SRF News and Updates

Name: Latest research reports of SRF Ltd. authored by ICICI Securities Limited and published by - Trendlyne research reports.
Item: SRF Ltd.
Rating: 5
Author: ICICI Securities Limited

Keep track of all breaking news on SRF from all sources in a single place.

SRF Ltd.

15 Dec 2025

3102.00

-0.31%

Chemical segment uptick to improve H2 growth for chemicals maker SRF

Business Standard

Based on global chemical firms' outlook, analysts expect SRF to continue to benefit from strong volume-led recovery in agrochem globally, resilient R32 demand & modest demand growth outlook

Number of FII/FPI investors increased from 670 to 679 in Sep 2025 qtr.

SRF Ltd.

08 Dec 2025

3102.00

-0.31%

Upcycle across chemicals businesses; upside risk to consensus EPS

Buy: SRF Ltd.

Recommendation Target

ICICI Securities Limited

We remain sanguine on SRF’s chemicals business, with performance potentially improving across ref-gas, specialty chemicals and fluoropolymers. Higher volumes and sustained prices present ~15–20% upside risk in ref-gas business’ base-case revenues vs. a more plausible assessment.

Number of FII/FPI investors increased from 670 to 679 in Sep 2025 qtr.

SRF Ltd.

18 Nov 2025

3102.00

-0.31%

5 stocks to avoid in current market; SRF, Devyani, 3 more may dip up to 15%

Business Standard

SRF, Devyani, Sumitomo have witnessed the formation of 'Death Cross', while Sona Coms and PI Industries saw a negative crossover on the MACD indicator, show the stocks daily chart.

ICICI Securities Limited upgraded SRF Ltd. to Buy with a price target of 3450.0 on 08 Dec, 2025.

SRF Ltd.

31 Oct 2025

3102.00

-0.31%

SRF Ltd.

Buy: SRF Ltd.

Target

ICICI Direct

Q2FY26 Chemicals Business drives growth- Revenues grew 6% YoY to 3,534.5 crore driven by the Chemicals business (46% of the revenues) which reported a growth of 23% YoY to 1,667 crore. While technical textiles (13% of the revenue) and Packaging films (39% of revenues) reported a decline of 11% and 1% to 474.3 crore and 1,408 crore respectively. Consolidated EBITDA stood at 774.2 crore, up 44% YoY, translating to margins of 21.3%, up ~560 bps YoY driven by the Chemical business (EBIT) which stood at 29%, up ~1100 bps YoY. Moreover, PAT for...

Number of FII/FPI investors increased from 670 to 679 in Sep 2025 qtr.

SRF Ltd.

29 Oct 2025

3102.00

-0.31%

'Hold' SRF Shares Maintains Systematix Post Mixed Q2 Result, Trims Target Price; Sees Limited Upside Potential

NDTV Profit

While chemicals Ebit held the operating performance in line, the huge drag in packaging films business disappointed, adds the brokerage.

SRF has gained 35.66% in the last 1 Year

SRF Ltd.

29 Oct 2025

3102.00

-0.31%

SRF's chemicals biz leads Q2 growth; analysts stay bullish; check targets

Business Standard

Brokerages maintained a positive stance on SRF, highlighting continued margin strength, steady volume growth, and the company's strategic capex expansion.

ICICI Securities Limited upgraded SRF Ltd. to Buy with a price target of 3450.0 on 08 Dec, 2025.

SRF Ltd.

29 Oct 2025

3102.00

-0.31%

BP Equities Q2FY26 Result Update SRF Ltd

Results Update: SRF Ltd.

BP Wealth

...

SRF Ltd. is trading above all available SMAs

SRF Ltd.

29 Oct 2025

3102.00

-0.31%

SRF: Q2FY26 Result Review

Buy: SRF Ltd.

Recommendation Target

IDBI Capital

SRF delivered results in line with our expectations primarily owing to healthy performance in specialty chemicals and higher pricing of refrigerant gases. Higher volumes especially in HFCs also contributed to the growth. While Revenue grew by 6% YoY, EBITDA and PAT grew by impressive rates of 44% and 93% respectively. The chemicals business registered strong revenue growth of 23% YoY along with ~1080 bps of YoY margin improvement to 28.9%. Although some orders have been deferred on the agro side, we expect SRF to recoup the same in H2FY26. The Fluorochemicals part of the business was elevated by...

SRF Ltd. has an average target of 3367.11 from 10 brokers.

SRF Ltd.

28 Oct 2025

3102.00

-0.31%

SRF Ltd. Results Earnings Call for Q2FY26

Conference Call with SRF Ltd. Management and Analysts on Q2FY26 Performance and Outlook. Listen to the full earnings transcript.

audio

SRF Ltd.

28 Oct 2025

3102.00

-0.31%

Chemical and PFF continue to support operating performance

Buy: SRF Ltd.

Motilal Oswal

SRF delivered a strong 2QFY26, with EBIT surging 55% YoY, fueled by a robust 96%/44% YoY jump in the chemicals/performance films & foil (PFF) businesses, despite ongoing global headwinds.