SRF

The Corporate Relationship Department, National Stock Exchange of India Limited BSE Limited “Exchange Plaza” Ist Floor , New Trading Ring Rotunda Bandra-Kurla Complex Building, P.J. Towers Bandra (E) Dalal Street, Mumbai 400 051 Mumbai 400 001 Scrip Code- 503806 Scrip Code-SRF SRF/SEC/BSE/NSE 22.07.2026 Dear Sir, Presentation- Earnings Call (Un-Audited Financial Results for the quarter ended 30.06.2026) In continuation of our letter dated 17th July, 2026 informing about hosting of earning call to discuss Un- Audited financial results for quarter ended 30th June, 2026, please find enclosed Investors presentation, of the same for your reference and record. The same is also available on the Company’s website i.e. www.srf.com Thanking you, Yours faithfully, For SRF LIMITED RAJAT LAKHANPAL Sr. VP (CORPORATE COMPLIANCE) & COMPANY SECRETARY Encl: As above SRF LIMITED Block-C Sector 45 Gurugram 122 003 Haryana India Tel: +91-124—4354400 Fax: +91-124—4354500 E-mail: info@srf.com Website: www.srf.com 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 Q1 FY27 Results Presentation July 22, 2026 Disclaimer Some statements in this document may be forward-looking. Such statements are subject to certain risks and uncertainties like regulatory changes, local, political or economic developments, and many other factors that could cause actual results to differ materially from those contemplated by the relevant forward-looking statements. The risks 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 commercialfootprint. SRF Limited may, from time to time, make additional written and oralforward- lookingstatements, including communication to stakeholders. The company will not be in any way responsible for any action taken based on such statements and undertakes no obligation to publicly update these forward- looking statements to reflect subsequent events or circumstances. 2 Table of Contents 01 02 03 04 Company Overview Q1 FY27 Results Q1 FY27 Segmental Outlook Overview Performance 3 Snapshot 90+ 5 16 9,500+ ₹15,787 cr. Countries-Exports Countries- Manufacturing Global Workforce Revenue Operations Facilities 37% 14% ₹ 3,705 cr. ₹ 1,835 cr. 49% Performance Technical Textiles & EBIDTA PAT Chemicals Films & Foil Others On consolidated basis as on March 31, 2026 5 Business Profile Chemicals Performance Films & Foil Technical Textiles Others NoofPlants-2 NoofPlants-8 NoofPlants-4 NoofPlants-2 EBIT-₹2,263 cr. EBIT -₹508 cr. EBIT -₹190 cr. EBIT-₹47cr. Revenue-₹7,779 cr. Revenue-₹5,764 cr. Revenue-₹1,877 cr. Revenue-₹ 366cr. SpecialtyChemicals FilmsforFlexiblePackaging • TyreCordFabrics(Nylon& • CoatedFabrics • Intermediatesfor • Bi-axiallyOriented Polyester) • LaminatedFabrics AI/API/Specialized Applications PolyethyleneTerephthalate • BeltingFabrics • ContractDevelopment& (BOPET) • PolyesterIndustrialYarn Manufacturing • Bi-axiallyOriented Polypropylene(BOPP) • AluminiumFoil Fluorochemicals • Refrigerants • Industrial • Pharma Chemicals Propellants • Fluoropolymers On consolidated basis as on March 31, 2026 6 Financial Overview Consolidated figures Key Financial Ratios Particulars FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 EBIDTAMargin 21.42% 17.69% 19.00% 20.90% 26.05% 25.30% 24.94% 20.88% 20.22% 23.47% PATMargin 10.87% 8.38% 8.33% 12.70% 14.26% 15.19% 14.54% 10.17% 8.51% 11.63% NetDebttoEquity 0.67 0.82 0.83 0.76 0.39 0.32 0.32 0.36 0.28 0.27 NetDebttoEBIDTA 2.11 3.01 2.42 2.48 1.24 0.87 0.88 1.49 1.19 1.02 AssetTurnover 0.68 0.66 0.72 0.66 0.65 0.79 0.79 0.64 0.68 0.65 DebtorsTurnover 7.21 8.10 6.90 8.09 6.64 6.94 8.33 6.76 6.77 6.16 77 7 Market Leadership Across Businesses Specialty Chemicals • Establishedrelationshipwithmarqueecustomers • Strongtechcapability–pilottocommercial;creatingvaluethroughoperationalexcellence • DrivingcustomerengagementandsatisfactionthroughworldclassR&D,EHSandqualitymanagement • Handlingcomplexreactions-Halogenation,Ethylation,Hydrogenation,Nitration,Diazotization,Grignard,Cyanation,Isomerization,Amination, OrganocatalysisandDecarboxylation Fluorochemicals • Unique and fully integrated facilities extending across a wide range of refrigerants and industrial chemicals • Domestic leadership in HFC’s with strong trade distribution network; significant market share of Fluorochemicals in India with global scale operations • One of the few global manufacturers of Pharma grade 134a/P -propellant in metered dose inhalers • Among the top five global manufacturers of key Fluorochemical products Performance Films & Foil • Recognized for expertise in developing, manufacturing and marketing innovative, superior film products • Flexible business model, strong and loyal customer relationships with tailored solutions; NPD Lab to ensure future readiness • Highly efficient asset base offering value added products near customer locations TechnicalTextiles • Domestic market leader in TyreCord manufacturing and Belting Fabrics • Significant share in India’s Nylon TyreCord market. 5th largest player globally • 2nd largest manufacturer of Conveyor Belting Fabrics in the world 8 Growth Levers Build a Company known and respected for its R&D capabilities Greater focus on ESG initiatives Focus on building high-endvalue-added • Benefitthecommunities wherewework products • Embracediversity,equity&inclusion Continueto buildnewcompetenciesintheChemicals • Enhancefocusonthe3R’s-Recycle,Reuse&Reduce Technologyspace • Increase consumptionofgreen/renewable sourcesof energy Focusonbuildingleadership Nurture innovation businesses through R&D Buildandmaintainmarket leadershipin Repositionportfoliotowards businesssegments knowledge-based products 9 Abridged Results Overview Consolidated figures Particulars(Rs.Crore) Q1 FY27 Q1 FY26 % Y-o-Y Gross Operating Revenue 5,033.3 3,818.6 31.8% EBIDTA 1,372.6 850.3 61.4% EBIDTA Margin (%) 27.3% 22.3% Depreciation 222.9 203.2 9.7% Interest 68.6 79.9 (14.1%) ECF (Gain) / Loss 102.0 (8.7) Profit Before Tax 979.1 575.8 70.0% Profit After Tax 758.9 432.3 75.5% Profit After Tax Margin (%) 15.1% 11.3% Basic EPS (Rs.) 25.60 14.58 111111 Results Overview - Revenue Share Q1 FY27 Q1 FY26 Total – 5,033.3 Cr. Total – 3,818.6 Cr. 104.9 94.9 596.8 2.1% 466.6 2.5% 11.8% 12.2% 2,314.9 1,838.9 46.0% 48.2% 40.1% 37.1% 2,016.7 1,418.2 CB PFB TTB Others CB–ChemicalsBusiness; PFB-PerformanceFilms&Foil Business;TTB–TechnicalTextiles Business;Others 12 Results Overview – Operational EBIT Share Q1 FY27 Q1 FY26 Total – 1,116.1 Cr. Total – 694.2 Cr. 20.2 13.4 37.6 107.8 1.8% 1.9% 9.7% 5.4% 20.2% 140.2 349.7 31.3% 57.2% 72.4% 502.9 638.4 CB PFB TTB Others CB–ChemicalsBusiness; PFB-PerformanceFilms&Foil Business;TTB–TechnicalTextiles Business;Others 13 Q1 FY27 - SEGMENTAL PERFORMANCE Chemicals Technical Textiles Performance Films & Others Foil 14 Chemicals Business - Results Update Consolidated figures PARTICULARS Q1 FY27 Q1 FY26 % Y-o-Y SegmentRevenues 2,314.9 1,838.9 25.9% % Contribution to Revenues 46.0% 48.2% EBIT 638.4 502.9 26.9% %EBIT Margins 27.6% 27.3% % Contribution to EBIT 57.2% 72.4% 116616 Chemicals Business Specialty Chemicals Business KeyHighlights Outlook • Earlysignsofrecoveryareemerginginagrochemicaldemand.However, • Technology-ledcostinitiativeshelpedsustainmarketshareinkeyproducts broad-baseddemandisyettopickup • Growingcustomerparticipation hasbroadenedtheopportunityfunnelfor • Ongoing geopolitical tensions may continue to disrupt some global bothAgroandPharmaproducts supplychainsanddrivevolatilityinrawmaterialcosts • Pricing pressure continues across both our and customers’ end-markets • Newpharmaproductsaredemonstratingearlymarketacceptance,with duetocompetitionfromChineseplayers volumesexpectedtoscaleupinthemediumterm • Active Ingredients and intermediate molecules development journey • The product portfolio is set to expand further, with new launches remainsontrack plannedforthecomingquarters • Continuedeffortsoncostreductionthroughoperationalexcellenceand technology-driveninitiatives • GenericspressureoninnovatorAgrochemicalplayerscontinues 17 Chemicals Business KeyChemicals Technology Group Chemicals Technology Group (CTG) is Equipped with state-of-the-art R&D actively engaged in the development facilities and an ingenious team of of new process technologies scientists and engineers 2 R&D centres in India –Bhiwadi, Key focus on high end molecules Rajasthan and Gurugram, Haryana Strong internal competencies and 3 new process patents granted capabilities in Q1 FY27 159 528 Global Patents granted Patents applied 18 Chemicals Business Fluorochemicals Business KeyHighlights Outlook • Business delivered robust performance driven by higher volumes across • FocusonmaximizingHFCproductionandcapacityexpansion domestic and exports market along with steady performance from • Refrigerantgasesandpropellantsexpectedtoseestabledemand–price IndustrialChemicals&Fluoropolymers environment globally, with business remaining steadfast to navigate • Increase in Rawmaterial costs due to supply chain disruptions were set domesticcompetitionandmaintainourposition offagainsthigherrealizations • Prolonged Middle east conflict may exert pressure on key RM prices, • ContinuedfocusonfullutilizationofHFCcapacities while business continues mitigation measures to manage potential volatility • PTFE ramp-up is progressing as planned, with business adding value addedgrades • CMSperformancelikelytoremainrange-boundinthenearterm • Newly approved capex in Odisha is progressing as per plan, with site • PTFE growth to be driven by ramp-up, export mix and value-added regulatoryapprovalsbeingappliedforasperschedule.Allotherongoing capacity,supportingmarginimprovement capexprojectsareprogressingasplanned 19 Performance Films & Foil Business – Results Update Consolidated figures PARTICULARS Q1 FY27 Q1 FY26 % Y-o-Y SegmentRevenues 2,016.7 1,418.2 42.2% % Contribution to Revenues 40.1% 37.1% EBIT 349.7 140.2 149.4% %EBIT Margins 17.3% 9.9% % Contribution to EBIT 31.3% 20.2% 221121 Performance Films & Foil Business KeyHighlights Outlook • Global demand for both BOPET and BOPP expected to revert to normal • Business achieved its highest ever quarterly performance with robust levelsascustomersrationalizeinventories performanceacrossallunits • Regionaloutlook: • Supply disruptions linked to geopolitical factors positively impacted marginsacrossallregions o SouthAfricaexpectedtoremainstable • Capacitor Grade BOPP film product approval process progressing well; o Thailand likely to have some negative impact due to surge in ocean approvalssecuredfromsomeofthekeycustomers freights&highinventorylevelswithcustomers • Continued emphasis on expanding sustainable product offerings and o Hungary may witness demand slowdown due to holiday season in increasing value-added product (VAP) sales supported profitability and Aug’26 strengthenedcustomerengagement • Aluminium Foil business is gaining traction in export markets and • TheBoardhasapprovedcapexproposaltosetupaBOPETThickFilmLine progressingwelloncustomerapprovals inhigher-valueapplications inIndiaataprojectedcostofRs250crores • Commissioning of new metallizers in Thailand and South Africa and • Workonongoingcapexprojectsprogressingasperschedule offlinecoatingmachineinIndialikelytoprovidesomecushion 22 Technical Textiles Business - Results Update Consolidated figures PARTICULARS Q1 FY27 Q1 FY26 % Y-o-Y SegmentRevenues 596.8 466.6 27.9% % Contribution to Revenues 11.8% 12.2% EBIT 107.8 37.6 186.4% %EBIT Margins 18.1% 8.1% % Contribution to EBIT 9.7% 5.4% 224424 Technical Textiles Business KeyHighlights Outlook • All segments performed well due to demand recovery supported by • TCF (N6, N66, PTCF) demand expected to be flat to marginally positive. inventorygains,howevermarginsareexpectedtonormalizeasdemand- Postthecommissioningofournewdippingline, thesegmentisexpected supplyconditionsreturntomorebalancedlevels toincreaseshareleadingtoimprovedperformanceovertime • TheBeltingFabricsbusinessbenefitedfromimproveddomesticdemand • BeltingFabrics isexpected to benefitfromhigher exportdemand,while androbustexportstotheUS domesticdemandremainsstable;volumesarelikelytogrow • PIY has done well in the quarter, supported by improved share in • Strongdemandintheseatbeltsegmentisexpectedtooffsettheseasonal geotextileandseatbeltsegments,duetoQCOstayorderfromMay2026; slowdowningeotextiles duringthemonsoon;PIYvolumes areexpected somebenefitsmaynormalizeovertime toremainstable • Operations de-risked through conversion from LPG to PNG, enhancing fuelsecurityandimprovingoperationalresilience 25 Others – Results Update Consolidated figures PARTICULARS Q1 FY27 Q1 FY26 % Y-o-Y SegmentRevenues 104.9 94.9 10.5% % Contribution to Revenues 2.1% 2.5% EBIT 20.2 13.4 50.3% %EBIT Margins 19.2% 14.1% % Contribution to EBIT 1.8% 1.9% 227727 Others - Key Highlights • SRF successfully maintained its leadership position in the domestic market & maintained a healthy product mix of Coated VAPs Fabrics • Continued focus on operational discipline, cost control and value-added products to protect margins in a competitive environment • Business performance remained stable, supported by operational discipline and continued focus on core applications Laminated Fabrics • Start-up of two new looms in June’26, which will further augment our inhouse textile manufacturing capacity 28 SRF’s Community Engagement Strengthening Education, Digital Bus Expands Access Health & Community and Opportunity Engagement in Assam • BoostingAccesstoEducation:Welcomed169childrenthroughtheFirst • Benefited5,125studentsthroughdigitallearningprogrammes DayofSchoolinitiativeandreached350prospectivestudentsacross8 villagesthroughenrolmentdrives • Conducted 257 academic sessions, delivered 53 digital service sessions andorganized55communityawarenessprogrammes • Strengthening Community Health: Conducted 4 health camps, benefiting 390 children and community members through screenings, • Enabled2,044beneficiariestoaccessdigitalservices awareness,andhealthcareaccess • Introduced 318 participants to Artificial Intelligence through dedicated • Driving Community Participation: Engaged 765 community members learningsessions throughVillage-LevelMeetingsandMatriSammilansessions 29 About Us Established in 1970, SRF Limited is a diversified chemicals conglomerate with a strong global presence. Its businesses span Fluorochemicals, Specialty Chemicals, Performance Films & Foil, Technical Textiles, and Coated and Forfurtherinformationpleasecontact Laminated Fabrics—serving a wide range of industries across more than 90 countries. AnoopPoojari With a workforce of over 9,500 employees representing multiple nationalities, CDR India SRF operates 16 manufacturing facilities across India, Thailand, South Africa, and Hungary, along with a growing international footprint that includes an Email: noop@cdr-india.com officeinDubai. Backedby state-of-the-art R&D capabilities, the companyhas filed 528 patents, with 159 patents granted —reinforcing its commitment to innovation and technologyleadership. Tel:+91 98330 90434 A two-time recipient of the prestigious Deming Prize for its Tyre Cord and Chemicals businesses, SRF continues to embed Total Quality Management (TQM) at the heart of its operations, driving excellence and continuous improvementacrosstheorganization. 33300030