SRF Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book
Published 3 Sept 2026 | Chemicals & Petrochemicals | Market Cap: ₹76.2K Cr
Chemicals business expected to grow 15-20% in FY27, with Q1 already achieving 26% growth. SRF Limited expects steady earnings growth, supported by improvements across all overseas locations with margins anticipated to be higher than previously estimated (Page 14).
From SRF's Q1 FY27 earnings-call transcript · updated 3 Sept 2026.
Price
₹2,605
Market Cap
₹76.2K Cr
P/E Ratio
34.0
Revenue Rank
Margin Rank
How does SRF rank in Chemicals & Petrochemicals?
Compare SRF against every Chemicals & Petrochemicals company this quarter on revenue, margins and earnings-call signals.
SRF — Quarterly revenue & net profit
Reported quarterly figures (₹ Cr). Latest: revenue ₹4.6K Cr, net profit ₹582 Cr.
Full financials →📊 Revenue & Sales Performance
Rank 3- →Chemicals business expected to grow 15-20% in FY27, with Q1 already achieving 26% growth.
- →Positive volume and price trajectory in Specialty Chemicals and core chemical products; H2 expected stronger than H1.
- →Refrigerant gas volumes and prices remain robust, supporting continued growth through the year.
- →Performance Films segment saw strong Q1 due to reliable supply and some panic buying; margins to normalize but settle higher than last year.
- →Fluoropolymer portfolio (PTFE, PVDF, others) to see meaningful volumes starting end of FY27 into FY28-FY29.
- →Pharmaceutical chemicals expected to grow gradually, targeting 20-30% revenue share by 2030.
- →Expansion and new product launches in Aluminum foil and packaging films aimed at better realisation and market diversification.
- →Overall outlook positive with continued volume growth, backed by innovation, new capacities, and improving demand across segments.
See what SRF said on profitability & margins — free account, 30 seconds.
🏗️ Capital Expenditure Plans
Yes- →INR 520 crore capex committed for electronic grade films, specifically capacitor grade and conductor grade films.
- →Capacitor film plant trial runs completed; expecting early-stage revenue in Q3 FY27 and full capacity by Q1/Q2 FY28.
- →PVDF plant commissioning planned by end of Q2 FY27.
- →Progress on PTFE higher grades with small capex underway, on track.
- →Chemours fluoropolymer project slightly delayed (3-4 months) due to design changes; full capacity expected by 2028-29.
- →Focus on expanding aluminum foil exports and higher-grade foil applications (e.g., aseptic packaging); no immediate capacity expansion planned but site at Jetapur has space for future growth.
- →Board approved new capex relating to value-added packaging films aimed at derisking cyclicality in thin film pricing.
- →Capacity readiness for launching 6-7 agrochemical active ingredients with a steady recovery expected in volumes and pricing over FY27-FY29.
See what SRF said on fundraising & capital structure — free account, 30 seconds.
📋 Order Book & Pipeline
No informationKey Metrics
Revenue
Margin
Capex
Fundraise
Order Book
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What SRF's management said in earlier quarters
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- DCW Ltd (Q1 FY27)
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Frequently Asked Questions
What were SRF Q1 FY27 results?
Chemicals business expected to grow 15-20% in FY27, with Q1 already achieving 26% growth. SRF Limited expects steady earnings growth, supported by improvements across all overseas locations with margins anticipated to be higher than previously estimated (Page 14).
What is SRF share price analysis?
SRF currently shows a below-average growth signal. The stock trades at a P/E of 34.0 with a market cap of ₹76,238 Cr. Investors should review the full earnings analysis for detailed insights.
Is SRF planning capital expenditure?
INR 520 crore capex committed for electronic grade films, specifically capacitor grade and conductor grade films.
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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.
