ALFA Finder| 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
- ₹3,325.00
- 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.