Stallion India Fluorochemicals Limited — Investor Meet, 16-10-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Stallion India Fluorochemicals reported strong Q2 & H1 FY2526 results. Q2 revenue grew 55.6% YoY to INR 105.75 Cr, with EBITDA up seven-fold to INR 15.77 Cr (14.9% margin) and PAT at INR 11.42 Cr. H1 revenue increased 52.8% YoY to INR 216.3 Cr. The company is on track to exceed its INR 430 Cr FY26 revenue target.

Strategic expansions are underway: a 10,000 MT R32 manufacturing facility in Bhilwara (targeting July 2026, ~INR 200 Cr CapEx, projected 22-24% PAT margins), and upgraded helium, semiconductor, and HFO blending facilities in Mambattu (Jan-Feb 2026) and Khalapur (Dec-Jan 2026). These initiatives aim for 30-35% CAGR growth and 3-4% margin enhancement, with management confident in long-term value creation.