SRF NSE filing

SRF Limited Q2 FY27 Investor Presentation: Revenue Grows 35% YoY to ₹4,904 Crore

The RealCase readHigh impact Positive

SRF Limited's Q2 FY27 investor presentation shows a 35% YoY revenue increase to ₹4,904.2 crore. Chemicals Business revenue grew 25%, and Performance Films & Foil Business revenue rose 51%. The company is focusing on sunrise sectors and innovation, with new product developments planned.

Why it matters

Significant revenue growth and strategic focus on high-growth sectors like semiconductors and energy storage are likely to have a material impact on the company's future prospects.

The market read

The company reported strong year-on-year growth in revenue and operational EBIT across its key business segments, indicating positive financial performance and strategic execution.

SRF Limited has released its investor presentation for the quarter and half-year ended September 30, 2026. The presentation details the company's financial performance and strategic outlook.

In Q2 FY27, SRF reported a consolidated revenue from operations of ₹4,904.2 crore, marking a significant 35% year-on-year growth. Operational EBIT stood at ₹816.0 crore, an 18% increase, with a margin of 17%. Profit Before Tax (PBT) was ₹671.0 crore, up 17% with a 14% margin, and Profit After Tax (PAT) reached ₹509.1 crore, a 10% increase with a 10% margin.

The Chemicals Business (CB) saw revenue grow by 25% to ₹2,079.5 crore and operational EBIT by 29% to ₹528 crore, with margins at 25% and 10% respectively. The Performance Films & Foil Business (PFB) revenue increased by 51% to ₹2,122.4 crore, with operational EBIT growing by 73% to ₹206.2 crore and margins at 12% and 10% respectively. The Technical Textiles Business (TTB) contributed ₹595.1 crore in revenue and ₹72.3 crore in operational EBIT, with margins at 13% and 12% respectively.

SRF highlighted its strategic priorities including focusing on value-addition, building for sunrise sectors like semiconductors, energy storage, and aerospace & defense, and leveraging synergies across its businesses. The company is also investing in innovation, with several new product developments and capitalizations planned across its segments, including PVDF for battery applications, capacitor-grade films, and next-generation cooling solutions.

The presentation also provided an overview of SRF's global presence, manufacturing facilities, R&D capabilities, and commitment to sustainability, with 42% of electricity sourced from renewable sources and 11 Zero Liquid Discharge (ZLD) facilities.

Filing to action

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SRF Limited filed this with the NSE as a statutory disclosure, categorised under quarterly results. It is a primary document, not a recommendation, and the desk marks it high impact, which is the band that most often changes something.

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Primary source

A plain-language summary of a public exchange filing by SRF Limited. Read the original for the full detail.

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