Tanfac Industries

Tanfac Industries delivered record full-year revenue of ₹711 croreCurrent reported value: ₹711 crore. No comparable prior figure is available in the source record., up 27% YoYCurrent reported value: 27% YoY. No comparable prior figure is available in the source record., driven by improved realizations and volume growth. However, EBITDA margin contracted to 15.7%Current reported value: 15.7%. No comparable prior figure is available in the source record. (from 23% in FY25) due to normalization from an exceptional prior year, higher sulfur costs, unplanned HF plant maintenance, and increased depreciation from new solar-grade DHF capacity. PAT fell to ₹70 croreCurrent reported value: ₹70 crore. No comparable prior figure is available in the source record. (10% margin). The company secured long-term contracts covering ~65% of its upcoming 20,000 MT HFC-32 capacity, with a ₹495 crore capex on track for Q3 FY27 commissioning. Solar-grade DHF orders worth ₹168 crore provide 3.5-year visibility. Key risk: quota allocation uncertainty under the Kigali Amendment could delay HFC-32 revenue ramp-up.