Tanfac Industries Ltd (Chemicals - Inorganic) — fundamental analysis, earnings data, and key metrics. PE: 51.2. ROE: 32.0%. This stock is not currently in the Nifty 500 momentum outperformers list.
Based on Q3 FY26 earnings • Updated Feb 22, 2026
What: Long-term supply deal expected to add ₹30-40 cr annual revenue with 25%+ margins
Impact: +₹35 Cr revenue
“Reported in pre-results preview as 'large Japanese supply deal boosting revenue visibility'”
What: New capacity expected to add ₹50-60 cr revenue at 25%+ margins
Impact: +₹55 Cr revenue
“Reported in pre-results preview as 'doubling HF capacity enhancing margins and market share'”
What: New facility expected to add ₹20-25 cr revenue at 30%+ margins
Impact: +₹22.5 Cr revenue
“Reported in pre-results preview as 'new solar-grade DHF facilities diversifying into high-value fluorinated products'”
Earnings deceleration risks from management commentary
Trigger: RM costs rise >15%
Impact: -250 bps margin impact
Management view: Monitoring input cost trends as they directly affect margins
Monitor: Raw material cost index
Trigger: Debtor days increase >60 days
Impact: -100 bps margin impact
Management view: Working capital cycle influences ability to fund growth without stressing balance sheet
Monitor: Cash conversion cycle
Key quotes from recent conference calls
“Growth in hydrofluoric acid, aluminium fluoride and downstream specialty chemical sales, including long-term supply contracts (e.g., large Japanese supply deal), which boost revenue visibility and order book strength. — Analyst Preview”
“Progress on capacity additions (e.g., doubling HF capacity and new solar-grade DHF facilities) and diversification into high-value fluorinated products, which can enhance margins and market share. — Analyst Preview”
“Monitoring input cost trends (sulphuric acid, fluorospar) and the company's ability to manage raw material procurement and energy efficiency, as these directly affect margins. — Analyst Preview”
“Analysts expect 19.50% YoY revenue growth, a 16.09% fall in PAT, and a 42.84% rise in EBITDA. — Analyst Preview”
Forward-looking targets from management for Next 2-4 quarters
Revenue Growth Target
19.5%
Implied PAT Growth
-16.09%
Key Milestones
• HF capacity doubling
• Solar-grade DHF facility commissioning
• Japanese contract revenue realization
The above analysis is parsed from publicly available earnings call transcripts. This is educational research only — not investment advice. Last updated Feb 22, 2026.
Based on publicly available financial data. This is educational research, not investment advice.
Tanfac Industries Ltd's latest quarterly results (Dec 2025) show
Tanfac Industries Ltd's current PE ratio is 51.2x.
Tanfac Industries Ltd's price-to-book ratio is 11.3x.
Tanfac Industries Ltd's fundamental strength based on key financial ratios
Tanfac Industries Ltd has a debt-to-equity ratio of N/A.
Tanfac Industries Ltd's return ratios over recent years
Tanfac Industries Ltd's operating cash flow is positive (FY2025).
Tanfac Industries Ltd's current dividend yield is 0.23%.
Tanfac Industries Ltd's shareholding pattern (Mar 2026)
Tanfac Industries Ltd's promoter holding has remained stable recently.
Tanfac Industries Ltd is an established outperformer with 1 weeks of consecutive Nifty 500 outperformance.
Tanfac Industries Ltd has 3 key growth catalysts identified from recent earnings analysis
Tanfac Industries Ltd has 2 key risks worth monitoring
In Q3 FY26, Tanfac Industries Ltd's management highlighted
Tanfac Industries Ltd's management has provided the following forward guidance for Next 2-4 quarters
Based on quantitative research signals, here is why Tanfac Industries Ltd may be worth studying
Tanfac Industries Ltd investment thesis summary:
Tanfac Industries Ltd's forward outlook based on current data signals
The above FAQs are generated from publicly available earnings data and conference call transcripts. This is educational research only. Sector Alpha is not SEBI registered and does not provide investment advice.
