Stallion India
Stallion India Q1 FY27 earnings call: Revenue & Margins
Q1 FY27 earnings call: what management said on revenue, margins and capex.
Guidance rank: #10 of 68 in Chemicals & Petrochemicals
See the sector's top 10 — free with your mobile number.
What the Q1 FY27 call signalled
4 of 4 strong
The short version
The company expects a revenue CAGR of 30-35% over the next three years. Stallion India Fluorochemicals expects a 30-35% revenue CAGR over the next three years.
From Stallion India's Q1 FY27 earnings-call transcript · updated 25 Aug 2026.
Revenue & Sales Performance
- The company expects a revenue CAGR of 30-35% over the next three years.
- With the commissioning of the 10,000 MT R32 plant by December 2026, annual revenue from this plant is projected at ₹500-600 crores starting FY28.
- The R32 plant will largely add incremental revenue rather than substituting existing sales.
- Future growth is driven by new product capacities including the helium plant and upcoming HFO plant.
- Backward integration and higher-value specialty gases are expected to improve EBITDA margins by 3-4% over the medium term.
- Faster growth may require raising capital (debt and some dilution) to fund multiple plants planned over the next three years.
2 more points from Stallion India's call on revenue
Create a free account to keep reading this call
Profitability & Margins
See what Stallion India said on profitability & margins — free account, 30 seconds.
Capital Expenditure Plans
- The company is investing in a 10,000-ton R32 manufacturing facility at Bhilwara with a CAPEX of around ₹350-400 crore, targeting completion by December 2026.
- An HFO manufacturing plant with a similar CAPEX (~₹350-400 crore) is planned, expected to add 10,000 tons capacity (5,000 + 5,000 tons).
- The Mambattu facility in Andhra Pradesh will focus on refrigerant de-bulking, blending, and storage, especially HFO blends, improving profitability and logistics efficiency.
- Backward integration plans include raw material sourcing for AHF and MDC, though the focus next is on the HFO plant.
2 more points from Stallion India's call on capex
Create a free account to keep reading this call
Top-ranked in Chemicals & Petrochemicals
Ranked on what management guided this quarter
Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.
Fundraising & Capital Structure
See what Stallion India said on fundraising & capital structure — free account, 30 seconds.
Order Book & Pipeline
- The management clarified that pre-sold capacities or customer contracts have limited enforceability and value; these are more like MOUs without iron-clad, time-bound commitments with penalties.
- Experienced management does not rely heavily on such pre-sales since they can be subject to price fluctuations and cancellation risks.
- There are ongoing advanced negotiations for contracts, including with ISRO, but final contracts are yet to be signed as the plants were not ready earlier.
- The company expects to sell the full capacity of the new R32 plant (10,000 metric tons) largely in the open market rather than just substituting current procurement.
2 more points from Stallion India's call on order book
Create a free account to keep reading this call
Stallion India — Quarterly revenue & net profit
Q1 FY27 figures are not in this chart yet. Latest shown: Mar 2026 (Q4 FY26). The Q1 FY27 numbers from the filing are in the analysis on this page.
Reported quarterly figures (₹ Cr). Latest (Q4 FY26): revenue ₹110 Cr, net profit ₹11 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
Full financials →Continue your research
What Stallion India's management said in earlier quarters
Others in Chemicals & Petrochemicals this season
- Alufluoride (Q1 FY27)
Revenue from operations for Q1 FY27 was ₹26.6 crore, down 39% YoY (Page 6, 7, 8). Key investor presentation takeaways from Alufluoride Ltd's Q1 FY27 investor pr
- POCL Enterprises (Q1 FY27)
466.03 crores (Page 12, 17, 11) . Key investor presentation takeaways from POCL Enterprises Ltd's Q1 FY27 investor presentation — and how it ranks against secto
- Devson Catalyst (Q1 FY27)
FY 2023-24: ₹5,577.59 Lakhs . Key investor presentation takeaways from Devson Catalyst Ltd's Q1 FY27 investor presentation — and how it ranks against sector pee
- Ambani Orgochem (Q1 FY27)
Financial highlights show Total Income in ₹ Lakhs: . Key investor presentation takeaways from Ambani Orgochem's Q1 FY27 investor presentation — and how it ranks
Potential multibaggers · Q2 FY27
Potential multibaggers in Chemicals & Petrochemicals
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
Portfolio builder
Build your portfolio
from the top-ranked stocks
- 1. Pick 3–15 stocks
- 2. Choose large, mid or small cap and your sectors
- 3. Get a portfolio built from the rankings
Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Arthneeti Pro · Annual
Stallion India and 15K+ more earnings calls,
for less than your morning chai
a day
Every earnings call, ranking and concall Q&A across all four results seasons.
Secure Razorpay payment · instant access
Frequently Asked Questions
What were Stallion India Q1 FY27 results?
The company expects a revenue CAGR of 30-35% over the next three years. Stallion India Fluorochemicals expects a 30-35% revenue CAGR over the next three years.
What is Stallion India share price analysis?
Stallion India currently shows a moderate growth signal based on ranking data. The stock trades at a P/E of 50.9 with a market cap of ₹2,650 Cr. Investors should review the full earnings analysis for detailed insights.
Is Stallion India planning capital expenditure?
The company is investing in a 10,000-ton R32 manufacturing facility at Bhilwara with a CAPEX of around ₹350-400 crore, targeting completion by December 2026.
Keep Stallion India on your radar — track it to get its next earnings analysis in your feed.
This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.