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Earnings Call

SRF Earnings Call: Key Takeaways

SRF reported 7.4% FY26 revenue growth to ₹15,787 cr. and 46.7% PAT growth to ₹1,835 cr. Performance driven by Chemicals (49% revenue) and Performance Films & Foil recovery.

Why this was an Alfa AlertNot a filter event. Results are presented without comparison to specific prior management guided ranges.
Highlights
Revenue growth7.4% FY26 growth
MarginsEBITDA margin improved from 20.2% to 23.5% FY26
Demand visibilityStable for refrigerants; recovery in Agrochemicals expected
Management confidenceHigh on HFC and PTFE expansion

Growth

FY26 Consolidated Revenue up 7.4% Y-o-Y; EBITDA up 24.7%; PAT up 46.7%. Segment revenue grew 16.3% in Chemicals.

Outlook

New ₹2,300 cr. investment in Odisha for HFO and HF plants. Focus on maximizing HFC production and PTFE ramp-up.

Risks

Pricing pressure from Chinese players in Specialty Chemicals and geopolitical tensions affecting raw material availability and logistics.

Source

Earnings Call filed with BSE, NSE: SRF. Summary written with AI assistance from the document.

Read the document ↗

SRF Ltd: key numbers

Share price
₹2,540.00
Market cap
₹75,292 Cr
Revenue (annual)
₹15,787 Cr
Net profit (annual)
₹1,835 Cr
P/E (TTM)
34.8×Sector 37.5×
Promoter holding
50.26%+0.00% QoQ
FII holding
15.45%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

More from SRF Ltd

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18:41 IST NSE
Promoter Buying (Off-Market)

SRF Promoter Buying (Off-Market): ₹809.6 Cr

KAMA Realty (Delhi) acquired 32,00,000 shares (1.08% stake) of SRF Limited from KAMA Holdings via an off-market inter-se transfer for ₹809.64 Crore.

Value
₹809.6 Cr
Promoter stake change
+1.08%
19:02 IST NSE
Management Change

SRF Management Change

SRF Limited announced the resignation of Ms. Geeta Shamrao Jadhav from her position as President & CHRO, effective from the close of business hours on September 23, 2026.

11:30 IST BSE
Capital Structure Change

SRF Capital Structure Change

Kama Realty (Delhi) Ltd & PACs filed a SAST Reg 29(2) disclosure regarding SRF Ltd shares. The filing contains no transaction details or monetary value.

14:46 IST BSE
Promoter Buying (Off-Market)

SRF Promoter Buying (Off-Market)

Kama Realty (Delhi) Limited, a promoter group entity, acquired 10,00,000 equity shares of SRF Limited through an off-market inter-se transfer.

Promoter stake change
+0.34%
14:20 IST BSE
Promoter Selling (Off-Market)

SRF Promoter Selling (Off-Market)

KAMA Holdings Limited sold 10,00,000 shares of SRF Ltd via an inter-se off-market transfer. The transaction resulted in a 0.33% reduction in the seller's stake.

Promoter stake change
-0.33%
08:42 IST BSE
Promoter Buying (Off-Market)

SRF Promoter Buying (Off-Market)

KAMA Realty proposes an off-market inter-se transfer acquisition of 32,00,000 SRF Ltd shares (1.08% stake) from KAMA Holdings Limited. This transaction involves promoter group entities.

Promoter stake change
+1.08%