The company’s Profit After Tax (PAT) grew from Rs 526 crore in the corresponding period last year, supported by steady revenue and operating gains. SRF also announced plans to invest Rs 2,300 crore in setting up a new plant in Odisha, signalling continued expansion.
Consolidated revenue for the quarter rose 7% year-on-year to Rs 4,615 crore, compared to Rs 4,313 crore in the same period last year. Operational earnings before interest and tax (EBIT) increased 12% to Rs 1,011 crore from Rs 906 crore a year ago.
Commenting on the results, Chairman and Managing Director Ashish Bharat Ram said the company delivered a solid performance despite a volatile operating environment. He noted that exports to the Middle East were impacted during the quarter and added that geopolitical uncertainty remains a key concern going forward, although the company remains optimistic about its growth trajectory.
Segment-wise performance showed mixed momentum across businesses. The Chemicals segment recorded a 4% increase in revenue to Rs 2,448 crore. The Performance Films and Foil segment posted a stronger 13% growth, with revenue rising to Rs 1,596 crore. The Technical Textiles segment saw a 5% increase to Rs 483 crore, while Other Businesses reported a marginal rise to Rs 89 crore.
For the full financial year FY26, SRF reported a 7% increase in revenue to Rs 15,787 crore. Operational EBIT jumped 29% to Rs 3,008 crore, while PAT surged 47% to Rs 1,835 crore compared to the previous year.
On the capital expenditure front, the company revised its earlier investment plan for a next-generation refrigerants project. Initially approved at Rs 1,100 crore in October 2024, the project outlay has now been expanded to approximately Rs 2,300 crore following land acquisition in Odisha. The revised plan includes setting up a 20,000 tonnes per annum HFO production facility, a 30,000 tonnes per annum HF plant, and manufacturing of value-added HF derivatives, along with investments in land development and utilities.The project, based entirely on SRF’s in-house technology, will be implemented in phases, with completion of the final phase targeted by February 2028.
Stock Performance and Technical Indicators
The stock is currently trading at a market capitalisation of Rs 74,782 crore. Over the past 12 months, it has touched a high of Rs 3,325 and a low of Rs 2,355.
On the technical front, the 14-day Relative Strength Index (RSI) stands at 50.9, indicating a neutral trend, with levels below 30 considered oversold and above 70 seen as overbought. In terms of moving averages, the stock is showing a mildly bullish trend, trading above five out of its eight simple moving averages (SMAs).
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