| Metric | Value (₹ Cr) | Q3 FY26 | Q4 FY25 |
|---|---|---|---|
| Revenue | 109.99 | 5.1% | 27.4% |
| Total Income | 111.30 | 6.1% | 27.3% |
| Expenditure | 94.63 | 3.2% | 29.9% |
| PBT | 16.67 | 26.2% | 8.7% |
| Net Profit | 10.93 | 1.7% | 17.6% |
| OPM | 14.86% | 2.12pp | 2.51pp |
| NPM | 9.82% | 0.79pp | 1.15pp |
| EPS | 1.33 | 5.0% | 24.4% |
Stallion India FY26 Revenue Up 14.4% to ₹434.12 Cr
14 May 2026 · 14 May, 3:20 pm
Summary
Stallion India Fluorochemicals Limited (SIFL) delivered a strong performance in FY26, with Total Revenue reaching ₹43,412.30 Lakhs (₹434.12 crores), an increase of 14.40% year-over-year. The company reported a robust 23.34% growth in EBITDA to ₹6,134.74 Lakhs (₹61.35 crores), while Profit After Tax (PAT) surged by 35.61% to ₹4,384.11 Lakhs (₹43.84 crores). Managing Director & CEO Mr. Shazad Rustomji highlighted resilient operational and financial performance despite global volatility, attributing success to proactive strengthening of sourcing networks and operational contingency mechanisms. SIFL is actively pursuing long-term growth, with its R-32 manufacturing facility project on track for October 2026 commencement, and it targets a revenue CAGR of 30-35% with 3-4% margin improvement over the next three years.
Key Highlights
- 1
Stallion India Fluorochemicals Limited (SIFL) reported a Total Revenue of ₹43,412.30 Lakhs (₹434.12 crores) for FY26, marking a year-over-year growth of 14.40%.
- 2
EBITDA for FY26 increased by 23.34% to ₹6,134.74 Lakhs (₹61.35 crores), demonstrating robust operational performance.
- 3
Profit After Tax (PAT) for FY26 saw a significant rise of 35.61% to ₹4,384.11 Lakhs (₹43.84 crores), reflecting strong profitability.
- 4
The company's Earnings Per Share (EPS) for FY26 stood at ₹5.34, an increase of 21.92% year-over-year.
- 5
For Q4 FY26, SIFL's Total Revenue was ₹11,129.52 Lakhs, with EBITDA at ₹1,764.83 Lakhs and PAT reaching ₹1,093.42 Lakhs.
- 6
A key long-term growth driver, the proposed 10,000 MT R-32 manufacturing facility at Bhilwara, Rajasthan, is progressing well and remains on track for commencement by October 2026 after receiving Environmental Clearance.
- 7
SIFL is strategically targeting a revenue CAGR of 30–35% over the next three years and aims to improve margins by 3–4% through continued expansion and backward integration initiatives.
Management Comments
Shazad Rustomji
We are pleased to report a resilient operational and financial performance for FY26 despite increasing volatility across global energy and supply-chain markets. During FY26, the Company reported Total Revenue of ₹434.12 crores, reflecting a YoY growth of 14.40%, while EBITDA increased by 23.34% to ₹61.35 crores and PAT increased by 35.61% to ₹43.84 crores, demonstrating the strength of our operating model and execution capabilities Recent geopolitical developments, including disruptions and trade uncertainties across the Middle East region, rising crude oil prices, and evolving global logistics challenges, have created supply-side pressures across multiple industrial sectors. Anticipating such volatility, Stallion India Fluorochemicals had proactively strengthened its sourcing network, inventory planning, and operational contingency mechanisms, enabling the Company to maintain supply continuity and execution stability across key customer industries. Despite the challenging external environment, the Company successfully achieved its targeted topline growth projection of approximately ₹430 crores, reflecting the resilience of our business model, operational agility, and strong customer relationships. A key long-term growth driver for the Company remains the proposed 10,000 MT R-32 manufacturing facility at Bhilwara, Rajasthan, for which Environmental Clearance has already been received. The project strengthens backward integration, enhances supply-chain security, supports import substitution, and positions Stallion to capitalize on the growing transition toward low-GWP refrigerants. The R-32 project is progressing well and remains on track for commencement by October 2026. During FY26, we continued strengthening our position across high-growth industrial applications while expanding our specialty gas, semiconductor gas, helium, and HFO infrastructure. These strategic initiatives, along with backward integration into manufacturing, are expected to support our targeted revenue CAGR of 30–35% over the next 3 years while improving margins by 3–4%.
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