TANFAC Industries Ltd. — Earnings Release 2026

May 6, 2026

TANFAC

SECY/S.E./2026-27

May 06, 2026

BSE Limited
Department of Corporate Services
Phiroze Jeejeebhoy Towers,
25th Floor, Dalal Street,
Mumbai – 400 001
Scrip code: 506854

Dear Sir,

Sub: Press Release

Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find the enclosed Press Release titled “TANFAC Industries Reports Q4 & FY26 Results”

Thanking you,

Sincerely yours,

For TANFAC Industries Limited

Vinod Kumar
Tramhy signed by
Vinod Kumar Srinivasan
Date: 2026.05.06
Time: 14:42:30

Vinod Kumar S
Company Secretary & Compliance Officer

Enclosure: As above

TANFAC INDUSTRIES LIMITED
(Joint Sector Company with TIDCO and Anupam Rasayan India Ltd.)
Registered Office & Factory: 14, SIPCOT Industrial Complex, Cuddalore – 607 005, Tamil Nadu, India
Tel: +91 4142 239001 – 05 | Fax: +91 4142 239008 | Website: www.tanfac.com
Chennai Office: Oxford Centre, 1st Floor, 66, Sir C.P. Ramaswamy Road, Alwarpet, Chennai 600 018,
TN, IndiaTel.: +91-44-2499 0451/0561/0464 Fax: +91-44-2499 3583
GST: 33AAACT2591A1ZU | CIN: L24117TN1972PLC006271

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TANFAC

TANFAC INDUSTRIES LTD.

Press Release

TANFAC Industries Reports Q4 & FY26 Results

Delivers Record Revenue Performance

Chennai, 6th May 2026: TANFAC Industries Limited (BSE: 506854), a leading manufacturer in India's fluorine chemicals sector, has announced its audited financial results for the quarter & full year ended 31st March 2026.

Key Highlights:

• The company recorded its highest-ever performance, achieving a quarterly revenue of Rs 193 crores and annual revenue of Rs 711 crores, reflecting Year-on-year growth of 12.3% and 27.7%, respectively.
• Raw material costs were higher compared to the same period last year.
• Operating EBITDA was impacted due to higher operating costs. Driven by the commissioning of both phases of Solar Grade Projects during FY26, we expect operating leverage to improve as volume of Solar Grade DHF ramps up.
• PAT remained subdued due to lower operating profit and higher depreciation arising from recent capex.

Financial Highlights:

| Particulars
(Rs. in Crs) | Q4FY26
Audited | Q4FY25
Audited | Q3FY26
Unaudited | FY26
Audited | FY25
Audited |
| --- | --- | --- | --- | --- | --- |
| Revenue from Operations | 193.1 | 171.9 | 173.3 | 711.1 | 557.0 |
| Gross Profit | 70.0 | 72.2 | 63.2 | 266.3 | 251.8 |
| Operating EBITDA | 30.3 | 35.8 | 25.9 | 112.1 | 128.9 |
| Operating EBITDA Margin (%) | 15.7% | 20.8% | 14.9% | 15.8% | 23.1% |
| Profit Before Tax (PBT) | 25.0 | 31.2 | 20.3 | 92.6 | 118.8 |
| Profit After Tax | 18.0 | 22.7 | 15.6 | 70.1 | 88.1 |
| Profit After Tax Margin (%) | 9.3% | 13.2% | 9.0% | 9.9% | 15.8% |

The Board of Directors, in their meeting held on 06th May 2026, had recommended final dividend of Rs. 4.5/- per equity share of face value of Rs.5/- each for the financial year 2025-26 subject to approval by the shareholders in the ensuing Annual General Meeting.

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TANFAC

TANFAC INDUSTRIES LTD.

Press Release

Business Expansion

Description	Capacity	Location	Investment	Target Commissioning	Strategic Rationale
Downstream fluorinated product manufacturing facility	20,000 TPA	Existing Cuddalore site	Rs. 495 crores	Q3FY'27	Supports long-term downstream expansion strategy

Business Wins

Description	Quantity (MTPA)	Value (Excl. GST p.a.)	Years	Start of date
Long-term supply contract with a Japanese customer for fluorinated product	7,500	Rs. 337.5 crores	7	January 2027
MoU with a large multinational company for supply of a key fluorinated product	5,000	Rs. 250 crores	5
Long-term agreement with leading air conditioning and commercial refrigeration company for supply of a fluorinated product	-	Rs. 61 crores	Indefinite duration
Total	12,500+	~Rs 649 crores per annum

Management Commentary

Commenting on the performance, Mr. Afzal Malkani, Managing Director, said, "The Company has delivered another quarter of strong performance across both revenue and profitability, ending Financial Year 2026 on a positive note. I am pleased to share that we achieved our highest-ever quarterly & full-year revenue from operations of Rs 193 crores & Rs 711 crores, respectively.

In line with our long-term growth strategy, we recently announced a capital expenditure plan of $\sim$ Rs. 495 crores to expand downstream fluorinated product portfolio. The development of our 20,000 TPA fluorinated product plant is progressing as scheduled and is expected to be commissioned by Q3 FY'27.

In the Last 5 Months, we secured three consecutive long-term supply arrangements for fluorinated products with leading global customers. These include contracts aggregating to approximately Rs 3,612 crores over a period of 5-7 years, along with an additional agreement valued at around Rs 61 crores per annum for an indefinite duration. These milestones reinforce our position as a trusted and reliable partner for global customers.

We also successfully commissioned both phases of our Solar Grade DHF project, with a total annual capacity of 20,000 metric tonnes, in June and October 2025 respectively. Notably, we have secured orders for Rs 1,068 crores, to be executed over the next 3.5 years, further strengthening the project's revenue visibility and long-term growth outlook. This marks a significant milestone in our journey towards expanding into high-growth, value-added segments.

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TANFAC

TANFAC INDUSTRIES LTD.

Press Release

As we continue to deepen our presence in value-added fluorinated segments and expand our global customer base, we remain confident in our long-term growth outlook. Despite evolving geopolitical dynamics in West Asia, our strong order book, ramp-up of Solar Grade DHF revenues, and planned downstream expansions position us well to deliver sustained growth in both revenue and profitability in the years ahead. We continue to place strong emphasis on strengthening our R&D capabilities to develop next-generation fluorinated and fluoropolymer products, further enhancing our competitive edge and supporting future growth."

About TANFAC Industries Limited

TANFAC Industries Ltd is a joint sector company promoted by Anupam Rasayan India Limited and Tamil Nadu Industrial Development Corporation (TIDCO) and is amongst the leading producers of Hydrofluoric Acid and its derivatives. The manufacturing facilities are spread over 60 acres in the chemical complex of SIPCOT Industrial Estate, Cuddalore which is 20 km South of Pondicherry and about 200 km south of Chennai, India. The company began commercial production in March 1985. TANFAC is engaged in the manufacture of Anhydrous Hydrofluoric Acid, Sulphuric Acid, Potassium Fluoride, Potassium Bifluoride, etc. TANFAC had successfully implemented international safety systems and practices at all levels. TANFAC is an ISO 9001-2015, 14001-2015 and ISO 45001 - 2018 certified company.

To know more:

Website: https://tanfac.com/

LinkedIn: TANFAC Industries Limited

Safe Harbor

Statements in this document relating to future status, events, or circumstances, including but not limited to statements about plans and objectives, the progress and results of research and development, potential project characteristics, project potential and target dates for project related issues are forward-looking statements based on estimates and the anticipated effects of future events on current and developing circumstances. Such statements are subject to numerous risks and uncertainties and are not necessarily predictive of future results. Actual results may differ materially from those anticipated in the forward-looking statements. The company assumes no obligation to update forward-looking statements to reflect actual results changed assumptions or other factors.

For more information, please contact

Company	Investor Relations Advisors
TANFAC	TANFAC INDUSTRIES LTD.
TANFAC Industries Limited
CIN: L24117TN1972PLC006271
Mr. N. R. Ravichandran
President & Chief Financial Officer
Email id: ravichandran.r@anupamrasayan.com	SGA Strategic Growth Advisors
Strategic Growth Advisors Pvt. Ltd.
CIN: U74140MH2010PTC204285
Ms. Neha Shroff	Mr. Vineet Shah
Email id: neha.shroff@sgapl.net / vineet.shah@sgapl.net
Tel No: +91 77380 73466 / +91 97688 39349