SRFNSESRF Limited· Textiles - SyntheticMediumNeutral
Announced Wed, 6 May · 10:42 IST

SRF Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementInvestor Communications View source PDF

SRF · price

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Price reaction · full curve 14 horizons · vs prior close
+9.4%1-day move
₹2536.20
prior close
₹2641.30
base price
In-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+0.8+0.8+1.1+1.9+9.4+9.5+10.4+7.4+6.2+6.1+7.6+5.0+11.7
Up moveDown movePending
AI summary

SRF Limited reported FY26 revenue of ₹15,787 crore, up 7.4% YoY, with EBITDA of ₹3,705 crore growing 24.7% YoY. The company achieved EBITDA margin improvement of 330 basis points to 23.5% from 20.2% in FY25, with Q4 FY26 EBITDA margin at 25.5%. PAT grew 46.7% to ₹1,835 crore with PAT margin expanding to 11.6% from 8.5%. Net Debt to Equity improved to 0.27 (from 0.28). Chemicals business remains the largest contributor (49% of revenue) with EBIT margin of 29.1%, while Performance Films & Foil showed strong EBIT growth of 39.2% YoY. The board approved ₹2,300 crore investment for Odisha HFO facility and ₹88 crore Dahej debottlenecking capex. Challenges include Chinese pricing pressure in Specialty Chemicals and deferred ₹490 crore BOPP Indore project.

Likely market impact

The strong margin expansion and PAT growth indicate operational efficiency improvements; shareholders should note the company's focus on high-value products and capex investments for future growth while managing competitive pressures in Specialty Chemicals.