Stallion India Fluorochemicals releases Q1 FY27 earnings call transcript

1 min read | Published on 12 Aug 2026, 08:20 PM |Updated on 20 Aug 2026, 03:42 PM

Reviewed by

Riya DScanX News Team

Key Highlights

Stallion India Fluorochemicals has made available the transcript of its Q1 FY27 earnings call. The document details a 12.78% YoY revenue increase to ₹124.68 crore and outlines progress on key projects including the Khalapur helium plant and Bhilwara R32 facility.

*this image is generated using AI for illustrative purposes only.

Stallion India Fluorochemicals Limited has released the full transcript of its earnings conference call held on Monday, August 17, 2026. The session discussed the company's unaudited financial results for the quarter ended June 30, 2026, along with detailed operational updates regarding capacity expansion and strategic initiatives.

The transcript is now accessible on the company's investor relations page. This disclosure follows the initial announcement of the call details and is made in compliance with Regulation 30 of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015.

Call Details

The conference call was conducted via Zoom Webinar at 4:00 pm IST. Mr. Shehzad Rustamji, Managing Director and CEO, served as the primary speaker from management. ConfideLeap Partners facilitated the event.

Detail	Information
Date:	August 17, 2026
Time:	4:00 pm IST
Speaker:	Shehzad Rustamji (MD & CEO)
Platform:	Zoom Webinar

Accessing the Transcript

Investors can access the full transcript through the company's official website. The document provides direct access to the complete session, allowing stakeholders to review management's commentary on quarterly performance, margin drivers, and future growth plans.

For further assistance regarding the call or the transcript, investors may contact ConfideLeap Partners at +(91) 85911 45959 or info@confideleap.com .

Historical Stock Returns for Stallion India Fluorochemicals

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
-2.28%	-3.73%	-21.79%	+66.10%	+11.77%	0.0%

How will the announced capacity expansion projects impact Stallion India Fluorochemicals' market share in the next 12-18 months?

What specific margin drivers did management highlight, and are they expected to sustain amidst fluctuating raw material costs?

How do the strategic initiatives discussed align with the growing demand for fluorochemicals in the electric vehicle and renewable energy sectors?

Stallion India Fluorochemicals

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Stallion India Targets ₹1,100 Cr Revenue In FY28 With 15% PAT Margin

1 min read | Published on 18 Aug 2026, 09:08 AM |Updated on 18 Aug 2026, 09:08 AM

Reviewed by

Ashish TScanX News Team

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Key Highlights

Stallion India Fluorochemicals forecasts FY28 revenue above ₹1,100 crore with a 15% PAT margin, supported by the full operation of helium, R-32, and Mambattu plants. The company expects 30-35% revenue growth over three years and a 3-4% medium-term EBITDA margin expansion. R-32 plant revenue for FY27 Q4 is estimated at ₹125 crore, down from the ₹250 crore full-year forecast, but FY28 targets of ₹500-600 crore remain unchanged.

*this image is generated using AI for illustrative purposes only.

Stallion India Fluorochemicals has outlined its financial trajectory for FY28, projecting revenue to surpass ₹1,100 crore with a profit after tax (PAT) margin of approximately 15%. This outlook is contingent upon the full operational capacity of its helium, R-32, and Mambattu manufacturing plants.

The company confirmed an expected revenue growth of 30-35% over the next three years. Management anticipates that EBITDA margins will increase by 3-4% in the medium term, driven by backward integration and the expansion into specialty gases.

Plant-Specific Revenue Estimates

For the R-32 plant, Stallion India provided specific revenue estimates for the upcoming fiscal periods. The revenue for FY27 Q4 is estimated at ₹125 crore, which represents a downward revision from the full-year forecast of ₹250 crore for FY27. Despite this quarterly adjustment, the company maintains its FY28 revenue expectation for the R-32 plant at ₹500-600 crore.

Metric	Estimate	Context
R-32 Plant Revenue (FY27 Q4)	₹125 crore	Down from ₹250 crore full-year forecast
R-32 Plant Revenue (FY28)	₹500-600 crore	Intact expectation
Total Company Revenue (FY28)	>₹1,100 crore	Contingent on full plant operations
Target PAT Margin (FY28)	~15%	Upon full capacity utilization

What the Numbers Show

The divergence between the revised FY27 Q4 estimate for the R-32 plant (₹125 crore) and the maintained FY28 target (₹500-600 crore) suggests a significant ramp-up in production or sales volume is planned for the subsequent fiscal year. This implies that the current quarter's lower realization is a temporary operational phase rather than a structural demand issue, aligning with the broader narrative of improving profitability as manufacturing scales up.

While Q1 EBITDA margins are reported as strong, management cautioned that this level may not be sustained throughout the year. However, the medium-term outlook remains positive, with the anticipated 3-4% expansion in EBITDA margins attributed to strategic backward integration and the contribution from specialty gases.

Historical Stock Returns for Stallion India Fluorochemicals

1 Day	5 Days	1 Month	6 Months	1 Year	5 Years
-2.28%	-3.73%	-21.79%	+66.10%	+11.77%	0.0%

What specific operational bottlenecks or market factors caused the significant downward revision of the R-32 plant's FY27 Q4 revenue estimate from ₹250 crore to ₹125 crore?

How does Stallion India plan to mitigate the risk of margin compression if Q1 EBITDA levels prove unsustainable throughout the fiscal year?

What are the key milestones and capital expenditure requirements for achieving full operational capacity at the helium and Mambattu plants by FY28?

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