Stallion India Fluorochemicals Q3 FY26 Concall Transcript Released
Stallion India Fluorochemicals reported Q3 FY26 revenue of ₹104.87 Cr (up 23.2% YoY) and 9M FY26 revenue of ₹321.18 Cr (up 41.7% YoY). The company received environmental clearance for its 10,000 MT R-32 plant in Bhilwara, targeting August 2026 commissioning. A rights issue aims to raise ₹364 Cr for capacity expansion. FY26 revenue guidance remains ₹430 Cr.
The announcement includes strong financial performance, significant capacity expansion plans (R-32 plant), strategic partnerships for helium, and a substantial rights issue for funding. These are material events that can significantly impact the company's future operations, market position, and financial structure.
The company reported strong year-on-year growth in revenue and PAT for both the quarter and nine months ended December 31st, 2025. Strategic initiatives like environmental clearance for the R-32 plant and technology tie-ups for helium indicate positive future growth prospects. The reiteration of financial guidance further supports a positive sentiment.
Stallion India Fluorochemicals Limited has released the transcript of its Investor Conference held on February 3rd, 2026, discussing the company's business and financial performance for the Quarter and Nine Months ended December 31st, 2025. The transcript is available on the company's website.
During the call, Managing Director and CEO, Mr. Shazad Rustomji, reported strong financial results for Q3 FY26, with total revenue of ₹104.87 crores, a 23.2% year-on-year growth. EBITDA stood at ₹13.56 crores, and PAT was ₹11.12 crores. For the first nine months of FY26, total revenue grew to ₹321.18 crores (up 41.7% YoY), EBITDA increased to ₹43.69 crores (up 48.6% YoY), and PAT surged to ₹32.9 crores (up 72.8% YoY). Earnings per share for 9M FY26 were ₹4.15.
Strategically, the company has received environmental clearance for its 10,000 MT per annum R-32 manufacturing facility in Bhilwara, Rajasthan, with commissioning expected by August 2026. Expansion of industrial footprint includes an HFO, HFC blending, and rebulking facility at Mambattu, Andhra Pradesh. The company also entered a technology tie-up with SYS Advanced (Portugal) for helium recovery and liquefaction systems and a strategic partnership with Sharjah Oxygen, Dubai, for liquid helium sourcing, aiming to establish a resilient helium supply chain for India.
The company reiterated its FY26 revenue guidance of ₹430 crores and PAT guidance of ₹40 crores, and expects to sustain a 30-35% CAGR over the next three years. Discussions also addressed delays in the Mambattu and Khalapur plant commissioning, attributed to re-engineering for enhanced capacity and new market opportunities, with revised operational start-ups expected by March end or April. The Bhilwara plant's R-32 facility is targeted for production by October 2026. The company is undertaking a rights issue to raise ₹364 crores for capacity expansion, aiming to maintain a debt-free status.
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Stallion India Fluorochemicals Limited filed this with the NSE as a statutory disclosure, categorised under concall transcript released. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.
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