GALAXYSURFNSENovember 9, 2022

Galaxy Surfactants Limited

5,188words
4turns
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Key numbers — 40 extracted
rs,
ai – 400 051 Scrip Symbol: GALAXYSURF BSE Limited, Listing Department, Phiroze Jeejeebhoy Towers, Dalal Street, Mumbai- 400001 Scrip Code: 540935 Sub: Investor presentation on the unaudited fin
40%
management remains the key prerogative 4 Q2 & H1 FY23 Consolidated Highlights Total Revenue^ +40% 1,233 882 EBITDA +75% PAT +100% Rs. In Crores 133 84 76 42 Q2FY22 Q2FY23 Q2FY22 Q2FY
75%
ey prerogative 4 Q2 & H1 FY23 Consolidated Highlights Total Revenue^ +40% 1,233 882 EBITDA +75% PAT +100% Rs. In Crores 133 84 76 42 Q2FY22 Q2FY23 Q2FY22 Q2FY23 Q2FY22 Q2FY23 Total
100%
ive 4 Q2 & H1 FY23 Consolidated Highlights Total Revenue^ +40% 1,233 882 EBITDA +75% PAT +100% Rs. In Crores 133 84 76 42 Q2FY22 Q2FY23 Q2FY22 Q2FY23 Q2FY22 Q2FY23 Total Revenue^ +3
39%
% Rs. In Crores 133 84 76 42 Q2FY22 Q2FY23 Q2FY22 Q2FY23 Q2FY22 Q2FY23 Total Revenue^ +39% 2,390 1,713 EBITDA +48% PAT +55% 279 184 189 119 H1FY22 H1FY23 H1FY22 H1FY23 H1FY22
48%
6 42 Q2FY22 Q2FY23 Q2FY22 Q2FY23 Q2FY22 Q2FY23 Total Revenue^ +39% 2,390 1,713 EBITDA +48% PAT +55% 279 184 189 119 H1FY22 H1FY23 H1FY22 H1FY23 H1FY22 H1FY23 ^Includes other Inc
55%
22 Q2FY23 Q2FY22 Q2FY23 Q2FY22 Q2FY23 Total Revenue^ +39% 2,390 1,713 EBITDA +48% PAT +55% 279 184 189 119 H1FY22 H1FY23 H1FY22 H1FY23 H1FY22 H1FY23 ^Includes other Income 5 Vol
8.5%
i l h g i H e m u o V l Q2FY22 Q2FY23 Q2FY22 Q2FY23 Q2FY22 Q2FY23 India Market grew YoY by 8.5% Africa Middle East Turkey de-grew YoY by 16.8% Rest of the World grew YoY by 13.6% 6 Volume:
16.8%
22 Q2FY23 Q2FY22 Q2FY23 India Market grew YoY by 8.5% Africa Middle East Turkey de-grew YoY by 16.8% Rest of the World grew YoY by 13.6% 6 Volume: H1FY23 Highlights Performance Surfactants Sp
13.6%
ket grew YoY by 8.5% Africa Middle East Turkey de-grew YoY by 16.8% Rest of the World grew YoY by 13.6% 6 Volume: H1FY23 Highlights Performance Surfactants Specialty Care Products Total Volume
5.5%
i l h g i H e m u o V l H1FY22 H1FY23 H1FY22 H1FY23 H1FY22 H1FY23 India Market grew YoY by 5.5% Africa Middle East Turkey de-grew YoY by 19.0% Rest of the World grew YoY by 3.6% 7 Q2 &H1 F
19.0%
22 H1FY23 H1FY22 H1FY23 India Market grew YoY by 5.5% Africa Middle East Turkey de-grew YoY by 19.0% Rest of the World grew YoY by 3.6% 7 Q2 &H1 FY23 Consolidated Highlights Performance Surfact
Guidance — 2 items
Communication Address
opening
No offering of securities of the Company will be made except by means of a statutory offering document containing detailed information about the Company.
Cash Flow From Operating Activities
opening
16th October, 2021 37 Along with Guidance of Senior Board Members Mr.
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Risks & concerns — 6 flagged
Significant decline in freight rates, raw material prices, and improved availability vis-à-vis H1FY22 aids performance Inflationary pressures adversely impact demand for mass and masstige categories in AMET.
Communication Address
Slowdown in Europe impacts specialty volumes India remains resilient.
Communication Address
Demand for mass and masstige categories remained stable in H1FY23 Pricing, Product Mix and Exchange Gain ensure EBITDA/MT stays well above the guided range While supply scenario continues to improve, global demand scenario remains uncertain.
Communication Address
Given the volatility, risk management remains the key prerogative 4 Q2 & H1 FY23 Consolidated Highlights Total Revenue^ +40% 1,233 882 EBITDA +75% PAT +100% Rs.
Communication Address
35 Corporate Governance Governance Structure Shareholders Board of Directors Audit Committee Nomination & Remuneration Committee Stakeholder’s Relationship Committee Corporate Social Responsibility Committee Risk Management Committee Management Team Organization 36 Management Team on Board Mr.
Cash Flow From Operating Activities
Fatty Alcohol Prices (USD / MT) INR / USD Prices LA Price USDINR 3,000 2,600 2,200 1,800 1,400 1,000 84.00 80.00 76.00 72.00 68.00 LA Price USDINR … through Robust Risk Management Practices Source: Market Prices – ICIS – LOR Source: RBI 44 Our Performance Highlights Revenue^ (Rs.
Cash Flow From Operating Activities
Speaking time
Cash Flow From Operating Activities
2
Communication Address
1
Investor Relations Advisors
1
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Opening remarks
Communication Address
Rupa Solitaire, Ground Floor, Unit no. 8, 12A and 14 Millennium Business Park, Mahape, Navi Mumbai, 400 710 Ph: +91-22-33063700 Galaxy Surfactants Limited Regd. Office: C-49/2, TTC Industrial Area, Pawne, Navi Mumbai-400 703, India CIN: L39877MH1986PLC039877 Ph: +91-22-27616666 Fax : +91-22-27615883/ 27615886 e-mail : galaxy@galaxysurfactants.com Website: www.galaxysurfactants.com Galaxy Surfactants Limited Investor Presentation - November 2022 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 informa
Cash Flow From Operating Activities
Profit After Tax Operating Profit before working Capital changes Net cash flows generated from/(used) in Operating Activities (A) Net cash flows generated from/(used) in Investing Activities (B) Net cash flows generated from/(used) in Financing Activities (C) Net Increase/(Decrease) in cash and cash equivalents (A+B+C) Opening cash and cash equivalents Effects of exchange rate changes on the balance of cash and cash equivalents held in foreign currencies Closing cash and cash equivalents Sep'22 Sep'21 184.2 275.5 112.0 -71.0 -39.7 1.3 63.8 4.0 69.1 118.8 183.5 -25.1 -13.2 66.0 27.7 81.5 1.2 110.4 11 Standalone Profit & Loss Statement Particulars (Rs. In Crores) Q2FY23 Q2FY22 Net Revenue from Operations Other Income Total Revenue Cost of Material Consumed Employee's Benefits Expense Other Expenses EBITDA EBITDA Margin Depreciation EBIT Finance cost PBT Tax expense PAT PAT Margin Other Comprehensive Income Total Comprehensive Income EPS As per Ind AS 864.8 -1.9 862.9 660.1 35.1 89.2 78.5
Cash Flow From Operating Activities
Profit After Tax Operating Profit before working Capital changes Net cash flows generated from/(used) in Operating Activities (A) Net cash flows generated from/(used) in Investing Activities (B) Net cash flows generated from/(used) in Financing Activities (C) Net Increase/(Decrease) in cash and cash equivalents (A+B+C) Opening cash and cash equivalents Effects of exchange rate changes on the balance of cash and cash equivalents held in foreign currencies Closing cash and cash equivalents Sep'22 Sep'21 92.0 158.3 103.8 -43.7 -61.9 -1.8 8.2 0.0 6.4 66.8 107.8 18.7 -43.7 16.6 -8.5 11.9 0.0 3.5 14 Business Overview 15 Truly Indian MNC… Leading manufacturer of Ingredient for Home & Personal care Industry (HPC) Product applications across Mass, Masstige & Prestige range of Customers Preferred supplier to leading Multinational, Regional & Local FMCG Brands Brand Custodian Globally Recognized Integrated Across Full Value Chain of HPC Industry Advanced portfolio of Innovative Products & Solutio
Investor Relations Advisors
CIN No: L39877MH1986PLC039877 CIN - U74140MH2010PTC204285 Mr. Paritosh Srivastava Email: Paritosh.Srivastava@galaxysurfactants.com www.galaxysurfactants.com Mr. Rahul Agarwal / Mr. Mandar Chavan rahul.agarwal@sgapl.net / mandar.chavan@sgapl.net +91 98214 38864 / +91 96993 82195 www.sgapl.net 47
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