Stallion India Fluorochemicals has released its comprehensive investor presentation for Q3FY26, showcasing robust financial performance and outlining ambitious expansion plans. The specialty chemicals company demonstrated strong operational momentum across key financial metrics during the quarter ended December 31, 2025.

Q3FY26 Financial Performance

The company delivered impressive financial results with significant growth across multiple parameters. Revenue performance showed strong momentum while profitability metrics reflected operational efficiency improvements.

Nine-Month Performance Highlights

The nine-month performance for FY26 demonstrated exceptional growth trajectory with substantial improvements in revenue and profitability metrics compared to the corresponding period in the previous year.

Strategic Expansion Initiatives

The company announced significant expansion plans including Environmental Clearance approval for a 10,000 MT R-32 manufacturing facility at Bhilwara, Rajasthan. This facility is expected to generate topline potential of ₹250 crore in FY26-27 and ₹500-600 crore in FY27-28 with PAT margins of 22-24%.

Market Position and Growth Outlook

The company maintains approximately 10% market share in India's fluorochemicals sector, serving over 200 customers across 15+ industries. Management expects 30-35% CAGR growth for the next three years while maintaining sustainable margins. The strategic initiatives are projected to improve profit margins by 3-4% through enhanced product portfolio and backward integration capabilities.

Stallion India Fluorochemicals Limited has entered into a strategic partnership with Sharjah Oxygen Company L.L.C.SP (SOC), Dubai for liquid helium sourcing, marking a significant expansion in the company's high-value industrial gases portfolio. The partnership was announced on January 30th, 2026, through a press release to stock exchanges.

Partnership Details

Under this long-term strategic arrangement, liquid helium will be sourced through Sharjah Oxygen Company L.L.C.SP (SOC), Dubai from RAS Gases & Oilfields, Qatar, one of the world's premier helium-producing sites. The partnership encompasses technical collaboration and establishes a reliable supply chain for Stallion's India operations.

Strategic Significance

This partnership represents an important milestone in Stallion's strategy to strengthen its presence in high-value and high-purity industrial gases. Helium serves as a critical input for multiple high-technology applications including:

• Semiconductors manufacturing
• Medical imaging equipment
• Fiber optics production
• Aerospace applications
• Research laboratories
• Advanced manufacturing processes

Management Perspective

Mr. Shazad Rustomji, Managing Director & CEO of Stallion India Fluorochemicals Limited, emphasized the partnership's strategic value in building a resilient and globally connected helium supply chain for India. He highlighted that helium is mission-critical for several high-technology and healthcare applications, making consistent, high-quality supply central to the company's growth strategy.

The collaboration will enable Stallion to benefit from SOC's technical expertise and access diversified global helium sources with reliable logistics and competitive economics. Sharjah Oxygen Company, established in 1970, operates as a professionally managed industrial, specialty and rare gases manufacturer with operations spanning gas filling stations, plant installations, on-site services and bulk storage supplies across the Middle East.

Company Profile and Growth Vision

Incorporated in 2002, Stallion India Fluorochemicals Limited operates as a specialized leader in the refrigerants and industrial gases sector with over three decades of experience. The company maintains strategic manufacturing facilities across multiple locations:

The company serves diverse industries including air conditioning, refrigeration, fire-fighting, semiconductor manufacturing, pharmaceuticals, automotive, and glass production. Stallion's unique positioning focuses on a mix of Refrigerant Gases, Specialties, Semiconductor Gases and High Purity Industrial gases, differentiating it from competitors who primarily concentrate on either Industrial Gases or Refrigerants exclusively.

Financial Targets and Future Outlook

This helium sourcing initiative aligns with Stallion's long-term vision of building an integrated, diversified and asset-backed fluorochemicals, refrigerants and specialty gases platform. The strategy encompasses strategic capacity creation, technology partnerships and a growing portfolio of high-purity and specialty products. Management remains confident of achieving the company's targeted 3-year revenue CAGR of 30–35% while creating sustainable long-term value for stakeholders.