Global Surfaces Limited — PPTs, 11-08-2026: Investor Presentation

Here's a concise, retail-friendly summary of the investor presentation for Global Surfaces (GSL):

**Global Surfaces (GSL) Q1 FY27 Insights:**

1. **Business Performance:** Global Surfaces reported Q1 FY27 revenue of ₹65.4 Cr, down 12.2% YoY but up 44.1% QoQ. Profit After Tax (PAT) turned positive at ₹0.06 Cr, improving from a ₹0.6 Cr loss last year. Engineered Stones were the core, contributing 98% of revenue. The company discontinued natural stone operations from March 31, 2026. Exports remain significant, making up 95% of FY26 revenue.

2. **Growth Drivers & Strategy:** Key strategies include capitalizing on rising demand for durable surfaces and expanding in export markets, especially given tariffs on Chinese quartz. The successful ramp-up of UAE operations is a major growth driver, now being the largest revenue contributor, alongside strengthening domestic market presence.

3. **Recent Developments:** GSL secured exclusive technology licenses for "Marquartz," a premium engineered quartz product featuring patented vein technology, enhancing its product portfolio and market position. Operational resilience was maintained despite geopolitical disruptions, supported by cost management.

4. **Key Financial Metrics:** Q1 FY27 EBITDA grew 3.8% YoY to ₹8.3 Cr, with margins improving to 12.69%. Diluted EPS stood at ₹0.04. The company achieved consolidated break-even.

5. **Management Commentary/Outlook:** Management highlights improved performance driven by the strong show from UAE operations and sustained profitability in the India business. Future focus remains on leveraging operational efficiencies and proactive expense optimization.