TANFAC Industries Ltd — Q1FY27 earnings call summary

Filed 03 August 2026 · Official transcript

HFC-32 project commissioning on track for Q3 FY27; 65% capacity under long-term contracts
Capex plans: INR30-40 Cr solar grade DHF expansion, INR120 Cr AHF expansion, INR150 Cr electronic grade
Q1 FY27 revenue grew 6.3% y-y to INR187 Cr; EBITDA INR28.6 Cr, margin 15.3%
EBITDA margin expected 16-19% in Q2 FY27; FY28 margin to improve to ~25% post HFC-32 project
Multiple analyst queries on margin outlook and project ramp-up; management confident on stable margins and ramp-up
FY27 revenue growth guidance at least 30%, FY28 growth targeted over 60%
Solar grade DHF plant fully commissioned and ramped; 85% capacity contracted
R&D focus on electronic grade chemicals with technology tie-ups; approval cycle ~1-1.5 years