SRF Limited

Report azionario BSE:503806

Capitalizzazione di mercato: ₹828.1b

SRF Gestione

Criteri Gestione verificati 3/4

SRF Il CEO è Ashish Ram, nominato in Apr2022, e ha un mandato di 4.25 anni. la retribuzione annua totale è ₹ 227.80M, composta da 47.4% di stipendio e 52.6% di bonus, comprese azioni e opzioni aziendali. possiede direttamente 0.008% delle azioni della società, per un valore di ₹ 69.81M. La durata media del mandato del team dirigenziale e del consiglio di amministrazione è rispettivamente 7.3 anni e 7.3 anni.

Informazioni chiave

Ashish Ram

Amministratore delegato

₹227.8m

Compenso totale

Percentuale dello stipendio del CEO47.41%
Mandato del CEO4.3yrs
Proprietà del CEO0.008%
Durata media del management7.3yrs
Durata media del Consiglio di amministrazione7.3yrs

Aggiornamenti recenti sulla gestione

Recent updates

Aggiornamento della narrazione • Jun 22

503806: Rich P/E And Softer Margins Will Likely Restrain Future Upside

Analysts have kept SRF's price target steady at ₹2,200, with the change in assumptions reflecting a lower discount rate, more moderate revenue growth and profit margin expectations, and a higher future P/E multiple to balance these factors. What's in the News for SRF SRF has scheduled a board meeting on May 5, 2026, to consider and approve the audited financial results for the quarter and year ended March 31, 2026.
Aggiornamento della narrazione • Jun 06

503806: Expanded Capital Outlay Will Support Long Term Performance

Analysts have revised their price target for SRF to ₹3,579 from ₹3,841, citing updated assumptions for revenue growth, profit margins, and the discount rate, while keeping the future P/E expectation broadly similar. What's in the News SRF has scheduled a board meeting on May 5, 2026 to consider and approve the audited financial results for the quarter and year ended March 31, 2026.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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.
Aggiornamento della narrazione • 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).
Aggiornamento della narrazione • 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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Nuova narrazione • 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.

Analisi delle retribuzioni degli amministratori delegati

Come è cambiata la remunerazione di Ashish Ram rispetto agli utili di SRF?
DataCompenso totaleStipendioUtili della società
Mar 31 2026₹228m₹108m

₹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

Compensazione vs Mercato: La retribuzione totale di Ashish ($USD 2.39M ) è superiore alla media delle aziende di dimensioni simili nel mercato Indian ($USD 880.95K ).

Compensazione vs guadagni: La retribuzione di Ashish è stata coerente con le performance aziendali dell'ultimo anno.

AMMINISTRATORE DELEGATO

Ashish Ram (58 yo)

4.3yrs
Mandato
₹227,800,000
Compensazione

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...

Gruppo dirigente

NomePosizioneMandatoCompensazioneProprietà
Ashish Ram
Chairman & MD4.3yrs₹227.80m0.0084%
₹ 69.8m
Kartik Ram
Joint MD & Executive Director4.3yrs₹227.70m0.0084%
₹ 69.8m
Pramod Gujarathi
Director of Safety & Environment and Whole Time Director9.3yrs₹3.10m0.000020%
₹ 165.6k
Sanjay Rao
President & CIO8.5yrsNessun datoNessun dato
Geeta Jadhav
President & CHRO1.5yrsNessun datoNessun dato
Samir Kashyap
President & CFOless than a yearNessun datoNessun dato
Sunil Gulpadia
Senior Vice President of Finance & Account31.9yrs₹2.65mNessun dato
Rajat Lakhanpal
Senior VP of Corporate Compliance & Company Secretary7.3yrs₹7.80mNessun dato
Nitika Dhawan
AVP & Head of Corporate Communicationsno dataNessun datoNessun dato
Prashant Yadav
President and CEO of Fluorochemicals Business & Technical Textiles Businessno data₹56.60mNessun dato
Prashant Mehra
President & CEO of Performance Films & Foil Business13.5yrs₹56.80mNessun dato
Viney Dua
Head of Special Projectsno data₹3.19mNessun dato
7.3yrs
Durata media
57yo
Età media

Gestione esperta: Il team dirigenziale di 503806 è esperto e expertise (durata media dell'incarico 7.3 anni).

Membri del Consiglio di amministrazione

NomePosizioneMandatoCompensazioneProprietà
Ashish Ram
Chairman & MD21.2yrs₹227.80m0.0084%
₹ 69.8m
Kartik Ram
Joint MD & Executive Director20.2yrs₹227.70m0.0084%
₹ 69.8m
Pramod Gujarathi
Director of Safety & Environment and Whole Time Director9.3yrs₹3.10m0.000020%
₹ 165.6k
Puneet Dalmia
Independent Non-Executive Director7.3yrs₹2.30mNessun dato
Raj Jain
Independent Non-Executive Director4.2yrs₹2.60m0.00058%
₹ 4.8m
Murugappan Subbiah
Non-Executive Non-Independent Director14.2yrs₹2.10m0.012%
₹ 103.4m
Arun Ram
Chairman Emeritus4.3yrs₹124.10m0.030%
₹ 244.4m
Vineet Agarwal
Independent Director2.3yrs₹2.40mNessun dato
Bharti Ramola
Independent Non-Executive Director7.4yrs₹2.50mNessun dato
Ira Gupta
Independent Director2.3yrs₹2.40mNessun dato
Yash Gupta
Independent Non-Executive Director7.3yrs₹2.60m0.0013%
₹ 10.6m
7.3yrs
Durata media
57yo
Età media

Consiglio di amministrazione esperto: I membri del consiglio di amministrazione di 503806 sono considerati esperti (durata media dell'incarico 7.3 anni).

Analisi aziendale e situazione dei dati finanziari

DatiUltimo aggiornamento (ora UTC)
Analisi dell'azienda2026/07/05 00:06
Prezzo dell'azione a fine giornata2026/07/03 00:00
Utili2026/03/31
Utili annuali2026/03/31

Fonti dei dati

I dati utilizzati nella nostra analisi aziendale provengono da S&P Global Market Intelligence LLC. I seguenti dati sono utilizzati nel nostro modello di analisi per generare questo report. I dati sono normalizzati, il che può comportare un ritardo nella disponibilità della fonte.

PacchettoDatiTempisticaEsempio Fonte USA *
Dati finanziari della società10 anni
  • Conto economico
  • Rendiconto finanziario
  • Bilancio
Stime di consenso degli analisti+3 anni
  • Previsioni finanziarie
  • Obiettivi di prezzo degli analisti
Prezzi di mercato30 anni
  • Prezzi delle azioni
  • Dividendi, scissioni e azioni
Proprietà10 anni
  • Top azionisti
  • Insider trading
Gestione10 anni
  • Team di leadership
  • Consiglio di amministrazione
Sviluppi principali10 anni
  • Annunci aziendali

* Esempio per i titoli statunitensi, per i titoli non statunitensi si utilizzano forme e fonti normative equivalenti.

Se non specificato, tutti i dati finanziari si basano su un periodo annuale ma vengono aggiornati trimestralmente. Si tratta dei cosiddetti dati TTM (Trailing Twelve Month) o LTM (Last Twelve Month). Per saperne di più.

Modello di analisi e Snowflake

I dettagli del modello di analisi utilizzato per generare questo report sono disponibili sulla nostra pagina Github; disponiamo inoltre di guide su come utilizzare i nostri report e di tutorial su Youtube.

Scoprite il team di livello mondiale che ha progettato e realizzato il modello di analisi Simply Wall St.

Metriche di settore e industriali

Le nostre metriche di settore e di sezione sono calcolate ogni 6 ore da Simply Wall St; i dettagli del nostro processo sono disponibili su Github.

Fonti analitiche

SRF Limited è coperta da 42 analisti. 29 di questi analisti ha fornito le stime di fatturato o di utile utilizzate come input per il nostro report. Le stime degli analisti vengono aggiornate nel corso della giornata.

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