Stallion India Fluorochemicals Limited has informed the Exchange about Transcript
STALLION · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Stallion India Fluorochemicals submitted the transcript of its Q1 FY26 earnings call held on August 12, 2025. Q1 revenue rose 50.3% YoY to INR 110.55 crore, with EBITDA up 12.7% at INR 14.37 crore and PAT up 21.5% at INR 10.36 crore. Management announced a major INR 200+ crore MoU with the Rajasthan government for an R-32 refrigerant manufacturing plant in Bhilwara (10,000-ton capacity in two 5,000-ton phases), expected to start production by mid-2026. The Mambattu (Andhra Pradesh) and Khalapur facilities for HFO, specialty, helium, and semiconductor gases are expected to be operational by November 2025, with Khalapur upgraded to 300-bar technology. Management guided for blended PAT margins rising from ~10% to 17-18%, a 30-35% revenue growth over three years, and a long-term revenue target of INR 2,500 crore by FY29.
Strong growth visibility from new manufacturing capacities, margin expansion potential from backward integration into R-32 and specialty gases, and a clear multi-year growth roadmap (INR 2,500 crore target by FY29) are positive for shareholders. Funding plans (up to INR 500 crore via equity, debt, or customer advances) could lead to dilution, but the company has first-mover advantage in patented HFO products through its Honeywell partnership.