Tanfac Industries Limited · BSE:TANFACIND
Tanfac Industries — Investor Presentation (February 2026)
31 slides from Tanfac Industries's investor presentation, Feb 12, 2026
Slide 1: BSE submission letter for investor presentation
SECY/S.E./L.A./2025-26 February 12, 2026 BSE Limited Department of Corporate Services Phiroze Jeejeebhoy Towers, 25th Floor, Dalal Street, Mumbai – 400 001 Scrip code: 506854 Dear Sir/Madam, Sub:Submission of institutional investor presentation under the Securities and Exchange Board of India (Listi
Slide 2: Investor Presentation February 2026
Elevating Possibilities, Powering Tomorrow’s Innovations INVESTOR PRESENTATION February 2026 TANFAC INDUSTRIES LIMITED
Slide 3: Cautionary Statement
T a n f a c I n d u s tr i e s L i m i te d 02 Cautionary Statement 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
Slide 4: Table of Content
T a n f a c I n d u s tr i e s L i m i te d 03 Table of Content 01 Company Overview 02 Key Strengths 03 Key Strategies 04 Financial Highlights 05 Industry Opportunity
Slide 5: Company Overview
01 Company Overview
Slide 6: Tanfac Industries | Strong Foundation in Fluorine Chemistry
T a n f a c I n d u s tr i e s L i m i te d 05 Tanfac Industries| Strong Foundation in Fluorine Chemistry 105+ 4 Decades 12+ Clients across Rich Industry Experience Niche Product Variants* 10+ countries* Established fluorine chemical manufacturer with operating track Integrated 135,000 MTPA 700+ rec
Slide 7: From Inception to Industry Leadership
T a n f a c I n d u s tr i e s L i m i te d 06 From Inception to Industry Leadership • Since its inception, Tanfac has undertaken a consistent journey of transformation-growing from its foundational years into a prominent name in the chemical industry • Driven by strategic investments, operational e
Slide 8: Key Strengths
02 Key Strengths
Slide 9: Integrated fluorochemicals player, scaling into high-value segments
T a n f a c I n d u s tr i e s L i m i te d 8 Tanfac Industries: Integrated fluorochemicals player, further scaling into high-value segments Decades of expertise in fluorine chemistry with strong backward integration, Track record of financial performance complemented by synergies with Anupam Rasaya
Slide 10: Decades of Proven Expertise with Strong Backward Integration
T a n f a c I n d u s tr i e s L i m i te d 9 Decades of Proven Expertise with Strong Backward Integration, complemented by synergies with Anupam Rasayan THE TANFAC EDGE One of the Market Leaders in the domestic 4 12+ Hydrofluoric Acid Market Decades of proven track Niche products present in record
Slide 11: Diversified product portfolio catering to multiple applications
T a n f a c I n d u s tr i e s L i m i te d 10 Diversified product portfolio catering to multiple applications P R O D U CT A P P L I CA TI ON P R O D U CT A P P L I CA TI ON • Manufacturing of fluorocarbons & refrigerant gas • Electrolyte in fluorine cells (NF3 and UF6 • Manufacturing of lithium ba
Slide 12: Strategically located manufacturing infrastructure
T a n f a c I n d u s tr i e s L i m i te d 11 Strategically located manufacturing infrastructure… STRATEGIC LOCATION OF FACILITY ENABLING LOGISTICAL OPTIMIZATION, DEDICATED INFRASTRUCTURE FOR SAFE STORAGE AND TRANSPORTATION BACKED BY STRONG PARTNERSHIPS AT DOMESTIC & GLOBAL LEVEL Anupam Rasayan (Br
Slide 13: Dedicated R&D aligned to support continuous product innovation
T a n f a c I n d u s tr i e s L i m i te d 12 …complemented by a dedicated R&D, aligned to support continuous product innovation TANFAC R&D at Cuddalore operates a fully equipped FLUORINATION ORGANIC SYNTHESIS Laboratory, with a strong team of Researchers, Scientists, and Product Specialists TANFAC
Slide 14: Strategic Business Developments
T a n f a c I n d u s tr i e s L i m i te d 13 Strategic Business Developments HYDROFLUORIC ACID CAPACITY SOLAR-GRADE DHF PLANT ENTRY INTO REFRIGERANT GAS DOUBLED COMMISSIONED SEGMENT Commissioned two phases (10,000 MTPA each) solar- Commissioned a new state-of-the-art Announced investment of Rs.495
Slide 15: Established relationships with customers and suppliers
T a n f a c I n d u s tr i e s L i m i te d 14 Established relationships with customers and suppliers Refrigerant Gas Agrochemicals SERVING CLIENTS ACROSS INDUSTRIES Renewable Energy Chemicals Surface Treatment Pharma Intermediates Metals HVAC Advanced Intermediates Specialty Gases Pharmaceuticals C
Slide 16: Seasoned Board of Directors & Experienced Management Team
T a n f a c I n d u s tr i e s L i m i te d 15 Seasoned Board of Directors & Experienced Management Team Ms. Sandhya Venugopal Mr. R. Karthikeyan Sharma (IAS) Mr. Afzal Malkani Non - execut ive , Non Ch ai rp erson , Non - execut ive , M anaging Direct or I ndependent Direct or Non I n dep en den t
Slide 17: Track record of financial performance
T a n f a c I n d u s tr i e s L i m i te d 16 Track record of financial performance REVENUE FROM OPERATIONS GROSS PROFIT EBITDA (₹ Crores) (In %) (₹ Crores [%]) 557 45% 129 375 378 23% 42% 75 71 40% 20% 19% FY23 FY24 FY25 FY23 FY24 FY25 FY23 FY24 FY25 NET PROFIT ROE & ROCE ROE ROCE LONG TERM SIGNED
Slide 18: Key Strategies
o%e A TANFAC — 0 3 Key Strategies - -_
Slide 19: Key Strategies
T a n f a c I n d u s tr i e s L i m i te d 18 Key Strategies Expansion of capacity by Strengthen presence in penetrating into Refrigerant Increase our presence in Strengthening Backward India & International Gas (HFC-32) High-Margin Products Integration markets segment Why HFC-32 Proven execution o
Slide 20: Financial Highlights
o%e TANFAC Financial Highlights ed
Slide 21: FY 2024-25 Financial Highlights
T a n f a c I n d u s tr i e s L i m i te d 20 FY 2024-25 Financial Highlights REVENUE FROM EBITDA PAT OPERATIONS ₹556.98 ₹128.88 ₹88.15 Crores Crores Crores Y-o-Y growth of (47%) Margin stands at 23% Margin stands at 16% Highest ever Revenue on the Highest ever EBITDA Highest ever PAT with Y-o-Y ba
Slide 22: Profit and Loss Statement
T a n f a c I n d u s tr i e s L i m i te d 21 Profit and Loss Statement (₹ Crores) PARTICULARS FY23 FY24 FY25 Revenue from Operations 374.95 378.15 556.98 Total Income 382.87 385.22 559.94 EBITDA 74.76 70.72 128.88 EBITDA Margin (in%) 19.94 18.70 23.14 Finance Cost 0.88 0.73 2.60 Depreciation 6.33
Slide 23: Balance Sheet
T a n f a c I n d u s tr i e s L i m i te d 22 Balance Sheet (₹ Crores) PARTICULARS FY23 FY24 FY25 ASSETS Non-Current Assets 63.02 99.68 180.02 Net Block 54.71 60.64 167.78 Capital Work-in-Progress 5.93 29.10 8.40 Others 2.38 9.94 3.84 Current Assets 188.79 201.33 246.39 Inventories 52.93 58.71 90.1
Slide 24: Q3FY26 Quarterly Financial Highlights
T a n f a c I n d u s tr i e s L i m i te d 23 Q3FY26 Quarterly Financial Highlights REVENUE FROM EBITDA PAT OPERATIONS ₹173.30 ₹25.88 ₹15.57 Crores Crores Crores Margin stands at 15% Margin stands at 9% Revenue maintained at healthy level EBITDA maintained at healthy level Maintained at healthy lev
Slide 25: Quarterly Summary of Profit & Loss Statement
T a n f a c I n d u s tr i e s L i m i te d 24 Quarterly Summary of Profit & Loss Statement (₹ Crores) PARTICULARS Q3FY26 Q2FY26 Q3FY25 31 MARCH 2025 UNAUDITED UNAUDITED UNAUDITED AUDITED Revenue from Operations 173.30 168.69 178.18 556.98 Operating Expenses 147.42 141.81 127.87 428.12 EBITDA 25.88
Slide 26: 9M FY26 Financial Highlights
T a n f a c I n d u s tr i e s L i m i te d 25 9M FY26 Financial Highlights REVENUE FROM EBITDA PAT OPERATIONS ₹518.00 ₹81.73 ₹52.11 Crores Crores Crores Y-o-Y growth of 35% Margin stands at 16% Margin stands at 10% Year on Year increase in revenue on EBITDA maintained at healthy level Margin mainta
Slide 27: 9 Months Ended Summary of Profit & Loss Statement
T a n f a c I n d u s tr i e s L i m i te d 26 9 Months Ended Summary of Profit & Loss Statement (₹ CRORES) PARTICULARS 9MFY26 9M FY25 31 MARCH 2025 UNAUDITED UNAUDITED AUDITED Revenue from Operations 518.00 385.03 556.98 Operating Expenses 436.27 291.93 428.12 EBITDA 81.73 93.10 128.87 EBITDA Margi
Slide 28: Industry Opportunity
o%e A TANFAC — Industry Opportunity
Slide 29: India remains a promising market for Fluorochemicals
T a n f a c I n d u s tr i e s L i m i te d 28 India remains a promising market for Fluorochemicals FLUOROCHEMICALS MARKET HYDROFLUORIC ACID MARKET Global Opportunity India Opportunity Global AHF Opportunity India AHF Opportunity CAGR 5.3% CAGR 8.1% CAGR 5.3% CAGR 9.7% $46.6 Bn $ 2.8 Bn 2.6 MMT 175
Slide 30: Tanfac well placed to tap Solar DHF & HFC-32 growth opportunity
T a n f a c I n d u s tr i e s L i m i te d 29 Tanfac well placed to tap Solar DHF & HFC-32 growth opportunity SOLAR DHF MARKET HFC- 32 OPPORTUNITY Global Opportunity India Opportunity Global Market (KT) Segmentation (CY25) CAGR 15.0% CAGR 33.0% CAGR 5.0% Commerci Heat Pumps & 485 al HVAC Others 11%
Slide 31: Contact Us
Contact Us Tanfac Industries Limited Pl ot 14, SI PCOT I ndustrial Complex Kudikadu, Cuddalore – 607005, I ndia. Ravichandran N. R President & Chief Financial Officer ravichandran.r@anupamrasayan.com +91- 4142 - 239005 W: https://www.tanfac.com/
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