capabilities ▪ Highly Experienced management team ▪ Strong prequalification credentials in the metering and ▪ 7 state-of-the-art Manufacturing facilities with capabilities switchgear businesses, creating high benchmarks across design & product development, component designing, tool making and commercial production 6 ▪ 2 R&D centres housing 100+ expert engineers having rich | Note: * Frost & Sullivan 2016 e experience in the electrical industry and a proven track record of ilS product innovation Company Overview mm • HPL is the “ONE-STOP SHOP” for • HPL’s complementary product Wide-Ranging Product Portfolio oo Low Voltage Electrical Equipment offerings enable cross-selling .. aa across market segments and price and lead to STRONG BRAND ii dd ranges RECALL Metering Solutions Industrial Switchgears Domestic Switchgears Solar Lighting Equipment Wires and Cables Fans Domestic Smart Meter Industrial Applications Consumer LED Products Decorative Series Applications Fire Resistant Osafe Techno Cables Aries LED MCB (N) MCB ACB LED Glow 9W Solar Net Meter Net Meter RCCB Solar AC o Distribution Co-axial Cables MCCB Box Commercial LED Products Prepaid Meter Phase Selector Mitered CRCA Panel Table Fans o Solar Cables P DC Disconnector Automatic Trivector Meter Transfer Switch Modular Switch & Solar Array Accessories Junction Outdoor LED Products Plug SwTo itg cg hle e s Sockets Box Street FlooL dE D Li ght Networking / Light Telecom Cables Onload Solar Changeover Cables emfis Switch Push Bells Exhaust Customers Power Utilities Public & Private Enterprises Residential & Commercial Users mm Company Overview .. State of Art Manufacturing Facilities Product Segments Capacity (per annum) Electronic Meters 11 million units Lighting Equipment 26 million units Gurugram Jabli Switchgear 16 million units Facility I: Electronic Meters, R&D Center Facility I: Switchgear, Electronic Meters, and Wires & Cables 194 million meters for Smart Meters Parts of Lighting Equipment Facility II: Lighting Equipment and Himachal Energy Facility II: Electronic Meters, Electronic Meter Parts Panel Meters and Clips for Panel Meters Quality & Compliance Certifications Kundli Gharaunda Facility I: Switchgears, Parts of Electronic Products: Wires and Cables | Energy Meters and Parts of Lighting Equipment ilS Facility II: Lighting Equipment mm Company Overview .. New Product Launch ll HPL’s advanced R&D drives innovation in energy-efficient, market-ready solutions. Continuous R&D to Launch and Market Exciting New Innovative Products Smgart Starter Panel e u g N d n h c n NEOo r P plus Pc batten 25w i t h g KASPER IN 1V 5E WRTER BULB a L i r t e d APEX-E PC CYLINDER – s u a s d r T NEO plus Pc batten 25w u ATS-370 LUMINO PLUS 10W m Company Overview . Established Pan-India Distribution Network & i l Brand Presence Established Pan-India Distribution Network & Brand Presence To Capture Significant Growth Potential In The Electrical Equipment Industry Head Office 90+ Srinagar Branch & Representative Offices Branch Office Jammu 6 Master Warehouses across India Jalandhar C&F Agents Ludhiana Patiala Dehradun Chandigarh Panipat Meerut Kanpur Sonipat BareillM yoradabad Lucknow Siliguri 900+ Authorised Dealers and Agra Jaipur Jodhpur Gorakhpur Guwahati 85, [Showing first 8,000 characters — download PDF for full document]