| Revenue guidance | 15.0% → 20.0% Raised by 5.0 percentage points |
|---|---|
| Management target | Revenue 20.0% FY27 |
| Revenue growth | 35% YoY growth to ₹4,904 Cr, driven by all segments. |
|---|---|
| Margins | Margins impacted by elevated raw material and freight costs. |
| Demand visibility | Strong recovery in agrochemicals; stable demand in packaging across geographies. |
| Management confidence | Balanced and optimistic, highlighting H2 ramp-up and new capex. |
Growth
Revenue grew 35% YoY to ₹4,904 Cr, led by a 25% jump in Chemicals and 51% in Packaging.
Outlook
Management reiterates the high end of its 15-20% revenue growth guidance for the Chemicals business in FY27.
Risks
Elevated freight costs, raw material volatility, and aggressive Chinese competition in fluorochemicals pose margin risks.
Earnings Call Transcript filed with NSE, NSE: SRF. Summary written with AI assistance from the document.
SRF Ltd: key numbers
- Share price
- ₹2,350.00
- Market cap
- ₹69,660 Cr
- Revenue (annual)
- ₹15,787 Cr
- Net profit (annual)
- ₹1,835 Cr
- P/E (TTM)
- 30.5×Sector 34.1×
- 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 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
SRF Q2 FY27 Results: Net Profit ₹509.1 Cr, Up 31.1% YoY
SRF Ltd reported revenue from operations of ₹4,904 Cr (+34.7% YoY) and net profit of ₹509.1 Cr (+31.1% YoY) for Q2 FY27.
- Key figure
- Net profit ₹509.1 Cr · +31.1% YoY
SRF Other Announcement
SRF Limited submitted its quarterly Shareholding Pattern for the period ending September 30, 2026, as required under SEBI Regulation 31.
SRF Board Meeting Date
SRF Limited will hold a Board of Directors meeting on October 21, 2026, to consider and approve the company's unaudited financial results for the quarter ending September 2026.