Ashish Kacholia Stock Jumps 13% After Securing ₹1,250 Cr Order Over a Period of 5 Years

SYNOPSIS: The company signed an MoU with a multinational firm to supply fluorinated products worth Rs. 1,250 crore over five years, ensuring long-term revenue visibility starting January 2027.

During Wednesday’s trading session, shares of one of the leading producers of hydrofluoric acid and its derivatives surged more than 13 percent on BSE, after the company announced securing an order worth around Rs. 1,250 crores over a period of five years.

With a market cap of Rs. 4,811 crores, shares of TANFAC Industries Limited trading in the green at Rs. 2,411.5 on BSE, up by around 8 percent, as against its previous closing price of Rs. 2,235.4. The stock has delivered positive returns of over 65 percent in one year, and has gained by around 41 percent in the last one month.

What’s the News:

As per its latest disclosure to the BSE, TANFAC Industries Limited has entered into a Memorandum of Understanding (MoU) with a large multinational company for the supply of its key fluorinated product.

Under the agreement, the company will supply approximately 5,000 metric tonnes per annum (MTPA) for both domestic and export markets. The total contract value is estimated at around Rs. 1,250 crores over a five-year period.

The execution of the agreement is scheduled to commence from 1st January 2027 and will run for a period of five years, providing long-term revenue visibility for the company.

Financials & More:

Tanfac Industries reported a marginal decline in revenue from operations, experiencing a year-on-year decrease of around 3 percent, from Rs. 178 crores in Q3 FY25 to Rs. 173 crores in Q3 FY26. Likewise, its net profit declined during the same period from Rs. 35 crores to Rs. 16 crores, representing a fall of more than 54 percent YoY.

The company derives a significant portion of its business from Hydrofluoric Acid (HF), which contributes around 70 percent of its overall revenues.its HF segment caters to a wide range of applications, including refrigerant gases, surface treatment, advanced intermediates, and solar cell manufacturing.

The remaining 30 percent of revenues come from its specialty chemicals segment, which includes products such as agrochemicals, pharma intermediates, specialty gases, and glass and metallurgical chemicals.

Tanfac serves a diverse set of industries, including renewable energy, chemicals, metals, HVAC, pharmaceuticals, and crop protection. The company has also established strong supplier relationships, including with one of the major sulphur suppliers in India, and maintains international linkages for fluorspar sourcing across regions such as South Africa and Vietnam.

As per the March 2026 shareholding pattern, the renowned ace investor Ashish Kacholia increased its stake to 1.71 percent in the company, from 1.65 percent in December 2025.

Tanfac Industries Limited is one of the leading entities in the Indian chemical sector, functioning as a joint venture between Anupam Rasayan India Limited and the Tamil Nadu Industrial Development Corporation (TIDCO). It is one of the foremost producers of hydrofluoric acid and its derivatives, including aluminium fluoride and a range of specialty chemicals.

The company maintains a comprehensive product portfolio, which includes anhydrous hydrofluoric acid, sulphuric acid, oleum, potassium fluoride, potassium bifluoride, boron trifluoride complexes and calcium sulphate, among others.

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