HPL Electric & Power Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedInvestor Communications View source PDF

HPL · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

-9.8%1-day move

₹374.00

prior close

₹361.40

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

-1.5-1.9-1.7-1.0-9.8-7.8-9.1-2.4-5.1-2.9+2.8-3.7——

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AI summary

HPL Electric & Power Limited reported record Q4 FY26 revenue of ₹519.70 crore (first time crossing ₹500 crore) and FY26 revenue of ₹1,811.10 crore, up 6.52% YoY. Consumer & Industrial (C&I) emerged as a second growth engine with FY26 revenue of ₹784.67 crore (+25.62% YoY), now representing 43% of total revenue versus 37% in FY25. Wires & Cables delivered exceptional 50% YoY growth to ₹340.74 crore with volume growth over 40%, described as transitioning from strong growth to structural scale-up. Smart Metering showed sequential recovery in Q4 after Q1 industry-wide execution disruption, with FY26 revenue of ₹1,026.43 crore. Gross margin improved 97 bps to 36.01% and EBITDA margin expanded 56 bps to 15.54%, with management citing pricing discipline and product mix improvement as margin protection strategies. Cash profit grew 13.43% YoY to ₹155.51 crore. The company maintains a strong order book of ₹3,200+ crore primarily in Smart Metering, with FY27 focus on scaling both verticals.

Likely market impact

Strong execution with margin expansion and dual growth engines positions HPL well for FY27; the ₹3,200+ crore order book provides near-term revenue visibility, while C&I's growing revenue share reduces concentration risk in Smart Metering.