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Galaxy Surfactants Ltd

NSE: GALAXYSURF BSE: 540935FMCG

Galaxy Surfactants Ltd was Incorporated in 1986. It’s a leading manufacturer of Performance Surfactants and Specialty Care products with over 205 product grades. These products are used in consumer-centric Home and Personal care products like hair care, oral care, skin care, cosmetics, soap, shampoo, lotion, detergent, cleaning products, etc. Preferred suppliers to leading MNC’s, Regional and Local FMCG brands.[1] The company is India’s Largest Manufacturer of Oleo chemical-based Surfactants and Specialty Care Products for Home Care and Personal Care Industries [2]

1,818
52W: ₹1510 — ₹2750
PE 40 · Book ₹445 · +309% vs book
Market Cap₹6,446 Cr
Stock P/E40Price to Earnings
ROCE14.4%Return on Capital
ROE10.7%Return on Equity
Div. Yield1.21%Face Value ₹10

Weaknesses

  • Company has a low return on equity of 12.7% over last 3 years.

Shareholding Pattern

Promoters70.91%
FIIs3.99%
DIIs13.11%
Public11.99%
CategoryJun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Promoters70.91%70.91%70.91%70.91%70.91%70.92%0.070.91%0.070.91%
FIIs3.87%4.08%0.24.19%0.14.1%0.14.3%0.24.21%0.14.09%0.13.99%0.1
DIIs12.71%12.99%0.312.98%0.012.94%0.012.7%0.212.9%0.213.04%0.113.11%0.1
Public12.51%12%0.511.91%0.112.04%0.112.09%0.111.96%0.111.95%0.011.99%0.0

Financial Statements

MetricDec 2023Mar 2024Jun 2024Sep 2024Dec 2024Mar 2025Jun 2025Sep 2025Dec 2025Mar 2026
Sales673706678782727814874919868928
Expenses594635611696672739798849806849
Operating Profit79716686557576706280
OPM %12%10%10%11%8%9%9%8%7%9%
Net Profit52423665294442462044
EPS ₹14.5511.8510.0218.298.312.4211.8613.035.5612.44

AI Insights

Revenue Trend

Mar 2026 revenue at ₹3,589Cr, up 19.6% YoY. OPM at 8%.

Debt Position

Borrowings at ₹191Cr. Debt-to-equity ratio: 0.12x. Healthy balance sheet.

Capex Cycle

CWIP at ₹177Cr (21% of fixed assets). Significant capex underway — growth runway building.

Institutional Flow

DIIs: 13.11% (+0.47pp change). FIIs: 3.99% (+1.00pp change). Promoters hold 70.91%.

Margin & Efficiency

ROCE declining from 25% (Mar 2015) to 14% (Mar 2026). Working capital days: 46.

Valuation

PE 40x with 14.4% ROCE. Price is 309% above book value of ₹445. Dividend yield: 1.21%.

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