Hpl Electric & Power Limited · NSE:HPL
Hpl Electric & Power — Q3 FY26 Earnings Presentation
32 slides from Hpl Electric & Power's earnings presentation, Feb 5, 2026
Slide 1: Regulation 30 disclosure cover letter to exchanges
February 05, 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 –
Slide 2: Results Update Q3 & 9M FY26
www.hplindia.co m HPL ELECTRIC & POWER LIMITED Results Update Q3 & 9M FY26 w w w .hplindia.com Slide | 1
Slide 3: Disclaimer
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, financ
Slide 4: Discussion
Discussion Summary 01 Company Overview 02 Q3 & 9M FY26 Performance Update 03 Business Strategy www.hplindia.co m Slide | 3
Slide 5: Company Overview
Slide | 4 www.hplindia.co m 01 Company Overview
Slide 6: Trusted Electric Equipment Manufacturer
01 Trusted Electric Equipment Manufacturer www.hplindia.co m Company Overview ▪ ‘One-stop shop’ offering a wide range of low-voltage electric products –with Consumer & Industrial (C&I) Electricals Platform (Compounding Engine) & Metering & Industrial Systems Segment (Growth Driver) Our Investment Ra
Slide 7: Wide-Ranging Product Portfolio
Company Overview HPL is the “ONE-STOP SHOP” for • HPL’s complementary product Wide-Ranging Product Portfolio • www.hplindia.co m Low Voltage Electrical Equipment offerings enable cross-selling across market segments and price and lead to STRONG BRAND ranges RECALL Metering Solutions Industrial Switc
Slide 8: State of Art Manufacturing Facilities
Company Overview www.hplindia.co m 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, Electroni
Slide 9: New Product Launch
Company Overview www.hplindia.co m New Product Launch HPL’s advanced R&D drives innovation in energy-efficient, market-ready solutions. Continuous R&D to Launch and Market Exciting New Innovative Products Smart Starter Panel All-in-One Integrated Solar Solar Outdoor Lighting Domestic Switchgears Pro
Slide 10: Established Pan-India Distribution Network & Brand Presence
Company Overview www.hplindia.co m Established Pan-India Distribution Network & Brand Presence Established Pan-India Distribution Network & Brand Presence To Capture Significant Growth Potential In The Electrical Equipment Industry 90+ Branch & Representative Offices Head Office Srinagar Branch Offi
Slide 11: Extensive Experience, Established Relationships, Strong Credentials
Company Overview www.hplindia.co m Extensive Experience, Established Relationships, Strong Credentials Strong execution, established relationships and strong pre-qualification credentials make HPL a preferred supplier of specialised electrical equipment Extensive Experience Established Relationships
Slide 12: Q3 & 9M FY26 Performance Update
02 Q3 & 9M FY26 www.hplindia.co m Performance Update Slide | 11
Slide 13: Q3 & 9M FY26 Salient Highlights
Performance Update www.hplindia.co m Q3 & 9M FY26 Salient Highlights ➢ Healthy topline growth: Revenue from operations grew 21% YoY to ₹473.92 crore in Q3 FY26; 9M FY26 revenue stood at ₹1,291.39 crore. ➢ Metering normalising after slower execution: Metering & Systems revenue stood at ₹287.55 crore
Slide 14: Q3 & 9M FY26: YoY Performance Analysis
Performance Update www.hplindia.co m Q3 & 9M FY26: YoY Performance Analysis Net Revenues & Gross Margin (%) EBITDA & EBITDA Margin % PAT & PAT Margin (%) Q3 FY26 (in ₹ crore) 35.2% 34.3% 14.2% 15.1% 4.61% 4.12% EBITDA Margin Gross Margin Net Revenue 474 PAT Margin 71.7 392 EBITDA 55.7 19.5 PAT 18.1
Slide 15: Q3FY26: YoY Segment Analysis
Performance Update www.hplindia.co m Q3FY26: YoY Segment Analysis (in ₹ crore) Segment Net Revenue & EBIT Margin 392 474 186 134 % EBIT Margin Q3 FY25 Q3 FY26 288 259 ◼ Metering, Systems & Services 16.10% 17.02% ◼ Consumer, Industrial & Services 10.24% 9.70% Q3 FY25 Q3 FY26 Segment Revenue Share % 3
Slide 16: 9M FY26: YoY Segment Analysis
Performance Update www.hplindia.co m 9M FY26: YoY Segment Analysis (in ₹ crore) Segment Net Revenue & EBIT Margin 1208 1291 571 446 % EBIT Margin 9M FY25 9M FY26 762 721 ◼ Metering, Systems & Services 16.30% 17.36% ◼ Consumer, Industrial & Services 10.40% 10.65% 9M FY25 9M FY26 Segment Revenue Share
Slide 17: Update & Business Outlook
Q3FY26 Performance Update www.hplindia.co m Update & Business Outlook • The Company is executing its strong and stable order book on a fast-track • Consumer & Industrial (C&I) has delivered consistent sequential growth over basis, driven by Smart Metering, supporting healthy conversion of the the la
Slide 18: Launch of Neeram Pulse smart water meter
Performance Update www.hplindia.co m Update & Business Outlook: Launch of ‘Neeram Pulse’ smart water meter HPL has launched ‘Neeram Pulse’, its smart water metering solution, marking an expansion into digital water infrastructure as utilities and smart city programmes shift toward data-led network o
Slide 19: Q3 & 9MFY26 Consolidated Profit & Loss Statement
Performance Update www.hplindia.co m Q3 & 9MFY26 Consolidated Profit & Loss Statement Particulars (In ₹ Crore) Q3 FY26 Q3 FY25 YoY% 9M FY26 9M FY25 YoY% Revenue from Operations 473.92 392.48 20.75% 1,291.39 1,207.71 6.93% COGS 311.59 254.22 22.56% 824.59 782.24 5.41% Gross Profit 162.33 138.25 17.41
Slide 20: Marketing Campaigns and Social Media Presence
Q3FY26 Performance Update “Garnered Reach of Over 21 Million” www.hplindia.co m Marketing Campaigns – Amplified our Brand Presence Through Social Media Handles Amplifying Our “Social Media” Presence Conducted as well as Sponsored various Industrial Webinars and Virtual Exhibitions Slide | 19
Slide 21: International Exhibitions
Q3FY26 Performance Update www.hplindia.co m International Exhibitions Participated in Nigeria Energy Participated in Power & Elec in Tanzania (28th to 30th October 2025) (08th to 10th October 2025) Slide | 20
Slide 22: Domestic Exhibitions
Q3FY26 Performance Update www.hplindia.co m Domestic Exhibitions Participated in Renewable Energy India (REI) Expo Participated in Wire & Cable Expo (30th October to 01st November 2025) (04th to 06th November 2025) Slide | 21
Slide 23: Automated Smart Meter Manufacturing Line and Dealer Meet
Q3FY26 Performance Update www.hplindia.co m Update & Business Outlook The Company inaugurated an advanced Automated Smart Nagpur Dealer Meet Meter Manufacturing Line at Jabli, Himachal Pradesh, (22nd Dec 2025) strengthening capacity and supporting the growing demand for smart meter solutions. Slide
Slide 24: Electrical Contractor / Retailer Meets
Q3FY26 Performance Update Electrical Contractor / Retailer Meets www.hplindia.co m 1 2 3 Retailer Meet – Kolkata Retailer Meet – Bilaspur 4 5 Electrical Contractor Meet – Ahmedabad Retailer Meet – Rajkot Retailer Meet – Tricity Chandigarh Slide | 23
Slide 25: Branding Activities
Q3FY26 Performance Update www.hplindia.co m Branding Activities Slide | 24
Slide 26: Business Strategy
Slide | 25 www.hplindia.co m 03 Business Strategy
Slide 27: Future Business Strategy for Value Creation
Business Strategy www.hplindia.co m Future Business Strategy for Value Creation Leading Electric Meter Manufacturer • Commands a ‘market share of ~20%’ in the domestic meters market with Fully Geared To Meet an ‘installed capacity of 1.1 crore meters per year’, alongside launch of The ‘Smart Meter O
Slide 28: Smart Meters – A Game Changing Initiative
Business Strategy www.hplindia.co m Smart Meters – “A Game Changing Initiative” With Enormous Potential • What is the opportunity size? Smart Meter Suppliers ❖ The Government of India has announced a ₹3.03 trillion smart metering initiative, aimed at large-scale deployment to improve billing efficie
Slide 29: Smart Meters – An Industry leader with Cutting-edge innovation
Business Strategy www.hplindia.co m Smart Meters – “An Industry leader with Cutting-edge innovation” • What sets HPL’s smart meters apart? ❖ HPL’s meters have embedded software to enable automation, data collection, and customization equipped with ‘Wirepas’ ‘RF Mesh’ technology communication infrast
Slide 30: Transformative Potential of 5G and HPL's Competitive Edge
www.hplindia.co m Fuelling Innovation Across Industries: The “Transformative Potential” of 5G HPL’s Competitive Edge Extensive • Leadership in smart metering and power ✓ Expertise & solutions, HPL Electric & Power Ltd. bringing Product Portfolio a wealth of experience to the 5G market Government Sup
Slide 31: Focus on Driving Healthy Growth in the Consumer Business
Business Strategy www.hplindia.co m Focus on Driving Healthy Growth in The ‘Consumer’ Business ‘Consumer’ segment includes Non-utility Metering, Switchgear, Lighting, and Wires & Cables. HPL is looking to drive healthy growth in this business by using a 3-pronged approach • Enhancing distribution re
Slide 32: Thank You
Thank You www.hp lind ia .co m Mr. Gautam Seth Joint Managing Director & CFO Email: gautamseth@hplindia.com Ms. Shankhini Saha Email: hpl@dickensonworld.com