SRF

Business diversification & leadership: SRF is not just a chemicals company. It is a diversified conglomerate active in specialty chemicals, fluorochemicals, technical textiles, packaging films, etc. Solid financials and recent earnings rebound: In Q1 FY26, SRF reported good numbers — revenue grew ~10.3% YoY and EBITDA jumped ~37.8% YoY, margin expansion from ~17.4% to ~21.7%. Net profit rose sharply over the prior year quarter. Long-term returns have been good: Over the past five years, shareholders in SRF have enjoyed a strong CAGR: the share price has appreciated ~258% over five years. Demand potential & expanding business: SRF is reportedly capitalizing on opportunities in fluorochemicals and specialty chemicals, which benefit from agrochemical, pharma and industrial demand.