SRF Limited
2,933words
4turns
0analyst exchanges
0executives
Key numbers — 40 extracted
₹14,693
₹ 2,970
₹ 1,251
45%
38%
17%
₹ 1,665
₹ 6,691
₹ 365
₹ 5,554
₹ 238
₹ 2,029
Guidance — 2 items
Regd. Office
opening
“subsequent statements events to 2 Table of Contents 01 02 03 Company Overview Q2 & H1 FY26 Results Overview Q2 & H1 FY26 Segmental Performance 04 Outlook 3 COMPANY OVERVIEW 44 Snapshot 100+ Countries- Exports 5 Countries- Operations 16 Manufacturing Facilities 9,000+ Global Workforce ₹14,693 cr.”
Regd. Office
opening
“112.8 3.3% 535.5 15.6% 1,357.8 474.3 90.8 2.5% 13.0% 1,666.9 1,060.8 239.0 3.5% 15.4% 2,839.8 940.9 185.8 2.5% 12.6% 39.6% 45.8% 41.2% 41.5% 1,420.6 38.7% 1,408.1 40.0% 2,756.9 37.9% 2,826.3 CB – Chemicals Business; PFB - Performance Films & Foil Business; TTB – Technical Textiles Business; Others CB PFB TTB Others 3,505.8 47.0% 13 Results Overview - EBIT Share Q2 FY25 Q2 FY26 H1 FY25 H1 FY26 Total – 417.5 Cr.”
Risks & concerns — 1 flagged
o o Nylon Tyre Cord Fabric (NTCF) and Belting Fabric (BF) margin under pressure due to Chinese imports, though overall volumes were higher Demand for Polyester Industrial Yarn (PIY) was soft due to prolonged monsoon • • •
— TTB performance negatively impacted by weak market
Speaking time
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Opening remarks
Regd. Office
Unit No. 236 & 237, 2nd Floor DLF Galleria, Mayur Place Noida Link Road Mayur Vihar Phase 1 Extension Delhi 110091 Corporate identity No. L181010L1970PLC005197 Q2 & H1 FY26 Results Presentation October 28, 2025 Disclaimer local, political changes, regulatory Some statements in this document may be forward-looking. Such statements are subject to certain risks and uncertainties economic like developments, and many other factors that could cause actual results to differ materially from those contemplated by the relevant and uncertainties relating to these statements include, but are not limited to, risks related to an economic downturn in any of the countries where SRF Limited has its manufacturing and / or commercial footprint. forward-looking statements. risks The or SRF Limited may, from time to time, make additional written and oral forward- looking statements, including communication to stakeholders. The company will not be in any way responsible for any action taken based on such st
CPLY due to
o o o o Higher volumes and realisation for BOPP Ramping up of production and sales of Aluminium foil; supported by higher realisation in both domestic and export market Improved performance from Thailand and Hungary, competition from cheaper imports continues Stable performance seen in South Africa though Sequential softness reflected in weak demand and prices for BOPET Maintained position as India’s largest BOPET exporter Continued focus on expanding sales of VAPs and sustainable film structures to enhance differentiation • • • • • Global supply for BOPET continues to exceed demand, though utilization levels improved New capacities added in BOPP, however, fire at a competitor’s facility kept demand-supply healthy Impact of GST 2.0 created short-term market disruption due to resizing and reprinting Anti-dumping duty on Chinese Aluminium Foil imports in India supported better realizations and improved pricing stability Chinese suppliers continue aggressive pricing in Southeast Asian mar
TTB performance negatively impacted by weak market
o o Nylon Tyre Cord Fabric (NTCF) and Belting Fabric (BF) margin under pressure due to Chinese imports, though overall volumes were higher Demand for Polyester Industrial Yarn (PIY) was soft due to prolonged monsoon • • •
Capacity expansion projects
o o New Belting fabric capacity ramping up; to contribute to higher volumes in H2 New dipping machine project on schedule Strategic differentiation focus on value-added products for sustainable market Maintained market share in NTCF as well as BF • • • Market conditions remained challenging due to cheap imports from China US import tariffs negatively impacted Belting Fabric, leading to increased imports from China at significantly lower prices Market conditions expected to improve in H2, supported by recovery in automotive and industrial sectors post GST 2.0 26 OTHER BUSINESSES 27 Others - Results Update Consolidated figures PARTICULARS Q2 FY26 Q2 FY25 % Y-o-Y H1 FY26 H1 FY25 % Y-o-Y Segment Revenues 90.8 112.8 -19.5% 185.8 239.0 -22.3% % Contribution to Revenues 2.5% 3.3% 2.5% 3.5% EBIT 7.5 17.2 -56.4% 20.9 40.8 -48.7% % EBIT Margins 8.3% 15.2% 11.3% 17.1% % Contribution to EBIT 1.2% 4.1% 1.6% 4.5% 2828 28 Others - Key Highlights Coated Fabrics Laminated Fabrics • • • • • • • Continue