ALFA Finder| Management target | Revenue 30.0% FY27 |
|---|
| Revenue growth | 6.3% YoY in Q1; guided 30% for FY27. |
|---|---|
| Margins | EBITDA margins expected to improve to 16-19% in Q2. |
| Order book | 65% of HFC-32 capacity and 85% solar DHF already contracted. |
| Demand visibility | Strong visibility through long-term contracts for solar DHF and HFC-32. |
| Management confidence | High, citing net debt-free status and 90%+ HFC-32 utilization. |
Growth
Revenue grew 6.3% YoY; EBITDA at ₹28.6 Cr with 15.3% margin. Targeted growth of 30% in FY27.
Outlook
Guided 60% revenue growth for FY28. Significant ₹1,500–₹1,700 Cr capex planned over next 4 years.
Risks
Margins impacted by elevated sulphur prices, higher fuel/power costs, and maintenance shutdowns.
Last quarter's promises, checked
Delivered
- Guided 15-18% EBITDA margin → delivered 15.3% (= BEAT)
- HF plant utilization 95% → delivered 90%+ (= BEAT)
- Sulphuric acid utilization 101% → delivered 100%+ (= BEAT)
Partly delivered
- Guided Q3 FY27 HFC-32 commissioning → project on track (= PARTIAL)
Missed
- Guided HFC-32 capex ₹405 Cr → delivered ₹395 Cr (= MISS)
Earnings Call Transcript 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.