Analyst remained positive on SRF on refrigerant gas tailwinds and tight packaging film supply, despite muted specialty chem margins

Thu 8 Oct 2026

Guided chemicals revenue growth

18 to 20 percent

Heard on business television between 13:40:49 - 13:43:49 IST.

• Analyst said SRF's refrigerant gas business should continue doing well, same as the argument for Navin Fluorine.
• Said the specialty chemicals segment remains muted this year due to elevated raw material inflation pressuring margins, with no major revenue pickup expected.
• Said on a full chemicals revenue basis SRF should grow around 18-20% as guided by the company.
• Said packaging film realizations remain elevated with short supply continuing in Q2 after inventory gains in Q1, supporting the segment.

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