Investor Presentation

Stallion India Fluorochemicals reported solid Q1 FY26-27 results, with revenue at ₹121.45 Cr (+9.93% YoY), EBITDA at ₹25.27 Cr (+75.85% YoY), and PAT at ₹18.57 Cr (+79.15% YoY). EPS rose to ₹1.60 (+39.13% YoY). The company is strategically expanding its footprint and product portfolio.

The Khalapur facility has commenced commercial operations for high-purity helium processing (1,200 MT pa), strengthening its niche segment position.

They've secured Environmental Clearance for a 10,000 MT R-32 manufacturing facility at Bhilwara, with construction underway and commissioning expected by October 2026. This backward integration will boost cost efficiencies and expand advanced refrigerant gas offerings.

A new Mambattu facility is also progressing.

Stallion is focusing on high-value segments like next-gen HFOs and specialty gases, backed by a global sourcing partnership for liquid helium.

Management anticipates 30-35% CAGR over the next 3 years and a 3-4% improvement in EBITDA margins from strategic initiatives.

The Bhilwara R-32 plant alone targets ₹250 Cr in revenue for FY26-27.