| Management target | Revenue 32.5% next 3 years |
|---|
| Revenue growth | 9.93% YoY for standalone revenue in Q1 FY27. |
|---|---|
| Margins | EBITDA margin improved from 13.0% to 20.26% YoY. |
| Order book | Over 200 satisfied customers; focus on 80% aftermarket share. |
| Demand visibility | Strong, driven by HVAC, auto, and semiconductor sectors. |
| Management confidence | High, citing strategic vision for next growth phase. |
Growth
Q1 FY27 Revenue rose 12.78% to ₹12,467 Lakhs; PAT surged 79.15% YoY to ₹1,856 Lakhs.
Outlook
Targeting 30-35% CAGR over next 3 years; ₹200Cr HFO plant capex; 3-4% EBITDA margin improvement expected.
Risks
High production costs from complex synthesis and specialized raw materials; exposure to global supply chain volatility.
Last quarter's promises, checked
Delivered
- Guided H1 Revenue >50% of ₹430Cr → delivered ₹216.3Cr (= BEAT)
- Guided H1 PAT >50% of ₹40Cr → delivered ₹21.78Cr (= BEAT)
- Guided 30-35% CAGR target → delivered 52.8% H1 Revenue growth (= BEAT)
Partly delivered
- Guided Mambattu/Khalapur operational by Dec/Jan → delayed to Q1 FY27 (= PARTIAL)
Investor Presentation filed with BSE, NSE: STALLION. Summary written with AI assistance from 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.
More from Stallion India Fluorochemicals Ltd
All →Stallion India Fluorochemicals Management Change
Swati Ghosh has been regularised as a Non-Executive Independent Director at Stallion India Fluorochemicals Limited. This designation change was effective from September 21, 2026.
Stallion India Fluorochemicals Annual General Meeting
Stallion India Fluorochemicals held its 24th AGM on September 21, 2026, to discuss financial statement adoption and director appointments. Official results will be disclosed separately.
Stallion India Fluorochemicals Production Started
Stallion India Fluorochemicals has commenced commercial operations at its new Semiconductor & Specialty Gas debulking and blending facility in Khalapur, Maharashtra. The plant has an aggregate annual capacity of 1,200 MT.
- Semiconductor & Specialty Gas debulking & blending capacity
- 1200.0 MTPA
Stallion India Fluorochemicals Earnings Call Transcript: Key Takeaways
Stallion India Fluorochemicals delivered strong Q1 FY27 results with Revenue at ₹124.68 cr (up 12.78% YoY). Strategy focuses on backward integration through new R32 and HFO plants to boost margins.
- Call
- Guides 32% growth
Stallion India Fluorochemicals Q1 FY27 Results: Net Profit ₹18.6 Cr, Up 78.8% YoY
Stallion India Fluorochemicals Ltd reported revenue from operations of ₹121.4 Cr (+9.9% YoY) and net profit of ₹18.6 Cr (+78.8% YoY) for Q1 FY27.
- Key figure
- Net profit ₹18.6 Cr · +78.8% YoY
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.