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- Q1 FY27 revenue grew by 12.78% YoY to ₹124.68 Cr, with EBITDA up 75.85% to ₹25.27 Cr and PAT up 79.15% to ₹18.57 Cr, reflecting improved profitability from a better product mix and strategic planning. - Management maintains a 30-35% revenue CAGR guidance over the next three years and anticipates a 3-4% improvement in EBITDA margins over the medium term. - High purity helium processing plant at Khalapur (1200 MTPA capacity) is expected to commence commercial operations in Q2 FY27, contributing approximately 12% to revenue this year. - R32 manufacturing facility at Bhilwara and Mambattu facility timelines are slightly delayed (to Dec 2026 and year-end respectively) but are crucial for backward integration, supply reliability, and margin enhancement. - The company is implementing de-risking strategies, including swap agreements and strategic sourcing, for helium supply amidst Middle Eastern disruptions, expecting higher helium prices due to market shortfall. - Stallion India Fluorochemicals is exploring capital raising for accelerated growth to achieve a ₹3000 Cr revenue target in three years, while prioritizing internal accruals and aiming to avoid equity dilution.

- Audio recording of the Earnings Conference Call held on 17th August, 2026, to discuss the Unaudited Financial Results for the Quarter ended 30th June, 2026 (Q1 FY27), is now available. - The recording can be accessed at: https://stallionfluorochemicals.com/investors-information/earning-call/

- Investor Presentation filed on financial results for the quarter ended June 30, 2026. - Khalapur facility has commenced commercial operations for high-purity helium processing with 1,200 MTPA capacity. - Mambattu facility expected to commence operations by end 2026. - Developing a 10,000 MT R-32 manufacturing facility at Bhilwara. - Signed MoU with Rajasthan government for a ~₹200 Crore Hydrofluoroolefin (HFO) Manufacturing Plant at Bhilwara, with construction to commence by 2027 end. - Expected EBITDA margins to improve by approximately 3-4% over the medium term.

- Q1 FY27 Total Revenue ₹124.68 Cr vs Q1 FY26 Total Revenue ₹110.55 Cr (▲12.78% YoY) - EBITDA ₹25.27 Cr vs Q1 FY26 EBITDA ₹14.37 Cr (▲75.85% YoY) - PAT ₹18.57 Cr vs Q1 FY26 PAT ₹10.36 Cr (▲79.15% YoY) - EBITDA Margin 20.27% vs 12.99% (▲728bps)

- Concall Schedule - Concall Date: August 17, 2026 - Concall Time: 04:00 P.M. IST - Speakers: Mr. Shazad Rustomji (Managing Director & CEO) - Discussion: Financial results for the quarter ended June 30, 2026 (Q1 FY 2026-27)

- Q1 FY27 Consolidated Revenue ₹12,144.60Cr vs ₹11,047.19Cr (▲10% YoY) - EBITDA ₹2,403.80Cr vs ₹1,625.29Cr (▲48% YoY) - PAT ₹1,856.58Cr vs ₹1,036.32Cr (▲79% YoY) - EBITDA Margin 19.8% vs 14.7% (▲508bps)