Stallion India FY26 annual report: revenue, PAT jump

Stallion India Fluorochemicals Limited (SIFL) has been in focus on Reddit and social feeds after its FY26 annual report and audited results were filed, alongside chatter about uneven quarterly performance.

The documents and shared summaries point to a clear headline for FY26 - revenue growth stayed in double digits while profit grew faster than sales. At the same time, some posts highlight a softer patch in Q4 FY26 and a sharp year-on-year drop in one quarterly revenue comparison, raising questions on demand sustainability. What follows is a fact-based snapshot using only the numbers circulating in the shared annual report extracts and data tables.

Why Stallion India’s annual report is trending

A key reason for the discussion is the FY26 audited financial results for the year ended March 31, 2026, which were approved by the board and submitted to the exchange. Social posts also circulated links to the FY2026 Annual Report (Reg. 34(1) filing dated 29 Aug, 2026 on BSE) and the FY2025 annual report.

Another catalyst is the visible improvement in profitability metrics in the FY26 summary. Multiple community posts repeated the same set of audited highlights - total revenue, EBITDA, PAT, and EPS - making it easy for retail investors to compare FY25 vs FY26. Separately, the AGM timing was also referenced, with an Annual General Meeting scheduled on Sep 21, 2026 at 16:00 IST.

FY26 audited highlights shared on social media

The most repeated FY26 audited snapshot states that total revenue increased 14.40% year-on-year to ₹43,412.30 lakhs in FY26 from ₹37,947.40 lakhs in FY25. EBITDA rose 23.34% to ₹6,134.74 lakhs from ₹4,973.99 lakhs.

Profit after tax (PAT) increased 35.61% to ₹4,384.11 lakhs from ₹3,232.86 lakhs. EPS was also cited as rising to ₹5.34 in FY26, with one summary stating EPS grew 21.92% to ₹5.34 from ₹4.38. Another widely shared comparison line said FY26 EPS was ₹5.34 versus ₹4.98 in FY25, reflecting that different sources on social media are using different FY25 EPS bases.

On profitability, one summary noted profit margin of 10% in FY26 versus 8.6% in FY25, and stated that the margin improvement was driven by higher revenue. These figures were repeatedly quoted in posts discussing operating leverage.

A quick table: FY25 vs FY26 (as shared)

The following table consolidates the headline audited numbers that were repeatedly posted from the FY26 results summary.

This snapshot is central to the social discussion because it shows profit growth outpacing revenue growth in FY26.

What the directors’ report said for FY25

Alongside FY26 numbers, users also quoted lines from the directors’ report for the financial year ended March 31, 2025. It stated total income of Rs37,947.00 lakhs versus Rs23,623.00 lakhs in the previous year.

The same excerpt reported EBITDA of Rs4,974.00 lakhs with improved margins of 13.11%. PAT was stated at Rs3,233.00 lakhs, with an additional note that it was Rs4,304.00 lakhs excluding a one-time provision. The excerpt also said net worth strengthened to Rs30,084.00 lakhs.

These disclosures mattered in online threads because they provide context for the FY26 base - particularly on profitability and the mention of a one-time provision in FY25.

Longer-term trend: annual revenue and EBITDA in shared tables

A separate annual financial table circulated in the same discussion tracked revenue, expenses, EBITDA, and operating profit percentage from 2021 through 2026 and a trailing twelve months (TTM) column. In that table, revenue rose from 119 (2021) to 434 (2026) and 448 (TTM), while EBITDA increased from 15 (2021) to 61 (2026) and 72 (TTM).

The same table showed operating profit percentage at 13% in FY25 and 13% in FY26, with 15% in TTM. Interest expense in the table moved from 6 in FY25 to 1 in FY26, which some posts flagged as a notable swing, though no explanation was provided in the shared context. Depreciation remained low in the same table, shown at 1 to 2 over the years.

Because these numbers were posted in a compressed format, retail investors have been using them to infer whether margin improvement is steady or cyclical.

Quarterly volatility: the key debate point

Despite strong full-year growth, some social posts described the latest results as mixed. One statement claimed a net profit decline of 17.64% year-on-year and a significant revenue drop of 27.43% in a quarterly comparison, raising concerns about demand sustainability.

Another post said that in Q4 FY26, the company reported a net profit of ₹10.93 crores, down 17.64% year-on-year and down 1.80% quarter-on-quarter. In parallel, a quarterly table of sales and expenses showed sales of 110 in Mar 2026 and 121 in Jun 2026, with operating profit of 16 in Mar 2026 and 22 in Jun 2026, and operating margin (OPM) rising to 18% in Jun 2026.

The tension in the discussion is straightforward - audited full-year FY26 shows strong growth, while some quarterly snapshots highlight softness in specific periods.

Earnings calendar mentions and what investors are tracking

Multiple posts referenced the FY26 results release timeline, including a note that the company would report fiscal year 2026 results on May 13, 2026. Another line said “Last Reported Earnings” was Jun 30, 2026.

There was also a mention that the next results date is 12 August 2026. While these dates appeared across different posts, the common point is that investors are tracking quarterly updates closely, likely because of the variability discussed above.

Other metrics circulated: TTM margin and ROI

Beyond the audited headline numbers, social summaries included a few trailing metrics. One post stated trailing twelve months (TTM) net profit margin of 11.78% and TTM return on investment (ROI) of 8.93%.

These were shared without additional reconciliation to the audited annual figures in the same thread, so investors are treating them as directional indicators rather than a replacement for the annual report. Still, the presence of TTM metrics in the discussion shows that market participants are watching profitability and capital efficiency, not just revenue growth.

What to watch next based on the shared context

Based on the shared FY26 audited highlights, the main positive is the faster growth in EBITDA and PAT relative to revenue in FY26. The company’s EPS increase to ₹5.34 is also being used as a quick shorthand for earnings momentum.

At the same time, the recurring concern in discussions is whether quarterly demand and revenue can stay consistent, given the posts citing a quarterly revenue drop and a year-on-year decline in Q4 FY26 profit. With the next results date mentioned as 12 August 2026 and the AGM scheduled for Sep 21, 2026, the online focus is likely to stay on updates that clarify the sustainability of recent margins and growth.