SRF Limited , a multi-business chemical conglomerate, has reported a significant increase in its CO (Carbon Monoxide) exports for October 2025. The company announced a remarkable 68% year-over-year growth in CO exports, showcasing a strong performance in its chemical business segment.

Export Growth Details

This substantial growth in CO exports indicates SRF's strengthening position in the global chemical market. Carbon monoxide is a crucial industrial chemical used in various applications, including the production of acetic acid, phosgene, and methanol, among others.

Implications for SRF

The significant increase in exports may signal:

• Expanded production capacity
• Improved global market share
• Enhanced operational efficiency
• Growing demand for SRF's CO in international markets

While this news is positive for SRF, it's important to note that this represents one month's performance. Investors and analysts will likely be keen to see if this growth trend continues in the coming months and how it impacts SRF's overall financial performance.

SRF Limited, known for its diverse portfolio spanning chemical, packaging, and technical textiles sectors, continues to demonstrate its capability to capitalize on global market opportunities. This export growth may contribute to the company's revenue and potentially its profitability, depending on various factors such as production costs and global pricing trends.

Stakeholders should consider this information as part of a broader analysis of SRF's performance, industry trends, and global economic conditions when making investment decisions.

SRF Ltd. , a diversified chemicals company, has outlined its strategy for potentially demerging its performance films and foils business. The company's Chairman and Managing Director, Ashish Bharat Ram, revealed that the demerger would be considered once the division achieves an annual EBITDA of ₹1,000-1,200 crore.

Business Structure and Performance

SRF operates through three main business verticals:

1. Chemicals
2. Performance Films
3. Technical Textiles

The technical textiles division currently serves as the primary cash generator for the company, with its proceeds funding growth in the chemicals and packaging divisions.

Financial Performance

The performance films and foils business has shown promising results:

Management's Perspective

SRF's management is carefully weighing the pros and cons of a potential demerger. They are considering the trade-off between:

• Immediate value clarity that could result from separating the business
• Potential higher returns through internal capital redeployment

Stock Performance

SRF shares responded to this news with a slight dip:

• Closing price: ₹2,897.00 (down 1.5%)
• Year-to-date performance: 31% gain

The market's reaction suggests that investors are processing the implications of the potential demerger and its impact on the company's future growth strategy.

Conclusion

SRF's consideration of demerging its performance films and foils business highlights the company's focus on strategic growth and value creation. As the division approaches the target EBITDA, investors and market watchers will likely keep a close eye on SRF's next moves and the potential restructuring of its business segments.