Announced Wed, 21 Jan · 16:15 IST

Unaudited Financial Results for the quarter and nine months ended December 31, 2025

Revenue Growth 20pctEbitda Margin CompressionResults View source PDF

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

TANFAC Industries reported Q3 FY26 revenue of ₹17,330 lakhs, down about 2.7% year-on-year, but 9-month FY26 revenue grew 34.5% to ₹51,800 lakhs versus ₹38,503 lakhs last year. However, profitability weakened sharply — Q3 profit after tax fell ~55% to ₹1,557 lakhs and 9-month PAT fell ~20% to ₹5,211 lakhs, driven mainly by higher raw material costs and finance/depreciation charges. The Board approved a ₹495 crore new Fluorinated Chemicals plant, plans to raise up to ₹500 crores via QIP, and proposed a 1:2 stock split (₹10 face value to ₹5). A final dividend of ₹9 per share for FY25 was already paid. The auditor (Singhi & Co.) issued a clean limited review report with no qualifications.

Likely market impact

Strong 9-month revenue growth is positive, but the steep drop in profits and shrinking margins signal cost-side pressure that may weigh on the stock. The proposed QIP and stock split could lead to share dilution but also fund an expansion that may support future earnings.