ALFA Finder| Management target | Revenue 32.5% next three years |
|---|
| Revenue growth | 12.78% YoY growth in Q1 FY27. |
|---|---|
| Margins | EBITDA margins expected to improve 3-4% via backward integration. |
| Demand visibility | Strong domestic and export visibility for R32 despite supply glut. |
| Management confidence | High; citing 'conservative' estimates and 'scorching' growth pace. |
Growth
EBITDA surged 75.85% to ₹25.27 cr; PAT grew 79.15% to ₹18.57 cr, driven by favorable product mix and inventory gains.
Outlook
Maintained 30-35% revenue CAGR guidance; ₹350-400 cr HFO capex planned; peak revenue target exceeding ₹1100 cr by FY28.
Risks
Logistics strains from Gulf crisis; potential R32 price volatility and domestic overcapacity/quota uncertainties.
Last quarter's promises, checked
Delivered
- Guided 50% revenue/PAT targets in H1 → delivered >50% (= BEAT)
- Guided Khalapur plant operational by Dec-Jan → delivered operational (= BEAT)
Partly delivered
- Guided R32 plant completion by July 2026 → delivered Dec 2026 (= PARTIAL)
Missed
- Guided Mambattu blending operational by Jan/Feb → delivered year-end (= MISS)
Earnings Call Transcript filed with NSE, NSE: STALLION. Summary written with AI assistance from the document.
Stallion India Fluorochemicals Ltd: key numbers
- Share price
- ₹200.97
- Market cap
- ₹2,333 Cr
- Revenue (annual)
- ₹430.7 Cr
- Net profit (annual)
- ₹43.84 Cr
- P/E (TTM)
- 44.8×Sector 35.5×
- Promoter holding
- 47.80%+0.00% QoQ
- FII holding
- 0.28%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
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