ALFA Finder| Revenue guidance | 30.0% → 35.0% Raised by 5.0 percentage points |
|---|---|
| Management target | Revenue 35.0% FY27 |
| Revenue growth | Q2 revenue +37% YoY, +23% QoQ; mostly price-led. |
|---|---|
| Margins | GM 32.5% vs 39% YoY; EBITDA guided 15-16%, H2 ~18%. |
| Order book | R-32 ~65% contracted, 35% spot; 5,000 MT MoU to convert. |
| Demand visibility | Solar-grade demand robust; R-32 demand steady; China/US uncertainty acknowledged. |
| Management confidence | Confident but hedged; repeated 'reasonably confident' on margin recovery. |
Growth
Revenue +37% YoY, with ~85-87% of growth from realisation and only 12-15% from volume. H1 PAT flat at ₹36 Cr.
Outlook
FY27 revenue +35-40% (was 30%); FY28 +55-60%. EBITDA: FY27 ~16%, H2 ~18%, FY28 24-26%.
Risks
Gross margin 32.5% vs 39% YoY; working capital days up 13 to 104; fluorspar stockpiling; new products low-margin.
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 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.
Tanfac Industries Credit Rating
ICRA reaffirmed the credit rating for TANFAC Industries Limited’s various credit facilities. The total rated amount stands at ₹225 Crore.
- Value
- ₹225.0 Cr
- R-32 refrigerant gas manufacturing capacity
- 20000.0 MTPA