SRF NSE filing

SRF Limited Q4 & FY26 Investor Presentation: Revenue up 7.0% YoY to ₹4,615 Cr in Q4

The RealCase readHigh impact Positive

SRF Limited's Q4 FY26 results show a 7.0% YoY revenue increase to ₹4,615 crore and a 13.5% EBITDA rise to ₹1,177 crore. Full-year FY26 revenue grew 7.4% to ₹15,787 crore, with a significant 24.7% EBITDA increase to ₹3,705 crore and a 46.7% PAT jump to ₹1,835 crore. The company approved a ~₹2,300 crore investment in Odisha for HFO and HF facilities.

Why it matters

The announcement includes detailed financial results for the quarter and fiscal year, along with significant capital expenditure plans and business segment performance, which are material for investors.

The market read

The company has reported positive year-on-year growth in revenue, EBITDA, and PAT for both the quarter and the full fiscal year. Significant capex approvals and a strengthened product pipeline further contribute to a positive outlook.

SRF Limited has released its investor presentation for the quarter and year ended March 31, 2026. On a consolidated basis, the company reported a Gross Operating Revenue of ₹4,615.2 crore for Q4 FY26, a 7.0% year-on-year increase from ₹4,313.3 crore in Q4 FY25. For the full fiscal year FY26, the revenue stood at ₹15,786.5 crore, up 7.4% from ₹14,693.1 crore in FY25.

EBITDA for Q4 FY26 rose by 13.5% to ₹1,176.8 crore from ₹1,037.0 crore in the prior year period. The full-year EBITDA saw a significant jump of 24.7% to ₹3,705.0 crore in FY26 from ₹2,970.3 crore in FY25. Profit After Tax (PAT) for Q4 FY26 increased by 10.6% to ₹582.0 crore, with the full-year PAT growing by 46.7% to ₹1,835.2 crore.

The Chemicals business reported segment revenue of ₹2,448.3 crore for Q4 FY26, a 3.9% increase year-on-year, with EBIT growing by 4.6% to ₹782.7 crore. The Specialty Chemicals segment is focusing on cost reduction and product pipeline strengthening, while the Fluorochemicals segment saw robust performance due to higher volumes and realizations, with board approval for enhancing investment in Odisha to approximately ₹2,300 crore for an HFO facility and a new HF plant.

The Performance Films & Foil business reported segment revenue of ₹1,595.6 crore for Q4 FY26, a 13.0% increase year-on-year, with EBIT surging by 46.8% to ₹153.6 crore. The company has deferred the proposed ₹490 crore BOPP Film manufacturing facility at Indore indefinitely.

The Technical Textiles business reported segment revenue of ₹482.5 crore for Q4 FY26, a 5.3% increase year-on-year, with EBIT growing by 62.6% to ₹65.2 crore. The "Others" business segment reported revenue of ₹88.7 crore for Q4 FY26, a marginal 1.5% increase year-on-year.

Filing to action

What to do with a filing like this

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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