Tanfac Industries Limited · BSE:TANFACIND
Tanfac Industries — Q2 FY27 Earnings Presentation
27 slides from Tanfac Industries's earnings presentation, Nov 2, 2026
Slide 1: BSE filing cover letter: Investors Presentation
SECY/S.E./2026-27 November 02, 2026 BSE Limited Department of Corporate Services Phiroze Jeejeebhoy Towers, 25th Floor, Dalal Street, Mumbai – 400 001 Scrip code: 506854 Dear Sir/Madam, Sub: Investors Presentation Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Re
Slide 2: Investor Presentation Q2 & H1 FY27
e%e TANFAC TANFAC INDUSTRIES LIMITED Elevating Possibilities, Powering Tomorrow’s Innovations INVESTOR PRESENTATION Q2 & H1 FY27
Slide 3: Safe Harbor
Safe Harbor This document which has been prepared by TANFAC Industries Limited (the “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe any securities, and shall not form the basis or be relied on in connection with any c
Slide 4: Q2 & H1 FY27 – Result Highlights
Q2 & H1 FY27 – Result Highlights 3
Slide 5: Management Commentary
Management Commentary “We are pleased to announce that Q2 FY27 was a landmark quarter for TANFAC, as the company achieved its highest- ever quarterly revenue of approximately ₹230 crores, growing 36.6% YoY mainly driven by realization growth. During the quarter, we expanded our product portfolio by
Slide 6: Quarterly & Half Yearly Financial Performance
Quarterly & Half Yearly Financial Performance (₹ Crores) Particulars Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Revenue from Operations 230.5 187.2 168.7 417.7 344.7 Other Income 3.8 0.9 0.6 4.7 1.6 Total Revenue 234.3 188.1 169.3 422.4 346.3 Key Highlights Cost of Goods Sold 155.7 118.3 102.7 273.9 211.6 •
Slide 7: Balance Sheet Statement
Balance Sheet Statement (₹ Crores) Equity & Liabilities Sep-26 Mar-26 Assets Sep-26 Mar-26 Total Equity 736.8 373.2 Total Non Current Assets 497.7 273.6 Equity Share capital 10.8 10.0 Property, Plant and Equipment 235.9 211.7 Capital work-in-progress 153.0 28.5 Other Equity 726.0 363.2 Right to Use
Slide 8: Strengthening Our Growth Journey: ₹350 Crore Raised Through QIP & Preferential Issue
Strengthening Our Growth Journey ₹350 Crore Raised Through QIP & Preferential Issue ₹250 Crore ₹100 Crore Purpose of the Qualified Institutional Preferential Allotment | Placement (QIP) | June 2026 September 2026 Raise Strong Participation from Leading Includes a infusion of ₹60.9 crores by Primaril
Slide 9: Company Overview
efe TANFAC Company Overview
Slide 10: Company at a glance
Company at a glance Joint Venture between Tamil Nadu Industrial Development Corporation (TIDCO) and Anupam Rasayan 4 Decades Integrated ~135,000 MTPA 15+ 108+ Rich Industry Manufacturing Manufacturing Niche Product Client across Experience Facility Capacity Variants 10+ countries 725+ 14 INR 711 Cr
Slide 11: Inception to Industry Leadership Journey
Inception to Industry Leadership Journey 1985 Operational Excellence and Expansion Phase Commenced commercial production of main plant (HF+ALF3) and Sulphuric Acid 1987 Implemented HF Liquification Project 2024 2025 2026 • Announced successful • Announced Rs 495 crore capex 1989 • Achieved highest e
Slide 12: Integrated Fluorochemical Value Chain
Integrated Fluorochemical Value Chain Concentrated Sulphuric Fluorspar (CaF₂) Acid (H₂SO₄) Commercial today Under development / Planned Additional commercial products Future Expansion Areas AHF – Anhydrous Hydrofluoric Acid Dilute Hydrofluoric Specialty Inorganic HFC-32 Refrigerant Solar Grade DHF E
Slide 13: Integrated Manufacturing Infrastructure
Integrated Manufacturing Infrastructure… State-of-the-art facility spread over 60 acres in Cuddalore, Tamil Nadu STRATEGIC LOCATION OF FACILITY ENABLING LOGISTICAL OPTIMIZATION… …BACKED BY STRONG PARTNERSHIPS AT THE DOMESTIC & GLOBAL LEVEL Anupam Rasayan Buss Chemtech (Davy (Bringing expertise in fl
Slide 14: Focused R&D to Support Product Innovation
…complemented by a focused R&D, to support Product Innovation FLUORINATION ORGANIC SYNTHESIS • Team has expertise in various • Company’s R&D capabilities extend to Fluorination techniques such as Vapour other organic synthesis reactions, such as Phase Fluorination, Diazotization using Nitration, Chl
Slide 15: Diverse Industry Presence, Trusted by Marquee Customers
Diverse Industry Presence, Trusted by Marquee Customers Key End-Market Segments Few of our Top Clients Solar Cells Steel Surfacing Refrigerant Glass Etching Agrochemicals Fluoropolymers Lithium Batteries Pharmaceuticals All corporate logos displayed are the property of their respective owners and ar
Slide 16: Diversifying Revenue Streams
Diversifying Revenue Streams Hydrofluoric Acid (HF) Sulphuric Acid & Other VAP End User Industries End User Industries Refrigerant Gas Agrochemicals High purity gases for cooling 25% Solutions for crop protection of and industrial applications revenue and higher yield Surface Treatment Pharma Interm
Slide 17: Experienced Leadership Team and Seasoned Board
Experienced Leadership Team and Seasoned Board Dr. D. Karthikeyan (IAS) Mr. R. Karthikeyan Mr. Afzal Malkani Chairperson, Non -executive Non-executive – Promoter Managing Director – Promoter Director Director Dr. L. Ravichandran Mr. Amreek Singh Sandhu Dr. M. Anuradha Reddy Whole-Time Director & Hea
Slide 18: Built on Competitive Advantages that Drive Sustainable Growth
Built on Competitive Advantages that Drive Sustainable Growth Proven Technology and operational excellence in Revenue One of the Market Leaders in the domestic Hydrofluoric Acid Market Fluorine Chemistry 37% CAGR growth EBITDA Among the largest producers of Anhydrous Expertise in Handling Hazardous
Slide 19: Growth Strategy: Moving up the Value-chain
Growth Strategy: Moving up the Value-chain 18
Slide 20: Hydrofluoric Acid Capacity Doubled: Enabling Downstream Integration
Hydrofluoric Acid Capacity Doubled: Enabling Downstream Integration Among India’s largest HF facilities Strategic Impact & Growth Opportunities Enhances in-house availability of HF for value-added fluoride derivatives and future downstream expansion Doubled HF capacity to serve Market position HF Ca
Slide 21: Solar Grade DHF: Powering the Renewable Energy Value Chain
Solar Grade DHF: Powering the Renewable Energy Value Chain Solar Grade DHF - Derived from high purity AHF, is used in high-purity etching & cleaning processes, positioning it as a high-value, fast-growing specialty segment 25,000 MTPA Rs. 47 crores Revenue visibility till FY29 Rs. 1,068 crores Enhan
Slide 22: Strategic Entry into the Refrigerant Gas Market
Strategic Entry into the Refrigerant Gas Market Rs. 495 Crores 20,000 MTPA Q3FY27 Portfolio Expansion investments to establish a planned HFC-32 refrigerant targeted project marking a downstream plant at Cuddalore gas capacity commissioning product portfolio expansion Why HFC-32? Value Quantity Start
Slide 23: Historical Financial Performance
Historical Financial Performance 22
Slide 24: Profit and Loss Statement
Profit and Loss Statement (₹ Crores) Particulars H1FY27 FY26 FY25 FY24 FY23 Revenue from Operations 417.7 711.1 557 378.1 374.9 Other Income 4.7 2.3 3.0 7.1 7.9 Total Revenue 422.4 713.4 560 385.2 382.8 Cost of Goods Sold 273.9 444.7 305.2 220.8 226.7 Gross Profit 143.8 266.4 251.8 157.3 148.2 Gross
Slide 25: Balance Sheet Statement
Balance Sheet Statement (₹ Crores) Equity & Liabilities H1FY27 FY26 FY25 FY24 FY23 Assets H1FY27 FY26 FY25 FY24 FY23 Total Equity 736.8 373.2 312.0 230.4 184.3 Total Non Current Assets 497.7 273.6 180.0 99.7 63.0 Equity Share capital 10.8 10.0 10.0 10.0 10.0 Property, Plant and Equipment 235.9 211.7
Slide 26: Key Financial Ratios
Key Financial Ratios Net Debt to Equity Ratio (x) Working Capital Cycle No. of Days 99 91 104 65 72 64 59 57 0.1 48 Net debt negative due 33 to the Company’s strong cash and cash- 25 equivalent position 13 - - - - FY23 FY24 FY25 FY26 H1FY27 FY25 FY26 H1FY27 Creditor Days Debtor Days Inventory Days N
Slide 27: Contact details
Mr. N.R. Ravichandran Ms. Neha Shroff President & Chief Financial Officer neha.shroff@sgapl.net +91 77380 73466 ravichandran.r@anupamrasayan.com Mr. Vineet Shah Mr. Azharuddin Jariwala vineet.shah@sgapl.net Head – Investor Relation +91 97688 39349 azharuddin.jariwala@anupamrasayan.com Website: https