SRF shares climbed over 5% after the company reported a strong Q4 FY26 performance, with net profit rising 11% year-on-year to ₹582 crore. According to reports from Rediff Money, the company's Profit After Tax (PAT) grew from ₹526 crore in the corresponding period last year, supported by steady revenue and operating gains. The stock surged as much as 5.4% to hit an intraday high of ₹2,659 during Wednesday's trading session, though shares closed down 0.93% at ₹2,527.60 on the BSE. The company's total income for the quarter rose 7% year-on-year to ₹4,640 crore from ₹4,347.83 crore in the same period last year.
During the 2025-26 fiscal year, SRF delivered exceptional growth with profit rising 47% to ₹1,835 crore from ₹1,250.78 crore in the preceding year, as reported by Rediff Money. The company's total income for the full year grew to ₹15,893.57 crore in 2025-26 from ₹14,825.79 crore in 2024-25. Chairman and Managing Director Ashish Bharat Ram noted that the company delivered a solid performance despite a volatile operating environment, with exports to the Middle East impacted during the quarter. The company's diversified business portfolio covers fluorochemicals, speciality chemicals, performance films & foil, technical textiles and coated and laminated fabrics, with 13 manufacturing facilities in India and one each in Thailand, South Africa and Hungary.
Segment-wise performance showed mixed momentum across businesses, according to The Economic Times reports. The Chemicals segment recorded a 4% increase in revenue to ₹2,448 crore and a 5% rise in operating profit to ₹783 crore, driven by strong performance in fluorochemicals. The Performance Films and Foil segment posted a stronger 13% growth, with revenue rising to ₹1,596 crore and operating profit soaring 47% to ₹154 crore, driven by higher volumes in BOPET and BOPP films. The Technical Textiles segment saw a 5% increase to ₹483 crore, while Other Businesses reported a marginal rise to ₹89 crore.
SRF announced plans to invest ₹2,300 crore in setting up a new plant in Odisha, signalling continued expansion, as reported by Rediff Money. The revised investment plan for a next-generation refrigerants project has been expanded from the initially approved ₹1,100 crore in October 2024. The project will include a 20,000 tonnes per annum HFO production facility to produce fourth-generation refrigerants, a 30,000 tonnes per annum Anhydrous Hydrogen Fluoride (AHF) plant, and manufacturing of value-added hydrogen fluoride (VHF) products. The project is expected to be completed by February 28, 2028, and will be financed through a mix of debt and internal accruals. Additionally, an ₹88 crore project to expand HFC capacity at Dahej has been approved, expected to be commissioned within the next few months.
The company's board approved the indefinite deferral of its planned ₹490 crore BOPP film manufacturing facility in Indore, Madhya Pradesh, due to changes in the operating environment for BOPP films, leading to a need to reassess capital allocation. This decision reflects a cautious stance on new investments despite the company's otherwise strong financial performance. The move suggests SRF is taking a measured approach to capital deployment while focusing on its core refrigerants business expansion, with the investment driven by anticipated demand for HFOs and VHF and aligned with strengthening its position in next-generation refrigerants and integrated fluorochemical value chains.
