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SRF Ltd.

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srf.comBSE: 503806NSE: SRF
Market Cap₹ 73,602 Cr.
Current Price
High / Low₹ 3,210 / 2,355
Stock P/E38.9
Book Value₹ 446
Price to Book5.71
Dividend Yield0.36 %
ROCE15.4 %
ROE14.3 %
Face Value₹ 10

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ABOUT

KEY POINTS

Revenue Breakup Mar 2026 • Chemicals & Polymers Business (CPB): 62.2% • Packaging Films Business (PFB): 19.7% • Technical Textiles Business (TTB): 15.1%

AI Sector View

AI GENERATED

Chemicals

Hold

The available domestic chemical proxies are mixed to weak. Fertilizers output was -8.0% YoY (2026-07) and sale quantity of fertilisers was 0.0% YoY (2026-05), although that high-frequency barometer is stale. FPI positioning is less negative than before, with net 3-month outflow only INR -11 crore versus INR -1229 crore in the prior 3 months to 2026-08-31, but the weak sector driver argues for a neutral stance.

Confidence
55%
View full sector analysis →

PROS

  • Latest quarter profit grew 42.6% YoY, showing strong momentum
  • Strong cash generation - operating cash flow backs reported profits (CFO/PAT 1.49x)
  • Stock looks reasonably valued - P/E of 38.9 is below its historical median
  • Company has a consistent dividend-paying track record
  • Company comfortably covers its interest (11.6x coverage)
  • Company generates healthy free cash flow

CONS

  • Stock is trading at 5.7x its book value
  • Operating margins have contracted to 23.8% from 26.9%
  • Growth is decelerating - 3Y profit CAGR (-5.2%) trails the 5Y trend (13.3%)

* The pros and cons are machine generated based on quantitative rules.

Peer comparison

ChemicalsChemicalsChemicals
Part ofNIFTYLARGEMIDCAP250NIFTYMIDCAP150NIFTY MIDCAP 100NIFTY MIDCAP 150NIFTY TOTAL MKT
S.No.Name
1.SOLARINDS22307.50101.37201860.690.05666.3788.983668.2070.2638.1627.91
2.PIDILITIND1567.4560.23159547.551.378835.101202.8645515.501112.7432.3826.28
3.SRF2483.0034.0573602.280.36758.8775.535033.2634.6314.2124.57
4.FLUOROCHEM4771.7585.2352417.670.06219.0019.021588.0023.979.5826.83
5.NAVINFLUOR8541.1055.4943822.770.18243.31107.671045.0844.0721.3934.17
6.GODREJIND1127.0032.2937963.110.00523.36-27.855448.0922.1610.6412.82
7.AETHER1672.9594.4122204.700.0062.7533.45326.5627.4911.6531.47
8.DEEPAKNTR1587.1027.6421646.940.47345.01207.362577.6036.3911.5820.96
9.ATUL6244.5523.1118385.050.48253.9391.851847.9525.0315.0521.41
10.AARTIIND492.1533.6217851.590.20155.00260.472387.0042.426.9516.00
11.DEEPAKFERT1320.4517.0016725.200.76490.04100.953256.2622.4712.1225.96
12.BASF3665.1524.6715864.840.68360.29162.224824.2624.5715.2310.46
Detailed Comparison with:

Quarterly Results

Standalone Figures in Rs. Crores / View Consolidated

Jun 2023Sep 2023Dec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
2,7272,5332,4492,8582,6772,6162,6823,4032,9662,7512,8563,4993,802
2,1222,0131,9892,2722,2042,2132,2042,6202,3212,1782,2082,6953,082
Operating Profit604520460585472403478782645573647804720
OPM %22.15%20.53%18.78%20.48%17.65%15.39%17.81%22.99%21.75%20.84%22.67%22.98%18.95%
21382833354453444030-401939
Interest52635268767276736052484450
Depreciation129133141153155158159158166170176177178
Profit before Tax491416352459336303375689533483480678760
Tax %25.59%25.75%25.34%4.78%25.68%25.79%25.44%25.56%25.51%24.85%4.55%25.23%25.45%
Net Profit365309263437250225280513397363458507566
12.3310.428.8714.758.437.599.4417.3113.3912.2315.4517.1119.10

Profit & Loss

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026TTM
3,8834,5826,2066,3316,9889,95312,07410,78711,69812,42112,908
3,0623,7975,0805,0685,2477,4208,8808,3979,2429,39710,163
Operating Profit8217851,1261,2631,7412,5333,1942,3902,4563,0232,745
OPM %21.16%17.13%18.14%19.94%24.92%25.45%26.45%22.16%20.99%24.34%21.27%
461044253631351061191754549
Interest789817418211194176236296206195
Depreciation242278325353384419468556630689701
Profit before Tax5485136697801,3102,1552,6561,7181,7042,1732,400
Tax %23.58%20.87%25.04%-1.68%29.38%30.07%23.82%20.02%25.60%20.65%21.09%
Net Profit4194065027949251,5072,0231,3741,2681,7251,894
EPS72.9470.6590.01169.4831.3350.8668.2646.3542.7858.18—
Dividend Payout %16.45%16.99%13.75%10.14%15.37%32.95%10.55%15.53%16.83%15.47%—

COMPOUNDED SALES GROWTH

10 Years:
13%
5 Years:
12%
3 Years:
1%

COMPOUNDED PROFIT GROWTH

10 Years:
17%
5 Years:
13%
3 Years:
-5%

STOCK PRICE CAGR

10 Years:
23%
5 Years:
4%
3 Years:
2%
1 Year:
-17%

RETURN ON EQUITY

10 Years:
16%
5 Years:
17%
3 Years:
13%
Last Year:
14%

Balance Sheet

Standalone Figures in Rs. Crores / View Consolidated

Corporate actions

2021

Oct 13

4:1

Bonus issue

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
Equity Capital5757575759296296296296296
3,0863,3913,8604,6246,2327,3248,94410,19611,24312,347
1,6642,4983,1052,7612,6393,0243,3242,9102,9082,952
Trade Payables6458051,0929571,1961,3401,6491,5681,5701,654
5155235584195849541,3372,3942,0122,589
Total Liabilities5,9687,2748,6728,82010,71112,93815,55117,36518,03019,838
3,6174,3424,8465,6485,8966,1147,67410,43910,80910,702
Capital Work in Progress2655576923464361,6172,1297457021,744
2792051842865004105831,0351,4871,350
7278281,0991,1101,2871,7511,8491,9011,8052,124
00000001,5381,7651,948
Cash & Bank5677172107230329536370329506
1,0221,2641,6791,3222,3622,7182,7811,3371,1331,465
Total Assets5,9687,2748,6728,82010,71112,93815,55117,36518,03019,838

Cash Flows

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026
6657237451,3571,6512,0003,2561,9032,2642,346
Cash from Investing-592-1,187-847-422-1,790-1,280-2,328-2,074-1,314-1,432
Cash from Financing-190601348-859357-125-2526-998-734
-2322095-65-12233208-165-48180

Ratios

Standalone Figures in Rs. Crores / View Consolidated

Mar 2017Mar 2018Mar 2019Mar 2020Mar 2021Mar 2022Mar 2023Mar 2024Mar 2025Mar 2026

Shareholding Pattern

Numbers in percentages

Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026Jun 2026
50.2650.2650.2650.2650.2650.2650.2650.2650.26
18.7318.2718.3418.2518.2417.9817.4816.6715.45
16.5717.7617.7718.4118.8419.5220.1721.1622.43
0.000.040.040.040.040.040.040.040.04
14.4313.6613.5713.0112.6212.2012.0511.8811.82

Documents

Corporate disclosures, annual reports, credit ratings, and concall transcripts

2026-07-29
Analysts/Institutional Investor Meet/Con. Call Updates

2026-07-29 - SRF Limited has informed the Exchange about Transcript

2026-07-27
Pendency of Litigation(s)/dispute(s) or the outcome impacting the Company

2026-07-27 - SRF Limited has informed the Exchange about Pendency of Litigation(s)/dispute(s) or the outcome impacting the Company

2026-07-23
Updates

2026-07-23 - SRF Limited has informed the Exchange regarding 'Tax Deducted at Source (TDS) on Dividend'.

2026-07-23
Analysts/Institutional Investor Meet/Con. Call Updates

2026-07-23 - SRF Limited has informed the Exchange about Link of Recording

2026-07-23
Copy of Newspaper Publication

2026-07-23 - SRF Limited has informed the Exchange about Copy of Newspaper Publication

2026-07-22
Investor Presentation

2026-07-22 - SRF Limited has informed the Exchange about Investor Presentation

2026-07-22
Record Date

2026-07-22 - SRF Limited has informed the Exchange that Record date for the purpose of Dividend is 28-Jul-2026.

2026-07-22
Press Release

2026-07-22 - SRF Limited has informed the Exchange regarding a press release dated July 22, 2026, titled "Press Release".

2026-07-22
Capacity addition

2026-07-22 - SRF Limited has informed the Exchange about Capacity addition

News

Recent coverage and analyst commentary for SRF

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