| 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
- ₹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 Investor Presentation: Key Takeaways
Stallion India reports strong Q1 FY27 results with 79% PAT growth. Strategy shifts toward high-margin specialty gases and backward integration through a new 10,000 MT R-32 plant.
- 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.