Equity99

Stallion India Fluorochemicals Limited (SIFL) 🚀🚀🚀🚀💥💥💥🚀🚀🚀🚀 Leading Indian company specializing in manufacturing, blending, and distributing refrigerant and industrial gases used in sectors such as air conditioning, refrigeration, fire safety, semiconductors, pharmaceuticals, automotive, and electronics. Founded in 1992 and incorporated in 2002, the company currently operates four state-of-the-art facilities across Maharashtra, Rajasthan, and Haryana, focusing on advanced, energy-efficient refrigerants like Hydrocarbons (HC), Hydrofluorocarbons (HFCs), and Hydrofluoroolefins (HFOs). Latest updates Stallion India signed a Memorandum of Understanding (MoU) with the Government of Rajasthan to set up a cutting-edge R-32 refrigerant gas manufacturing plant in Bhilwara. The facility will also manufacture other advanced refrigerants (e.g., R-410A, R-404A, R-407C, R-454B). Investment: ₹120 crore (INR) Target: Production to begin in 2026 Jobs: About 30 direct jobs created Support: Rajasthan State Industrial Development and Investment Corporation (RIICO) will facilitate approvals and infrastructure. Other Important points Strong Financial Growth: Consistent rise in revenue and profits. FY24 revenue: ₹233.23 crore; PAT (Profit after tax): ₹14.78 crore. Latest quarter (Q1 FY26) shows >50% revenue growth YoY. Low Debt: The company is nearly debt-free and has focused on reducing its debt over time, boosting financial stability and reducing risk for investors. Strategic Expansion: The new plant in Rajasthan will expand domestic manufacturing, reduce India’s dependency on imported refrigerants, and support sustainability goals. Operational Efficiency: EBITDA and PAT margins have improved, reflecting enhanced operational management. Diverse Customer Base & Product Range: Stallion services a broad range of industries and tailors solutions across various gas types, helping reduce reliance on any single sector and minimizing business risk. Experienced Leadership: Led by a management team with decades of experience in the fluorochemicals and specialty gases industry. The company is recognized for innovation and regulatory compliance. High Entry Barriers for Sector: Specialized technology, infrastructure, and regulatory needs serve as protective barriers against easy new competition, allowing Stallion to maintain its strong position in a growing market.

Stallion India Fluorochemicals Limited (SIFL) is a leading Indian company specializing in manufacturing, blending, and distributing refrigerant and industrial gases used in sectors such as air conditioning, refrigeration, fire safety, semiconductors, pharmaceuticals, automotive, and electronics. Founded in 1992 and incorporated in 2002, the company currently operates four state-of-the-art facilities across Maharashtra, Rajasthan, and Haryana, focusing on advanced, energy-efficient refrigerants like Hydrocarbons (HC), Hydrofluorocarbons (HFCs), and Hydrofluoroolefins (HFOs). Latest updates Stallion India signed a Memorandum of Understanding (MoU) with the Government of Rajasthan to set up a cutting-edge R-32 refrigerant gas manufacturing plant in Bhilwara. The facility will also manufacture other advanced refrigerants (e.g., R-410A, R-404A, R-407C, R-454B). Investment: ₹120 crore (INR) Target: Production to begin in 2026 Jobs: About 30 direct jobs created Support: Rajasthan State Industrial Development and Investment Corporation (RIICO) will facilitate approvals and infrastructure. Other Important points Strong Financial Growth: Consistent rise in revenue and profits. FY24 revenue: ₹233.23 crore; PAT (Profit after tax): ₹14.78 crore. Latest quarter (Q1 FY26) shows >50% revenue growth YoY. Low Debt: The company is nearly debt-free and has focused on reducing its debt over time, boosting financial stability and reducing risk for investors. Strategic Expansion: The new plant in Rajasthan will expand domestic manufacturing, reduce India’s dependency on imported refrigerants, and support sustainability goals. Operational Efficiency: EBITDA and PAT margins have improved, reflecting enhanced operational management. Diverse Customer Base & Product Range: Stallion services a broad range of industries and tailors solutions across various gas types, helping reduce reliance on any single sector and minimizing business risk. Experienced Leadership: Led by a management team with decades of experience in the fluorochemicals and specialty gases industry. The company is recognized for innovation and regulatory compliance. High Entry Barriers for Sector: Specialized technology, infrastructure, and regulatory needs serve as protective barriers against easy new competition, allowing Stallion to maintain its strong position in a growing market.

EQUITY99 IPO UPDATES Our recent IPO outlook with Back to Back tremendous performances by IPO's which we covered & discussed with you all : 1. ADITYA INFOTECH (CP Plus) got listed on 5th August with premium of 60%. 2. SRI LOTUS DEVELOPERS got listed with premium of 30% 3. HIGHWAY INFRA LTD : Highway Infrastructure share price: Shares of Highway Infrastructure made a robust debut at ₹115 per share on the National Stock Exchange (NSE). This reflects a premium of 64.29% over the IPO issue price of ₹70 per unit. Minutes into the listing, it further climbed 5% to ₹120.75, its upper circuit limit. On the BSE, it started trading at ₹117 a share, up 67.14%. This is the power of excellent research specially crafted for Equity99 family. #success@equity99 #Equity99 #Powerofresearch #performance #investindia #ipo@equity99 #StockSuccess

Morning Alert.. *IT companies' valuation hits 5-year low amid selloff by investors* Top information-technology (IT) services companies continue to lose ground on the bourses as investors turn away from them owing to an earnings slowdown and threat from artificial intelligence. The combined market capitalisation of the country’s top five IT firms that are part of the BSE Sensex is down 24 per cent since January and their valuation has slipped to lowest levels in the past five years. The sector is trading at a discount to the BSE Sensex and trailing the price/earning (P/E) multiple for the first time in the past four years. The trailing P/E of the top five IT companies has now declined to 22.3 times from 25.5 times at the end of December last year and a record high of 36 times in December 2021. In comparison, the BSE Sensex is up 2.2 per cent since the end of last year. The index closed at 79,858 on Friday, up from 78,139 at the end of December. Index valuation remained range-bound in the past three years unlike the valuation of IT services companies. The combined market capitalisation of Tata Consultancy Services (TCS), Infosys, Wipro, HCL Technologies, and Tech Mahindra declined to ₹24.86 trillion on Friday from ₹32.67 trillion at the end of December. *Global market action* Dow Jones – Up by 0.19% or 84.09 points FTSE – Up by 0.37% or 33.98 points CAC – Down by 0.58% or 44.48 points DAX – Down by 0.34% or 81.52 points Gift Nifty – Up by 0.20% or 48.00 points *FII/DII activities* FII – Sold 1202.65Cr worth of shares DII – Bought 5972.36Cr worth of shares. *Major Indian Indices PE* Nifty 50 – 21.7x Nifty Bank – 15.2x *Stocks with high delivery percentage* Vedant Fashion Ltd – 92.3% Can Fin Homes Ltd – 90.4% United Breweries Ltd – 87.7% AIA Engineering Ltd – 86.9% Tata Communications Ltd – 85.8% *Primary market activities* IPOs opening today Regaal Resources Ltd (Main board) – Issue size 306Cr Mahendra Realtors & Infra Ltd (NSE SME) – Issue size 49.45Cr Listing today Highway Infrastructure Ltd (Main board) – Subscribed 316.64x *Commodities updates* Gold – Rs 100389/10gm, Silver – Rs 113342/kg, Brcrude – Rs 5615/barrel, Copper – Rs 884.50/kg. *Corporate News* ITC Hotels sets 2030 goal of 220 properties, 5,300 keys in 5 years. IHCL acquires 51% stake in firms operated under Clarks Hotels for ₹204 cr. Lodha Developers to raise ₹5,000 crore through NCDs for expansion.

Hexaware Technologies Q2 CY25 – Key Highlights - Revenue & Growth: Q2 revenue grew 8.6% YoY, slightly below expectations due to customer decision delays. Five of six verticals posted YoY growth. Financial Services grew 16% YoY; banking rebounded 13.5% QoQ. Manufacturing & Consumer declined 11.5% YoY due to macro headwinds. Asia Pacific expected to accelerate with SMC acquisition. Full-year growth guidance revised down, but $3bn revenue ambition for CY29 intact. - Profitability & Margins: EBITDA margin at 17.2%, within guided 17.1%-17.4%. One-offs resulted in modest ~15bps margin impact including earnout reversal, impairment, restructuring costs, and provisions. Utilization improved to 83.7%, offshore revenue increased by 110bps QoQ. Attrition remains low. ERP transformation costs taper but continue into H2. - Strategic Acquisition – SMC Squared: Provides entry into the growing GCC (Global Capability Center) setup market in India (~1,700 GCCs), with expansion opportunities in Europe and LATAM. SMC revenue $22 million last year; acquisition EPS accretive day one. SMC complements Hexaware’s AI and transformation capabilities. - AI & Software Engineering: Launched AI-based software engineering offerings. Legacy system modernization (RapidX) and cloud transformation (Amaze) winning major deals with airlines, healthcare, and banking clients. Salesforce Agentforce sales execution gaining traction. - Geographic Expansion: Robust Middle East pipeline; new customer experience center opened in Chicago. Expansion plans continue in India and globally. - Client and Deal Wins: Added one new $50M+ client, maintaining broad-based growth. Key wins include AI-driven product development, cloud migration, and Salesforce implementations. - Market & Industry: Current slowdown is cyclical and macro-driven, not structural or AI-related. Vendor consolidation ongoing, causing deal delays. GCC growth viewed as an opportunity. - Guidance & Outlook: Growth expectations for CY25 revised downward due to macro issues; Q3 expected to improve QoQ. Margin guidance remains steady. Wage hikes implemented in July at moderated levels. Hiring at upper guided range continues. - Management Tone: Confident in long-term growth and strategy execution despite short-term headwinds. ERP benefits expected by year-end. No further provisions expected on impaired European client.

Technical Pattern break out above 37 🚀🚀🚀

Morning Alert.. *Centre wants states to support exporters hit by Donald Trump tariff* The commerce and industry ministry is set to reach out to export-oriented states such as Gujarat, Maharashtra, and Tamil Nadu, urging them to support labour-intensive sectors hit by the 50 per cent tariff imposed by the US government. Exporters have warned that the US tariff hike poses a setback, affecting nearly 55 per cent of India’s shipments to the American market. Apparel and leather exporters are expected to be the worst hit, particularly as this is the period when orders for the festival season are typically placed. “While the Centre is already exploring options to support exporters, state governments of Gujarat, Maharashtra, and Tamil Nadu will also be encouraged to consider measures of their own, as the employment and economy in such export-oriented states will be affected. We will soon be writing to these states in this regard,” a government official said, requesting anonymity. The top five exporting states — Gujarat, Maharashtra, Tamil Nadu, Karnataka, and Uttar Pradesh — together accounted for around three-fourths of India’s total merchandise exports of $437 billion in FY25. *Global market action* Dow Jones – Up by 0.26% or 114.52 points FTSE – Down by 0.06% or 5.04 points CAC – Up by 0.43% or 33.68 points DAX – Down by 0.12% or 29.64 points Gift Nifty – Up by 0.13% or 32.00 points *FII/DII activities* FII – Bought 1932.81Cr worth of shares DII – Bought 7723.66Cr worth of shares. *Major Indian Indices PE* Nifty 50 – 21.5x Nifty Bank – 15x *Stocks with high delivery percentage* P&G Hygiene & Health Ltd – 91.3% Kama Holdings Ltd – 88% Blue Dart Ltd – 87.7% Brigade Enterprises Ltd – 85.8% Alivus Life Sciences Ltd – 82.9% *Primary market activities* IPOs opening today Bluestone Jewellery & Lifestyle Ltd (Main board) – Issue size 1540.65Cr Icodex Publishing Solutions Ltd (BSE SME) - Issue size 42.03Cr Listing today Bhadora Industries Ltd (NSE SME) – Subscribed 0.96x Parth Electricals & Engineering Ltd (NSE SME) - Subscribed 23.77x Jyoti Global Plast Ltd (NSE SME) – Subscribed 8.45x Aaradhya Disposal Industries Ltd (NSE SME) – Subscribed 1.41x BLT Logistics Ltd (BSE SME) – Subscribed 560.69x Essex Marine Ltd (BSE SME) – Subscribed 2.91x *Commodities updates* Gold -Rs 101498/10gm, Silver – Rs 114710/kg, Brcrude – Rs 5613/barrel, Copper – Rs 889.45/kg. *Corporate News* JM Financial unit to sell 2.1% stake in JMFHLL to Bajaj Allianz Life. RajivAnand to start with fresh and clean slate at IndusInd Bank: Chairman.

Happy Raksha Bandhan to everyone 🙏💐

Ready To break above 36🚀🚀🚀🚀

🚀🚀 EPACK DURABLE 🚀🚀 This Special morning Buzzer stock with great strength, proving its potential in this sluggish market, now stock is trading fresh high levels at 413, discussed at the levels of 361 few days back. 🏌‍♂ Now getting close to its test levels. 🏌‍♂🏌‍♂ Huge potential upside. 🚀🚀🚀🚀🚀🚀🚀🚀

🚀🚀Quality Power🚀🚀 Maintaining its super HIGH Momentum Flying Higher & Higher at every step 🚀🚀 Recent High after our alert at 760 levels , now trading higher at 834 levels. 🚀🚀🚀🚀