Press Release

SECY/S.E./2026-27 July 24, 2026 BSE Limited Department of Corporate Services Phiroze Jeejeebhoy Towers, 25th Floor, Dalal Street, Mumbai – 400 001 Scrip code: 506854 Dear Sir/Madam, 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 Q1 & FY27 Results “. Kindly take the same on record. Thanking you, Sincerely yours, For TANFAC Industries Limited 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, India Tel.: +91-44-2499 0451/0561/0464 Fax: +91-44-2499 3583 GST: 33AAACT2591A1ZU | CIN: L24117TN1972PLC006271 Press Release TANFAC Industries Reports Q1 FY27 Results Chennai, 24th July 2026: TANFAC Industries Limited (BSE: 506854), a leading manufacturer in India's fluorine chemicals sector, has announced its unaudited financial results for the quarter ended 30th June 2026. Key Highlights • The Company reported quarterly revenue of ~₹187 crore, representing 6.3% YoY growth, primarily driven by higher capacity utilization and increased contribution from Solar Grade DHF. Revenue declined ~3.1% QoQ, mainly due to disruptions arising from the geopolitical situation in West Asia. • Raw material costs increased year-on-year, primarily due to higher Sulphur prices. • Operating EBITDA was also impacted by elevated fuel costs, largely attributable to the West Asia situation. The Company expects these pressures to be temporary in nature. • PAT was affected by lower operating profit and the impact of deferred tax adjustments during the quarter. The effective tax rate is expected to normalize over the coming quarters and, on a full-year basis, remain broadly in line with the previous year. Financial Highlights Particulars (Rs. in Crores) Q1FY27 Q1FY26 Q4FY26 Revenue from Operations 187.2 176.0 193.1 Gross Profit 68.9 67.2 70.0 Operating EBITDA 28.6 29.0 30.3 Operating EBITDA Margin (%) 15.3% 16.5% 15.7% Profit Before Tax (PBT) 23.8 24.6 25.0 Profit After Tax 16.8 19.4 18.0 Profit After Tax Margin (%) 9.0% 11.0% 9.3% Management Commentary Commenting on the performance, Mr. Afzal Malkani, Managing Director, said, “This quarter marks a defining milestone in TANFAC's growth journey, with the successful completion of our ₹250 crores Qualified Institutional Placement (QIP), followed by a proposed preferential issue of ~₹100 crore led by our promoter, Anupam Rasayan India Limited. The strong support from institutional investors and our promoter underscores their confidence in TANFAC's long-term strategy and growth potential. The proceeds will primarily fund our 20,000 MTPA HFC-32 refrigerant gas project, with a total investment of approximately ₹390 crores. The project is progressing as planned and remains on track for commissioning by the end of Q3 FY27. This strategic expansion will strengthen our downstream integration and establish TANFAC as a meaningful player in the high-growth refrigerant gas market. The capital raise has also transformed our balance sheet, making TANFAC net debt-free and providing the financial flexibility to pursue our next phase of growth. Alongside HFC-32, we continue to evaluate opportunities to expand downstream fluorinated chemicals, enter next-generation fluorochemicals, and strengthen our backward integration. During the quarter, revenue increased to ~₹187 crore from ~₹176 crore in the corresponding period last year, supported by healthy demand for Solar Grade DHF. Profitability was impacted by elevated sulphur prices, with the Press Release benefit of cost pass-through expected to reflect over the normal 30–45-day pricing cycle. The quarter also witnessed temporary demand disruptions arising from geopolitical situation in West Asia, affecting parts of the fluorochemical value chain. While near-term external headwinds persist, our long-term growth outlook remains robust. Backed by a stronger balance sheet, disciplined execution, and strategic capacity expansion, we are well-positioned to deliver sustainable growth and create long-term value for our stakeholders.” 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, Solar Grade DHF, Sulphuric Acid, Specialty Chemicals, Potassium Fluoride & value-added products, 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. For further queries Investor Relation Team tanfac.invreln@anupamrasayan.com 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 inf ormation, please contact Company Investor Relations Advisors TANFAC Industries Limited Strategic Growth Advisors Pvt. Ltd. CIN: L24117TN1972PLC006271 CIN: U74140MH2010PTC204285 Mr. N. R. Ravichandran | Mr. Azharuddin Jariwala Ms. Neha Shroff | Mr. Vineet Shah President & CFO | Head – Investor Relation Email id: neha.shroff@sgapl.net | vineet.shah@sgapl.net Email id: ravichandran.r@anupamrasayan.com | Tel No: +91 77380 73466 / +91 97688 39349 azharuddin.jariwala@anupamrasayan.com