SRFNSESRF Limited· Textiles - SyntheticHighPositive
Announced Wed, 23 Jul · 15:05 IST

SRF Limited has informed the Exchange about Capacity addition

Capex & Operations View source PDF

SRF · price

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Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

SRF Limited's Board has approved setting up a new BOPP (Biaxially Oriented Polypropylene) Film manufacturing facility at Indore, Madhya Pradesh, with a projected cost of Rs. 490 Crores. The company is currently operating at 100% capacity utilization on its existing 110,000 MTPA BOPP film capacity, and the new plant will add 60,000 MTPA (about 55% increase) over the next 24 months. The investment will be funded through a mix of debt and internal accruals. The rationale given is to meet rising customer demand, suggesting strong order books or market growth in the packaging films segment.

Likely market impact

Positive for medium-term growth as the company is adding significant capacity (over 50% increase) to capture demand in a fully utilized business. However, shareholders should note the Rs. 490 Crore spend involves debt component, and returns will only flow after the 24-month project completion period.