Type of Event: Q1 FY27 Earnings Conference Call and investor interaction, hosted by ConfideLeap Partners.
Date and Time: The event was held on Monday, 17th August 2026, at 04:00 P.M. IST.
Purpose: The stated purpose was to discuss the business and financial performance of the Company for the quarter ended 30th June, 2026.
Management Participants: Mr. Shehzad Rustamji, Managing Director and CEO, was the primary management participant.
Availability of Materials: The full transcript of the conference call was made available and has been uploaded to the company's website at: https://stallionfluorochemicals.com/investors-information/earning-call/.
Financial Period Discussed: The discussion centered on the company's performance for Q1 FY27 (quarter ended 30th June, 2026).
Key Financial Highlights (as disclosed):
Total Revenue: ₹124.68 crores, registering a growth of 12.78% year-on-year.
EBITDA: ₹25.27 crores, an increase of 75.85%.
PAT: ₹18.57 crores, a growth of 79.15%.
Project Updates and Forward-Looking Statements:
Khalapur Helium Plant: A high purity helium processing plant with a capacity of 1200 metric tons per annum is completed. Commercial operations are expected to begin in Q2 FY27. An initial 12% revenue contribution is expected in the current year.
Mambattu Facility (Andhra Pradesh): An HFO blending and storage facility. Work is progressing, and operations are expected to commence by the end of the calendar year (2026).
Bhilwara R32 Facility: A 10,000 metric ton R32 manufacturing facility. Work is progressing, with a revised target completion date of end-December 2026. This is a key backward integration project.
Strategic Guidance:
The company reaffirmed its revenue guidance of 30-35% CAGR over the next three years.
EBITDA margins are expected to improve by about 3 to 4% over the medium term due to backward integration and a shift to higher-value specialty gases.
For the R32 plant, revenue projections of ₹250 crore in FY27 and ₹500-600 crore at full utilization (FY28) were discussed, based on a conservative realization estimate of ₹550/kg.
Compliance Statement: The document is a formal regulatory submission to the exchanges. The moderator's opening remarks included a standard caution that forward-looking statements are subject to risks and uncertainties, and the company undertakes no obligation to update them.
Additional Notes Section
Attachment: The regulatory filing intimates that the transcript of the investor conference was enclosed.
Financial Data: This announcement itself did not contain new financial data; it was a filing to disclose the availability of the transcript from a prior event where financial figures were discussed.
Operational Details: Logistical details like dial-in numbers were part of the original event invite but are not the focus of this regulatory summary.
