HFCL Limited

rs,

July 25, 2025 The BSE Ltd. 1st Floor, New Trading Wing, Rotunda Building Phiroze Jeejeebhoy Towers, Dalal Street, Fort Mumbai – 400001 corp.relations@bseindia.com Security Code No.: 500183 The Na

₹10,480 crore

cross its key verticals—Optical Fibre Cables, Telecom Products, and Defence. The order book rose to ₹10,480 crore, reflecting the company’s continued success in securing strategic wins across both domestic and glo

₹210 crore

rations – Public Communications OFC: HFCL witnessed a strong rebound in global OFC demand, driving ₹210 crore in exports and ₹300 crore in new orders in Q1 FY26. With repeat orders from top global the company

₹300 crore

ations OFC: HFCL witnessed a strong rebound in global OFC demand, driving ₹210 crore in exports and ₹300 crore in new orders in Q1 FY26. With repeat orders from top global the company has proposed expanding its

19.01 million

repeat orders from top global the company has proposed expanding its IBR clients, cable capacity to 19.01 million fkm, taking total OFC capacity to 42.36 million fkm. This positions HFCL to tap growing opportuniti

42.36 million

oposed expanding its IBR clients, cable capacity to 19.01 million fkm, taking total OFC capacity to 42.36 million fkm. This positions HFCL to tap growing opportunities in North America and Europe. Telecom: HFCL m

₹650 crore

FCL marked a key milestone with the development and deployment of indigenous MPLS routers, securing ₹650 crore orders under BharatNet Phase III, along with a ₹175 crore repeat order for its 5G gear. With a grow

₹175 crore

ment of indigenous MPLS routers, securing ₹650 crore orders under BharatNet Phase III, along with a ₹175 crore repeat order for its 5G gear. With a growing 5G, enterprise, and AI-ready product portfolio, HFCL i

4.93%

ics for Q1FY26 Mahendra Nahata PROMOTER AND MANAGING DIRECTOR 871.02 REVENUE (₹ in Cr) 42.93 4.93% EBITDA (₹ in Cr) EBITDA MARGIN (In %) -29.30 -3.36% PAT (₹ in Cr) PAT MARGIN (In %) 04 HFCL

3.36%

DIRECTOR 871.02 REVENUE (₹ in Cr) 42.93 4.93% EBITDA (₹ in Cr) EBITDA MARGIN (In %) -29.30 -3.36% PAT (₹ in Cr) PAT MARGIN (In %) 04 HFCL LIMITED | INVESTOR PRESENTATION 2025 for thermal Bus

₹90 crore

the defence segment during Q1 FY26, winning a key order for AK-203 rifles and emerging as L1 for a ₹90 crore tactical cable opportunity. It signed technology licensing deals with DRDO for advanced battlefield

5.13%

TOR PRESENTATION 2025 871.02 14.53 885.55 842.62 42.93 4.93% 32.20 55.62 0.19 - -44.70 -5.13% -15.40 -29.30 -3.36% 38.92 9.62 -0.22 800.72 13.64 814.36 836.69 -22.33 -2.79% 30.44

“Shift from Project-led revenue to Product-led revenue - Strategically phased out low-margin turnkey projects, focusing more on scalable, high-value product offerings that are expected to drive margin expansion and ensure secular growth.”

“• Aiming to increase engagement with private entities.”

“~$1.1 trillion expected capex in DC networking by FY29* Customised high end products are expected to deliver higher margins Share of Private Customers to Total Revenue stood at 61% in FY25 vis-a-vis 27% in FY21.”

We operate across three high-growth segments

1

In India

1

We operate across three high-growth segments

Telecom Defense System Integration Optic Fibre / Optic Fibre Cables, Telecom and Networking Products (Access and Transmission) and Passive Connectivity Solutions Ground and Coastal Surveillance Radars, Electro Optics, Electronic Fuses, HCRR, Tactical Cables and wire harnesses. Executing and maintaining large scale telecom and defence communication projects 11 HFCL LIMITED | INVESTOR PRESENTATION 2025 #1 OPTICAL FIBRE CABLE SUPPLIER IN INDIA 03 Research & Development CENTRES 07 MANUFACTURING FACILITIES 60+ COUNTRIES OF PRESENCE Product Portfolio Telecom Defence Networking Products Optic Fiber/ Optical Fibers Cables Electronics Products 1 4 2 5 3 6 7 1 5 2 3 4 6 7 1. Point to Point Unlicensed Band Backhaul Radio (UBR) 2. Indoor & Outdoor Wi-Fi 5, 6 and 7 Access Points 3. Unified Cloud based Network Management System 4. Ethernet L2 Switches 5. Home Mesh Routers 6. 5G Indoor & Outdoor FWA CPE 7. IP/ MPLS Routers 1. Optic Fiber 2. Armoured and Unarmoured Cable 3. Micro Cable 4. Micro Module

In India

In South East Asia and Asia Pacific: In UK & Europe: In Middle East & Africa: 20 HFCL LIMITED | INVESTOR PRESENTATION 2025 Map not to Scale only for illustration purpose Strong Technology Partners Licensing for Open source Wi-Fi 7 products; 5G millimeter wave FWA; product development; 5G Outdoor Small Cell etc. Design partner for Macro Radio, Wi-Fi Access points, UBRs, Cloud management systems, Element management systems etc. Partnership for 5G Transport Products Partnership for 5G Small Cells Partnership for 5G Small Cells Partnership for 5G Small Cells Partnership for 5G indoor small cells Partnership for Artificial Intelligence (Al) based Analytics Partnership for 5G Transport products Partnership for Switches Partnership for Software Defined Radios Partnership for Routers 21 HFCL LIMITED | INVESTOR PRESENTATION 2025 What Sets HFCL Apart? 01 02 03 04 05 "Make in India": While Atmanirbhar Bharat opens up opportunities to contribute significantly to India’s self reliance, HFCL is grea