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 6th Ma
Slide 2: Q4 & FY26 Results Presentation
Q4 & FY26 Results Presentation May 06, 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 Q4 & FY26 Q4 & FY26 Outlook Results Overview Segmental 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% EBIDTA PAT Chemicals Performance Films Technical Textiles & & Foil Others On consolidated basis as on March 31, 2026 5
Slide 7: Overview - Business Profile
Overview - 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
Slide 8: 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 9: 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 10: Q4 & FY26 – Results Overview
La Q4 & FY26 — RESULTS OVERVIEW
Slide 11: Abridged Results Overview
Abridged Results Overview Consolidated figures Particulars (Rs. Cr.) Q4 FY26 Q4 FY25 % Y-o-Y FY26 FY25 % Y-o-Y Gross Operating Revenue 4,615.2 4,313.3 7.0% 15,786.5 14,693.1 7.4% EBIDTA 1,176.8 1,037.0 13.5% 3,705.0 2,970.3 24.7% EBIDTA Margin (%) 25.5% 24.0% 23.5% 20.2% Depreciation 219.8 195.1 12.
Slide 12: Results Overview - Financial Overview
Results 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.
Slide 13: Results Overview - Revenue Share
Results Overview - Revenue Share Q4 FY25 Q4 FY26 FY25 FY26 Total – 4,313.3 Cr. Total – 4,615.2 Cr. Total – 14,701.1 Cr. Total – 15,786.6 Cr. 87.4 88.7 366.4 427.5 482.5 1.9% 2,448.3 1,877.0 2.3% 7,779.0 458.4 2.0% 2,355.3 2,029.1 2.9% 6,690.7 10.6% 10.5% 11.9% 13.8% 45.5% 49.3% 53.0% 54.6% 34.6% 32.
Slide 14: Results Overview - EBIT Share
Results Overview - EBIT Share Q4 FY25 Q4 FY26 FY25 FY26 Total – 905.6 Cr. Total – 1,010.6 Cr. Total – 2,336.2 Cr. Total – 3,007.5 Cr. 12.4 65.2 9.1 68.8 40.1 1.4% 0.9% 47.0 782.7 238.0 2.9% 190.1 1.6% 4.4% 748.5 6.5% 1,664.8 2,262.9 104.6 10.2% 6.3% 11.6% 153.6 15.2% 364.5 507.5 16.9% 15.6% 77.4% 71
Slide 15: Q4 & FY26 – Segmental Performance
Q4 & FY26 – 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 (Rs. Cr.) Q4 FY26 Q4 FY25 % Y-o-Y FY26 FY25 % Y-o-Y Segment Revenue 2,448.3 2,355.3 3.9% 7,779.0 6,690.7 16.3% % Contribution 53.0% 54.6% 49.3% 45.5% to Revenue EBIT 782.7 748.5 4.6% 2,262.9 1,664.8 35.9% % EBIT Margins 32.0% 31.8%
Slide 18: Chemicals Business - Specialty Chemicals
Chemicals Business Specialty Chemicals Business Key Highlights Outlook • Despite challenging global environment, business delivered improvement • Chinese supply expected to remain a key factor influencing pricing in Q4 over Q3 FY26 across the value chain • Aggressive participation from Chinese playe
Slide 19: Chemicals Business - 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 due to higher volumes and realizations of HFCs • Focus on maximizing HFC production and expanding capacity in domestic & exports market along with steady performance from Industrial Chemicals &
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 (Rs. Cr.) Q4 FY26 Q4 FY25 % Y-o-Y FY26 FY25 % Y-o-Y Segment Revenue 1,595.6 1,412.2 13.0% 5,764.2 5,553.8 3.8% % Contribution 34.6% 32.8% 36.5% 37.8% to Revenue EBIT 153.6 104.6 46.8% 507.5 364.5 39.2% % EBIT Margins
Slide 23: Performance Films & Foil Business
Performance Films & Foil Business Key Highlights Outlook • Overall performance improved across PFB units in Q4, supported by better volumes • Worst phase of the industry cycle largely behind us, though competitive and margins in BOPET and BOPP, continued strong performance in South Africa, and an pr
Slide 24: Technical Textiles Business
TECHNICAL TEXTILES BUSINESS 23
Slide 25: Technical Textiles Business - Results Update
Technical Textiles Business - Results Update Consolidated figures Particulars (Rs. Cr.) Q4 FY26 Q4 FY25 % Y-o-Y FY26 FY25 % Y-o-Y Segment Revenue 482.5 458.4 5.3% 1,877.0 2,029.1 (7.5%) % Contribution 10.5% 10.6% 11.9% 13.8% to Revenue EBIT 65.2 40.1 62.6% 190.1 238.0 (20.1%) % EBIT Margins 13.5% 8.
Slide 26: Technical Textiles Business
Technical Textiles Business Key Highlights Outlook • FY26 was marked by a challenging operating environment; however, • Geopolitical tensions in the Middle East continue to pose risks to input performance improved progressively through the year, supported by costs, logistics and overall market stabi
Slide 27: Other Businesses
WE ALWAYS FIND A BETTER WAY
Slide 28: Others - Results Update
Others - Results Update Consolidated figures Particulars (Rs. Cr.) Q4 FY26 Q4 FY25 % Y-o-Y FY26 FY25 % Y-o-Y Segment Revenue 88.7 87.4 1.5% 366.4 427.5 (14.3%) % Contribution 1.9% 2.0% 2.3% 2.9% to Revenue EBIT 9.1 12.4 (26.3%) 47.0 68.8 (31.7%) % EBIT Margins 10.3% 14.2% 12.8% 16.1% % Contribution
Slide 29: Others - Key Highlights
Others - Key Highlights • Demand for Coated Fabrics remained subdued due to the off-season, however SRF successfully maintained its Coated leadership position in the domestic market Fabrics • Continued focus on operational discipline, cost control and value-added products to protect margins in a com
Slide 30: SRF's Community Engagement
SRF’s Community Engagement Pedalling Towards Digital Learning & Education Community Outreach Mewat, Haryana Bhopal, Madhya Pradesh • 100 school going girls received bicycles, enabling safer commutes and • Expanded Academic Reach: Digital academic classes benefited 7,100 uninterrupted access to educa
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