Investor Presentation

The Corporate Relationship Department, National Stock Exchange of India Limited BSE Limited “Exchange Plaza” Ist Floor , New Trading Ring Rotunda Bandra-Kurla Complex Building, P.J. Towers Bandra (E) Dalal Street, Mumbai 400 051 Mumbai 400 001 Scrip Code- 503806 Scrip Code-SRF SRF/SEC/BSE/NSE 22.07.2026 Dear Sir, Presentation- Earnings Call (Un-Audited Financial Results for the quarter ended 30.06.2026) In continuation of our letter dated 17th July, 2026 informing about hosting of earning call to discuss Un- Audited financial results for quarter ended 30th June, 2026, please find enclosed Investors presentation, of the same for your reference and record. The same is also available on the Company’s website i.e. www.srf.com Thanking you, Yours faithfully, For SRF LIMITED RAJAT LAKHANPAL Sr. VP (CORPORATE COMPLIANCE) & COMPANY SECRETARY Encl: As above SRF LIMITED Block-C Sector 45 Gurugram 122 003 Haryana India Tel: +91-124—4354400 Fax: +91-124—4354500 E-mail: info@srf.com Website: www.srf.com Regd. Office: Unit No. 236 & 237, 2nd Floor DLF Galleria, Mayur Place Noida Link Road Mayur Vihar Phase 1 Extension Delhi 110091 Corporate identity No. L181010L1970PLC005197 Q1 FY27 Results Presentation July 22, 2026 Disclaimer Some statements in this document may be forward-looking. Such statements are subject to certain risks and uncertainties like regulatory changes, local, political or economic developments, and many other factors that could cause actual results to differ materially from those contemplated by the relevant forward-looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks related to an economic downturn in any of the countries where SRF Limited has its manufacturing and / or commercialfootprint. SRF Limited may, from time to time, make additional written and oralforward- lookingstatements, including communication to stakeholders. The company will not be in any way responsible for any action taken based on such statements and undertakes no obligation to publicly update these forward- looking statements to reflect subsequent events or circumstances. Table of Contents 01 02 03 04 Company Overview Q1 FY27 Results Q1 FY27 Segmental Outlook Overview Performance COMPANY OVERVIEW Snapshot 90+ 5 16 9,500+ ₹15,787 cr. Countries-Exports Countries- Manufacturing Global Workforce Revenue Operations Facilities 37% 14% ₹ 3,705 cr. ₹ 1,835 cr. 49% Performance Technical Textiles & EBIDTA PAT Chemicals Films & Foil Others On consolidated basis as on March 31, 2026 Business Profile Chemicals Performance Films & Foil Technical Textiles Others NoofPlants-2 NoofPlants-8 NoofPlants-4 NoofPlants-2 EBIT-₹2,263 cr. EBIT -₹508 cr. EBIT -₹190 cr. EBIT-₹47cr. Revenue-₹7,779 cr. Revenue-₹5,764 cr. Revenue-₹1,877 cr. Revenue-₹ 366cr. SpecialtyChemicals FilmsforFlexiblePackaging • TyreCordFabrics(Nylon& • CoatedFabrics • Intermediatesfor • Bi-axiallyOriented Polyester) • LaminatedFabrics AI/API/Specialized Applications PolyethyleneTerephthalate • BeltingFabrics • ContractDevelopment& (BOPET) • PolyesterIndustrialYarn Manufacturing • Bi-axiallyOriented Polypropylene(BOPP) • AluminiumFoil Fluorochemicals • Refrigerants • Industrial • Pharma Chemicals Propellants • Fluoropolymers On consolidated basis as on March 31, 2026 Financial Overview Consolidated figures Key Financial Ratios Particulars FY17 FY18 FY19 FY20 FY21 FY22 FY23 FY24 FY25 FY26 EBIDTAMargin 21.42% 17.69% 19.00% 20.90% 26.05% 25.30% 24.94% 20.88% 20.22% 23.47% PATMargin 10.87% 8.38% 8.33% 12.70% 14.26% 15.19% 14.54% 10.17% 8.51% 11.63% NetDebttoEquity 0.67 0.82 0.83 0.76 0.39 0.32 0.32 0.36 0.28 0.27 NetDebttoEBIDTA 2.11 3.01 2.42 2.48 1.24 0.87 0.88 1.49 1.19 1.02 AssetTurnover 0.68 0.66 0.72 0.66 0.65 0.79 0.79 0.64 0.68 0.65 DebtorsTurnover 7.21 8.10 6.90 8.09 6.64 6.94 8.33 6.76 6.77 6.16 77 7 Market Leadership Across Businesses Specialty Chemicals • Establishedrelationshipwithmarqueecustomers • Strongtechcapability–pilottocommercial;creatingvaluethroughoperationalexcellence • DrivingcustomerengagementandsatisfactionthroughworldclassR&D,EHSandqualitymanagement • Handlingcomplexreactions-Halogenation,Ethylation,Hydrogenation,Nitration,Diazotization,Grignard,Cyanation,Isomerization,Amination, OrganocatalysisandDecarboxylation Fluorochemicals • Unique and fully integrated facilities extending across a wide range of refrigerants and industrial chemicals • Domestic leadership in HFC’s with strong trade distribution network; significant market share of Fluorochemicals in India with global scale operations • One of the few global manufacturers of Pharma grade 134a/P -propellant in metered dose inhalers • Among the top five global manufacturers of key Fluorochemical products Performance Films & Foil • Recognized for expertise in developing, manufacturing and marketing innovative, superior film products • Flexible business model, strong and loyal customer relationships with tailored solutions; NPD Lab to ensure future readiness • Highly efficient asset base offering value added products near customer locations TechnicalTextiles • Domestic market leader in TyreCord manufacturing and Belting Fabrics • Significant share in India’s Nylon TyreCord market. 5th largest player globally • 2nd largest manufacturer of Conveyor Belting Fabrics in the world Growth Levers Build a Company known and respected for its R&D capabilities Greater focus on ESG initiatives Focus on building high-endvalue-added • Benefitthecommunities wherewework products • Embracediversity,equity&inclusion Continueto buildnewcompetenciesintheChemicals • Enhancefocusonthe3R’s-Recycle,Reuse&Reduce Technologyspace • Increase consumptionofgreen/renewable sourcesof energy Focusonbuildingleadership Nurture innovation businesses through R&D Buildandmaintainmarket leadershipin Repositionportfoliotowards businesssegments knowledge-based products Q1 FY27 RESULTS OVERVIEW Abridged Results Overview Consolidated figures Particulars(Rs.Crore) Q1 FY27 Q1 FY26 % Y-o-Y Gross Operating Revenue 5,033.3 3,818.6 31.8% EBIDTA 1,372.6 850.3 61.4% EBIDTA Margin (%) 27.3% 22.3% Depreciation 222.9 203.2 9.7% Interest 68.6 79.9 (14.1%) ECF (Gain) / Loss 102.0 (8.7) Profit Before Tax 979.1 575.8 70.0% Profit After Tax 758.9 432.3 75.5% Profit After Tax Margin (%) 15.1% 11.3% Basic EPS (Rs.) 25.60 14.58 111111 Results Overview - Revenue Share Q1 FY27 Q1 FY26 Total – 5,033.3 Cr. Total – 3,818.6 Cr. 104.9 94.9 596.8 2.1% 466.6 2.5% 11.8% 12.2% 2,314.9 1,838.9 46.0% 48.2% 40.1% 37.1% 2,016.7 1,418.2 CB PFB TTB Others CB–ChemicalsBusiness; PFB-PerformanceFilms&Foil Business;TTB–TechnicalTextiles Business;Others Results Overview – Operational EBIT Share Q1 FY27 Q1 FY26 Total – 1,116.1 Cr. Total – 694.2 Cr. 20.2 13.4 37.6 107.8 1.8% 1.9% 9.7% 5.4% 20.2% 140.2 349.7 31.3% 57.2% 72.4% 502.9 638.4 CB PFB TTB Others CB–ChemicalsBusiness; PFB-PerformanceFilms&Foil Business;TTB–TechnicalTextiles Business;Others Q1 FY27 - SEGMENTAL PERFORMANCE Chemicals Technical Textiles Performance Films & Others Foil CHEMICALS BUSINESS Chemicals Business - Results Update Consolidated figures PARTICULARS Q1 FY27 Q1 FY26 % Y-o-Y SegmentRevenues 2,314.9 1,838.9 25.9% % Contribution to Revenues 46.0% 48.2% EBIT 638.4 502.9 26.9% %EBIT Margins 27.6% 27.3% % Contribution to EBIT 57.2% 72.4% 116616 Chemicals Business Specialty Chemicals Business KeyHighlights Outlook • Earlysignsofrecoveryareemerginginagrochemicaldemand.However, • Technology-ledcostinitiativeshelpedsustainmarketshareinkeyproducts broad-baseddemandisyettopickup • Growingcustomerparticipation hasbroadenedtheopportunityfunnelfor • Ongoing geopolitical tensions may continue to disrupt some global bothAgroandPharmaproducts supplychainsanddrivevolatilityinrawmaterialcosts • Pricing pressure continues across both our and customers’ end-markets • Newpharmaproductsaredemonstratingearlymarketacceptance,with duetocompetitionfromChineseplayers volumesexpectedtoscaleupinthemediumterm • Active [Showing first 8,000 characters — download PDF for full document]