Press Release

SECY/S.E./2026-27 November 02, 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 Q2 & H1 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 Q2 & H1 FY27 Results Chennai, 2nd November 2026: TANFAC Industries Limited (BSE: 506854), a leading manufacturer in India's fluorine chemicals sector, has announced its unaudited financial results for the quarter & half year ended 30th September 2026. Key Highlights • The Company reported quarterly revenue of ~₹230 crores and half-yearly revenue of ~₹418 crores, growing 36.6% and 21.2% YoY, respectively, driven by realization growth, along with new product introductions. • Gross margins were subdued during the quarter. However, gross profit per tonne remained largely stable. Additionally, margins on newly introduced products are expected to improve as volumes scale up. • During the quarter, the company enhanced its Solar Grade DHF manufacturing capacity from 20,000 MTPA to 25,000 MTPA through debottlenecking, representing a 25% increase in installed capacity by incurring nominal capital expenditure. Financial Highlights Particulars (Rs. in Crores) Q2FY27 Q1FY27 Q2FY26 H1FY27 H1FY26 Total Revenue 234.3 188.1 169.3 422.4 346.3 Gross Profit 78.6 69.8 66.6 148.5 134.7 Operating EBITDA 31.1 29.5 27.5 60.6 57.4 Operating EBITDA Margin (%) 13.3% 15.7% 16.2% 14.4% 16.6% Profit Before Tax (PBT) 24.4 23.8 22.7 48.1 47.3 Profit After Tax 19.0 16.8 17.2 35.9 36.5 Profit After Tax Margin (%) 8.3% 9.0% 10.2% 8.6% 10.6% Management Commentary Commenting on the performance, Mr. Afzal Malkani, Managing Director, said, “We are pleased to announce that Q2 FY27 was a landmark quarter for TANFAC, as the company achieved its highest-ever quarterly revenue of approximately ₹230 crores, growing 36.6% YoY mainly driven by realization growth. During the quarter, we expanded our product portfolio by introducing new value-added specialty products within our existing customer base. These developments reflect our continued focus on diversifying our product offerings and expanding our presence across the fluorochemicals value chain. For the first half of the year, the Company delivered a healthy performance, with revenue increasing by 21.2% YoY to ~₹418 crores, despite a challenging operating environment marked by higher input prices and logistics costs. On the gross margin front, in our AHF business, our gross profit per tonne has remained largely stable. The moderation in gross margin percentage is primarily attributable to higher product realizations, which have increased the revenue base and consequently lowered the margin percentage, despite stable gross profit per tonne. While elevated sulphur prices have impacted input costs, we are beginning to see signs of price moderation, which is encouraging. Additionally, the initial ramp-up phase of certain newly introduced products, where gross margins are yet to reach their optimal levels. Press Release Another key development during the quarter was the successful completion of our preferential issue of ~₹100 crores, led by our promoter, Anupam Rasayan, further strengthening our financial position to support our expansion plans. In addition, we enhanced our Solar Grade DHF manufacturing capacity from 20,000 MTPA to 25,000 MTPA through debottlenecking by incurring nominal capital expenditure. Our HFC-32 refrigerant gas project continues to progress as per pre-determined timeline. Looking ahead, we expect H2 FY27 to deliver a stronger performance than H1 FY27, driven by improved operating leverage resulting from the moderation in raw material prices and the scale-up of newly introduced products. With our strategic expansion initiatives progressing as planned and a continued focus on operational efficiency, we remain well-positioned to drive sustainable growth and enhance profitability in the coming quarters.” 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, Aluminium Fluoride & other 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. To know more: 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 m ore information, 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