STALLION
Stallion India Fluorochemicals Limited
If management delivers what it guided
arithmetic on filed guidance and past valuations · not a price target
STALLION
FY26 → FY27 · 1 year of guidance · ~0.7 years from today₹260 today
BEAR
₹71
-73%
18.3% a year · 15.9x exit
BASE
₹130
-50%
31.6% a year · 26.2x exit
BULL
₹251
-4%
43% a year · 46.4x exit
Where the market has priced it
13x69x today101x
management named no year; shown one year out
- this company has too little filed history for a multiple band of its own, so the exit multiple is the median of 6 Wholesale Distributors peers
- at 69x its FY26 earnings the stock already trades above the top of its own ten-year range (46x)
- the range is unusually wide — read it as the span of management's own claim, not as a forecast
How these numbers are produced
| Earnings base | FY26 fiscal year EPS ₹3.78 (screener) |
|---|---|
| Guided growth | 31.6% a year, said on the call of 22-May-2026 · transcript |
| Read across as | operating: revenue growth, margin held flat — medium confidence |
| Delivery calibration | 0.58x / 1x / 1.36x of what was guided — measured: 76 annual guided-vs-filed pairs + 77 near-complete quarterly years — NSE transcripts against the companies' own filings |
| Exit multiple | 15.91x / 26.17x / 46.41x, this company’s own p20 / median / p80 across 6 filed years |
| Filed-industry peers | median 26.17x across 6 peers — the cross-check, not the input |
| Arithmetic | base EPS × (1 + guided growth × delivery)1 × exit multiple |
Arithmetic on management’s own guidance and this company’s own past valuations. Not a price target, not a recommendation, and not a forecast of what the stock will do.
What management said
from NSE earnings-call filings · extracted, not interpreted
revenue growth 30–35%generic growth 35%
Supported by backward integration, specialty product expansion and industry tailwinds, we continue to target a revenue growth CAGR of 30 to 35% over the next three years along with margin improvements of 3 to 4%.
Call 22-May-2026 · bridge confidence medium · transcript PDF