SRF Limited has informed the Exchange about Investor Presentation
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SRF Limited shared its investor presentation for Q4 and FY25 results. Consolidated revenue grew 11.8% YoY to ₹14,693 crore, while Q4 revenue jumped 20.8% to ₹4,313 crore. Q4 EBIDTA surged 41% YoY to ₹1,037 crore with margin expanding to 24% from 20.6%, though full-year EBIDTA margin slipped to 20.2% from 20.9%. Full-year PAT declined 6.4% to ₹1,251 crore due to higher depreciation and interest costs, though Q4 PAT rose 24.6% to ₹526 crore. Chemicals business (45% of revenue) saw Q4 EBIT growth of 50% but margin pressure from Chinese competition. Performance Films & Foil (38% of revenue) posted strong 76.5% EBIT growth on better BOPP/BOPET realisations. Technical Textiles (17% of revenue) EBIT fell 13% on weak demand and Chinese imports in Belting Fabrics. Net debt-to-equity improved to 0.28 from 0.36.
The strong Q4 beat and margin expansion in the Films business signal operational momentum, but full-year PAT decline and ongoing margin pressure in Technical Textiles from Chinese imports are watchpoints. Shareholders should view the BOPET capacity ramp, new HF plant, and FY26 PTFE/Belting Fabrics recovery guidance as key positive triggers.