Investor Presentation

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: Investors Presentation Pursuant to Regulation 30 of SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015, please find enclosed herewith a copy of “Investors Presentation” in connection with the Unaudited Financial Results of the Company for the first quarter ended June 30, 2026. The aforesaid information is also available in the website of the Company at https://tanfac.com/investors/investor-information/presentations 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 Safe Harbor This document which has been prepared by TANFAC Industries Limited (the “Company”), solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This document has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Document. This Document may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Document is expressly excluded. Certain matters discussed in this Document may contain statements regarding the Company’s market opportunity and business prospects that are individually and collectively forward-looking statements. Such forward-looking statements are not guarantees of future performance and are subject to known and unknown risks, uncertainties and assumptions that are difficult to predict. These risks and uncertainties include, but are not limited to, the performance of the Indian economy and of the economies of various international markets, the performance of the industry in India and world-wide, competition, the Company’s ability to successfully implement its strategy, the Company’s future levels of growth and expansion, technological implementation, changes and advancements, changes in revenue, income or cash flows, the Company’s market preferences and its exposure to market risks, as well as other risks. The Company’s actual results, levels of activity, performance or achievements could differ materially and adversely from results expressed in or implied by this Document. The Company assumes no obligation to update any forward-looking information contained in this Document. Any forward-looking statements and projections made by third parties included in this Document are not adopted by the Company and the Company is not responsible for such third-party statements and projections. Q1 FY27 – Result Highlights Management Commentary 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 crores 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 strategyand 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 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, affectingparts of the fluorochemicalvalue 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. Quarterly Financial Performance (₹ Crores) Particulars Q1FY27 Q1FY26 Q4FY26 Revenue from Operations 187.2 176.0 193.1 Key Highlights Cost of Goods Sold 118.3 108.8 123.1 Gross Profit 68.9 67.2 70.0 • The Company reported quarterly revenue of Gross Margin (%) 36.8% 38.2% 36.2% ~₹187 crore, representing 6.3% YoY growth, Employee Cost 7.1 7.8 6.3 primarily driven by higher capacity utilization and increased contribution from Solar Grade Power & Fuel 16.6 12.8 13.6 DHF.Revenuedeclined~3.1%QoQ,mainlydue Other Expenses 16.6 17.6 19.7 to disruptions arising from the geopolitical situationinWestAsia. EBITDA 28.6 29.0 30.3 EBITDA Margin (%) 15.3% 16.5% 15.7% • Raw material costs increased year-on-year, primarilyduetohigherSulphurprices. Other Income 0.9 0.9 0.5 Depreciation & Amortization 4.7 3.9 4.8 • Operating EBITDA was also impacted by EBIT 24.7 26.0 26.1 elevated fuel costs, largely attributable to the West Asia situation. The Company expects EBIT Margin (%) 13.2% 14.8% 13.5% thesepressurestobetemporaryinnature. Finance Cost 1.0 1.4 1.1 • PATwasaffectedbyloweroperatingprofitand Profit Before Tax 23.8 24.6 25.0 the impact of deferred tax adjustments during PBT Margin (%) 12.7% 14.0% 12.9% the quarter. The effective tax rate is expected tonormalizeoverthecomingquarters. Tax 6.9 5.3 7.0 Profit After Tax 16.8 19.4 18.0 PAT Margin (%) 9.0% 11.0% 9.3% EPS (INR)* 8.43 9.70 9.04 *EPS is calculated on a weighted average basis considering the additional shares issued pursuant to the QIP on 25 June 2026. 5 Strengthening Our Growth Journey ₹250 Crores Raised Through QIP In June 2026, we successfully raised ₹250 Crores through a Qualified Institutional Placement (QIP), further reinforcing investor confidence in our long term strategy and growth outlook Strong Participation from Leading Institutional Investors Purpose of the Raise Primarily allocation towards our upcoming HFC - 32 Project Capacity Project Cost Expected Commissioning 20,000 MTPA ₹390 crores Q3FY27 This strategic raise strengthensour balance sheet and accelerates our growth pipeline, enabling us to Strengthening leadership in fluorochemicals and capture future opportunities in the global creating long-term sustainable value fluorochemicals market. 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