SRF Earnings Call Transcript: Key Takeaways
SRF delivered a record-breaking Q1 FY27, largely driven by abnormal geopolitical supply disruptions in the packaging films segment and a recovery in specialty chemicals.
- Call
- Guides 18% growth
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SRF delivered a record-breaking Q1 FY27, largely driven by abnormal geopolitical supply disruptions in the packaging films segment and a recovery in specialty chemicals.
SRF Limited reported a robust Q1 FY27 with 31.8% revenue growth and 75.5% PAT growth. The Performance Films and Technical Textiles segments drove outperformance.
SRF reported strong FY26 results with second-best overall performance despite a volatile VUCA world. Management is shifting focus toward HFOs and specialty fluoropolymers while navigating pricing pressures in agrochemicals.
SRF delivered its second-best performance ever despite geopolitical headwinds. High growth in Fluorochemicals was partially offset by pricing pressure in Specialty Chemicals due to Chinese competition and forex losses on long-term hedges.
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.