As per the attachment.

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

STALLION · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close

+3.5%1-day move

₹138.20

prior close

₹137.63

base price

After-mkt

timing

5m10m15m30m1D2D3D4D5D7D15D1M2M3M

+1.3+4.7+4.1+3.3+3.5+19.9+19.1+22.6+20.2+31.9+27.7+39.8+53.3—

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AI summary

Stallion India Fluorochemicals reported strong FY26 results with revenue of ₹4,341 crore (up 14.4% YoY), EBITDA of ₹613 crore (up 23.3%), and PAT of ₹438 crore (up 35.6%). Margins improved significantly with EBITDA margin at 14.13% and PAT margin at 10.10%. The company received Environmental Clearance for a 10,000 MT R-32 manufacturing facility at Bhilwara, Rajasthan, targeting ₹250-600 crore topline in FY27-28 with 22-24% PAT margins. It signed an MoU with the Rajasthan government for a ₹200 crore HFO manufacturing plant and partnered with Sharjah Oxygen Company for liquid helium sourcing. New facilities are planned in Mambattu (Andhra Pradesh) and expansion of semiconductor/specialty gas capabilities at Khalapur.

Likely market impact

The company's backward integration into R-32 manufacturing and entry into HFO/helium segments, combined with 30-35% CAGR guidance, positions it for sustained margin expansion and revenue growth over the next three years.