ALFA Finder| 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
- ₹3,325.00
- Market cap
- ₹6,633 Cr
- Revenue (annual)
- ₹711.1 Cr
- Net profit (annual)
- ₹70.14 Cr
- P/E (TTM)
- 95.5×Sector 35.5×
- Promoter holding
- 48.98%+0.25% QoQ
- FII holding
- 1.40%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 Earnings Call Transcript: Key Takeaways
Record Q2 revenue of ₹230 Cr (+37% YoY) was almost entirely price-driven. Gross margin fell to 32.5% from 39%, and PAT rose 11% to ₹19 Cr. Working capital is stretched, and the margin recovery depends on H2 ramp-up.
- Call
- Guides 35% growth
Tanfac Industries Other Announcement
TANFAC Industries reports no deviation in use of QIP and preferential issue funds for the quarter ended 30 September 2026. This is a Regulation 32 utilisation statement.
Tanfac Industries Investor Presentation: Key Takeaways
Q2 FY27 revenue ₹230.5 Cr (+36.6% YoY), PAT ₹19.0 Cr; H1 revenue ₹417.7 Cr (+21.2%). Margins compressed by sulphur costs and new-product ramp-up; HFC-32 capex on track.
Tanfac Industries Results Update
TANFAC Industries released a press release reporting Q2 and H1 FY27 results with revenue growth. It also raised solar grade DHF capacity to 25,000 MTPA through debottlenecking.
- Solar Grade DHF manufacturing capacity
- 25000.0 MTPA
Tanfac Industries Q2 FY27 Results: Net Profit ₹19 Cr, Up 10.5% YoY
TANFAC Industries approved unaudited results for the quarter and half year ended September 30, 2026. The filing includes the statutory auditor's limited review report.
- Key figure
- Net profit ₹19 Cr · +10.5% YoY
Tanfac Industries Board Meeting Date
TANFAC Industries will hold a board meeting on 2 November 2026 to consider Q2 and half-year unaudited results. The trading window remains closed for designated persons.