GALAXYSURF.NSE

Galaxy Surfactants Ltd.

In this briefing: Infosys: The AI-First Services Opportunity- Capturing a $400 Billion Market Exencial Indutry Tiding Aequitas: Indo-MIM Pre-IPO - The Positives - Global-Scale Manufacturing Platform HSIE Results Daily: IPCA Laboratories, IRB Infra, Galaxy Surfactants, Ahluwalia Contracts SignatureGlobal India Ltd - SignatureGlobal’s Leap into Commercial Real Estate 1. Infosys: The AI-First Services Opportunity- Capturing a $400 Billion Market The shift to "Agentic AI" could propel the global economy to $500 trillion , provided companies overhaul business architectures to bridge the current gap between tech progress and realized value. Through the Topaz Fabric , Infosys is deploying over 600 specialized agents and small language models (SLMs) to help 90% of their top clients move from pilots to production. Success requires navigating the " Brownfield " productivity gap, where legacy systems and data silos currently consume 60-80% of IT budgets , hindering the deployment of high-impact AI solutions. 2.

In this briefing: Exencial Indutry Tiding Aequitas: Indo-MIM Pre-IPO - The Positives - Global-Scale Manufacturing Platform HSIE Results Daily: IPCA Laboratories, IRB Infra, Galaxy Surfactants, Ahluwalia Contracts SignatureGlobal India Ltd - SignatureGlobal’s Leap into Commercial Real Estate Axis PUNCH: Greenply Industries Ltd - 17th February, 2026 1. Exencial Indutry Tiding Bajaj Hindusthan Sugar's sales decline by 6.7% in December 2025 quarter Man-Made filaments & fibres industry's sales grow by 15.2% in December 2025 quarter Personal & home care products industry's sales grow by 5.4% in December 2025 quarter 2. Aequitas: Indo-MIM Pre-IPO - The Positives - Global-Scale Manufacturing Platform Indo-MIM Ltd (1666551D IN) (IML) is looking to raise about US$750m in its upcoming India IPO. IML provides end-to-end solutions for the manufacture of precision engineering components using metal injection molding technology. Its capabilities include mold designing and tooling, coupled with finishing and assembly operations.

In this briefing: Primer: CSL (CSL AT) - Feb 2026 Aequitas: Indo-MIM Pre-IPO - The Positives - Global-Scale Manufacturing Platform Primer: Shenzhen Vmax New Energy Lt (688612 CH) - Feb 2026 Oil futures: Crude lower as Iran says 'understanding' reached with US HSIE Results Daily: IPCA Laboratories, IRB Infra, Galaxy Surfactants, Ahluwalia Contracts 1. Primer: CSL (CSL AT) - Feb 2026 CSL is a global biotechnology leader with a dominant position in plasma-derived therapies ( CSL Behring) and a significant presence in the influenza vaccine market ( CSL Seqirus). The recent acquisition of Vifor Pharma has diversified CSL's portfolio into the attractive markets of nephrology and iron deficiency, providing a new avenue for growth. While facing near-term headwinds from policy changes, competitive pressures, and a recent CEO transition, the company's long-term outlook is supported by a strong R&D pipeline, recovering plasma collections, and strategic cost-saving initiatives. This content is AI-generated and displayed for general informational purposes only.

In this briefing: Aequitas: Indo-MIM Pre-IPO - The Positives - Global-Scale Manufacturing Platform HSIE Results Daily: IPCA Laboratories, IRB Infra, Galaxy Surfactants, Ahluwalia Contracts SignatureGlobal India Ltd - SignatureGlobal’s Leap into Commercial Real Estate Axis PUNCH: Greenply Industries Ltd - 17th February, 2026 Ahluwalia Contracts India Ltd - Misses Estimates on Slower Execution; Retain BUY 1. Aequitas: Indo-MIM Pre-IPO - The Positives - Global-Scale Manufacturing Platform Indo-MIM Ltd (1666551D IN) (IML) is looking to raise about US$750m in its upcoming India IPO. IML provides end-to-end solutions for the manufacture of precision engineering components using metal injection molding technology. Its capabilities include mold designing and tooling, coupled with finishing and assembly operations. In this note, we talk about the positive aspects about the company’s historical performance. 2. HSIE Results Daily: IPCA Laboratories, IRB Infra, Galaxy Surfactants, Ahluwalia Contracts IPCA Laboratories: EBITDA growth of 22% YoY was driven by 7% YoY sales growth (India grew 12% YoY), higher GM (+226 bps YoY at 72.5%), and cost controls (staff/SG&A +10%/+4% YoY), causing the margin to expand to 22.7% (+284 bps YoY) IPCA expects (1) overall business to see 10-11% growth in the near term (IPCA standalone growth at 10-12% and Unichem business at 8-9%) (2) India business to outperform IPM growth in the next few years, led by sustained momentum in key therapies (pain, CVS, anti-diabetics, CNS, and derma), looking to in-licensing Semaglutide to participate in India GLP-1 market Content is external broker report sourced from online content aggregator through publicly available sources and is displayed below for general informational purposes only.