Stallion India
Stallion India Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Q1 FY27 earnings call: what management guided on revenue, margins and order book.
What the Q1 FY27 call signalled
4 of 4 strong
Not discussed on this call: order book.
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.
- The Bhilwara R32 facility is considered a game changer, transforming and accelerating the company’s growth trajectory post-2026.
- Volumes are expected to grow steadily as new plants ramp up, e.g., helium sales growing from 5 containers first year to 24 containers annually later.
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.
- Capital raising via dilution alongside debt is being considered to fund faster growth and multiple simultaneous plant setups over the next three years.
- The company aims to complete several plants within the next three years to achieve ₹3,000 crore revenue milestones.
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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.
- Demand visibility is strong based on the company’s experience; historically they imported over 4,000 tons of R32, which has now reduced significantly.
- Overall, orderbook is planned but not rigidly contracted, with emphasis on market-driven sales after plant commissioning.
Stallion India — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹110 Cr, net profit ₹11 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.
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What Stallion India Fluorochemicals Ltd's management said in earlier quarters
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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.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.