Hpl Electric & Power Limited · NSE:HPL
Hpl Electric & Power — Q1 FY27 Earnings Presentation
32 slides from Hpl Electric & Power's earnings presentation, Aug 10, 2026
Slide 1: Regulation 30 disclosure cover letter
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 – 4
Slide 2: Results Update Q1FY27
www.hplindia.co m HPL ELECTRIC & POWER LIMITED Results Update Q1FY27 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 Q1FY27 Performance Update 03 Two Growth Engines 04 Strategy, Capacity and Outlook www.hplindia.co m Slide | 3
Slide 5: Q1FY27: Two Scalable Growth Engines Now Visible
Q1FY27: www.hplindia.co m Two Scalable Growth Engines Now Visible • 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 & Cable
Slide 6: Company Overview
Slide | 5 www.hplindia.co m 01 Company Overview
Slide 7: 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 8: 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 9: 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 10: 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 Modular Switches – Launch New Range – KYRO Smart Starter Panel Industrial Products Trade Lighti
Slide 11: 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 12: 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 13: Q1FY27 Performance Update
Slide | 12 www.hplindia.co m 02 Q1FY27 Update Performance
Slide 14: Q1FY27 Salient Highlights
Performance Update www.hplindia.co m Q1FY27 Salient Highlights Record first-quarter revenue: highest ever: Revenue from operations stood at ₹515.24 crore, up 34.52% YoY from ₹383.03 crore, the Company's highest-ever first quarter and effectively at Q4 FY26 levels despite Q1 being seasonally lighter.
Slide 15: Consumer & Industrial: Broad-Based Growth Across the Portfolio
Performance Update www.hplindia.co m Consumer & Industrial: Broad-Based Growth Across the Portfolio Highest-ever quarterly C&I revenue of ₹277 crore, up 55% YoY. Growth was broad-based, with Wires & Cables, Lighting and Switchgear all contributing, supported by continued channel expansion. This buil
Slide 16: Wires & Cables: From Strong Growth to Structural Scale-Up
Performance Update www.hplindia.co m Wires & Cables: From Strong Growth to Structural Scale-Up Q1 FY27 revenue grew 78.6% YoY to ₹145.75 crore, over 40% of the full FY26 figure in a single quarter. Revenue has nearly doubled in three years, from ₹183.79 cr in FY24 to ₹340.74 cr in FY26 (+85% cumulat
Slide 17: Smart Metering: A Maturing Market With Long-Term Visibility
Performance Update www.hplindia.co m Smart Metering: A Maturing Market With Long-Term Visibility Smart Metering maintained steady momentum, with Q1 FY27 revenue of ₹237.65 crore, up 16.53% YoY. The sector has transitioned from a high-growth, policy-uncertain phase to a more mature, stable growth tra
Slide 18: Q1 FY27: YoY Performance Analysis
Performance Update www.hplindia.co m Q1 FY27: YoY Performance Analysis Net Revenues & Gross Margin (%) EBITDA & EBITDA Margin Cash% Profit & Cash EPS (₹) 515 63 Net Revenue 58 383 EBITDA Q1 FY26 Q1 FY27 Q1 FY26 Q1 FY27 Margin (%) 38.0% 30.3% Margin (%) 15.1% 12.3% PBT & PBT Margin (%) PAT & PAT Marg
Slide 19: Q1FY27: YoY Segment Analysis
Performance Update www.hplindia.co m Q1FY27: YoY Segment Analysis (in ₹ crore) Segment Net Revenue & EBIT Margin 383 515 278 % EBIT Margin Q1FY26 Q1FY27 179 ◼ Metering, Systems & Services 17.67% 14.18% 238 204 ◼ Consumer, Industrial & Services 11.25% 8.40% Q1 FY26 Q1 FY27 Segment Revenue Share % Q1
Slide 20: Q1 FY27 Consolidated Profit & Loss Statement
Performance Update www.hplindia.co m Q1 FY27 Consolidated Profit & Loss Statement Particulars (In ₹ Crore) Q1 FY26 Q1 FY27 YoY% Revenue From Operation 383.03 515.24 34.52% COGS 237.38 359.09 51.27% Gross Profit 145.65 156.15 7.21% Gross Margin % 38.03% 30.31% -772 bps Employee Expenses 53.08 58.08 9
Slide 21: Marketing Campaigns and Social Media Presence
Q1FY27 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 | 20
Slide 22: International Exhibitions
Q1FY27 Performance Update www.hplindia.co m International Exhibitions Participated in Hannover Messe 2026 Participated in JIMEX 2026, Jordan Feen Electro Tech 2026 in Nepal (April 20 to 24, 2026) (June 15 to June 18, 2026) (June 5 to June 8, 2026) Slide | 21
Slide 23: Domestic Exhibitions
Q1FY27 Performance Update www.hplindia.co m Domestic Exhibitions Participated in- RenewX at Chennai Participated in - ElAsia at Bangalore HPL -"One Consumer Meet" (22nd – 24th April 2026) (14th – 17th May 2026) (10th April 2026) Jaipur Dealer Meet (9th May 2026) Slide | 22
Slide 24: KYRO Launch
Q1FY27 Performance Update www.hplindia.co m KYRO Launch KYRO, HPL's new-generation modular switch range, was launched under the proposition "Designed to Endure." Patna Nagpur Slide | 23
Slide 25: Electrician Meet / Branding Activities
Q1FY27 Performance Update www.hplindia.co m Electrician Meet / Branding Activities Electrician Meet Branding Activities In-shop Branding Slide | 24
Slide 26: Business Strategy
Slide | 25 www.hplindia.co m 03 Business Strategy
Slide 27: Future business strategy for value creation
www.hplindia.co m Future business strategy for value creation HPL's FY27 value-creation strategy rests on four growth pillars, each with defined growth drivers, capacity readiness and a monitorable anchor metric. The pillars are supported by shared platforms, manufacturing & R&D, distribution & chan
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: Fuelling Innovation Across Industries: Potential of 5G
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