What the business is, and whether it's a good one at a fair price.
Manufactures fluorochemicals at an integrated 60-acre facility in Cuddalore with 135,000 MTPA of installed capacity, producing hydrofluoric acid (HF), solar-grade DHF (dihydrogen fluoride), sulphuric acid, and specialty fluorides. The company is the first and only solar-grade DHF manufacturer in India and is building a 20,000 MTPA HFC-32 refrigerant gas plant targeted for Q3 FY27 commissioning. Revenue grew roughly 5x from ₹148 cr (FY21) to ₹711 cr (FY26), with FY26 revenue up 28% year-on-year; the solar-grade DHF plant commissioned in FY26 alone has an order book of ₹1,068 cr to be executed over 3.5 years. HFC-32 is the next growth engine — the 20,000 MTPA plant has 65% of capacity pre-contracted, with three long-term supply arrangements aggregating ~₹3,612 cr over 5-7 years plus an indefinite BlueStar agreement. Raw materials (fluorine, chlorine, sulphur-based inputs) make up 63.8% of revenue and are the dominant cost line, while planned capex of ₹495 cr for HFC-32 plus an additional ₹500-700 cr over 3-5 years is being funded via a ₹250 cr QIP, a ₹100 cr promoter preferential, and term debt. FY26 EBITDA margin was 16%, guided at 15-18% for the existing business with a 3-4% uplift expected post HFC-32 commissioning.
Measured from the filed financials, judged against its Commodity Chemicals peers · as of FY26 — not investment advice
How has the market priced it — with filings on the timeline?
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
How does it stack up on valuation, returns and growth?
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Quarterly & annual P&L, balance sheet, cash flow, ratios and segments.
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Who owns it — and is the promoter stake clean?
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Answered from TANFAC INDUSTRIES LTD.'s filed financials and exchange disclosures
TANFAC INDUSTRIES LTD. is a Chemicals & Petrochemicals company listed on BSE.
Yes. Over the trailing twelve months TANFAC INDUSTRIES LTD. reported a net profit of ₹70 Cr on revenue of ₹711 Cr.
Not in the latest reported year — TANFAC INDUSTRIES LTD.'s dividend payout for FY26 was nil.
No. Debt stands at 0.25× equity, and it carries net debt of ₹72 Cr. That is lower than 45% of its 65 Commodity Chemicals peers.
On trailing P/E, TANFAC INDUSTRIES LTD. ranks 48 of 57 in Commodity Chemicals — cheaper than 16% of them, against an industry median of 17.0×. This is a position, not a valuation judgement.
On a typical session TANFAC INDUSTRIES LTD. moves 1.32% — that is the median absolute close-to-close move across its last 269 trading days. Announcement days are routinely larger.
Every NSE and BSE filing by TANFAC INDUSTRIES LTD. appears on this page, AI-summarised, alongside the price reaction that followed it. Follow the company to get each new filing on WhatsApp within minutes.
Figures are as last reported and may lag the latest filing. Not investment advice.
