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Earnings Call

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.

Why this was an Alfa AlertNot a filter event. Financials normalized after an exceptional FY25; no guidance beat confirmed.
Highlights
Revenue growth27% YoY growth in FY26 to ₹711 crores.
MarginsEBITDA margins normalized to 16% in FY26; future range 15-18%.
Order bookSecured orders worth ₹1,068 crores for solar grade DHF business.
Demand visibility65% of upcoming HFC-32 capacity already tied to long-term contracts.
Management confidenceHigh, citing strong support from promoters Anupam Rasayan and TIDCO.

Growth

FY26 Revenue up 27% to ₹711cr; PAT at ₹70cr; Q4 revenue reached record ₹193cr.

Outlook

Investing ₹495cr for HFC-32 and downstream products; targeting ₹3,000-3,500cr revenue in 5 years.

Risks

Input cost inflation in Sulphur/Fluorspar and unplanned maintenance in old HF plants impacted margins.

Source

Earnings Call filed with BSE, NSE: TANFACIND. Summary written with AI assistance from the document.

Read 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.

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Annual General Meeting

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.

14:51 IST BSE
Capital Structure Change

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