Stallion India Fluorochemicals earnings calls.

Stallion India Fluorochemicals reported Q3 FY26 revenue of 104.87 croreCurrent reported value: 104.87 crore. No comparable prior figure is available in the source record. (+23.2Current reported value: 23.2. No comparable prior figure is available in the source record.% YoY), with 9M revenue at 321.18 croreCurrent reported value: 321.18 crore. No comparable prior figure is available in the source record. (+41.7% YoY) reflecting strong execution across refrigerants and specialty gases. PAT surged 72.8% YoYCurrent reported value: 72.8% YoY. No comparable prior figure is available in the source record. to 32.9 crore for 9M, driven by product mix optimization and operating leverage. Management confirmed FY26 revenue guidance of 430 croreCurrent reported value: 430 crore. No comparable prior figure is available in the source record. and PAT of 40 croreCurrent 40 crore. Reported change: +New product lines., with R32 plant at Bilwara (10,000 tonnesCurrent 10,000 tonnes. Reported change: Doubled from 5,000 tonnes. capacity) expected to commission by August 2026, contributing 275 crore in first year of operation. Strategic initiatives include helium recovery technology tie-up with Portugal-based CIS Advance and long-term liquid helium sourcing from Sharjah Oxygen, Dubai. The company's 30-35% CAGR target over 3 years rests on backward integration, new product launches (HFOs), and margin expansion from current ~10% PAT to 16-24% range. Key risk: promoter sold 2% stake twice to fund R32 plant after preferential issue became unviable due to market volatility; plant commissioning delays were attributed to re-engineering and scope expansion.