Has anyone looked at OBSC Precision.
OBSC Perfection Ltd, incorporated in 2017, is an India-based precision metal component manufacturer specializing in high-quality engineered parts for the automotive industry, with growing exposure to non-automotive sectors like defense, marine, and telecommunication infrastructure.
Key Highlights:
- Revenue grew from ₹115 Cr to ₹143 Cr.
- Operating Profit and Net Profit both increased, indicating improved efficiency and profitability.
- EPS remained stable, suggesting share dilution or reinvestment.
- Total Assets nearly doubled, reflecting expansion or capital investments.
- Operating Cash Flow improved significantly, a positive sign for liquidity.
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- Operating Cash Flow improved from ₹5 Cr to ₹9 Cr, indicating better core business performance.
- Investing Cash Flow became more negative, reflecting increased capital expenditure or investments.
- Financing Cash Flow surged from ₹5 Cr to ₹40 Cr, possibly due to new equity or debt raised.
Order Book Composition (₹723 Cr Total)- Segment Share (%) Approx. Value (₹ Cr)
Automotive 93.2% ~674
Defense 5.1% ~37
Marine 1.6% ~12
Telecom & Others 0.1% <1
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@kdjolly Please post the content directly on the forum instead of posting via word files.
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Tanfac Industries Ltd
08/06/2025
Established as a joint-sector collaboration between Anupam Rasayan India Limited and Tamil Nadu Industrial Development Corporation (TIDCO), Tanfac Industries Limited has been at the forefront of the chemical industry since commencing commercial production in March 1985.
The state-of-the-art manufacturing facilities, spread over 60 acres in the SIPCOT Industrial Estate, Cuddalore, are equipped with cutting-edge technology sourced from Switzerland’s BUSS Chemtech and Germany’s CHENCO.
TANFAC is engaged in the manufacture of Anhydrous Hydrofluoric Acid, Sulphuric Acid, Potassium Fluoride, Potassium Bifluoride, etc.
In May 2022, Anupam Rasayan acquired a significant stake in the company, reinforcing its capabilities and expanding the expertise in fluorine chemistry. This acquisition has strengthened Tanfac’s position as one of India’s leading producers of hydrofluoric acid, with applications spanning the agro, pharmaceutical, and polymer industries.
The Market Cap was around Rs 650cr, at the time of acquisition, 5X already.
As per the Tanfac Industries Annual report 2022:
We believe there is strong symbiotic relationship between Tanfac and Anupam as Tanfac has strong presence in key starting materials for fluorination chemistry. This can be leveraged further by addition of Anupam’s core strength in chemistry and process optimization in capitalizing huge potential that fluorination chemistry offers.
Tanfac has been one of the leading players in Fluro chemistry for decades. We intend to modernize the facilities and enhance the operational capacities at Tanfac.
We also plan to create new capacities and launch new molecules to capitalize the competency of Tanfac in tapping new opportunities. We are pleased to inform you that we have already integrated key functions such as Information Technology, Finance, and Human Resources, while preserving the business’s core DNA and maintaining business continuity.
We are pleased to co-lead an organization that will play a pivotal role in our growth, and we are confident that Tanfac’s meticulous planning for capitalising on emerging opportunities will lead to continued success. Tanfac can count on Anupam Rasayan’s support in achieving its objectives. It is expected that use of fluorine compound in the manufacture of pharma products will increase in future.
What they Manufacture:
Tanfac is engaged in the manufacture of:
Anhydrous Hydrofluoric acid,
Sulphuric Acid,
Oleum.
Aluminium Fluoride,
Potassium Fluoride,
Potassium Bifluoride,
Boron Trifluoride Complexes,
Calcium Sulphate (Gypsum),
IsoButyl Acetophenone,
Acetic Acid,
Peracetic Acid and
Poly Aluminium Chloride, etc.
Competitive Edge & Technology Tie-Ups
Tanfac has strategic technology partnerships with global leaders:
Davy Process (Switzerland) – Expertise in Aluminium Fluoride production.
CHENCO (Germany) – Tech for Hydrofluoric Acid manufacturing.
Grasim Industries – Helped in setting up the Sulfuric Acid plant.
These partnerships boost efficiency & product quality while ensuring tech superiority.
From 2024 Annual Report:
Expanding Our Reach and Enhancing Customer Relationships In FY24, we embarked on a journey of expansion, entering new geographies and broadening our customer base. This strategic move has allowed us to cater to a diverse clientele, offering customised products that precisely meet the evolving needs and wants of our customers. By widening our vendor base, we have strengthened our supply chain, ensuring resilience and reliability in our operations. Recognising the growing demand for our products, we have made a substantial investment of ₹102 crores to double the capacity of our product, Anhydrous Hydrofluoric Acid (AHF).
This capacity expansion, expected to be completed by September 2024, is financed entirely through internal accruals, reflecting our strong financial health and commitment to remaining a debt-free company. This strategic investment is poised to significantly enhance our topline and profitability in the coming years.
PRESS & MEDIA RELEASE
OCTOBER 7, 2024
We wish to inform you that the Company has completed the expansion project and commissioned the expanded capacity on 7th October 2024.
Speaking on the occasion, K. Sendhil Naathan, Managing Director of Tanfac Industries, said, “We are excited to announce that we have completed the expansion project at the cost of around ₹ 100 crores and commissioned the new State of the art HF plant as planned. With this TANFAC site has become one of the largest HF plants in India. In line with earlier communication, we intend to use majority of HF to manufacture high-end specialty fluoride molecules within our group companies. This expansion will sustain our growth trajectory going forward.”
June 19, 2024
Tanfac Industries Limited Signs Framework Agreement with Japanese Specialty Chemical worth ~$81 Mn (~₹675 crores):
Tanfac Industries Limited, one of India’s leading Specialty fluoride chemical manufacturers, has signed Framework agreement worth revenue of ~$81 Mn (₹675 crores) over next 5 years with one of the leading Japanese Specialty Chemical companies to supply a refrigerant gas. The supply for this product will start from H2 FY2025-26.
Speaking about the Framework agreement, K. Sendhil Naathan, Managing Director of Tanfac Industries Ltd, said "We are pleased to announce the signing of Framework agreement with one of the prominent Japanese players in Speciality chemicals. With this agreement, TANFAC strategically enters into the refrigerant gas segment. We continue to capture the growth and value in fluorination chemistry and enhance our product offerings.
We will undergo a plant expansion at our Cuddalore facility to manufacture this product. This expansion, coupled with the signing of the agreement, we continue to get visibility over the significant growth in coming years."
Balancing Risks with Robust Strategies:
In the ever-evolving business landscape, risk is an inherent aspect that companies must navigate with agility and foresight. At Tanfac Industries Limited, we recognise the importance of a proactive approach to risk management as we strive to achieve our vision. While risks cannot be entirely eliminated, our comprehensive risk management framework is designed to identify, assess, and mitigate potential threats.
By establishing a dedicated Risk Management Committee and implementing rigorous internal controls, we ensure that our business operations are conducted efficiently and in compliance with regulatory standards. This strategic approach enables us to adapt to challenges and seize opportunities for growth.
Q4 Commentary:
Speaking on the performance, Mr. Afzal Malkani, Director commented, "The Company is pleased to announce the highest ever revenue and net profit on the back of successful commissioning of its new HF expansion plant. This milestone, coupled with the ongoing growth in the HF and markets of downstream products during H2 FY25, has enabled TANFAC to deliver record performance in both revenue and net profit for the year ended March 31, 2025. With the optimization of the new HF plant and implementation of other downstream products, we anticipate continued strong performance in the coming years.”
Some Marquee Names:
Late Stage on a Weekly Chart?
Disclosure:
Still studying, No position as of now. No buy/sell recommendation.
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Hi @kdjolly, I am curious about how exactly you have configured the cash flow configuration in Screener.in. Both cash flow and efficiency ratio look interesting in the screener data attached in the above screenshot. Could you please let me know the plugin or configuration used for it? Thanks in advance
Here it is:
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