SRF files Q3 FY26 earnings call transcript; PAT up 60%

Mgmt Guided Margin ImprovementMgmt Guided Margin PressureOrder Pipeline DisclosedMgmt Evaded Key QuestionInvestor Communications View source PDF Explain this filing

SRF · price

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▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reactionminutes from the announcement price · days from the prior close

-0.7%Reaction day

₹2835.00

prior close

₹2835.00

announcement price

After-mkt

timing

Nifty Midcap 150market · index membership as recorded later (tracked since Jun 2026)+0.1%-0.8% vs market

Specialty Chemicals peers, median of 87sector-0.5%-0.2% vs sector

On the reaction day the stock moved 0.8 pts less than Nifty Midcap 150 and 0.2 pts less than its Specialty Chemicals peers, over the same two closes: a difference in percentage points, not a measure of what the filing did.

Minutes after the announcementfrom the announcement price · no benchmark

Stock

-1.2

10m

-1.2

15m

-0.8

30m

-0.9

Sessions after the filingfrom the prior close

StockMarketvs marketSectorvs sector

Reaction day

-0.7+0.1-0.8-0.5-0.2

Next day

-1.0+0.1-1.2+0.7-1.7

-1.1-1.0-0.1-0.3-0.8

+2.9+1.9+1.0+2.0+0.9

+3.2+2.5+0.7+2.3+0.9

+2.6+2.2+0.4+1.8+0.7

+5.3+3.8+1.5+3.5+1.8

15d

-5.7+1.6-7.4+0.7-6.4

-10.6+0.1-10.7-4.3-6.3

-13.9-9.5-4.5-16.2+2.3

-10.1+3.5-13.6+5.4-15.5

UpDownMarket · Nifty Midcap 150Sector · Specialty Chemicals peers, median of 87Pending

Minute windows have no benchmark: there is no intraday index history to compare against.

AI summary

SRF filed its Q3 FY26 earnings call transcript. Revenue rose 6% to INR3,713 crore; EBIT up 23% at INR653 crore (18% margin); PAT jumped 60% to INR433 crore. Chemicals grew 22% led by refrigerants, but Specialty Chemicals saw Chinese pricing pressure. Board declared a second interim dividend of INR5 per share. Management guided a strong Q4 on pent-up orders, INR1,500-2,000 crore capex for Odisha, and a INR180 crore pharma plant in 8 months.

Likely market impact

Strong Q3 with 60% PAT jump, second interim dividend. Q4 recovery guided; Specialty Chemicals pricing pressure from China a watchpoint.