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Earnings Call

Stallion India Fluorochemicals Earnings Call: Key Takeaways

Stallion India reports strong FY26 performance with revenue of ₹434.12 Cr and PAT growth of 35.61%. Strategy focuses on backward integration into R-32 manufacturing and expansion into specialty/semiconductor gases.

Why this was an Alfa AlertNot a filter event. The company achieved its prior guidance of ₹430 Cr revenue and ₹40 Cr PAT, but did not significantly exceed it by the required 5% margin.
Highlights
Revenue growth14.4% YoY for FY26.
MarginsExpects 3-4% margin improvement via backward integration.
Demand visibilityStrong; refrigerant demand in India expected to grow 10-15% annually.
Management confidenceHigh; targets 30-35% CAGR over next three years.

Growth

FY26 revenue grew 14.4% YoY to ₹434.12 Cr; EBITDA rose 23.34% to ₹61.35 Cr; PAT grew 35.61% to ₹43.84 Cr.

Outlook

Targeting 30-35% CAGR revenue growth; ₹3,000 Cr revenue and ₹500 Cr PAT target by 2030. R-32 plant commissioning Oct 2026.

Risks

Geopolitical instability affecting supply chains, LPG availability issues, and volatile global energy markets impacting margins.

Source

Earnings Call filed with NSE, NSE: STALLION. Summary written with AI assistance from the document.

Read the document ↗

Stallion India Fluorochemicals Ltd: key numbers

Share price
₹225.76
Market cap
₹2,621 Cr
Revenue (annual)
₹430.7 Cr
Net profit (annual)
₹43.84 Cr
P/E (TTM)
50.3×Sector 37.5×
Promoter holding
47.80%+0.00% QoQ
FII holding
0.82%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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Semiconductor & Specialty Gas debulking & blending capacity
1200.0 MTPA