SRF Limited Q4FY26 Revenue up 7% to ₹4,615 Crore; PAT grows 11% to ₹582 Crore
SRF Limited reported a 7% revenue growth to ₹4,615 crore for Q4FY26. PAT increased 11% to ₹582 crore. For FY26, revenue grew 7% to ₹15,787 crore, with PAT up 47% to ₹1,835 crore. The company is revising its Refrigerants project investment to ₹2,300 crore and approved an ₹88 crore HFC capacity expansion.
The announcement includes strong financial performance metrics, significant updates on large capital expenditure projects (re-scoping and new investments), and strategic decisions like deferring a BOPP plant. These factors have a substantial impact on the company's future growth and financial outlook.
The company reported positive financial results with increased revenue, EBIT, and PAT for both the quarter and the full year. Despite some challenges like impacted exports and geopolitical uncertainty, the overall performance was strong, with significant growth in key segments and strategic investments planned.
SRF Limited announced its consolidated financial results for the fourth quarter and year ended March 31, 2026. The company's consolidated revenue for Q4FY26 increased by 7% to ₹4,615 crore from ₹4,313 crore in the corresponding period last year. Operational Earnings Before Interest and Tax (EBIT) saw a 12% rise, reaching ₹1,011 crore from ₹906 crore. Profit After Tax (PAT) grew by 11% to ₹582 crore, up from ₹526 crore in the prior year's comparable quarter.
The Chairman and Managing Director, Ashish Bharat Ram, commented that it was a good quarter, particularly given the volatile operating environment, though exports to the Middle East were impacted. Geopolitical uncertainty remains a key concern.
Segment-wise, the Chemicals Business reported a 4% increase in revenue to ₹2,448 crore and a 5% rise in operating profit to ₹783 crore. The Performance Films & Foil Business saw a 13% revenue increase to ₹1,596 crore and a significant 47% jump in operating profit to ₹154 crore. The Technical Textiles Business reported a 5% revenue increase to ₹483 crore, with a substantial 63% growth in operating profit to ₹65 crore. Other Businesses reported a marginal revenue increase to ₹89 crore, with operating profit decreasing by 25% to ₹9 crore.
For the full fiscal year FY26, SRF's revenue increased by 7% to ₹15,787 crore. Operational EBIT grew by 29% to ₹3,008 crore, and PAT surged by 47% to ₹1,835 crore compared to FY25.
In capital expenditure, the Board approved an indefinite deferment of the proposed BOPP Film manufacturing facility at Indore (₹490 crore outlay) due to changes in the operating environment. However, the new generation Refrigerants project in Odisha has seen a revised investment plan, increasing from ₹1,100 crore to approximately ₹2,300 crore. This revised scope includes HFO and HF production facilities and value-added HF derivatives, with completion expected by February 2028. An expansion of the existing HFC capacity at Dahej, with an investment of ₹88 crore, is also approved to address future demand and is expected to be commissioned within months, increasing HFC capacity to 65,000 tons per annum post-debottlenecking.
The company has applied for 521 patents as of March 31, 2026, with 15 filed during the quarter and 156 granted globally to date. SRF also received recognition as Procurement Champion at the ISCM India Procurement Ranking 2026 and its Thailand subsidiary received the Green Star Award.
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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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