| 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
- ₹3,150.65
- 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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