Stallion India Fluorochemicals Limited has informed the Exchange about Investor Presentation
STALLION · price
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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 — EBITDA margin rose to 14.1% and PAT margin to 10.1%. The company outlined an aggressive expansion plan including a 10,000 MT R-32 manufacturing facility at Bhilwara (targeting ₹500-600 crore revenue in FY27-28 with 22-24% PAT margins), a ₹200 crore HFO plant, and a liquid helium facility with 1,200 MT annual capacity. Management projects 30-35% CAGR for the next 3 years driven by backward integration and specialty gases. Key strategic moves include a sourcing partnership with Sharjah Oxygen Company for helium supply and expansion into semiconductor gases.
The company demonstrates strong execution with improving margins and a clear growth roadmap. The upcoming R-32 facility and HFO expansion could significantly scale revenues and profitability. However, investors should note the forward-looking statements carry execution risk as several large capex projects are underway.