Stallion India Fluorochemicals Limited , a leading provider of refrigerant and industrial gases, has reported a robust financial performance for the second quarter of fiscal year 2025-26, with significant growth in both revenue and profitability.

Strong Revenue Growth

The company's total revenue for Q2 FY2025-26 stood at ₹10,575.75 lakh, representing a substantial year-over-year increase of 56% from ₹6,797.99 lakh in the corresponding quarter of the previous fiscal year. This impressive growth underscores the company's strong market position and increasing demand for its products.

Remarkable Profit Surge

Stallion India Fluorochemicals witnessed an extraordinary surge in its Profit After Tax (PAT) for Q2 FY2025-26, which rose to ₹1,141.67 lakh, marking a staggering 1,241% increase from ₹85.12 lakh in Q2 FY2024-25. This significant jump in profitability reflects the company's improved operational efficiency and strategic initiatives.

Half-Year Performance

For the first half of FY2025-26, the company's performance continued to be strong:

• Total revenue reached ₹21,630.31 lakh, up 53% from ₹14,153.16 lakh in H1 FY2024-25.
• PAT for H1 FY2025-26 stood at ₹2,178.00 lakh, a remarkable 135% increase from ₹926.69 lakh in the same period last year.

Operational Highlights

Stallion India Fluorochemicals currently operates four facilities across Maharashtra, Rajasthan, and Haryana. The company is in the process of expanding its operations with two new facilities:

1. A 7,200 MT capacity plant in Andhra Pradesh
2. A 1,200 MT semiconductor gas facility in Khalapur, Maharashtra

These expansions are expected to strengthen the company's market position and cater to growing demand in various sectors.

Financial Metrics

The company's EBITDA margin improved significantly to 14.91% in Q2 FY2025-26 from 3.47% in the same quarter last year, indicating enhanced operational efficiency.

Future Outlook

Stallion India Fluorochemicals is targeting a 30-35% CAGR growth over the next three years. The company expects its strategic initiatives, including backward integration and expansion into higher-value products like semiconductor gases, to improve profit margins by 3-4%.

Management Commentary

Shazad Rustomji, Managing Director & CEO of Stallion India Fluorochemicals, stated, "Our strong performance in Q2 and H1 FY2025-26 reflects the success of our strategic initiatives and the growing demand for our products. We are particularly excited about our expansion into specialty and semiconductor gas capabilities, which will position us at the forefront of India's emerging technology needs."

The company's focus on forward integration, coupled with plans for backward integration, is expected to create significant growth potential and support its ambition to emerge as an industry leader in the fluorochemicals sector.

As Stallion India Fluorochemicals continues to expand its product portfolio and manufacturing capabilities, it remains well-positioned to capitalize on the growing demand for refrigerants and industrial gases across various sectors in India.

Stallion India Fluorochemicals Limited (SIFL), a leading player in the refrigerants and industrial gases sector, has reported robust financial results for the second quarter and first half of FY25-26, demonstrating significant growth across key metrics.

Financial Highlights

For the first half of FY25-26, SIFL posted impressive year-on-year growth:

The company's performance in Q2 FY25-26 was particularly strong:

Management Commentary

Shazad Rustomji, Managing Director & CEO of Stallion India Fluorochemicals Limited, expressed confidence in the company's performance: "The Company delivered a strong performance during Q2 and H1 FY25-26, marked by significant growth in revenue and profitability. The improvement was driven by higher volumes, better product mix, and operational efficiencies across key facilities, reflecting the Company's strong execution and resilient business model."

Despite challenging business conditions, including cyclical slowdown and global macroeconomic uncertainties, SIFL has achieved over 50% of its projected revenue for FY25-26 in the first half itself. The management remains confident of achieving the stated revenue guidance of ₹43,000.00 lakhs for FY25-26, with upcoming quarters expected to be seasonally stronger.

Company Overview

Incorporated in 2002, Stallion India Fluorochemicals Limited has established itself as a key player in processing, blending, and distributing gases across diverse industries. The company operates four strategic manufacturing facilities located in Khalapur, Ghiloth, Manesar, and Panvel, specializing in the debulking, blending, and processing of gases.

SIFL's unique positioning lies in its focus on gas blending, differentiating it from competitors who primarily manufacture base molecules. The company serves a wide range of industries by providing tailored gas solutions, including Hydrocarbons (HC), Hydrofluorocarbons (HFCs), and Hydrofluoroolefins (HFOs).

Future Outlook

With a strong first half performance and optimistic management guidance, Stallion India Fluorochemicals Limited appears well-positioned to capitalize on the growing demand for specialized gas solutions across various industries. The company's focus on operational efficiencies and strategic market positioning continues to drive its growth trajectory in the competitive fluorochemicals sector.

Investors and industry observers will be keenly watching SIFL's performance in the coming quarters, as the company aims to meet its ambitious revenue targets for FY25-26.