Srf Limited · NSE:SRF
Srf — Q1 FY27 Earnings Presentation
32 slides from Srf's earnings presentation, Jul 22, 2026
Slide 1: Exchange filing cover letter
The Corporate Relationship Department, National Stock Exchange of India Limited BSE Limited “Exchange Plaza” Ist Floor , New Trading Ring Rotunda Bandra-Kurla Complex Building, P.J. Towers Bandra (E) Dalal Street, Mumbai 400 051 Mumbai 400 001 Scrip Code- 503806 Scrip Code-SRF SRF/SEC/BSE/NSE 22.07.
Slide 2: Q1 FY27 Results Presentation
Q1 FY27 Results Presentation July 22, 2026
Slide 3: Disclaimer
Disclaimer Some statements in this document may be forward-looking. Such statements are subject to certain risks and uncertainties like regulatory changes, local, political or economic developments, and many other factors that could cause actual results to differ materially from those contemplated b
Slide 4: Table of Contents
Table of Contents 01 02 03 04 Company Overview Q1 FY27 Results Q1 FY27 Segmental Outlook Overview Performance 3
Slide 5: Company Overview
COMPANY OVERVIEW 4 4
Slide 6: Snapshot
Snapshot 90+ 5 16 9,500+ ₹15,787 cr. Countries- Exports Countries- Manufacturing Global Workforce Revenue Operations Facilities ₹ 3,705 cr. ₹ 1,835 cr. 49% 37% 14% Performance Technical Textiles & EBIDTA PAT Chemicals Films & Foil Others On consolidated basis as on March 31, 2026 5
Slide 7: Business Profile
Business Profile Chemicals Performance Films & Foil Technical Textiles Others No of Plants - 2 No of Plants - 8 No of Plants - 4 No of Plants - 2 EBIT - ₹ 2,263 cr. EBIT - ₹ 508 cr. EBIT - ₹ 190 cr. EBIT - ₹ 47 cr. Revenue - ₹ 7,779 cr. Revenue - ₹ 5,764 cr. Revenue - ₹ 1,877 cr. Revenue - ₹ 366 cr.
Slide 8: Financial Overview
Financial Overview Consolidated figures Key Financial Ratios Particulars FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 EBIDTA Margin 21.42% 17.69% 19.00% 20.90% 26.05% 25.30% 24.94% 20.88% 20.22% 23.47% PAT Margin 10.87% 8.38% 8.33% 12.70% 14.26% 15.19% 14.54% 10.17% 8.51% 11.63% Net Debt to Equ
Slide 9: Market Leadership Across Businesses
Market Leadership Across Businesses Specialty Chemicals • Established relationship with marquee customers • Strong tech capability – pilot to commercial; creating value through operational excellence • Driving customer engagement and satisfaction through world class R&D, EHS and quality management •
Slide 10: Growth Levers
Growth Levers Build a Company known and respected for its R&D capabilities Greater focus on ESG initiatives Focus on building high-end value-added • Benefit the communities where we work products • Embrace diversity, equity & inclusion Continue to build new competencies in the Chemicals • Enhance fo
Slide 11: Q1 FY27 Results Overview
Q1 FY27 RESULTS OVERVIEW 10
Slide 12: Abridged Results Overview
Abridged Results Overview Consolidated figures Particulars (Rs. Crore) Q1 FY27 Q1 FY26 % Y-o-Y Gross Operating Revenue 5,033.3 3,818.6 31.8% EBIDTA 1,372.6 850.3 61.4% EBIDTA Margin (%) 27.3% 22.3% Depreciation 222.9 203.2 9.7% Interest 68.6 79.9 (14.1%) ECF (Gain) / Loss 102.0 (8.7) Profit Before T
Slide 13: Results Overview - Revenue Share
Results Overview - Revenue Share Q1 FY27 Q1 FY26 Total – 5,033.3 Cr. Total – 3,818.6 Cr. 104.9 94.9 596.8 2.1% 466.6 2.5% 11.8% 12.2% 2,314.9 1,838.9 46.0% 48.2% 40.1% 37.1% 2,016.7 1,418.2 CB PFB TTB Others CB – Chemicals Business; PFB - Performance Films & Foil Business; TTB – Technical Textiles B
Slide 14: Results Overview – Operational EBIT Share
Results Overview – Operational EBIT Share Q1 FY27 Q1 FY26 Total – 1,116.1 Cr. Total – 694.2 Cr. 20.2 37.6 13.4 107.8 1.8% 1.9% 9.7% 5.4% 20.2% 140.2 349.7 31.3% 57.2% 72.4% 502.9 638.4 CB PFB TTB Others CB – Chemicals Business; PFB - Performance Films & Foil Business; TTB – Technical Textiles Busine
Slide 15: Q1 FY27 - Segmental Performance
Q1 FY27 - SEGMENTAL PERFORMANCE Chemicals Technical Textiles Performance Films & Others Foil 14
Slide 16: Chemicals Business
WE ALWAYS FIND A BETTER WAY
Slide 17: Chemicals Business - Results Update
Chemicals Business - Results Update Consolidated figures PARTICULARS Q1 FY27 Q1 FY26 % Y-o-Y Segment Revenues 2,314.9 1,838.9 25.9% % Contribution to Revenues 46.0% 48.2% EBIT 638.4 502.9 26.9% % EBIT Margins 27.6% 27.3% % Contribution to EBIT 57.2% 72.4% 1616
Slide 18: Chemicals Business – Specialty Chemicals
Chemicals Business Specialty Chemicals Business Key Highlights Outlook • Early signs of recovery are emerging in agrochemical demand. However, • Technology-led cost initiatives helped sustain market share in key products broad-based demand is yet to pick up • Growing customer participation has broad
Slide 19: Chemicals Technology Group
Chemicals Business Key Chemicals Technology Group Chemicals Technology Group (CTG) is Equipped with state-of-the-art R&D actively engaged in the development facilities and an ingenious team of of new process technologies scientists and engineers 2 R&D centres in India – Bhiwadi, Key focus on high en
Slide 20: Chemicals Business – Fluorochemicals
Chemicals Business Fluorochemicals Business Key Highlights Outlook • Business delivered robust performance driven by higher volumes across • Focus on maximizing HFC production and capacity expansion domestic and exports market along with steady performance from Industrial Chemicals & Fluoropolymers
Slide 21: Performance Films & Foil Business
PERFORMANCE FILMS & FOIL BUSINESS 20
Slide 22: Performance Films & Foil Business – Results Update
Performance Films & Foil Business – Results Update Consolidated figures PARTICULARS Q1 FY27 Q1 FY26 % Y-o-Y Segment Revenues 2,016.7 1,418.2 42.2% % Contribution to Revenues 40.1% 37.1% EBIT 349.7 140.2 149.4% % EBIT Margins 17.3% 9.9% % Contribution to EBIT 31.3% 20.2% 2121
Slide 23: Performance Films & Foil Business
Performance Films & Foil Business Key Highlights Outlook • Global demand for both BOPET and BOPP expected to revert to normal • Business achieved its highest ever quarterly performance with robust levels as customers rationalize inventories performance across all units • Regional outlook: • Supply d
Slide 24: Technical Textiles Business
TECHNICAL TEXTILES BUSINESS 23
Slide 25: Technical Textiles Business - Results Update
Technical Textiles Business - Results Update Consolidated figures PARTICULARS Q1 FY27 Q1 FY26 % Y-o-Y Segment Revenues 596.8 466.6 27.9% % Contribution to Revenues 11.8% 12.2% EBIT 107.8 37.6 186.4% % EBIT Margins 18.1% 8.1% % Contribution to EBIT 9.7% 5.4% 2424
Slide 26: Technical Textiles Business
Technical Textiles Business Key Highlights Outlook • All segments performed well due to demand recovery supported by • TCF (N6, N66, PTCF) demand expected to be flat to marginally positive. inventory gains, however margins are expected to normalize as demand- Post the commissioning of our new dippin
Slide 27: Other Businesses
WE ALWAYS FIND A BETTER WAY
Slide 28: Others – Results Update
Others – Results Update Consolidated figures PARTICULARS Q1 FY27 Q1 FY26 % Y-o-Y Segment Revenues 104.9 94.9 10.5% % Contribution to Revenues 2.1% 2.5% EBIT 20.2 13.4 50.3% % EBIT Margins 19.2% 14.1% % Contribution to EBIT 1.8% 1.9% 2727
Slide 29: Others - Key Highlights
Others - Key Highlights • SRF successfully maintained its leadership position in the domestic market & maintained a healthy product mix of Coated VAPs Fabrics • Continued focus on operational discipline, cost control and value-added products to protect margins in a competitive environment • Business
Slide 30: SRF's Community Engagement
SRF’s Community Engagement Strengthening Education, Digital Bus Expands Access Health & Community and Opportunity Engagement in Assam • Boosting Access to Education: Welcomed 169 children through the First • Benefited 5,125 students through digital learning programmes Day of School initiative and re
Slide 31: About Us
About Us Established in 1970, SRF Limited is a diversified chemicals conglomerate with a strong global presence. Its businesses span Fluorochemicals, Specialty Chemicals, Performance Films & Foil, Technical Textiles, and Coated and For further information please contact Laminated Fabrics—serving a w
Slide 32: Thank You
Thank You