Stallion India Fluorochemicals Limited — Investor Meet, 22-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Stallion India Fluorochemicals Ltd. reported Q4FY25 revenues of ₹153.16 Cr, up 80% QoQ, with EBITDA of ₹20.31 Cr (+42%) and PAT of ₹13.27 Cr (+36%). FY25 revenue stood at ₹379.47 Cr, EBITDA ₹49.74 Cr, and PAT ₹32.33 Cr (₹43.04 Cr adjusted for a one-time provision). Growth is driven by ramp-up of Khalapur and Ghilot plants and upcoming units in semiconductor gases, HFOs, and liquid helium, targeting 30-35% CAGR over three years. With 70% revenue from higher-margin aftermarket clients, Stallion plans backward integration and new South India capacity to boost reach and cut logistics costs. Semiconductor gas revenues are expected from Q4FY26. Management remains cautiously optimistic on margin expansion despite raw material volatility, supported by strong distribution ties and steady volume growth.