| Revenue growth | Revenue up 7% YoY; Chemicals segment leading with 16% growth. |
|---|---|
| Margins | Packaging margins bottoming; Chemicals resilient despite Chinese pricing pressure. |
| Demand visibility | Strong for HFCs; demand recovery signs in Packaging across geographies. |
| Management confidence | Balanced; optimistic on long-term tech but cautious on near-term geopolitics. |
Growth
Revenue grew 7% to ₹15,787cr; PAT rose 47% to ₹1,835cr. Quality was mixed as chemicals thrived while packaging margins bottomed out.
Outlook
₹2,300cr investment in Dahej/Odisha for next-gen gases. Chemicals guidance set at 15-20% growth for FY27.
Risks
Persistent Chinese dumping in Specialty Chemicals and Middle East disruptions affecting HFC exports. Sustained rupee depreciation causes mark-to-market forex losses.
Earnings Call filed with NSE, NSE: SRF. Summary written with AI assistance from the document.
SRF Ltd: key numbers
- Share price
- ₹2,510.60
- Market cap
- ₹74,420 Cr
- Revenue (annual)
- ₹15,787 Cr
- Net profit (annual)
- ₹1,835 Cr
- P/E (TTM)
- 32.6×Sector 35.5×
- Promoter holding
- 50.26%+0.00% QoQ
- FII holding
- 15.20%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from SRF Ltd
All →SRF Other Announcement
SRF informed exchanges that its registrar, KFin Technologies, moves its corporate office to Kokapet, Telangana, effective December 1, 2026. The RTA's name, registered office and appointment are unchanged.
SRF Legal & Regulatory
SRF Ltd received a ₹0.13 Crore penalty from the State Tax Officer, Uttarakhand, for a clerical mismatch between a delivery challan and E-way bill. The company paid under protest.
- Value
- ₹0.13 Cr
SRF Earnings Call Transcript: Key Takeaways
SRF delivered robust revenue growth driven by chemical segment recovery and packaging films stability. Management remains optimistic about H2 FY27 performance despite global geopolitical and logistics headwinds.
- Call
- Guides 20% growth
SRF Investor Presentation: Key Takeaways
SRF reported strong Q2FY27 performance with revenue at ₹4,904.2 Cr, driven by high growth in Chemicals and Performance Films. Strategic shift continues toward high-value battery foil and sunrise sectors.
SRF Results Update
SRF Ltd reported Q2 FY27 revenue ₹4,904 Cr (+35% YoY) and PAT ₹509 Cr. Board approved ₹600 Cr for a 12,000 MTA aluminium foil plant.
- battery-grade aluminium foil manufacturing capacity
- 12000 MTA
SRF Capacity Expansion: ₹600 Cr Investment
SRF's Board approved a Rs.600 Crore project at Jetapur for aluminium foil for battery applications. The 12,000 MTPA capacity will be added in two phases by 2030.
- Value
- ₹600.0 Cr
- Execution
- Two phases: by 30 Sep 2028 (Phase I) and by 30 Sep 2030 (Phase II)
- aluminium foil production capacity
- 12000 MTPA