SRF Limited — PPTs, 06-05-2026: Investor Presentation

SRF Ltd. reported strong FY26 financial results: consolidated revenue jumped 7.4% YoY to ₹15,786.5 Cr, with profit (PAT) surging 46.7% to ₹1,835.2 Cr. EPS hit ₹61.91. The Chemicals Business was a key driver, posting 16.3% revenue growth and 35.9% EBIT increase. Performance Films & Foil saw moderate revenue growth but robust 39.2% EBIT expansion, boosted by South Africa's strong performance. Technical Textiles and Other segments faced a challenging year with declines in revenue and EBIT.

Strategic moves include a significant ~₹2,300 Cr investment in Odisha for Fluorochemicals expansion (HFO, new HF plant) and a ₹88 Cr debottlenecking at Dahej for HFC capacity. SRF is pushing into high-value technical films, marked by trial runs for a Capacitor Grade BOPP film line. However, a ~₹490 Cr BOPP facility in Indore was deferred.

Management expects the toughest phase for Performance Films is largely over, though competitive pressures persist. Fluorochemicals anticipate stable demand, with PTFE ramp-up and value-added capacity supporting growth. Specialty Chemicals foresee continued volatility from China and geopolitics, balanced by agro recovery and new pharma product traction. Focus remains on efficiency and strategic expansions.