STALLION INDIA – DEMAND & PRICING UPDATE • Stallion India… — Finnanalytics

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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

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