SRF Limited

BSE:503806 株式レポート

時価総額：₹776.6b

SRF マネジメント

マネジメント 基準チェック /34

SRFの CEO はAshish Ramで、 Apr2022年に任命され、 の在任期間は 4.08年です。 の年間総報酬は₹ 203.90Mで、 49.8%給与と50.2%のボーナス（会社の株式とオプションを含む）で構成されています。 は、会社の株式の0.008%を直接所有しており、その価値は₹ 65.46M 。経営陣と取締役会の平均在任期間はそれぞれ4.1年と7.2年です。

主要情報

Ashish Ram

最高経営責任者

₹203.9m

報酬総額

CEO給与比率49.83%
CEO在任期間4.1yrs
CEOの所有権0.008%
経営陣の平均在職期間4.1yrs
取締役会の平均在任期間7.2yrs

経営陣の近況

Recent updates

ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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).
ナラティブの更新 • 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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新しいナラティブ • 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.

CEO報酬分析

SRF の収益と比較して、Ashish Ram の報酬はどのように変化したか？
日付総報酬給与会社業績
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

報酬と市場: Ashishの 総報酬 ($USD 2.12M ) は、 Indian市場 ($USD 727.54K ) の同規模の企業の平均を上回っています。

報酬と収益: Ashishの報酬は、過去 1 年間の会社の業績と一致しています。

CEO

Ashish Ram (57 yo)

4.1yrs
在職期間
₹203,900,000
報酬

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...

リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Ashish Ram
Chairman & MD4.1yrs₹203.90m0.0084%
₹ 65.5m
Kartik Ram
Joint MD & Executive Director4.1yrs₹205.50m0.0084%
₹ 65.5m
Pramod Gujarathi
Director of Safety & Environment and Whole Time Director9.1yrs₹2.70mデータなし
Sanjay Rao
President & CIO8.3yrsデータなしデータなし
Geeta Jadhav
President & CHRO1.3yrsデータなしデータなし
Samir Kashyap
President & CFOless than a yearデータなしデータなし
Sunil Gulpadia
Senior Vice President of Finance & Account31.8yrs₹2.65mデータなし
Rajat Lakhanpal
Senior VP of Corporate Compliance & Company Secretary7.1yrs₹7.80mデータなし
Nitika Dhawan
AVP & Head of Corporate Communicationsno dataデータなしデータなし
Viney Dua
Head of Special Projectsno data₹3.19mデータなし
A.N. Srinivasan
Senior Vice President of Information Technologyless than a yearデータなしデータなし
Prashant Yadav
President and CEO of Fluorochemicals Business & Technical Textiles Businessno data₹56.60mデータなし
4.1yrs
平均在職期間
57yo
平均年齢

経験豊富な経営陣: 503806の経営陣は 経験豊富 であると考えられます ( 4.1年の平均在職年数)。

取締役

名称ポジション在職期間報酬所有権
Ashish Ram
Chairman & MD21yrs₹203.90m0.0084%
₹ 65.5m
Kartik Ram
Joint MD & Executive Director20yrs₹205.50m0.0084%
₹ 65.5m
Pramod Gujarathi
Director of Safety & Environment and Whole Time Director9.1yrs₹2.70mデータなし
Puneet Dalmia
Independent Non-Executive Director7.1yrs₹2.10mデータなし
Raj Jain
Independent Non-Executive Director4yrs₹2.40m0.00058%
₹ 4.5m
Murugappan Subbiah
Non-Executive Non-Independent Director14yrs₹2.10m0.012%
₹ 97.0m
Vineet Agarwal
Independent Director2.1yrs₹1.90mデータなし
Bharti Ramola
Independent Non-Executive Director7.3yrs₹2.40mデータなし
Ira Gupta
Independent Director2.1yrs₹2.30mデータなし
Yash Gupta
Independent Non-Executive Director7.1yrs₹2.30m0.0011%
₹ 8.4m
7.2yrs
平均在職期間
55.5yo
平均年齢

経験豊富なボード: 503806の 取締役会 は 経験豊富 であると考えられます ( 7.2年の平均在任期間)。

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 10:26
終値2026/05/21 00:00
収益2026/03/31
年間収益2026/03/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

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業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

SRF Limited 31 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。42

アナリスト機関
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