Tanfac Industries’ Performance Analyzed

Tanfac Industries, a company that makes chemicals like hydrofluoric acid, saw its stock price drop. It fell by 3.72% to Rs 3893.75. This drop happened because the company’s profits were much lower than they were last year.

Key Points

• Significant profit drop: Net profit down 55.3% year-over-year.
• Sales decreased: Net sales fell by 2.7% in Q3 FY26.
• Rising costs: Operating expenses increased by 15.3% year-over-year.
• Profit margin declined: PBIDT margin decreased to 15.09%.
• Revenue increased: PBIDT rose 39.1% due to increased revenue.
• Project milestones: Solar Grade DHF project commissioning impacts performance.

Q3 FY26 Financial Results

In the most recent quarter (Q3 FY26), Tanfac Industries reported some important numbers. Their profit went down by a lot – 55.3% – to Rs 15.57 crore. This was because their sales also decreased, by 2.7%, reaching Rs 173.30 crore.

Costs and Expenses

The company spent more money on running its business. Operating costs, which are the costs of actually making and selling the chemicals, increased by 15.3% compared to the same time last year. This meant they spent Rs 147.42 crore in the December 25th quarter.

Profitability Changes

Despite the increase in revenue, the company’s profit before tax was significantly lower. It dropped by 56.3% to Rs 20.33 crore compared to Rs 46.47 crore the previous year. This meant their profit margin decreased to 15.09%.

Management Commentary

Afzal Malkani, the head of the company, explained some of these changes. He said they had good sales and profits earlier but faced challenges because one of their key ingredients got more expensive. The company also temporarily stopped production for maintenance.

Positive Developments

However, there’s good news! The company finished building a new plant that can make 10,000 metric tonnes of chemicals each year. This new plant started working in June and October 2025, and it should help them make more profit in the future.

About Tanfac Industries

Tanfac Industries is a joint venture between Anupam Rasayan India and the Tamil Nadu Industrial Development Corporation (TIDCO). They are one of the biggest companies making hydrofluoric acid and related chemicals.

>The company’s future success depends on efficiently utilizing the new plant and managing rising costs.