| Revenue growth | FY26: 27.7% YoY; Q4FY26: 12.3% YoY. |
|---|---|
| Margins | FY26 EBITDA margin 15.8% vs 23.1% (FY25) due to costs. |
| Order book | ₹1,068cr for Solar Grade DHF; ₹3,612cr for fluorinated products. |
| Demand visibility | Strong; secured ₹3,612cr in long-term contracts over 5-7 years. |
| Management confidence | Confident in long-term outlook despite geopolitical headwinds. |
Growth
FY26 Revenue grew 27.7% to ₹711cr; PAT fell 20.4% to ₹70cr. Q4FY26 revenue hit record ₹193cr (+12.3% YoY).
Outlook
₹495cr capex for 20,000 MTPA refrigerant plant (Q3FY27). Solar Grade DHF orders of ₹1,068cr over 3.5 years.
Risks
Evolving West Asia geopolitics, higher raw material costs, and margin pressure from increased operating expenses during project ramp-ups.
Earnings Call filed with BSE, NSE: TANFACIND. Summary written with AI assistance from the document.
Tanfac Industries Ltd: key numbers
- Share price
- ₹3,422.50
- Market cap
- ₹6,828 Cr
- Revenue (annual)
- ₹711.1 Cr
- Net profit (annual)
- ₹70.14 Cr
- P/E (TTM)
- 100.9×Sector 37.5×
- Promoter holding
- 48.73%-3.08% QoQ
- FII holding
- 1.53%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Tanfac Industries Ltd
All →Tanfac Industries Annual General Meeting
TANFAC Industries held its 52nd Annual General Meeting on September 23, 2026. Shareholders approved financial statements, a final dividend, and the appointment of auditors and directors.
Tanfac Industries Capital Structure Change
TANFAC Industries allotted 4,24,647 equity shares at ₹2,341 each, raising ₹99.41 Crore from four investors including promoter Anupam Rasayan India.
- Value
- ₹99.41 Cr
Tanfac Industries Earnings Call Transcript: Key Takeaways
Q1 FY27 revenue grew 6.3% YoY to ₹187 Cr. Management focused on moving up the fluorochemical value chain with the ₹395 Cr HFC-32 project and expanding solar-grade DHF capacity.
- Call
- Guides 30% growth
Tanfac Industries Investor Presentation: Key Takeaways
TANFAC Q1FY27 revenue grew 6.3% YoY to ₹187.2 Cr, driven by Solar Grade DHF. Company became net debt-free following a ₹250 Cr QIP.
Tanfac Industries Q1 FY27 Results: Net Profit ₹16.8 Cr, Down 13.4% YoY
Tanfac Industries Ltd reported revenue from operations of ₹187.2 Cr (+6.4% YoY) and net profit of ₹16.8 Cr (-13.4% YoY) for Q1 FY27.
- Key figure
- Net profit ₹16.8 Cr · -13.4% YoY
Tanfac Industries Earnings Call: Key Takeaways
TANFAC achieved record FY26 revenue of ₹711cr (+27% YoY) while commissioning solar grade DHF plants. Strategy pivots to downstream fluorinated products and HFC-32 refrigerants.