Tanfac Industries Ltd
Tanfac Industries Q4 FY26 earnings call: Revenue & Margins
Q4 FY26 earnings call: what management said on revenue, margins and capex.
Guidance rank: #7 of 71 in Chemicals & Petrochemicals
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Tanfac Industries Ltd Q4 FY26 key numbers
- Revenue
- FY28 revenue expected between INR 1,600 to INR 2,000 crores with new HF plant operational.
As stated in Tanfac Industries Ltd's Q4 FY26 earnings call transcript · published 14 Jun 2026. Reported figures, not investment advice.
The short version
FY28 revenue expected between INR 1,600 to INR 2,000 crores with new HF plant operational. TANFAC expects operating EBITDA margins to remain range-bound around 15% to 18% from existing business.
From Tanfac Industries Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Revenue & Sales Performance
- FY28 revenue expected between INR 1,600 to INR 2,000 crores with new HF plant operational.
- Ambition to reach INR 3,000 to INR 3,500 crores in the next five years.
- R-32 project (20,000 MT capacity) expected to generate INR 900 to INR 1,000 crores annually.
- Additional capex of INR 500 to 700 crores planned post-R-32 project, focusing on high-performance fluoropolymers, sustainable refrigerant gases, electronic chemicals, and battery chemicals.
- Solar grade DHF market expected to grow from 24-25 KT to approximately 150 KT in five years (6.5-7x increase).
- Long-term customer contracts secured aggregating approximately INR 3,612 crores over 5-7 years.
2 more points from Tanfac Industries Ltd's call on revenue
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Profitability & Margins
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Capital Expenditure Plans
- INR 495 crores capex announced, includes:
- INR 405 crores for setting up 20,000 metric tons per annum HFC-32 manufacturing facility at Cuddalore, on track for commissioning by Q3 FY27.
- INR 90 crores towards other value-added fluorinated products.
- Additional INR 30,000 tons AHF capacity planned; announcement expected in next 2–3 months (not included in INR 495 crores).
- Long-term expansion plans include investments in:
- New HF and solar grade DHF facilities.
- Electronic grade DHF for semiconductor applications.
- Future sustainable refrigerant gases like HFOs.
- High-performance fluoropolymers and fluorochemicals.
- Battery and electronic chemicals.
2 more points from Tanfac Industries Ltd's call on capex
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Top-ranked in Chemicals & Petrochemicals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
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Order Book & Pipeline
- TANFAC Industries Limited has secured long-term supplier contracts aggregating approximately INR 3,612 crores over 5 to 7 years as of FY26.
- An additional indefinite duration agreement with Blue Star is in place.
- For solar grade DHF, orders of around INR 1,050 crores have been won, which book approximately 85% of the current 20,000 MT per annum capacity annually through FY29.
- For R-32 refrigerant gas, about 65% of the 20,000 MT capacity is already booked with customers; efforts are on to secure another 15-20%.
2 more points from Tanfac Industries Ltd's call on order book
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Tanfac Industries Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹193 Cr, net profit ₹18 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Tanfac Industries Ltd's management said in earlier quarters
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Potential multibaggers · Q2 FY27
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on management's own guidance
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
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Frequently Asked Questions
What were Tanfac Industries Ltd Q4 FY26 results?
FY28 revenue expected between INR 1,600 to INR 2,000 crores with new HF plant operational. TANFAC expects operating EBITDA margins to remain range-bound around 15% to 18% from existing business.
What is Tanfac Industries Ltd share price analysis?
Tanfac Industries Ltd currently shows a neutral. The stock trades at a P/E of 111.1 with a market cap of ₹7,518 Cr. Investors should review the full earnings analysis for detailed insights.
Is Tanfac Industries Ltd planning capital expenditure?
INR 495 crores capex announced, includes: - INR 405 crores for setting up 20,000 metric tons per annum HFC-32 manufacturing facility at Cuddalore, on track for commissioning by Q3 FY27.
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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.