Stallion India Fluorochemicals Q1 FY27 Share Price & Earnings Call Analysis
- Market cap
- ₹2,168 Cr
- P/E
- 41.66
- ROE
- 8.93%
- PEG
- 0.74
- Price to sales
- 4.90
- Debt to equity
- 0.05
- 52W high / low
- ₹304 / ₹102
- Sales growth (5Y)
- 29.56%
- EBITDA margin
- 14.86%
- Net profit margin
- 10.18%
- Promoter holding
- 47.80%
- Sales (last year)
- ₹442 Cr
Incorporated in 2002, Stallion India Fluorochemicals Limited is engaged in selling Refrigerant and Industrial Gases and related products.[1]
Guidance scorecard · Q1 FY27 call
What Stallion India Fluorochemicals Ltd's management guided
and where it ranks in Chemicals & Petrochemicals
Chemicals & Petrochemicals
RevenueQ1 FY27 call
20–40%- 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 Fluorochemicals Ltd's call on revenue
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MarginsQ1 FY27 call
Up 2%+See what Stallion India Fluorochemicals Ltd said on margins — free account, 30 seconds.
CapexQ1 FY27 call
Planned- 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 Fluorochemicals Ltd's call on capex
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FundraisingQ1 FY27 call
PlannedSee what Stallion India Fluorochemicals Ltd said on fundraising — free account, 30 seconds.
Order bookQ1 FY27 call
- 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 Fluorochemicals Ltd's call on the order book
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Ranges are what management guided for revenue growth and margins on the latest earnings call. Not investment advice, and not a forecast of returns.
Potential multibaggers · Q2 FY27
Potential multibaggers in Chemicals & Petrochemicals
on management's own guidance
- Strong growth2
- Strong growth1
- Strong growth3
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Ranks describe management commentary on revenue and margin from the latest earnings call. Not investment advice.
Peers
Chemicals & Petrochemicals companies ranked on guidance
| # | Company | Revenue guided | Margin guided | Market cap | P/E |
|---|---|---|---|---|---|
| 1 | 40%+ | Up 0–2% | ₹263 Cr | 3.4 | |
| 2 | 40%+ | Flat | ₹4,375 Cr | 83.7 | |
| 3 | 40%+ | Flat | ₹3,259 Cr | 4.0 | |
| 4 | 40%+ | Flat | ₹145 Cr | 15.9 | |
| 5 | 20–40% | Up 2%+ | ₹1.81L Cr | 90.9 | |
| 6 | 20–40% | Up 2%+ | ₹48,366 Cr | 78.3 |
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Pro shows every company guiding 40%+ revenue growth →Full Chemicals & Petrochemicals rankingStallion India Fluorochemicals Ltd announcements
All announcements →- Capex / expansionNotableStallion India Fluorochemicals begins commercial operations at gas facility in Maharashtra
Financials of Stallion India Fluorochemicals Ltd
Quarterly Results, Profit & Loss, Balance Sheet, Cash Flows, and Ratios are shown below as separate sections.
Financials of Stallion India Fluorochemicals Ltd
Quarterly Results
Quarter-by-quarter operating performance
| Jun 2024 | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|---|---|
| Sales + | 73 | 68 | 85 | 152 | 110 | 106 | 105 | 110 |
| Expenses + | 61 | 66 | 71 | 133 | 96 | 90 | 93 | 94 |
| Operating Profit | 12 | 2 | 14 | 19 | 14 | 16 | 12 | 16 |
| OPM % | 17% | 3% | 17% | 12% | 13% | 15% | 11% | 15% |
| Other Income + | 0 | 0 | 0 | 2 | 0 | 0 | 2 | 1 |
| Interest | 1 | 2 | 2 | 2 | 0 | 0 | 0 | 0 |
| Depreciation | 0 | 0 | 0 | 0 | 0 | 0 | 0 | 1 |
| Profit before tax | 11 | 1 | 12 | 18 | 14 | 15 | 13 | 17 |
| Tax % | 26% | -56% | 20% | 27% | 25% | 25% | 16% | 34% |
| Net Profit + | 8 | 1 | 10 | 13 | 10 | 11 | 11 | 11 |
| EPS in Rs | 0.94 | 0.09 | 1.09 | 1.14 | 0.89 | 0.98 | 0.96 | 0.94 |
Financials of Stallion India Fluorochemicals Ltd
Profit & Loss
Annual income statement trend
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Sales + | 118 | 186 | 226 | 233 | 377 | 431 |
| Expenses + | 104 | 153 | 208 | 209 | 330 | 373 |
| Operating Profit | 14 | 33 | 18 | 24 | 48 | 58 |
| OPM % | 12% | 18% | 8% | 10% | 13% | 13% |
| Other Income + | 1 | 0 | -2 | 3 | 2 | 3 |
| Interest | 0 | 1 | 1 | 4 | 6 | 1 |
| Depreciation | 1 | 2 | 2 | 1 | 1 | 1 |
| Profit before tax | 13 | 30 | 13 | 22 | 42 | 59 |
| Tax % | 27% | 30% | 25% | 28% | 24% | 26% |
| Net Profit + | 10 | 21 | 10 | 15 | 32 | 44 |
| EPS in Rs | 5.50 | 11.79 | 1.21 | 1.72 | 2.78 | 3.78 |
| Dividend Payout % | 0% | 0% | 0% | 0% | 0% | 0% |
Financials of Stallion India Fluorochemicals Ltd
Balance Sheet
Capital structure and asset base
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Equity Capital | 12 | 12 | 55 | 61 | 79 | 116 |
| Reserves | 28 | 49 | 16 | 64 | 222 | 565 |
| Borrowings + | 10 | 2 | 18 | 65 | 2 | 34 |
| Other Liabilities + | 104 | 35 | 37 | 9 | 30 | 22 |
| Total Liabilities | 153 | 98 | 126 | 200 | 334 | 737 |
| Fixed Assets + | 19 | 18 | 13 | 14 | 17 | 31 |
| CWIP | 0 | 0 | 0 | 0 | 0 | 35 |
| Investments | 0 | 0 | 0 | 0 | 0 | 0 |
| Other Assets + | 134 | 80 | 113 | 186 | 316 | 671 |
| Total Assets | 153 | 98 | 126 | 200 | 334 | 737 |
Financials of Stallion India Fluorochemicals Ltd
Cash Flows
Operating, investing and financing cash movement
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Cash from Operating Activity + | -8 | 8 | -3 | -73 | -13 | 39 |
| Cash from Investing Activity + | -2 | -1 | -13 | 12 | -20 | -253 |
| Cash from Financing Activity + | 12 | -8 | 16 | 76 | 76 | 367 |
| Net Cash Flow | 2 | -1 | -1 | 15 | 43 | 154 |
| Free Cash Flow | -10 | 7 | -3 | -75 | -18 | -10 |
| CFO/OP | -32% | 44% | 43% | -287% | 5% | 108% |
Financials of Stallion India Fluorochemicals Ltd
Ratios
Working capital efficiency and return ratios
| Mar 2021 | Mar 2022 | Mar 2023 | Mar 2024 | Mar 2025 | Mar 2026 | |
|---|---|---|---|---|---|---|
| Debtor Days | 282 | 56 | 69 | 111 | 102 | 66 |
| Inventory Days | 128 | 113 | 80 | 178 | 128 | 134 |
| Days Payable | 394 | 76 | 46 | 7 | 27 | 19 |
| Cash Conversion Cycle | 16 | 93 | 103 | 282 | 203 | 180 |
| Working Capital Days | 57 | 82 | 62 | 147 | 193 | 145 |
| ROCE % | 55% | 22% | 18% | 20% | 12% |
Guidance history
How Stallion India Fluorochemicals Ltd's guidance has moved, call by call
| Call | Revenue | Margins | Capex | Fundraising | Order book |
|---|---|---|---|---|---|
| Q1 FY27 call → | 20–40% | Up 2%+ | Planned | Planned | — |
| Q4 FY26 call → | 20–40% | Up 0–2% | Planned | Planned | — |
| Q3 FY26 call → | 40%+ | Up 2%+ | Planned | Planned | — |
| Q2 FY26 call → | 20–40% | Up 2%+ | Planned | Planned | — |
What management guided on each call, newest first. Not investment advice, and not a forecast of returns.
Momentum score · price trend
19 out of 100 — Cooling
Over the past year its share price has done worse than most of the stocks we track.
| Period | Share price change | Better than … of 1,910 stocks |
|---|---|---|
| Last 12 months | −38.6% | 13% |
| Last 6 months | +24.5% | 77% |
| Last 3 months | −23.5% | 10% |
The price is 54.9% below its all-time high of ₹414.35 (16 Oct 2025). Stocks more than 20% below their peak have their score halved, so 38 became 19.
How we calculate it
“Better than 30%” means that over that period the share price did better than 30 out of every 100 stocks we track (1,910 Indian companies worth ₹500 Cr or more, with at least a year of prices).
The score weighs the longer periods more: 40% × 12-month + 40% × 6-month + 20% × 3-month. For Stallion India Fluorochemicals Ltd: 0.4 × 13 + 0.4 × 77 + 0.2 × 10 = 38, halved to 19 because the price is more than 20% below its all-time high.
Strengthening is 70 and above, Steady 40 to 70, Cooling below 40. Scores are recalculated every night after the market closes.
Full methodology →This describes only how the share price has moved up to 29 Oct 2026, compared with other stocks. It says nothing about the business, and it is not a prediction, a price target or a recommendation to buy or sell.
Continue your research
What Stallion India Fluorochemicals Ltd's management said in earlier quarters
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