Stallion India Fluorochemicals Limited — PPTs, 14-10-2025: Investor Presentation

Stallion India Fluorochemicals delivered strong performance for Q2 and H1 FY25-26. Total revenue for Q2 surged 55.57% year-on-year to INR 105.76 Cr, with profit after tax (PAT) rocketing 1241.25% to INR 11.42 Cr and EPS at 1.42. For the half-year, revenue grew 52.83% to INR 216.30 Cr, and PAT increased 135.03% to INR 21.78 Cr, with EPS at 2.73.

The company is strategically expanding its pan-India footprint with two new facilities underway, increasing its network to six. Key initiatives include developing specialty and semiconductor gas capabilities at Khalapur and investing in liquid helium processing (1,200 MT/annum). A 10,000 MT R-32 gas manufacturing facility in Bhilwara is also planned for backward integration.

Management expects these strategies, along with a focus on higher-margin aftermarket clients and advanced products like semiconductor gases, to boost profit margins by 3-4%. The company anticipates a 30-35% CAGR for the next three years, driven by continued innovation and strategic market adaptation.