SRF Limited

BSE:503806 주식 리포트

시가총액: ₹776.6b

SRF 경영진

경영진 기준 점검 3/4

SRF CEO는 Ashish Ram, Apr2022 에 임명되었습니다 의 임기는 4.08 년입니다. 총 연간 보상은 ₹203.90M, 49.8% 급여 및 50.2% 보너스(회사 주식 및 옵션 포함)로 구성됩니다. 는 ₹65.46M 가치에 해당하는 회사 주식의 0.008% 직접 소유합니다. 경영진과 이사회의 평균 재임 기간은 4.1 년과 7.2 년입니다.

핵심 정보

Ashish Ram

최고경영자

₹203.9m

총 보수

CEO 급여 비율49.83%
CEO 재임 기간4.1yrs
CEO 지분 보유율0.008%
경영진 평균 재임 기간4.1yrs
이사회 평균 재임 기간7.2yrs

최근 경영진 업데이트

Recent updates

내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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.
내러티브 업데이트 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).
내러티브 업데이트 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.
User avatar
새로운 내러티브 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 보수 분석

Ashish Ram의 보수는 SRF의 수익에 비해 어떻게 변했나요?
날짜총 보수급여회사 수익
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

보상 대 시장: Ashish의 총 보수(USD2.12M)는 Indian 시장에서 비슷한 규모 기업의 평균(USD701.91K)보다 높습니다.

보상과 수익: Ashish의 보상은 지난 1년 동안 회사 실적과 일치했습니다.


CEO

Ashish Ram (57 yo)

4.1yrs
재임 기간
₹203,900,000
보수

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...


리더십 팀

이름직위재임 기간보수지분
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₹2.70m데이터 없음
Sanjay Rao
President & CIO8.3yrs데이터 없음데이터 없음
Geeta Jadhav
President & CHRO1.3yrs데이터 없음데이터 없음
Samir Kashyap
President & CFOless than a year데이터 없음데이터 없음
Sunil Gulpadia
Senior Vice President of Finance & Account31.8yrs₹2.65m데이터 없음
Rajat Lakhanpal
Senior VP of Corporate Compliance & Company Secretary7.1yrs₹7.80m데이터 없음
Nitika Dhawan
AVP & Head of Corporate Communicationsno data데이터 없음데이터 없음
Viney Dua
Head of Special Projectsno data₹3.19m데이터 없음
A.N. Srinivasan
Senior Vice President of Information Technologyless than a year데이터 없음데이터 없음
Prashant Yadav
President and CEO of Fluorochemicals Business & Technical Textiles Businessno data₹56.60m데이터 없음
4.1yrs
평균 재임 기간
57yo
평균 나이

경험이 풍부한 관리: 503806의 경영진은 경험이 있음으로 간주됩니다(평균 재임 4.1 년).


이사회 구성원

이름직위재임 기간보수지분
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₹2.70m데이터 없음
Puneet Dalmia
Independent Non-Executive Director7.1yrs₹2.10m데이터 없음
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₹1.90m데이터 없음
Bharti Ramola
Independent Non-Executive Director7.3yrs₹2.40m데이터 없음
Ira Gupta
Independent Director2.1yrs₹2.30m데이터 없음
Yash Gupta
Independent Non-Executive Director7.1yrs₹2.30m0.0011%
₹ 8.4m
7.2yrs
평균 재임 기간
55.5yo
평균 나이

경험이 풍부한 이사회: 503806의 이사회경험이 있음으로 간주됩니다(평균 재임 7.2 년).


기업 분석 및 재무 데이터 상태

데이터최종 업데이트 (UTC 시간)
기업 분석2026/05/21 19:40
종가2026/05/21 00:00
수익2026/03/31
연간 수익2026/03/31

데이터 소스

당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.

패키지데이터기간미국 소스 예시 *
기업 재무제표10년
  • 손익계산서
  • 현금흐름표
  • 대차대조표
분석가 컨센서스 추정치+3년
  • 재무 예측
  • 분석가 목표주가
시장 가격30년
  • 주가
  • 배당, 분할 및 기타 조치
지분 구조10년
  • 주요 주주
  • 내부자 거래
경영진10년
  • 리더십 팀
  • 이사회
주요 개발10년
  • 회사 공시

* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.

별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.

분석 모델 및 스노우플레이크

이 보고서를 생성하는 데 사용된 분석 모델에 대한 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드YouTube 튜토리얼도 제공합니다.

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산업 및 섹터 지표

산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.

분석가 소스

SRF Limited는 42명의 분석가가 다루고 있습니다. 이 중 31명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.

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