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 announced a strategic technology partnership with Portugal-based SYS ADVANCE for advanced Helium Recovery and Liquefaction Systems. The collaboration, formalized through a Memorandum of Understanding on 28th January 2026, positions the company to serve high-precision industrial, space, and defense applications.

Strategic Partnership Details

The technology tie-up provides Stallion access to SYS ADVANCE's proven containerised Helium Recovery Systems technology, which has been qualified by European Space Agencies for space and high-end cryogenic applications. SYS ADVANCE brings significant global expertise as a recognized industrial gas equipment manufacturer.

ISRO Collaboration and Market Opportunity

Stallion India Fluorochemicals Limited is actively collaborating with the Indian Space Research Organisation (ISRO) for long-term helium recovery and liquefaction support. The company has participated in a large tender floated by ISRO, positioning itself among premier technology providers for Helium Recovery and Liquefaction systems in India.

According to Managing Director & CEO Mr. Shazad Rustomji, helium represents a critical and scarce resource, particularly for space and cryogenic applications. The recycling capabilities through recovery and liquefaction are becoming increasingly important in the current market environment.

Technology and Global Presence

SYS ADVANCE has demonstrated continuous growth since its establishment in 2002, driven by customer-centric strategy, superior technology, and proven reliability. The company's technology portfolio includes:

• Containerised Helium Recovery Systems
• Advanced liquefaction equipment
• European Space Agency-qualified technology
• Multi-industry PSA systems deployment

Company Profile and Growth Trajectory

Stallion India Fluorochemicals Limited, incorporated in 2002, operates as a specialized leader in refrigerants and industrial gases with over three decades of experience. The company maintains strategic manufacturing facilities across multiple locations including Khalapur and Panvel in Maharashtra, Ghiloth in Rajasthan, and Manesar in Haryana.

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 comprehensive mix of Refrigerant Gases, Specialties, Semiconductor Gases, and High Purity Industrial gases, differentiating it from competitors who primarily focus on either Industrial Gases or Refrigerants exclusively.

Financial Outlook

Supported by expansion into advanced gas technologies, strengthening asset base, and diversified product portfolio, Stallion maintains its 3-year revenue CAGR guidance of 30-35%. The strategic partnership with SYS ADVANCE enhances the company's technological depth and ability to offer advanced, reliable, and globally benchmarked solutions in the Indian market.