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SRF (SRF) investor relations material
SRF Q2 25/26 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 25/26 earnings summary28 Oct, 2025
Executive summary
Q2 FY26 revenue grew 6.3% year-over-year to ₹3,640.2 crore, with PAT up 93% to ₹388.2 crore, driven by strong Chemicals performance and operational efficiencies.
Chemicals business revenue rose 23% year-over-year, led by higher refrigerant volumes, new product launches, and robust export mix.
Strategic partnership with Chemours for fluoropolymers increased CapEx to ₹745 crore, with project completion targeted for December 2026.
Performance Films & Foil revenue remained flat, but EBIT improved due to better product mix and cost optimization; Technical Textiles faced margin pressure despite volume growth.
R&D remains a core strength, with 153 patents held and 500+ process patents filed, supporting innovation across segments.
Financial highlights
EBITDA for Q2 FY26 at ₹830.5 crore, up 39.8% year-over-year; EBITDA margin improved to 22.8%.
PAT margin rose to 10.7% in Q2 FY26 from 5.9% in Q2 FY25.
Basic and diluted EPS for Q2 FY26 at ₹13.10, nearly double from Q2 FY25.
Chemicals segment EBIT up 95.5% year-over-year to ₹481.3 crore; EBIT margin at 28.9%.
Net profit after tax for Q2 FY26: ₹388.18 crore, up from ₹201.42 crore in Q2 FY25.
Outlook and guidance
Confident of surpassing 20% growth in the Chemicals business for FY26, with H2 expected to be stronger due to seasonality and new product traction.
Specialty Chemicals to see gradual pickup in agrochemicals; new pharma intermediates and capacity ramp-up to drive growth.
Full revenue potential from new HFO project expected from FY28, with ramp-up starting in FY27.
What drove Chemicals vs TTB performance?
What is the H1 FY26 CAPEX and financing strategy?
What was hedging's impact on comprehensive income?
Chemours partnership: What is the CapEx allocation?
Specialty Chemicals: AI commercialization timeline?
Odisha site: What is its strategic purpose?
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Next SRF earnings date
Q3 25/2629 Jan, 2026
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Frequently asked questions
SRF Limited is a diversified Indian company primarily involved in the production of chemical-based industrial and specialty intermediates. The company operates through four main business segments: Technical Textiles Business, which includes products like nylon and polyester tire cord fabrics; Chemicals Business, focusing on refrigerant gases and specialty chemicals; Packaging Film Business, producing polyester and polypropylene films; and others, which cover coated and laminated fabrics and other ancillary activities. SRF has a significant manufacturing presence, with facilities in India, Thailand, South Africa, and Hungary, and it serves a variety of industries including automotive, pharmaceuticals, and manufacturing. The company is headquartered in Gurugram, Haryana, India, and its shares are listed on the National Stock Exchange of India.
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