Why does the company again considering rights issue ?! The promoter sold stocks to infuse cash at 0% interest but thats not enough ?
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Industrial Plot Allotment
Stallion India Fluorochemicals received an allotment letter (Nov 4, 2025) from RIICO for an industrial plot of approximately *28,650 square meters* in Ukhaliya, Rajasthan. This land acquisition supports the company’s long-term *capacity expansion* and future operational requirements for its R-32 Manufacturing Plant. #BusinessUpdate
Strategic Tech Tie-up Guidance
SIFL has signed a strategic technology tie-up (MoU) with Portugal-based SYS ADVANCE for Helium Recovery & Liquefaction Systems, critical for space and defense applications. SIFL is actively working with ISRO for long-term support in this area. Management has issued a strong *3-year revenue CAGR guidance of 30-35%* based on this expansion into advanced gas technologies. #StrategicPivot #StrongGuidance
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Any views on the the quarterly results for Stallion?
Key Takeaways from Q3 FY26 Concall held on 3rd Feb (AI generated summary)
1. Financial Performance (Q3 & 9M FY26)
Q3 FY26: Total revenue reached ₹104.87 crores (23.2% YoY growth). EBITDA stood at ₹13.56 crores, and PAT was reported at ₹11-12 crores [01:59].
9M FY26: Total revenue was ₹321.18 crores (41.7% YoY growth). EBITDA grew to ₹43.69 crores (up 48.6%), and PAT surged by 72.8% to ₹32.9 crores [02:34].
EPS: Earnings Per Share for 9M FY26 stood at 4.15 compared to 3.1 in the previous year [03:04].
2. Strategic Expansions & New Facilities
R32 Manufacturing Plant (Bhilwara, Rajasthan): The company received environmental clearance for a 10,000-ton per annum facility. This project is a critical step towards backward integration and is expected to be commissioned by August 2026 [03:30].
Mambattu & Khalapur Facilities:
Khalapur (Helium): Delayed due to a system upgrade from 200 bar to 300 bar pressure standards. Startup is expected in March 2026 [08:10].
Mambattu (Andhra Pradesh): The facility’s scope was significantly expanded (doubling tank capacity, adding semiconductor/helium facilities), pushing operations to start by March/April 2026 [09:13].
Helium Business: The company entered a tie-up with CIS Advance (Portugal) for technology and a strategic partnership with Sharia Oxygen (Dubai) for sourcing liquid helium. They target ₹200 crores revenue from helium and specialty gases within 5 years [04:08], [45:36].
3. Promoter Stake Sale & Fundraising
Context: The MD sold 2% of his stake recently. He clarified this was necessary because a planned preferential issue became unviable due to extreme market volatility and a sharp rise in stock price (crossing ₹250).
Usage of Funds: The proceeds were injected into the company as an interest-free loan to kickstart the time-bound R32 project immediately.
Rights Issue: These funds will be converted back into equity through an upcoming Rights Issue, which the MD intends to subscribe to fully [06:40].
4. Future Guidance & Outlook
FY26 Targets: The company remains confident in achieving its revenue guidance of ₹430 crores and PAT guidance of ₹40 crores for the full year [05:15].
Growth Projections: They project a 30-35% CAGR over the next 3 years.
R32 Revenue Potential: The new R32 plant is expected to generate ~₹275 crores in the second half of FY27 (6 months of production) and ~₹550 crores in FY28 [39:37].
Margins: New products (R32, Helium) are expected to have PAT margins between 16% to 24%, aiming to improve the overall company PAT margin up from ~10% by 3-4% [32:31] [5:30]
5. Operational Insights
Capacity Utilization: The current revenue of ~₹430 crores is generated purely from existing trading/blending operations, excluding the three new upcoming facilities (Bhilwara, Mambattu, Khalapur).
Market Position: Management emphasized that despite currently being a non-manufacturing entity, they have retained customers against global giants. Becoming a manufacturer (backward integration) is expected to further strengthen their pricing power and retention [24:06].
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Right Issue details announced
Issue Size - 364/- CR
Price Fixed - 99/- per share
Entitlement Ratio - 19 shares for every 41 shares held by existing shareholders
Record Date - 11 Feb