SRF Limited

BSE:503806 Rapport sur les actions

Capitalisation boursière : ₹811.7b

SRF Gestion

Gestion contrôle des critères 3/4

Le PDG SRF est Ashish Ram, nommé en Apr2022, a un mandat de 4.08 ans. La rémunération annuelle totale est ₹ 203.90M, composée du salaire de 49.8% et des bonus 50.2%, y compris les actions et options de la société. détient directement 0.008% des actions de la société, d'une valeur de ₹ 68.43M. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 4.1 ans et 7.2 ans.

Informations clés

Ashish Ram

Directeur général

₹203.9m

Rémunération totale

Pourcentage du salaire du PDG49.83%
Durée du mandat du directeur général4.1yrs
Propriété du PDG0.008%
Durée moyenne d'occupation des postes de direction4.1yrs
Durée moyenne du mandat des membres du conseil d'administration7.2yrs

Mises à jour récentes de la gestion

Recent updates

Mise à jour du récit May 22

503806: Expanded Capital Outlay And Dividend Potential Will Support Future Upside

Analysts have trimmed their fair value estimate for SRF from about ₹3,155.83 to ₹2,990.35, reflecting updated assumptions around discount rate, revenue growth, profit margin and future P/E expectations. What's in the News Board meeting scheduled for May 5, 2026, to consider and approve audited financial results for the quarter and year ended March 31, 2026 (company filing).
Mise à jour du récit Apr 30

503806: Future P/E Compression Will Likely Cap Upside Despite Margin Support

The analyst price target for SRF has been adjusted from ₹2,249.74 to ₹2,200.00 as analysts factor in updated assumptions on discount rate, revenue growth, profit margin and future P/E. What's in the News SRF has scheduled a board meeting on May 05, 2026 to consider and approve the audited financial results for the quarter and year ended March 31, 2026 (company filing).
Mise à jour du récit Apr 08

503806: Fair View As Higher Margins Offset Lower Future P/E Multiple

Analysts have raised their fair value estimate for SRF slightly, from ₹2,239.45 to ₹2,249.74. This reflects updated assumptions for revenue growth, profit margins, a lower assumed discount rate, and a reduced future P/E multiple.
Mise à jour du récit Mar 24

503806: Elevated P E And Margins Will Likely Restrain Future Returns

Analysts have modestly increased their fair value estimate for SRF from ₹2,218.36 to ₹2,239.45, citing updated assumptions regarding revenue growth, profit margins, the discount rate, and future P/E, which together support a slightly higher price target. What's in the News SRF's board approved the appointment of Mr. Samir Kashyap as Chief Financial Officer, effective January 27, 2026.
Mise à jour du récit Mar 09

503806: Elevated P E And Modest Margins Will Likely Restrain Future Returns

Analysts now set their fair value estimate for SRF at ₹2,218, compared with the previous ₹2,244. This reflects updated assumptions around discount rate, revenue growth, profit margins and future P/E expectations.
Mise à jour du récit Feb 23

503806: Elevated P E And Modest Margin Outlook Will Likely Pressure Returns

Analysts have slightly raised their price target on SRF to ₹2,244, citing updated assumptions for the discount rate, revenue growth, profit margin and future P/E. These changes keep their fair value view broadly unchanged in headline terms but reflect a modestly adjusted risk and earnings profile.
Mise à jour du récit Feb 09

503806: Lower Margins And Rich P E Will Likely Pressure Returns

Analysts have raised their price target on SRF to ₹2,244 from ₹2,213, citing updated assumptions on the discount rate, revenue growth, profit margins and a higher future P/E multiple. What's in the News The board has approved the appointment of Mr. Samir Kashyap as Chief Financial Officer, effective January 27, 2026.
Mise à jour du récit Jan 24

503806: New Pharma Plant And CFO Appointment Will Support Future Upside

Analysts have trimmed their price target on SRF to ₹3,155.83 from ₹3,183.00, reflecting slightly more conservative assumptions on revenue growth, profit margin and future P/E, as well as a marginally higher discount rate. What's in the News Board meeting on January 20, 2026 to review unaudited financial results for the quarter and nine months ended December 31, 2025, consider a new pharma intermediate plant project, and discuss a second interim dividend for FY 2025-26 (company filing).
Mise à jour du récit Jan 10

503806: Future Capacity Expansion And CFO Transition Will Support Long Term Prospects

Analysts have kept their fair value estimate for SRF steady at ₹3,841, with only small tweaks to assumptions such as the discount rate, revenue growth, profit margin and future P/E that feed into the updated target. This signals broadly consistent expectations compared with prior research.
Mise à jour du récit Dec 26

503806: Future Specialty Fluoropolymer Capacity Expansion May Support Long Term Profitability

Analysts have modestly raised their price target on SRF to a new level, in line with incremental improvements in projected revenue growth, profit margins, and a slightly lower future valuation multiple, signaling a cautiously stronger outlook for the stock. What's in the News Chief Financial Officer Rahul Jain will step down from his role at the close of business on 12 December 2025, with SRF initiating the process to identify a successor and ensure a smooth transition (Key Developments).
Mise à jour du récit Dec 12

503806: Lower Discount Rate May Support Stronger Long Term Profitability

Analysts have raised their fair value estimate for SRF by approximately $191 to $3,841 per share, citing a modestly lower discount rate and slightly higher long term profit margin expectations that more than offset a small reduction in projected revenue growth. What's in the News Chief Financial Officer Rahul Jain will step down from his role at the close of business on 12 December 2025.
Mise à jour du récit Nov 27

503806: CFO Transition And New Facility Approval Will Drive Upside Ahead

Analysts have adjusted their price target for SRF slightly upward from $3,182.93 to $3,183.00, citing minor changes in underlying financial assumptions such as discount rate and projected margin. What's in the News Chief Financial Officer Rahul Jain will step down at the close of business on December 12, 2025.
Mise à jour du récit Nov 12

503806: Upcoming CFO Departure And Facility Decision Will Shape Outlook

Analysts have raised their price target for SRF from $3,138.07 to $3,182.93, citing updated forecasts that reflect slight adjustments in growth and profitability assumptions. What's in the News SRF Limited's Chief Financial Officer, Rahul Jain, announced he will step down from his position at the close of business on December 12, 2025.
Mise à jour du récit Oct 29

New Facility And Supply Chain Moves Will Drive Balanced Opportunity Ahead

Analysts have slightly raised their price target for SRF from $3,137.83 to $3,138.07, citing improved profit margin projections as well as a modest increase in anticipated revenue growth. What's in the News SRF Limited will hold a Board Meeting on October 27, 2025, to consider and approve the un-audited financial results for the quarter and half year ended September 30, 2025.
Mise à jour du récit Oct 15

Sustainability And Capacity Upgrades Will Transform Specialty Chemicals

Analysts have increased their price target for SRF from $3,104.79 to $3,137.83, reflecting updated expectations for the company's financial outlook. What's in the News The Chemours Company and SRF Limited have signed strategic agreements to enhance the global supply chain for fluoropolymers and fluoroelastomers (Key Developments).
Mise à jour du récit Sep 05

Sustainability And Capacity Upgrades Will Transform Specialty Chemicals

With no meaningful change in either the discount rate or forward P/E multiple, analysts have maintained SRF's fair value estimate at ₹3105. What's in the News SRF Limited has entered into strategic agreements with The Chemours Company to strengthen Chemours' global supply chain for fluoropolymers and fluoroelastomers, leveraging SRF's manufacturing capabilities.
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Nouveau récit Nov 28

Specialty Chemicals Innovations And Global Demand Empower Revenue Growth Journey

SRF's Specialty Chemicals growth and increased production should drive revenue and improve margins due to new product launches and efficiency gains.

Analyse de la rémunération des PDG

Comment la rémunération de Ashish Ram a-t-elle évolué par rapport aux bénéfices de SRF?
DateRémunération totaleSalaireBénéfices de l'entreprise
Mar 31 2026n/an/a

₹18b

Dec 31 2025n/an/a

₹18b

Sep 30 2025n/an/a

₹16b

Jun 30 2025n/an/a

₹14b

Mar 31 2025₹204m₹102m

₹13b

Dec 31 2024n/an/a

₹11b

Sep 30 2024n/an/a

₹11b

Jun 30 2024n/an/a

₹12b

Mar 31 2024₹200m₹96m

₹13b

Dec 31 2023n/an/a

₹15b

Sep 30 2023n/an/a

₹17b

Jun 30 2023n/an/a

₹19b

Mar 31 2023₹214m₹81m

₹22b

Dec 31 2022n/an/a

₹22b

Sep 30 2022n/an/a

₹22b

Jun 30 2022n/an/a

₹21b

Mar 31 2022₹128m₹49m

₹19b

Dec 31 2021n/an/a

₹17b

Sep 30 2021n/an/a

₹15b

Jun 30 2021n/an/a

₹14b

Mar 31 2021₹94m₹38m

₹12b

Dec 31 2020n/an/a

₹10b

Sep 30 2020n/an/a

₹10b

Jun 30 2020n/an/a

₹9b

Mar 31 2020₹79m₹32m

₹9b

Rémunération vs marché: La rémunération totale de Ashish ($USD 2.13M ) est supérieure à la moyenne des entreprises de taille similaire sur le marché Indian ($USD 732.65K ).

Rémunération et revenus: La rémunération de Ashish a été cohérente avec les performances de l'entreprise au cours de l'année écoulée.


PDG

Ashish Ram (57 yo)

4.1yrs
Titularisation
₹203,900,000
Compensation

Mr. Ashish Bharat Ram, MBA, is Non-Executive Non-Independent Director of Bharat Forge Limited from September 1, 2023. Mr. Ram serves as Independent Non-Executive Director at Havells India Limited since 202...


Équipe de direction

NomPositionTitularisationCompensationPropriété
Ashish Ram
Chairman & MD4.1yrs₹203.90m0.0084%
₹ 68.4m
Kartik Ram
Joint MD & Executive Director4.1yrs₹205.50m0.0084%
₹ 68.4m
Pramod Gujarathi
Director of Safety & Environment and Whole Time Director9.1yrs₹2.70mpas de données
Sanjay Rao
President & CIO8.3yrspas de donnéespas de données
Geeta Jadhav
President & CHRO1.3yrspas de donnéespas de données
Samir Kashyap
President & CFOless than a yearpas de donnéespas de données
Sunil Gulpadia
Senior Vice President of Finance & Account31.8yrs₹2.65mpas de données
Rajat Lakhanpal
Senior VP of Corporate Compliance & Company Secretary7.1yrs₹7.80mpas de données
Nitika Dhawan
AVP & Head of Corporate Communicationsno datapas de donnéespas de données
Viney Dua
Head of Special Projectsno data₹3.19mpas de données
A.N. Srinivasan
Senior Vice President of Information Technologyless than a yearpas de donnéespas de données
Prashant Yadav
President and CEO of Fluorochemicals Business & Technical Textiles Businessno data₹56.60mpas de données
4.1yrs
Durée moyenne de l'emploi
57yo
Âge moyen

Gestion expérimentée: L'équipe de direction de 503806 est considérée comme expérimentée (ancienneté moyenne 4.1 ans).


Membres du conseil d'administration

NomPositionTitularisationCompensationPropriété
Ashish Ram
Chairman & MD21yrs₹203.90m0.0084%
₹ 68.4m
Kartik Ram
Joint MD & Executive Director20yrs₹205.50m0.0084%
₹ 68.4m
Pramod Gujarathi
Director of Safety & Environment and Whole Time Director9.1yrs₹2.70mpas de données
Puneet Dalmia
Independent Non-Executive Director7.1yrs₹2.10mpas de données
Raj Jain
Independent Non-Executive Director4yrs₹2.40m0.00058%
₹ 4.7m
Murugappan Subbiah
Non-Executive Non-Independent Director14yrs₹2.10m0.012%
₹ 101.4m
Vineet Agarwal
Independent Director2.1yrs₹1.90mpas de données
Bharti Ramola
Independent Non-Executive Director7.3yrs₹2.40mpas de données
Ira Gupta
Independent Director2.1yrs₹2.30mpas de données
Yash Gupta
Independent Non-Executive Director7.1yrs₹2.30m0.0011%
₹ 8.8m
7.2yrs
Durée moyenne de l'emploi
55.5yo
Âge moyen

Conseil d'administration expérimenté: Les membres du conseil d'administration de 503806 sont considérés comme expérimentés (ancienneté moyenne 7.2 ans).


Analyse de l'entreprise et données financières

DonnéesDernière mise à jour (heure UTC)
Analyse de l'entreprise2026/05/27 19:22
Cours de l'action en fin de journée2026/05/27 00:00
Les revenus2026/03/31
Revenus annuels2026/03/31

Sources de données

Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.

PaquetDonnéesCadre temporelExemple de source américaine *
Finances de l'entreprise10 ans
  • Compte de résultat
  • Tableau des flux de trésorerie
  • Bilan
Estimations consensuelles des analystes+3 ans
  • Prévisions financières
  • Objectifs de prix des analystes
Prix du marché30 ans
  • Cours des actions
  • Dividendes, scissions et actions
Propriété10 ans
  • Actionnaires principaux
  • Délits d'initiés
Gestion10 ans
  • L'équipe dirigeante
  • Conseil d'administration
Principaux développements10 ans
  • Annonces de l'entreprise

* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.

Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.

Modèle d'analyse et flocon de neige

Les détails du modèle d’analyse utilisé pour générer ce rapport sont disponibles sur notre page Github; nous proposons également des guides expliquant comment utiliser nos rapports et des tutoriels sur Youtube.

Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.

Indicateurs de l'industrie et du secteur

Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.

Sources des analystes

SRF Limited est couverte par 42 analystes. 31 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.

AnalysteInstitution
null null360 ONE Capital Market Private Limited
Kumar Saumya SinghAmbit Capital
Nitin BhasinAmbit Capital