STALLION INDIA – DEMAND & PRICING UPDATE
• Stallion India Fluorochemicals Limited sees ~10% YoY demand growth
• Management expects sustained growth trajectory over next 10 years
• Prices have increased by ~10–15%
• Indicates ability to pass on input cost pressures
• Strait of Hormuz disruption has impacted supply dynamics
• Reflects global geopolitical influence on input availability and pricing
Impact: Positive – steady demand growth and pricing power support earnings outlook, though geopolitical supply risks remain a key monitorable
2April 24, 2026 91
