| Revenue growth | 6.3% YoY growth in Q1FY27. |
|---|---|
| Margins | EBITDA margin contracted to 15.3% from 16.5% YoY. |
| Order book | Aggregate order value of ~₹3,673 Cr for new projects. |
| Demand visibility | Strong for Solar Grade DHF; long-term agreements signed through FY29. |
| Management confidence | High, supported by successful QIP and debt-free status. |
Growth
Revenue reached ₹187.2 Cr; however, PAT declined 13.4% YoY to ₹16.8 Cr due to higher sulphur prices.
Outlook
₹390 Cr HFC-32 project (20,000 MTPA) on track for Q3FY27 commissioning with ₹649 Cr/annum revenue potential.
Risks
Elevated sulphur and fuel costs; demand disruptions from West Asia geopolitical tensions affecting the value chain.
Last quarter's promises, checked
Delivered
- Solar Grade DHF capacity → 20,000 MTPA (= DELIVERED)
- Revenue growth (FY21-26) → 37% CAGR (= DELIVERED)
- HF plant utilization → 95% (= DELIVERED)
Partly delivered
- HFC-32 project (INR 405 Cr) → INR 390 Cr revised capex (= PARTIAL)
Missed
- EBITDA margin 15-18% → 15.3% (= MISS/LOWER END)
- PAT growth → -13.4% YoY (= MISS)
Investor Presentation 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
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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 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.
Tanfac Industries Earnings Call: Key Takeaways
TANFAC achieved record FY26 revenue of ₹711cr (+27.7% YoY) driven by Solar Grade DHF and higher volumes, though PAT margins compressed due to higher raw material costs and capex-related depreciation.