SRF Limited — Investor Meet, 20-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

SRF Limited posted steady revenue growth in Q4 and FY25, supported by healthy volumes and price realization. EBITDA margins stayed stable with operational efficiencies, and PAT saw moderate gains. Strong order inflows in specialty chemicals and packaging films were noted, with a focus on margin expansion via technology and cost control. Management emphasized export growth in specialty chemicals and sustainability as key drivers. Analysts probed input cost inflation and margins; management expressed confidence in managing pressures and sustaining momentum. The overall tone is cautiously optimistic with solid fundamentals.