Announced Fri, 22 May · 18:28 IST

Stallion India Fluorochemicals Limited has informed the Exchange about Transcript

Mgmt Guided Margin ImprovementOrder Pipeline DisclosedAnalyst Day Multiyear TargetsInvestor Communications View source PDF

STALLION · price

Loading chart…

▲ 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
+9.7%1-day move
₹166.10
prior close
₹169.90
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.2+0.2+0.2+4.1+9.7+8.9+4.8+6.1+7.2+16.3+15.6+9.7+54.0
Up moveDown movePending
AI summary

Stallion India reported FY26 revenue of INR 434.12 crore (14.4% YoY growth), EBITDA of INR 61.35 crore (23.34% growth), and PAT of INR 43.84 crore (35.61% growth), meeting and slightly surpassing its INR 430 crore and INR 40 crore PAT target. The Bhilwara R-32 plant (10,000 MT) is on track for October 2026 and expected to contribute INR 275 crore in its first six months. Management guided FY27 PAT of ~INR 100 crore (with 22-24% margins from the new plant), and reiterated a 30-35% revenue CAGR target for the next three years. Long-term targets of INR 3,000 crore revenue and INR 500 crore PAT by FY30 were disclosed. New facilities at Mumbattu (August) and Khalapur (June) are progressing, with HFO plant planned post mid-2027 at ~INR 400 crore total capex.

Likely market impact

Strong bottom-line growth with margin expansion guided for H2 FY27 as the R-32 manufacturing facility comes online. Long-term 5-year targets are ambitious but supported by multiple capacity additions and favorable pricing environment (R-32 at INR 800-900/kg vs. cost of INR 500/kg).