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Stallion India Fluorochemicals Ltd

Q3 FY26Chemicals & Petrochemicals

Stallion India Fluorochemicals Q3 FY26 earnings call: Revenue & Margins

Q3 FY26 earnings call: what management said on revenue, margins and capex.

Price₹228
Market cap₹2.7K Cr
P/E51.3
Updated23 Aug 2026
Read5 min read

The short version

FY26 revenue guidance is INR 430 crores, with PAT guidance of INR 40 crores. Stallion India Fluorochemicals targets a 30-35% CAGR over the next three years driven by backward integration, higher value products, and margin expansion of 3-4%. - FY26 revenue guidance is INR 430 crores with PAT guidance of INR 40 crores. - For FY27, expected revenue of INR 550 crores from new facilities plus current business, with PAT between INR 180-200 crores combining all operations. - New R32 plant (10,000 MT capacity) is expected to achieve 50% production in first six months generating approx.

From Stallion India Fluorochemicals Ltd's Q3 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

  • FY26 revenue guidance is INR 430 crores, with PAT guidance of INR 40 crores.
  • Expect production start of R32 plant with six months production from October 2026 generating about INR 275 crores revenue and INR 66 crores PAT in first year.
  • FY27 revenue target is INR 550 crores and PAT INR 132 crores, combining current business and new facilities.
  • Next year projected turnover around INR 950 crores with full-year R32 production and growth from helium and speciality gases.
  • Long-term (5 years) target for helium and speciality gases revenue is INR 200 crores.

2 more points from Stallion India Fluorochemicals Ltd's call on revenue

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Profitability & Margins

See what Stallion India Fluorochemicals Ltd said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Raising INR 364 crores through a rights issue for the R32 plant expansion to 10,000 metric tons capacity.
  • CapEx for R32 plant doubled from INR ~200 crores to INR 364 crores due to scale-up.
  • Helium facilities at Khalapur and Mambattu being set up with a total CapEx of INR 15-20 crores funded through internal accruals.
  • Expansion involves setting up integrated chemical process plants with future phases including by-product commercialization and HFO plant.

2 more points from Stallion India Fluorochemicals Ltd's call on capex

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Top-ranked in Chemicals & Petrochemicals

Ranked on what management guided this quarter

Guidance-ranked
1Shiv Texchem
Rev 1Mar 2
Rev 1Mar 3
3
Rev 1Mar 3
4
Rev 1Mar 3
5
Rev 2Mar 1
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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 Fluorochemicals Ltd said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

Relevant insights include: - The company is experiencing significant growth with several new plants and expansions underway (e.g., 10,000 MT R32 plant, helium plants at Khalapur and Mambattu). - Production projections indicate strong revenue growth: INR 430 crore for FY26, INR 675 crore for FY27 with the addition of new facilities, and INR 950 crore expected the subsequent year. - Management expresses confidence in sustaining a 30-35% CAGR over the next three years, supported by backward integration, higher-value products, and margin expansion.

2 more points from Stallion India Fluorochemicals Ltd's call on order book

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Stallion India Fluorochemicals Ltd — Quarterly revenue & net profit

Revenue Net profit
Dec 2024Q3 FY25
Mar 2025Q4 FY25
Jun 2025Q1 FY26
Sep 2025Q2 FY26
Dec 2025Q3 FY26
Mar 2026Q4 FY26

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.

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Frequently Asked Questions

What were Stallion India Fluorochemicals Ltd Q3 FY26 results?

FY26 revenue guidance is INR 430 crores, with PAT guidance of INR 40 crores. Stallion India Fluorochemicals targets a 30-35% CAGR over the next three years driven by backward integration, higher value products, and margin expansion of 3-4%. - FY26 revenue guidance is INR 430 crores with PAT guidance of INR 40 crores. - For FY27, expected revenue of INR 550 crores from new facilities plus current business, with PAT between INR 180-200 crores combining all operations. - New R32 plant (10,000 MT capacity) is expected to achieve 50% production in first six months generating approx.

What is Stallion India Fluorochemicals Ltd share price analysis?

Stallion India Fluorochemicals Ltd currently shows a neutral. The stock trades at a P/E of 51.3 with a market cap of ₹2,668 Cr. Investors should review the full earnings analysis for detailed insights.

Is Stallion India Fluorochemicals Ltd planning capital expenditure?

Raising INR 364 crores through a rights issue for the R32 plant expansion to 10,000 metric tons capacity.

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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.