๐งช SRF Limited โ Q4 RESULTS ๐๐
โโโโโโโโโโโโโโโโโโโโโโโ
โข ๐ฐ Net Profit: โน582.02 Cr (โ10.6% YoY, โ34.5% QoQ)
โข ๐ Revenue: โน4,615.17 Cr (โ7.0% YoY, โ24.3% QoQ)
โข โ๏ธ EBITDA: โน1,025.68 Cr (โ7.1% YoY, โ31.5% QoQ)
โข ๐ Margins: 22.22% (vs 22.20% YoY, โ vs 21.01% QoQ)
โธป
๐ SEGMENT HIGHLIGHTS
๐งช Chemicals Business
โข Revenue: โน2,448 Cr (โ4% YoY)
โข Operating Profit: โน783 Cr (โ5% YoY)
Key Drivers:
โข Strong Fluorochemicals demand (domestic exports)
โข Improved HFC realizations โ๏ธ
โข Specialty Chemicals showing QoQ recovery despite pricing pressure
โข Growth supported by cost efficiency new product pipeline
โธป
๐งต Textiles Business
โข Revenue: โน483 Cr (โ5% YoY)
โข Operating Profit: โน65 Cr (โ63% YoY)
Insight:
โข Strong margin expansion drove profitability despite weak demand environment
โธป
๐ง FIS VIEW
โข Overall solid quarter with strong QoQ recovery across segments ๐ช
โข Chemicals segment remains the core growth engine
โข Margin stability efficiency gains are key positives
โข Specialty chemicals recovery is a watch zone for next leg of growth
๐ Impact: Positive to Neutral (steady growth improving momentum, but not a blockbuster beat)
โธป
๐ TAKEAWAY
SRF delivered a balanced performance โ strong sequential growth, stable margins, and improving segment momentum.
Next trigger will be specialty chemicals scale-up global demand recovery ๐
โธป
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