BSECompany Update3d ago · 4 Nov 2026, 11:06 pm

Please find attached Investor Presentation on unaudited financial results for the quarter and half year ended September 30, 2026.

Galaxy Surfactants Ltd · 540935

✦ AI Summary▲ PositiveResults

Galaxy Surfactants Ltd has released its unaudited financial results for Q2 and H1 FY27, showing strong performance with broad-based growth in India, recovery in AMET, and sustained momentum in Specialty Care. Consolidated volumes grew in the high single digits, led by AMET's mid-teens volume growth. EBITDA grew 68% YoY to ₹196 Cr and EBITDA/MT improved to ₹26,920 /MT.

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Earnings Impact8/10
Growth Catalyst6/10
Governance Concern1/10
Regulatory Risk1/10
Balance Sheet Risk2/10
Liquidity Impact9/10
Market Sentiment8/10

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Galaxy Surfactants Ltd - 540935 - Announcement under Regulation 30 (LODR)-Investor Presentation

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November 04, 2026 National Stock Exchange of India Ltd., BSE Limited, Exchange Plaza, C-1, Block G, Listing Department, Bandra Kurla Complex, Phiroze Jeejeebhoy Towers, Bandra (East) Dalal Street, Mumbai – 400 051 Mumbai- 400001 Scrip Symbol: GALAXYSURF Scrip Code: 540935 Sub: Investor presentation on the unaudited financial results for the quarter and half year ended September 30, 2026. Ref: Regulation 30 (2) of the SEBI (Listing Obligations and Disclosure Requirements) Regulations, 2015. Dear Sir/ Madam, We are enclosing Investor Presentation on the unaudited financial results for the quarter and half year ended September 30, 2026. The information will also be hosted in announcement section on the website of the Company at www.galaxysurfactants.com. We request you to take the same on record. Yours faithfully, For Galaxy Surfactants Limited Niranjan Ketkar Company Secretary encl: as above Galaxy Surfactants Limited Result Presentation November’26 Safe Harbor This presentation and the accompanying slides (the “Presentation”), which have been prepared by Galaxy Surfactants Limited (the “Company”), have been prepared solely for information purposes and do not constitute any offer, recommendation or invitation to purchase or subscribe for any securities, and shall not form the basis or be relied on in connection with any contract or binding commitment whatsoever. No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company. This Presentation has been prepared by the Company based on information and data which the Company considers reliable, but the Company makes no representation or warranty, express or implied, whatsoever, and no reliance shall be placed on, the truth, accuracy, completeness, fairness and reasonableness of the contents of this Presentation. This Presentation may not be all inclusive and may not contain all of the information that you may consider material. Any liability in respect of the contents of, or any omission from, this Presentation is expressly excluded. This Presentation contains certain forward looking statements concerning the Company’s future business prospects and business profitability, which are subject to a number of risks and uncertainties and the actual results could materially differ from those in such forward looking statements. The risks and uncertainties relating to these statements include, but are not limited to, risks and uncertainties regarding fluctuations in earnings, our ability to manage growth, competition (both domestic and international), economic growth in India and abroad, ability to attract and retain highly skilled professionals, time and cost over runs on contracts, our ability to manage our international operations, government policies and actions regulations, interest and other fiscal costs generally prevailing in the economy. The Company does not undertake to make any announcement in case any of these forward looking statements become materially incorrect in future or update any forward looking statements made from time to time by or on behalf of the Company. Company at a Glance 7 Strategically Located Extensive R&D Capabilities 215+ Product Grades Facilities with Inhouse Project Execution Capabilities 100+ Members Performance Surfactants: 47+ R&D Centre Specialty Care Products: 168+ Pilot Plant 5 in India 1 in Egypt Product Application Centre 1 in US Presence across 2,000+ Employees Serving 1,500+ Clients 95+ countries across all our Facilities As on 30th Sept’26 3 Q2 & H1FY27 Performance Highlights Management Commentary “We are pleased with the strong performance delivered in Q2 FY27. The broad-based growth in India, continued recovery in AMET and sustained momentum in Specialty Care demonstrate the strength and resilience of our business. Our ability to make disciplined commercial decisions and leverage our diversified portfolio has enabled us to deliver a robust performance despite a challenging external environment. The performance over the last two quarters also reflects the exceptional efforts and collaboration of our teams across business development, commercial excellence, procurement, global logistics, manufacturing and operations. Their agility, commitment and focused execution have ensured business continuity amid significant external disruptions. With an improving business mix and continued momentum in Specialty Care, we remain confident in delivering sustainable and profitable growth. Importantly, PAT for the first six months of FY27 has already surpassed the PAT delivered for the entire previous financial year, making a significant milestone for the company. Mr. K. Natarajan Demand indicators remain encouraging across key markets, with healthy consumption trends Managing Director in India, improving conditions in AMET and positive Specialty Care demand across geographies. The Company remains vigilant regarding developments in West Asia and their potential implications for global logistics, freight rates and feedstock availability.” Key Developments Consolidated volumes grew in the high single digits, led by AMET delivered strong mid-teens volume growth across Mid-teens growth in the Performance Surfactants segment both YoY and QoQ, supported by healthy demand from and sustained momentum in premium and masstige Tier-1 and non-Tier-1 customers despite the volatile Specialty Care segment across regions geopolitical environment Delivered a Strong earnings recovery, with Q2FY27 EBITDA ROW volumes declined in the high single digits, primarily due growing 68% YoY to ₹196 Cr and EBITDA/MT improving to to supply-chain disruptions impacting APAC and Europe; ₹26,920 /MT, driven by volume growth ,disciplined pricing, a however premium and masstige specialty care volumes in the favourable product mix and improved operating leverage, Americas remained resilient despite a volatile supply chain environment Raw material markets remained volatile amid supply chain 3 India delivered strong mid-teens volume growth across both 6 disruption linked to development in West Asia. Fatty alcohol Performance Surfactants and Specialty care segments, driven prices remained elevated, while petrochemical feedstock by healthy demand from Tier-1, non-Tier-1 and D2C costs continued to be high and availability remained tight customers throughout the quarter The board of directors has approved an interim dividend of Rs 18 per share Segment Performance Highlights: Q2 & H1FY27 Performance Surfactants Revenue Specialty Care Revenue Net Revenue from Operations Q2FY27 ₹ 1,175 cr ₹ 635 cr ₹ 1,810 cr ₹ 2,304 cr ₹ 1,288 cr ₹ 3,592 cr H1FY27 Volume Summary on YoY Q2FY27 H1FY27 Overall High Performance Surfactant Mid Teens Growth High Single Digit Growth Single Digit Specialty Care Flat Low Single Digit Growth Volume Growth on YoY India Mid Teens Growth Mid Teens Growth AMET Mid Teens Growth Mid Single Digit Growth ROW High Single Digit Decline Flat Q2 & H1FY27: Consolidated Performance Rs in cr Total Revenue EBITDA PAT +36% +68% +80% 1,817 196 120 1,332 Q2FY26 Q2FY27 Q2FY26 Q2FY27 Q2FY26 Q2FY27 +37% +78% +96% 3,602 448 286 2,621 H1FY26 H1FY27 H1FY26 H1FY27 H1FY26 H1FY27 Q2 & H1FY27: Revenue Performance Category Customers Regions 48% 48% 48% 49% 45% 44% 44% 44% 63% 65% 64% 64% 8% 7% 9% 9% 21% 23% 21% 21% 44% 45% 43% 42% 37% 35% 36% 36% 34% 33% 35% 35% Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Q2FY26 Q2FY27 H1FY26 H1FY27 Performance Surfactants MNC Customer Local & Niche Player India AMET ROW Specialty Care Products Regional Players Consolidated Profit & Loss Statement Particulars (Rs. In Crores) Q2FY27 Q2FY26 Y-o-Y H1FY27 H1FY26 Y-o-Y FY26 Net Revenue from Operations 1,810.4 1,326.2 36.5% 3,592.3 2,604.1 37.9% 5,248.3 Other Income 6.4 5.8 9.6 17.0 22.1 Total Revenue 1,816.8 1,332.0 36.4% 3,602.0 2,621.1 37.4% 5,270.4 Cost of Material Consumed 1,311.7 1,001.3 2,572.0 1,944.0 3,917.7 Employee's Benefits Expense 10 [Showing first 8,000 characters — download PDF for full document]