SRF Limited

BSE:503806 Aktierapport

Börsvärde: ₹746.8b

SRF Förvaltning

Förvaltning kriterier kontrolleras 3/4

SRF VD är Ashish Ram, utsedd i Apr 2022, har en mandatperiod på 4.08 år. totala årliga ersättningen är ₹ 203.90M, bestående av 49.8% lön 50.2% bonusar, inklusive företagsaktier och optioner. äger direkt 0.008% av företagets aktier, värda ₹ 62.95M. Den genomsnittliga mandatperioden för ledningsgruppen och styrelsen är 4.1 år respektive 7.2 år.

Viktig information

Ashish Ram

Verkställande direktör

₹203.9m

Total ersättning

VD-lön i procent49.83%
Anställning som VD4.1yrs
Ägande av VD0.008%
Ledningens genomsnittliga anställningstid4.1yrs
Styrelsens genomsnittliga mandatperiod7.2yrs

Senaste uppdateringar av ledningen

Recent updates

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).

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.

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.

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.

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.

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.

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).

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.

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).

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.

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.

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.

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.

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).

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

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.

Analys av ersättningar till VD

Hur har Ashish Ram:s ersättning förändrats jämfört med SRF:s resultat?
DatumTotal ersättningLönFöretagets resultat
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

Ersättning vs marknad: Ashish s total kompensation ($USD 2.15M ) är över genomsnittet för företag av liknande storlek på Indian marknaden ($USD 738.96K ).

Ersättning vs inkomst: Ersättningen från Ashish har varit i linje med företagets resultat under det senaste året.


VD OCH KONCERNCHEF

Ashish Ram (57 yo)

4.1yrs
Anställning
₹203,900,000
Kompensation

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...


Ledningsgrupp

NamnPositionAnställningKompensationÄgarskap
Ashish Ram
Chairman & MD4.1yrs₹203.90m0.0084%
₹ 63.0m
Kartik Ram
Joint MD & Executive Director4.1yrs₹205.50m0.0084%
₹ 63.0m
Pramod Gujarathi
Director of Safety & Environment and Whole Time Director9.1yrs₹2.70minga uppgifter
Sanjay Rao
President & CIO8.3yrsinga uppgifteringa uppgifter
Geeta Jadhav
President & CHRO1.3yrsinga uppgifteringa uppgifter
Samir Kashyap
President & CFOless than a yearinga uppgifteringa uppgifter
Sunil Gulpadia
Senior Vice President of Finance & Account31.8yrs₹2.65minga uppgifter
Rajat Lakhanpal
Senior VP of Corporate Compliance & Company Secretary7.1yrs₹7.80minga uppgifter
Nitika Dhawan
AVP & Head of Corporate Communicationsno datainga uppgifteringa uppgifter
Viney Dua
Head of Special Projectsno data₹3.19minga uppgifter
A.N. Srinivasan
Senior Vice President of Information Technologyless than a yearinga uppgifteringa uppgifter
Prashant Yadav
President and CEO of Fluorochemicals Business & Technical Textiles Businessno data₹56.60minga uppgifter
4.1yrs
Genomsnittlig anställningstid
57yo
Genomsnittlig ålder

Erfaren ledning: 503806 s ledningsgrupp anses vara erfaren ( 4.1 års genomsnittlig anställningstid).


Styrelseledamöter

NamnPositionAnställningKompensationÄgarskap
Ashish Ram
Chairman & MD21yrs₹203.90m0.0084%
₹ 63.0m
Kartik Ram
Joint MD & Executive Director20yrs₹205.50m0.0084%
₹ 63.0m
Pramod Gujarathi
Director of Safety & Environment and Whole Time Director9.1yrs₹2.70minga uppgifter
Puneet Dalmia
Independent Non-Executive Director7.1yrs₹2.10minga uppgifter
Raj Jain
Independent Non-Executive Director4yrs₹2.40m0.00058%
₹ 4.3m
Murugappan Subbiah
Non-Executive Non-Independent Director14yrs₹2.10m0.012%
₹ 93.3m
Vineet Agarwal
Independent Director2.1yrs₹1.90minga uppgifter
Bharti Ramola
Independent Non-Executive Director7.3yrs₹2.40minga uppgifter
Ira Gupta
Independent Director2.1yrs₹2.30minga uppgifter
Yash Gupta
Independent Non-Executive Director7.1yrs₹2.30m0.0011%
₹ 8.1m
7.2yrs
Genomsnittlig anställningstid
55.5yo
Genomsnittlig ålder

Erfaren styrelse: 503806 s styrelse anses vara erfaren ( 7.2 års genomsnittlig mandatperiod).


Företagsanalys och finansiella data Status

UppgifterSenast uppdaterad (UTC-tid)
Analys av företag2026/05/02 20:37
Aktiekurs vid dagens slut2026/04/30 00:00
Intäkter2025/12/31
Årlig intjäning2025/03/31

Datakällor

Den data som används i vår företagsanalys kommer från S&P Global Market Intelligence LLC. Följande data används i vår analysmodell för att generera denna rapport. Data är normaliserade vilket kan medföra en fördröjning från det att källan är tillgänglig.

PaketUppgifterTidsramExempel US-källa
Företagets finansiella ställning10 år
  • Resultaträkning
  • Kassaflödesanalys
  • Balansräkning
Analytikernas konsensusuppskattningar+3 år
  • Prognos för finansiella poster
  • Analytikernas prismål
Marknadspriser30 år
  • Aktiekurser
  • Utdelningar, splittar och åtgärder
Ägarskap10 år
  • Största aktieägare
  • Insiderhandel
Förvaltning10 år
  • Ledningsgrupp
  • Styrelse och verkställande direktörer
Viktiga utvecklingstendenser10 år
  • Företagsmeddelanden

* Exempel för amerikanska värdepapper, för icke-amerikanska värdepapper används motsvarande regelverk och källor.

Om inget annat anges är all finansiell data baserad på en årsperiod men uppdateras kvartalsvis. Detta kallas data för efterföljande tolv månader (TTM) eller senaste tolv månader (LTM). Lär dig mer om detta.

Analysmodell och snöflinga

Detaljer om analysmodellen som användes för att skapa den här rapporten finns på vår Github-sida, vi har också guider om hur du använder våra rapporter och tutorials på Youtube.

Lär dig mer om det team i världsklass som utformade och byggde analysmodellen Simply Wall St.

Industri- och sektormått

Våra bransch- och sektionsmått beräknas var sjätte timme av Simply Wall St, detaljer om vår process finns tillgängliga på Github.

Källor för analytiker

SRF Limited bevakas av 54 analytiker. 28 av dessa analytiker lämnade de uppskattningar av intäkter eller resultat som användes som indata till vår rapport. Analytikernas inskickade estimat uppdateras löpande under dagen.

AnalytikerInstitution
null null360 ONE Capital Market Private Limited
Ashwin MehtaAmbit Capital
Nitin BhasinAmbit Capital