Stallion India Fluorochemicals Ltd Q4 FY26 Results & Concall Highlights: Revenue, Margins & Order Book
Published 24 May 2026 | Chemicals & Petrochemicals | Market Cap: ₹2.7K Cr
Stallion India Fluorochemicals targets a revenue growth CAGR of 30-35% over the next three years. Target revenue by 2030: INR 3,000 crore with PAT of INR 500 crore.
From Stallion India Fluorochemicals Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.
Price
₹228
Market Cap
₹2.7K Cr
P/E Ratio
51.3
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Stallion India Fluorochemicals Ltd — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹110 Cr, net profit ₹11 Cr.
Full financials →📊 Revenue & Sales Performance
- →Stallion India Fluorochemicals targets a revenue growth CAGR of 30-35% over the next three years.
- →Current turnover is around INR 430 crores with a PAT of INR 40 crores.
- →With the R-32 plant becoming fully operational, turnover is expected to cross INR 1100-1200 crores, with PAT around INR 180 crores.
- →The HFO plant becoming operational will further boost revenues and profits.
- →The company expects continuous expansion with one project stabilizing before starting the next.
- →Long-term target by 2030 is INR 3000 crore revenue and INR 500 crore PAT.
- →Demand for refrigerants and air-conditioning in India is expected to grow 10-15% annually for the next 10 years.
- →The semiconductor industry is a promising growth driver, with commercial contribution anticipated once helium facility starts (expected June).
- →Market expansion is focused both domestically and in exports given global capacity deficits.
📈 Profitability & Margins
- →Target revenue by 2030: INR 3,000 crore with PAT of INR 500 crore.
- →Current turnover: INR 430 crore and INR 40 crore PAT.
- →With full operation of R-32 facility, turnover expected to cross INR 1,100-1,200 crore with ~INR 180 crore PAT.
- →HFO plant commencement to further boost revenues and profits post stabilization.
- →Projected 30-35% CAGR revenue growth over the next 3-4 years supported by new plants and expansions.
- →FY27 PAT expected around INR 100 crore with margins improving in H2 as manufacturing ramps up.
- →Continuous sequential project commissioning planned every 6 months to ensure steady earnings growth.
- →Specialty gases and semiconductor industry exposure expected to contribute significantly in long term.
- →Margin improvement of 3-4% targeted alongside revenue growth due to product mix and operational efficiencies.
🏗️ Capital Expenditure Plans
- →Bhilwara HFO plant: Capex of around INR 200 crore (pure plant and machinery) as per government MOU; total capex likely around INR 400 crore. Commissioning targeted by October 2026.
- →R-32 manufacturing facility: 10,000 metric ton capacity coming online; expected to start production by October, contributing significantly to revenue in FY27.
- →Mumbattu facility expansion: Scaled up to a 12-tank facility to cover next 10 years; operational by August.
- →Khalapur helium plant: Near completion, expected to start operations soon.
- →HFO manufacturing plant: Planned post stabilization of Bhilwara plant, likely after mid-2027; capex range previously mentioned as INR 250 crore in current year and INR 500+ crore next year—conservative estimates.
- →Continuous expansion approach: One project at a time, stabilization before next, aiming for sustained growth over next 5-7 years.
- →No further dilution or fundraise expected beyond current capex; internal PAT generation expected to fund working capital requirements.
💰 Fundraising & Capital Structure
- →The company does not envisage any further dilution or equity fundraising going forward, as current revenue and projected PAT generation should suffice for funding needs. (Page 12)
- →There is no plan to raise additional debt either; working capital is expected to be managed internally through PAT generation and existing bank overdraft/credit facilities (120 crore OD available but largely unutilized). (Page 7)
- →Current capex is being funded through existing cash balances and rights issue proceeds; payments are staged based on project progress to optimize cash flow. (Page 7)
- →Overall, no new fundraising through debt or equity is anticipated beyond the existing measures, given the company's conservative financial management and growth plans. (Pages 7, 12)
📋 Order Book & Pipeline
Key Metrics
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What Stallion India's management said in earlier quarters
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Frequently Asked Questions
What were Stallion India Fluorochemicals Ltd Q4 FY26 results?
Stallion India Fluorochemicals targets a revenue growth CAGR of 30-35% over the next three years. Target revenue by 2030: INR 3,000 crore with PAT of INR 500 crore.
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?
Bhilwara HFO plant: Capex of around INR 200 crore (pure plant and machinery) as per government MOU; total capex likely around INR 400 crore.
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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.