SRF Ltd (NSE:SRF)
₹ 2,622.7 -244.5 (-8.53%) Market Cap: 777.38 Bil Enterprise Value: 816.86 Bil PE Ratio: 42.36 PB Ratio: 5.53 GF Score: 89/100

Q1 2027 SRF Ltd Earnings Call Transcript

Jul 23, 2026 / 05:30AM GMT
Release Date Price: ₹2622.7 (-8.53%)

Key Points

Positve
  • SRF Ltd (BOM:503806) reported a significant increase in operational EBIT by 61% to INR1,116 crores, with an EBIT margin of 22%.
  • The company achieved a 76% growth in profit after tax, reaching INR759 crores compared to the same quarter last year.
  • SRF Ltd's chemicals business continues to be a key growth driver, with revenues increasing by 20% to INR2,315 crores.
  • The technical textiles business showed stable performance, supported by resilient demand and optimal plant operations.
  • SRF Ltd's CSR initiatives, led by the SRF Foundation, continued to make a meaningful social impact, earning the Bhamashah Shiksha Bhushan Award for the ninth time.
Negative
  • The operating environment remains volatile due to geopolitical developments and disruptions across global supply chains.
  • Demand trends are uneven across some end markets, affecting overall business performance.
  • The chemicals business is highly seasonal, with expectations of lower numbers in Q2 compared to Q1.
  • Competitive pressures persist in the chemicals segment, despite improvements in operating performance.
  • The company faces challenges in scaling newer product categories, with some projects experiencing timeline adjustments due to design changes requested by partners.
Operator

Ladies and gentlemen, good day and welcome to SRF Limited Q1 FY27 conference call. (Operator Instructions) Please note that this conference is being recorded.

I now hand the conference over to Mr. Kumar Saumya from Ambit Capital. Thank you. And over to you, sir.

Kumar Saumya
Ambit Capital Pvt Ltd - Analyst

Thank you. Good morning, everyone. Thank you for joining us today. We at Ambit Capital are pleased to host SRF Limited's Q1 FY27 results conference call.

We have with us today Mr. Samir Kashyap, President and Chief Financial Officer; and Ms. Sugandha Singhal. Senior Vice President, Head Treasury and Investor Relations of SRF Limited. I would now like to invite Ms. Nitika Dhawan, Head of Corporate Communication at SRF, to initiate proceedings for the result con call.

Thank you. Over to you, ma'am.

Nitika Dhawan
SRF Ltd - Head of Corporate Communication

Good morning, everyone, and thank you for joining us on SRF's quarter one financial year '27 results conference call. We will begin

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