The report says Galaxy Surfactants' Q2 EBITDA/APAT were above estimates aided by a new Unilever framework agreement and a BASF-related market opportunity, maintaining ADD with TP INR2,775.
Read this note →Galaxy Surfactants Limited
NSE GALAXYSURF BSE 540935 INE600K01018
0 filings · 0 analysed
Prices from Yahoo Finance, NSE close, delayed — indicative only, not for dealing.
Targets, and what happened next
What each house published, and where the price has gone since. Orivam issues no calls of its own and takes no view on these.
| House | Published | Call | Entry | Target | Now | Progress | Standing |
|---|---|---|---|---|---|---|---|
| HDFC Securities | 14 Oct 2026, 15:45 | long | 2,609.30 | 2,775.00 | 2,179.10 | -100% | open by 2027-10-14 |
Deadlines: 0 stated by the house, the rest set by Orivam’s convention — ten trading days for a technical call, twelve months for a price target. A target with no date cannot be judged, so one has to be chosen.
What the desks said
The report expects per-unit EBITDA to fall to INR 24.5/kg from INR 35.0/kg in Q1 despite 32.8% YoY revenue growth.
Read this note →The note says Galaxy Surfactants is entering a structurally stronger growth phase, with HSIE forecasting revenue/EBITDA/APAT CAGR of 10/14/20% over FY26-FY29E and RoE improving 306bps to 13.5% in FY29, aided by the Unilever strategic framework agreement and volumes freed up by BASF's Dahej sulfation plant closure, with the stock trading at 21.7/21.2/18.9x FY27/28/29E EPS versus an 8-year average 1-year forward PE of ~27x.
Read this note →Announcement timeline
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