Key Takeaways Eco-friendly product innovation and capacity expansion position SRF to benefit from sustainability trends, regulatory tailwinds, and premium margin opportunities in core markets. Strategic investments in specialty chemicals and vertical integration enable SRF to capture emerging market demand while improving operational efficiency and enhancing profitability.
Key Takeaways Accelerated global shifts to green materials and stricter regulations threaten core chemical segments, increasing compliance costs and pressuring earnings and margins. Overreliance on fluorochemicals and ongoing heavy capital expenditure amplify risks from market volatility, oversupply, and disruptive innovation.
Key Takeaways R&D-driven product launches and global supply shortages position SRF for significant outperformance in chemicals, agrochemical, and pharma intermediates, driving higher margins. Expansion in value-added films, eco-friendly refrigerants, and patented products supports global leadership, pricing power, and multi-year margin and top-line growth.
SRF Limited manufactures, purchases, and sells technical textiles, chemicals, packaging films, and other polymers. It operates through Technical Textiles Business, Chemicals Business, Performance Films and Foil Business, and Others segments. The company offers polyester and nylon tyre cord, belting, coated, and laminated fabrics; and industrial and polyester industrial yarns. It also provides fluorochemicals, such as refrigerants for room air-conditioner, automobile air-conditioner, refrigerator, and chillers under the FLORON brand; pharma propellants under the Dymel brand; industrial chemicals used in various applications comprising solvents in pharma, feedstock for agrochemicals, metal de-greasing, etching of stainless steel and glass, foam blowing agents, and dry-cleaning; and fluoropolymers, such as PTFE resins for automotive, chemical processing/plant construction, construction, electrical/electronic engineering, semiconductor, and pharma and medical applications under the Flonio brand. In addition, the company offers advanced intermediates for the agrochemical and pharmaceutical applications; and bi-axially oriented polyethylene terephthalate and bi-axially oriented polypropylene films under the PETLAR and OPLAR brands. Further, it engages in the acquisition and renting of real estate; and manufacture of aluminum foil. The company operates in India, Germany, the United States, South Africa, the United Kingdom, Italy, Indonesia, the United Arab Emirates, South Korea, Thailand, Hungary, Switzerland, Belgium, and internationally. The company was formerly known as Shri Ram Fibres and changed its name to SRF Limited in 1990. SRF Limited was incorporated in 1970 and is headquartered in Gurugram, India. SRF Limited operates as a subsidiary of KAMA Holdings Limited.
