SRF Limited — PPTs, 28-10-2025: Investor Presentation

SRF delivered strong financial results for the quarter and half-year. Q2 FY26 Revenue climbed 6.3% YoY to 3,640.2 Cr, with Profit After Tax (PAT) surging 92.7% YoY to 388.2 Cr and EPS at Rs. 13.10. For H1 FY26, Revenue grew 8.3% YoY to 7,458.8 Cr, and PAT jumped 80.9% YoY to 820.5 Cr (EPS Rs. 27.68).

The **Chemicals Business** was a standout performer, boosting revenue by 22.8% and EBIT by 95.5% YoY, driven by higher volumes, new product launches, and operational gains. New facilities and strategic agreements underpin future growth. **Performance Films & Foil** saw stable revenue but improved margins, thanks to BOPP and Aluminium foil sales. However, **Technical Textiles** faced weak market demand and imports, leading to an 11.4% revenue drop and 40.7% EBIT decline, though new capacity is ramping up.

Looking ahead, SRF is focused on high-end value-added products, R&D innovation, and capacity expansions. Management expects Agrochemicals to pick up, strong contributions from Aluminium foil and new film products, and an improved H2 for Technical Textiles.