Sells specialty chemicals, performance films and foil, and technical textiles through three operating segments. The Chemicals Business is the largest at 49.3% of FY26 segment revenue (Rs 7,778.97 cr) and generates the highest EBIT at Rs 2,262.87 cr. Performance Films & Foil contributes 36.5% (Rs 5,764.23 cr) with Rs 507.55 cr EBIT, and Technical Textiles adds 11.9% (Rs 1,877 cr) with Rs 190.08 cr EBIT. In Q1 FY27, all three segments posted sharp year-on-year EBIT growth: Films & Foil up 149%, Technical Textiles up 186%, and Chemicals up 27%. The board has approved a new BOPET thick film line in India with 25,000 MTPA capacity at a projected cost of Rs 250 crore, aimed at industrial and electronic end-use to reduce exposure to commodity thin films. Raw materials are the biggest input cost at 49.9% of revenue, followed by other operating expenses at 21.7%. AR · MarketPing reader · 2026-08-02
Revenue streams, as the annual report describes them. Chemicals Business (CB) (49%), Performance Films & Foil Business (PFB) (37%), Technical Textiles Business (TTB) (12%), Others (2%). Asset-heavy, multi-segment specialty chemicals, films and textiles manufacturer
| ₹ crore · consolidated | FY22 | FY23 | FY24 | FY25 | FY26 |
|---|---|---|---|---|---|
| Revenue | 12,434 | 149 | 13,139 | 14,693 | 15,787 |
| EBITDA (ex other income) | 3,176 | 35 | 2,584 | 2,718 | 3,325 |
| margin % | 25.5 | 23.7 | 19.7 | 18.5 | 21.1 |
| Owners' profit | 0 | 0 | 0 | 0 | 0 |
| EPS, as reported (₹) | 63.75 | 72.95 | 45.06 | 42.40 | 61.91 |
| ROE % · ROCE % | 22.1 · 23.8 | 20.9 · 21.9 | 11.6 · 13.3 | 9.9 · 12.9 | 13.1 · 14.6 |
| Debt / equity (x) | 0.41 | 0.42 | 0.43 | 0.37 | 0.36 |
| Cash from operations | 2,106 | 29 | 2,094 | 2,487 | 2,554 |
| Capex | (1,832) | (29) | (2,217) | (1,231) | (1,815) |
| ₹ crore | Q2 FY25 | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | Q1 FY27 |
|---|---|---|---|---|---|---|---|---|
| Revenue | 3,424 | 3,491 | 4,313 | 3,819 | 3,640 | 3,713 | 4,615 | 5,033 |
| Profit before tax | 284 | 369 | 707 | 576 | 517 | 452 | 757 | 979 |
| Net profit | 201 | 271 | 526 | 432 | 388 | 433 | 582 | 759 |
| EPS (₹) | 6.79 | 9.15 | 17.75 | 14.58 | 13.10 | 14.60 | 19.63 | 25.60 |
| Segment | Revenue, ₹ crore | Share % |
|---|---|---|
| Technical Textiles Business (TTB) | 1,877 | 11.9 |
| Chemicals Business (CB) | 7,779 | 49.3 |
| Performance Films & Foil Business (PFB) | 5,764 | 36.5 |
| Others | 366 | 2.3 |
| Total, before eliminations | 15,787 | 100.0 |
| Company | M.cap ₹ cr | P/E | P/B | EV/EBITDA | ROE % | ROCE % | Rev CAGR 5y % | EBITDA m. % |
|---|---|---|---|---|---|---|---|---|
| PIDILITE INDUSTRIES LTD |
| Date · filing | Category | Importance | 1-day % | 5-day % |
|---|---|---|---|---|
| 10 Sept 2026 · SRF promoter group reshuffles 1.08pct stake via inter-se transfer | ownership changes | medium | — | — |
| 29 Jul 2026 · SRF submits Q1 FY27 earnings call transcript | investor communications | medium | — | — |
| 29 Jul 2026 · SRF files Q1 FY26-27 earnings call transcript with exchanges | investor communications | medium | — | — |
| 27 Jul 2026 · SRF gets Income Tax rectification order reducing demand to Rs 9.46 cr | regulatory legal | high | — | — |
| 27 Jul 2026 · SRF income tax demand cut to Rs 9.46 cr from Rs 327.44 cr after rectification | regulatory legal | high | — | — |
| 23 Jul 2026 · SRF Ltd - TDS on Dividend - Submission deadline 30 July 2026 | corporate actions | medium | — | — |
| 23 Jul 2026 · SRF shares link to Q1 FY27 earnings call recording | investor communications | low | — | — |
| 23 Jul 2026 · SRF files newspaper clippings of Q1 FY27 unaudited results | compliance | minimal | — | — |
| 22 Jul 2026 · SRF Q1 FY27: PAT up 75% at Rs 759 cr, revenue jumps 32% YoY | investor communications | medium | — | — |
| 22 Jul 2026 · SRF declares Rs 5 interim dividend for FY27, record date 28 July | corporate actions | high | — | — |
| Where a broker report shows | This document shows | Why |
|---|---|---|
| A rating (BUY / ADD / REDUCE / SELL) | A state: the latest filed quarter and the measured reactions |
| 1,59,479 |
| 60.2 |
| 14.43 |
| 42.3 |
| 22.4 |
| 28.0 |
| 14.9 |
| 28.6 |
| SRF LTD ◆ | 73,583 | 34.0 | 5.24 | 22.7 | 13.1 | 13.1 | 13.4 | 25.2 |
| GUJARAT FLUOROCHEM LTD | 52,514 | 85.7 | 6.64 | 41.5 | 7.3 | 8.7 | 13.5 | 27.7 |
| NAVIN FLUORINE INT. LTD | 43,836 | 55.4 | 11.03 | 39.5 | 16.7 | 16.4 | 23.0 | 37.5 |
| AETHER INDUSTRIES LIMITED | 22,229 | 94.3 | 9.05 | 60.4 | 8.9 | 11.4 | — | 33.8 |
| DEEPAK NITRITE LTD | 21,769 | 27.8 | 3.71 | 22.4 | 9.4 | 10.2 | 12.6 | 21.5 |
| ATUL LTD | 18,401 | 23.1 | 2.92 | 14.9 | 10.9 | 13.3 | 10.9 | 23.1 |
| AARTI INDUSTRIES LTD | 17,846 | 33.6 | 3.00 | 18.8 | 7.0 | 4.4 | 13.0 | 16.2 |
| Metric | Company | Group median | Rank | Better than |
|---|---|---|---|---|
| P/E (TTM) | 34.0 | 23.4 | 71 of 103 | 31% |
| P/B | 5.2 | 2.9 | 76 of 99 | 24% |
| ROCE | 13.1 | 10.3 | 42 of 108 | 62% |
| ROE | 13.1 | 8.1 | 30 of 101 | 71% |
| Debt / Equity | 0.4 | 0.2 | 73 of 101 | 28% |
| EBITDA margin | 25.2 | 15.5 | 23 of 99 | 78% |
| Revenue growth | 31.8 | 24.4 | 33 of 94 | 66% |
| Profit growth | 75.5 | 55.1 | 36 of 92 | 62% |
| Market cap | 73583 | 732 | 2 of 107 | 99% |
| an event is a fact; a rating is an opinion that requires SEBI RA registration |
| A target price and upside | The current price and the multiples against the group | a target is a forecast; a multiple is a measurement |
| Estimate years marked E | More audited years; no estimates | MarketPing publishes no forecasts — your own model lives on the Models page |
This document is a statistical summary of publicly filed information and market data, prepared by software from primary sources: SEBI results XBRL filed with BSE and NSE, LODR disclosures, shareholding patterns, exchange price data. It contains no research recommendation, no price target and no opinion on the merits of any security, and is not a research report within the meaning of the SEBI (Research Analysts) Regulations, 2014, Regulation 2(1)(w)(vii). Financial statements are as filed (consolidated where the company files consolidated results). Ratios are computed over filed lines. Where a figure is unavailable the table shows a dash rather than an estimate. The business brief is written by MarketPing's reader from the annual report and checked against it; no figure in a table was generated by a model. Nothing here constitutes investment advice, an offer or a solicitation; readers should consult a SEBI-registered adviser before acting. MarketPing is not a SEBI-registered intermediary.
