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 22.10.2026 Dear Sir, Presentation- Earnings Call (Un-Audited Financial Results for the quarter and half year ended 30.09.2026) In continuation of our letter dated 16th October, 2026 informing about hosting of earning call to discuss Un- Audited financial results for quarter and half year ended 30th September, 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 Q2 FY27 Results Presentation Oct 22, 2026 Table of Contents 01 02 03 04 Q2 FY27 Results Strategic Outlook Company Overview Governance Q2 FY27 RESULTS Performance Delivered Revenue from Operations Operational EBIT & Margin 4,904.2 816.0 650.1 Business Performance 3,640.2 35% 26% Revenue Growth (YoY) CB 25% Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 PBT & Margin PAT & Margin 671.0 509.1 PFB 51% 517.1 388.2 TTB 25% 14% 14% 11% 10% 30% 31% Q2 FY26 Q2 FY27 Q2 FY26 Q2 FY27 Building Growth | WITH PURPOSE Consolidated Financials INR Crores A Strong Growth Trajectory Revenue from Operations Operational EBIT 35% 26% 1,116 5,033 4,904 1,011 4,615 3,640 3,713 650 653 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 PBT PAT 30% 31% 759 757 509 671 433 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Q2 FY26 Q3 FY26 Q4 FY26 Q1 FY27 Q2 FY27 Growth With| ACCOUNTABILITY Consolidated Financials INR Crores Revenue Share Q2 FY26 Q2 FY27 Total – 3,640.2 Cr. Total – 4,904.2 Cr. 90.8 107.2 474.3 595.1 2.2% 2.5% 13.0% 12.1% 1,666.9 42.4% 45.8% 2,079.5 38.7% 43.3% 1,408.1 2,122.4 CB PFB TTB Others Consolidated Financials INR Crores CB–ChemicalsBusiness; PFB-PerformanceFilms&Foil Business;TTB–TechnicalTextiles Business;Others Driving Innovation| ACROSS BUSINESSES Operational EBIT Share Q2 FY26 Q2 FY27 Total – 650.1 Cr. Total – 816.0 Cr. 42.3 72.3 1.2% 1.2% 6.5% 8.9% 18.3% 119.0 25.3% 206.2 481.3 527.8 64.7% 74.0% CB PFB TTB Others Consolidated Financials INR Crores CB–ChemicalsBusiness; PFB-PerformanceFilms&Foil Business;TTB–TechnicalTextiles Business;Others Delivering Performance| WITH PURPOSE Chemicals Business (CB) CB Revenue Key Highlights & Outlook 2,079 Fluorochemicals 1,667 • Strong Q2 revenue growth led by higher HFC volumes and improved realization. • Aggressive expansion in new markets helped offset softness in the US market. 25% • Domestic leadership sustained, supported by robust passenger vehicle demand. • PTFE ramp-up is progressing strongly, with the product mix evolving favourablytowards value-added grades such as fine-cut, Micropowderand pre-sintered. Q2 FY26 Q2 FY27 • PVDF commissioning is on track for Q3 FY27capitalization, key customer outreach has CB Operational EBIT & Margin been completed with sample approvals expected in coming months. 528 • Chemours projects remains on track and is progressing well. • Margins remained healthy despite elevated raw-material, freight and fuel costs, supported 29% by effective cost pass-through. • Next-gen HFO capex is progressing as planned; key regulatory approvals secured. • Focus remains on full utilization of HFC capacities during the baseline period. • Refrigerant demand and pricing is expected to remain stable despite usual seasonality, Q2 FY26 Q2 FY27 with higher volumes from new markets expected to continue to offset softer US demand. Chemistry that Powers | PROGRESS Consolidated Financials INR Crores Chemicals Business (CB) CB Revenue Key Highlights & Outlook 2,079 Specialty Chemicals 1,667 • Recovery in agrochemical volumes is visible across select pockets, supported by strong customer relationships. • Technology-led cost initiatives and operational efficiencies continue to help offset higher input and fuel costs. • Recent progress on customer registrations for select active ingredients, in key Q2 FY26 Q2 FY27 initial markets, is improving visibility for future demand. CB Operational EBIT & Margin • Pharma pipeline continues to progress well, with encouraging traction in select molecules with key western world customers. 481 • Actively developing products to participate in niche applications targeted at emerging and sunrise sectors. Q2 FY26 Q2 FY27 Chemistry that Powers | PROGRESS Consolidated Financials INR Crores Performance Films & Foil Business Revenue Key Highlights & Outlook Films 2,122 • Strong growth delivered across all geographies, despite a volatile operating 1,408 environment. • Value-added product portfolio gained traction, led by offline-coated and metallized products across geographies. • Capacitor-grade films is scaling upwell, with key customer approvals secured and commercial sales progressing. Q2 FY26 Q2 FY27 • The operating environment is expected to remain volatile; focus remains on increasing Operational EBIT & Margin the value-added portfolio and ensuring high asset utilization. Foil • Export traction has gained strength, particularly across European markets. 119 • Aseptic packaging qualification with global leaders like Tetra Pak establishes revenue 10% streams from a new value-added application. 8% 73% • Expanding into higher-value applications like energy storage to create a new growth platform. Q2 FY26 Q2 FY27 Excellence| WRAPPED Consolidated Financials INR Crores Technical Textiles Business Revenue Key Highlights & Outlook 595 • Strong operating momentum sustained in Q2, with healthy performance across 474 key product segments. • Belting fabrics delivered a record performance, supported by strong exports and new customer additions. • Value-added portfolio expanded further, with new product commercialization and customer approvals progressing well. Q2 FY26 Q2 FY27 • N66 Tyrecord fabrics and PTCF scale-up remains on track, with customer approvals expected to support higher volumes. Operational EBIT & Margin • New dipping capacity is expected to support higher throughput and strengthen Tyrecord fabrics performance post commissioning. • Business is expected to remain stable,supported by expansion into export 42 12% markets as well as higher-value applications. 9% 71% Q2 FY26 Q2 FY27 Strength that Moves| THE WORLD Consolidated Financials INR Crores STRATEGIC OUTLOOK “An innovation led materials and chemicals company that turns deep expertise into new, and high-value businesses." Redefining Possible| EVERYDAY An Innovation Led Materials & Chemicals Company Integrated Chemistry & Material Science leader Specialty & Advanced chemistries | Material Reinforcement Chemicals Platform science | Innovation Materials Platform & Technology leadership Complex chemistries capability Reliable Performance Capability • Advanced chemistries • Performance fabrics • High-end intermediates • Fabrics & yarns for • Advanced fluorination high end applications • Next-gen cooling solutions Performance • High-end fluoropolymers Materials Platform Functional materials capability Materials designed for • Barrier protection • Processability & aesthetics • Sustainability • High-value applications • Strength and durability Science-to-scale execution Global manufacturing footprint Leadership across markets High-entry-barrier positioning Sustainability-led innovation From lab capability to India, Thailand, South Strong position in multiple Regulated, technical and Future-ready materials and commercial [Showing first 8,000 characters — download PDF for full document]