Stallion India Fluorochemicals Limited Q4 FY25 earnings call summary

Earnings call of 20 May 2025, summarised by AI from the filing.

Stallion India Fluorochemicals reported Q4 FY25 revenue of ₹153.16 cr, up 79.87% QoQ, and guides 30-35% CAGR over the next three years.

Key takeaways

1. Growth guidance Management expects 30-35% CAGR over next three years, with profitability enhancement of 3-4%.
2. CapEx delay Only ₹69 lakhs spent as of 31st March 2025 against planned ₹51 cr, due to redesigning and focus on Q4 sales.
3. New facilities Mambattu scaled to 10-tank facility; semiconductor products to add at least ₹100 cr revenue.
4. China dependence China has 85% of global fluorochemicals share; price fluctuations over 100% managed through high inventory.

Original filing on BSE

Stallion India Fluorochemicals Limited Q1 FY27 results

As filed: Revenue ₹121 cr (+10% year on year), EBITDA ₹22.0 cr (+57% year on year), PAT ₹18.6 cr (+86% year on year), EBITDA margin 18.2% (+542 bps).

The Q1 FY27 score, against the company's own trend, is for premium members.

Earlier results and the share price after them

• Q4 FY26: Revenue ₹110 cr (−28% year on year), EBITDA ₹16.4 cr (−9% year on year), PAT ₹10.9 cr (−16% year on year), EBITDA margin 14.9% (+302 bps). Score 24 of 100, Below trend. EBITDA margin rose 302 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: +31.1% in 30 days (Nifty 500: +1.0%).
• Q3 FY26: Revenue ₹105 cr (+23% year on year), EBITDA ₹13.3 cr (−5% year on year), PAT ₹11.1 cr (+11% year on year), EBITDA margin 12.8% (−372 bps). Score 46 of 100, In line with trend. EBITDA margin fell 372 bps year on year. Not enough history for a trend yet: scored on growth alone. Share price after the results: −30.9% in 29 days (Nifty 500: +0.1%).
• Q2 FY26: Revenue ₹106 cr, EBITDA ₹15.0 cr, PAT ₹11.0 cr, EBITDA margin 14.2%. Not scored. No result for the same quarter last year. Share price after the results: −23.7% in 30 days (Nifty 500: +2.1%).
• Q1 FY26: Revenue ₹110 cr, EBITDA ₹14.0 cr, PAT ₹10.0 cr, EBITDA margin 12.7%. Not scored. No result for the same quarter last year. Share price after the results: +50.7% in 28 days (Nifty 500: +1.7%).
• Q4 FY25: Revenue ₹152 cr, EBITDA ₹18.0 cr, PAT ₹13.0 cr, EBITDA margin 11.8%. Not scored. No result for the same quarter last year. Share price after the results: +9.9% in 28 days (Nifty 500: +0.5%).
• Q3 FY25: Revenue ₹85.0 cr, EBITDA ₹14.0 cr, PAT ₹10.0 cr, EBITDA margin 16.5%. Not scored. No result for the same quarter last year.

Past price moves after results do not indicate future moves. Not a recommendation.

Stallion India Fluorochemicals Limited earnings call, investor presentation and press release summaries

• Q1 FY27: Earnings call (17 Aug 2026), Results deck (14 Aug 2026)
• Q4 FY26: Earnings call (18 May 2026), Results deck (14 May 2026)
• Q3 FY26: Earnings call (3 Feb 2026), Results deck (3 Feb 2026), Results press release (29 Jan 2026)
• Q2 FY26: Earnings call (15 Oct 2025), Results deck (14 Oct 2025), Results press release (13 Oct 2025)
• Q1 FY26: Earnings call (12 Aug 2025), Results deck (11 Aug 2025)
• Q4 FY25: Earnings call (20 May 2025), Results deck (20 May 2025)