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Earnings Call

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.

Why this was an Alfa AlertNot a filter event. While the company achieved 'highest ever' revenue, it did not explicitly state a beat against prior management-provided numerical guidance.
Highlights
Revenue growthFY26: 27.7% YoY; Q4FY26: 12.3% YoY.
MarginsFY26 EBITDA margin 15.8% vs 23.1% (FY25) due to costs.
Order book₹1,068cr for Solar Grade DHF; ₹3,612cr for fluorinated products.
Demand visibilityStrong; secured ₹3,612cr in long-term contracts over 5-7 years.
Management confidenceConfident in long-term outlook despite geopolitical headwinds.

Growth

FY26 Revenue grew 27.7% to ₹711cr; PAT fell 20.4% to ₹70cr. Q4FY26 revenue hit record ₹193cr (+12.3% YoY).

Outlook

₹495cr capex for 20,000 MTPA refrigerant plant (Q3FY27). Solar Grade DHF orders of ₹1,068cr over 3.5 years.

Risks

Evolving West Asia geopolitics, higher raw material costs, and margin pressure from increased operating expenses during project ramp-ups.

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
₹3,150.65
Market cap
₹6,286 Cr
Revenue (annual)
₹711.1 Cr
Net profit (annual)
₹70.14 Cr
P/E (TTM)
92.9×Sector 37.2×
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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