SRF Limited

BSE:503806 Voorraadrapport

Marktkapitalisatie: ₹810.1b

SRF Beheer

Beheer criteriumcontroles 3/4

De CEO SRF is Ashish Ram, benoemd in Apr2022, heeft een ambtstermijn van 4.17 jaar. De totale jaarlijkse vergoeding van { bedraagt ₹ 227.80M, bestaande uit 47.4% salaris en 52.6% bonussen, inclusief aandelen en opties van het bedrijf. bezit rechtstreeks 0.008% van de aandelen van het bedrijf, ter waarde ₹ 68.29M. De gemiddelde ambtstermijn van het managementteam en de raad van bestuur bedraagt respectievelijk 7.2 jaar en 7.2 jaar.

Belangrijke informatie

Ashish Ram

Algemeen directeur

₹227.8m

Totale compensatie

Percentage CEO-salaris47.41%
Dienstverband CEO4.2yrs
Eigendom CEO0.008%
Management gemiddelde ambtstermijn7.2yrs
Gemiddelde ambtstermijn bestuur7.2yrs

Recente managementupdates

Recent updates

Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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.
Narratiefupdate 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).
Narratiefupdate 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
Nieuw narratief 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 CEO-vergoeding

Hoe is Ashish Ram's beloning veranderd ten opzichte van SRF's winst?
DatumTotale vergoedingSalarisBedrijfswinsten
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

Compensatie versus markt: De totale vergoeding ($USD 2.39M ) Ashish } ligt boven het gemiddelde voor bedrijven van vergelijkbare omvang in de Indian markt ($USD 780.67K ).

Compensatie versus inkomsten: De vergoeding van Ashish is het afgelopen jaar in lijn geweest met de bedrijfsprestaties.


CEO

Ashish Ram (58 yo)

4.2yrs
Tenure
₹227,800,000
Compensatie

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...


Leiderschapsteam

NaamPositieTenureCompensatieEigendom
Ashish Ram
Chairman & MD4.2yrs₹227.80m0.0084%
₹ 68.3m
Kartik Ram
Joint MD & Executive Director4.2yrs₹227.70m0.0084%
₹ 68.3m
Pramod Gujarathi
Director of Safety & Environment and Whole Time Director9.2yrs₹3.10mgeen gegevens
Sanjay Rao
President & CIO8.4yrsgeen gegevensgeen gegevens
Geeta Jadhav
President & CHRO1.4yrsgeen gegevensgeen gegevens
Samir Kashyap
President & CFOless than a yeargeen gegevensgeen gegevens
Sunil Gulpadia
Senior Vice President of Finance & Account31.8yrs₹2.65mgeen gegevens
Rajat Lakhanpal
Senior VP of Corporate Compliance & Company Secretary7.2yrs₹7.80mgeen gegevens
Nitika Dhawan
AVP & Head of Corporate Communicationsno datageen gegevensgeen gegevens
Prashant Yadav
President and CEO of Fluorochemicals Business & Technical Textiles Businessno data₹56.60mgeen gegevens
Prashant Mehra
President & CEO of Performance Films & Foil Business13.4yrs₹56.80mgeen gegevens
Viney Dua
Head of Special Projectsno data₹3.19mgeen gegevens
7.2yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd

Ervaren management: Het managementteam van 503806 is doorgewinterd en ervaren (gemiddelde ambtstermijn van 7.2 jaar).


Bestuursleden

NaamPositieTenureCompensatieEigendom
Ashish Ram
Chairman & MD21.1yrs₹227.80m0.0084%
₹ 68.3m
Kartik Ram
Joint MD & Executive Director20.1yrs₹227.70m0.0084%
₹ 68.3m
Pramod Gujarathi
Director of Safety & Environment and Whole Time Director9.2yrs₹3.10mgeen gegevens
Puneet Dalmia
Independent Non-Executive Director7.2yrs₹2.30mgeen gegevens
Raj Jain
Independent Non-Executive Director4.1yrs₹2.60m0.00058%
₹ 4.7m
Murugappan Subbiah
Non-Executive Non-Independent Director14.1yrs₹2.10m0.012%
₹ 101.2m
Arun Ram
Chairman Emeritus4.2yrs₹124.10m0.030%
₹ 239.1m
Vineet Agarwal
Independent Director2.2yrs₹2.40mgeen gegevens
Bharti Ramola
Independent Non-Executive Director7.3yrs₹2.50mgeen gegevens
Ira Gupta
Independent Director2.2yrs₹2.40mgeen gegevens
Yash Gupta
Independent Non-Executive Director7.2yrs₹2.60m0.0011%
₹ 8.7m
7.2yrs
Gemiddelde duur
57yo
Gemiddelde leeftijd

Ervaren bestuur: De raad van bestuur van 503806 wordt beschouwd als ervaren (gemiddelde ambtstermijn 7.2 jaar).


Bedrijfsanalyse en status van financiële gegevens

GegevensLaatst bijgewerkt (UTC-tijd)
Bedrijfsanalyse2026/06/10 22:03
Aandelenkoers aan het einde van de dag2026/06/10 00:00
Inkomsten2026/03/31
Jaarlijkse inkomsten2026/03/31

Gegevensbronnen

De gegevens die gebruikt zijn in onze bedrijfsanalyse zijn afkomstig van S&P Global Market Intelligence LLC. De volgende gegevens worden gebruikt in ons analysemodel om dit rapport te genereren. De gegevens zijn genormaliseerd, waardoor er een vertraging kan optreden voordat de bron beschikbaar is.

PakketGegevensTijdframeVoorbeeld Amerikaanse bron *
Financiële gegevens bedrijf10 jaar
  • Resultatenrekening
  • Kasstroomoverzicht
  • Balans
Consensus schattingen analisten+3 jaar
  • Financiële prognoses
  • Koersdoelen analisten
Marktprijzen30 jaar
  • Aandelenprijzen
  • Dividenden, splitsingen en acties
Eigendom10 jaar
  • Top aandeelhouders
  • Handel met voorkennis
Beheer10 jaar
  • Leiderschapsteam
  • Raad van bestuur
Belangrijkste ontwikkelingen10 jaar
  • Bedrijfsaankondigingen

* Voorbeeld voor effecten uit de VS, voor niet-Amerikaanse effecten worden gelijkwaardige formulieren en bronnen gebruikt.

Tenzij anders vermeld zijn alle financiële gegevens gebaseerd op een jaarperiode, maar worden ze elk kwartaal bijgewerkt. Dit staat bekend als Trailing Twelve Month (TTM) of Last Twelve Month (LTM) gegevens. Meer informatie.

Analysemodel en Snowflake

Details van het analysemodel dat is gebruikt om dit rapport te genereren zijn beschikbaar op onze Github-pagina. We hebben ook handleidingen over hoe je onze rapporten kunt gebruiken en tutorials op YouTube.

Leer meer over het team van wereldklasse dat het Simply Wall St-analysemodel heeft ontworpen en gebouwd.

Industrie en sector

Onze industrie- en sectormetrics worden elke 6 uur berekend door Simply Wall St, details van ons proces zijn beschikbaar op Github.

Bronnen van analisten

SRF Limited wordt gevolgd door 42 analisten. 30 van deze analisten hebben de schattingen van de omzet of winst ingediend die zijn gebruikt als input voor ons rapport. Inzendingen van analisten worden de hele dag door bijgewerkt.

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