Specialty Chemicals company Neogen Chemicals announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Revenues stood at Rs 203 crore, reflecting a YoY growth of 2%. EBITDA came in at Rs 36 crore, marking a 2% increase compared to the previous year. Profit Before Tax (PBT) was Rs 18 crore, showing a decline of 21% YoY. Adjusted Profit Before Tax amounted to Rs 4 crore, representing a sharp drop of 84% YoY. Profit After Tax (PAT) stood at Rs 2 crore, down by 86% YoY. FY25 Financial Highlights: Revenues were Rs 778 crore, reflecting a YoY growth of 13%. EBITDA amounted to Rs 136 crore, up by 24% YoY. Profit Before Tax (PBT) was Rs 64 crore, showing an increase of 22% YoY. Adjusted Profit Before Tax stood at Rs 50 crore, marking a decline of 5% YoY. Profit After Tax (PAT) came in at Rs 35 crore, down by 2% YoY. Commenting on the Q4FY25 performance, Haridas Kanani, Chairman & Managing Director, Neogen Chemicals said: "We have closed FY25 on a strong note, achieving 13% revenue growth & 24% improvement in EBITDA. We accomplished this against a difficult & challenging global industry backdrop. This led to weak pricing, despite some pockets of domestic demand resilience. In addition, our Dahej plant was not fully operational towards the end of Q4 due to the fire incident. Our solid performance was a result of our ability to swiftly adapt to a challenging environment by strategically pivoting towards product applications that had favorable demand. Concerning the recent fire incident at our Dahej plant, I would like to reassure all our stakeholders that this is just a temporary setback. With our dedicated team and unwavering resolve, we are confident we will not only overcome the setback but emerge stronger and more efficient. In fact, we have already begun construction of another plant at an adjacent location at the same site which will replace the existing plant. We are making strong progress on the Neogen Ionics' Lithium Salts and Electrolytes project. As several domestic battery manufacturers are set to commence production in FY26, boosting demand for battery materials, we are also on track to commission, by the end of FY26, our greenfield Battery Materials facility, using MUIS technology. While FY25 was a challenging year, the road ahead looks promising. Neogen Chemicals is well poised to leverage its expertise across multiple chemistries to drive sustained growth going forward. In addition to actively focusing on higher-value specialty chemicals, significant contribution from upcoming lithium-ion battery materials segment will further diversify our revenue streams and accelerate our growth trajectory.” Result PDF
Conference Call with Galaxy Surfactants Ltd. Management and Analysts on Q4FY25 & Full Year Performance and Outlook. Listen to the full earnings transcript.
Specialty Chemicals company Galaxy Surfactants announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Total Revenue stood at Rs 1,152.7 crore compared to Rs 952.9 crore in Q4FY24, registering a growth of 21.0%. EBITDA was Rs 134.7 crore compared to Rs 125.6 crore in Q4FY24, recording an increase of 7.3%. EBITDA Margin was 11.7% compared to 13.2% in Q4FY24, reflecting a decline. PAT stood at Rs 75.9 crore compared to Rs 77.5 crore in Q4FY24, showing a decrease of 2.1%. PAT Margin was 6.6% compared to 8.1% in Q4FY24, indicating a decline. FY25 Financial Highlights: Total Revenue was Rs 4,249.5 crore compared to Rs 3,829.8 crore in FY24, marking an increase of 11.0%. EBITDA stood at Rs 510.0 crore compared to Rs 497.7 crore in FY24, reflecting a growth of 2.5%. EBITDA Margin was 12.0% compared to 13.0% in FY24, showing a decline. PAT stood at Rs 304.9 crore compared to Rs 301.5 crore in FY24, registering an increase of 1.1%. PAT Margin was 7.2% compared to 7.9% in FY24, indicating a decrease. Commenting on the performance K. Natarajan, Managing Director, Galaxy Surfactants, “Q4FY25 has been mixed quarter for us,, with India continuing to face headwinds. The anticipated recovery in demand remained elusive, impacted by the lingering effects of the previous quarter’s slowdown and a sharp rise in fatty alcohol prices from Q2 onwards. The AMET region also remained flat. However, early signs of stabilization in demand and easing supply chain constraints make us cautiously optimistic. We are proactively strengthening our presence to capture emerging opportunities as the region stabilizes. ROW continued to be the bright spot and delivered a strong performance for Q4 and FY25. This reflects our strategic focus on expanding our global footprint and meeting the growing demand for masstige specialties, particularly in Europe, APAC, North America, and Latin America. We registered volume growth of 9% and 17% for Q4FY25 and FY25, respectively. Key Highlights for Q4FY25 were EBITDA/MT stood at Rs 21,715, marking a 24% increase on QoQ. For FY25, EBITDA/MT stood at Rs 19,868, broadly in line with FY24 levels. Despite market volatility, this reflects our continued focus on operational efficiency and cost optimisation. For India, encouraging macro indicators ahead, such as easing inflation, declining interest rates, and supportive fiscal measures,set the stage for a potential revival. On the supply side, fatty alcohol prices are expected to remain elevated for at least one more quarter. International logistics continue to face disruptions due to factors like the postponement of reciprocal tariffs by the USA and Congestion in key regions such as Europe, China, and Southeast Asia, which is impacting both export and import shipments. Despite these ongoing challenges, we are actively working to mitigate the impact on our operations by, engaging with multiple suppliers, and exploring alternative sourcing options. We remain committed to navigating this dynamic environment with agility and resilience, ensuring we continue delivering value to our stakeholders.” Result PDF
Personal Products company S H Kelkar & Company announced Q4FY25 & FY25 results Q4FY25 Financial Highlights: Revenues from operations at Rs 567.4 crore as against Rs 513.3 crore, up by 10.5% EBITDA at Rs 78.4 crore as against Rs 89.5 crore, lower by 12.4% EBITDA margin at 13.9% as against 17.5% Adj. PBT stood at Rs 37.7 crore as against Rs 58.8 crore, lower by 36.0% Cash profit at Rs 51.1 crore as against Rs 55.9 crore, down by 8.7% FY25 Financial Highlights: Revenues from operations at Rs 2,123.4 crore as against Rs 1,840,8 crore, up by 15.4% EBITDA at Rs 316.9 crore as against Rs 303.3 crore, higher by 4.5% EBITDA margin at 15.0% as against 16.5% Adj. PBT stood at Rs 176.7 crore as against Rs 183.3 crore, lower by 3.6% Cash profit at Rs 224.1 crore as against Rs 208.5 crore, up by 7.5% Commenting on the performance, Kedar Vaze, Whole Time Director and Group CEO at SH Kelkar and Company said, “We are pleased with our performance for the year, having delivered a strong 15% revenue growth. This was driven by sustained demand across segments, with notable traction in the domestic market for both the Fragrance and Flavour divisions. Our core European business also continued to perform well, reinforcing our position in key international markets. Improving raw material availability, together with calibrated price hikes, is expected to enable gradual margin recovery. Meanwhile, incremental costs associated with our growth-led initiatives have begun to stabilise, positioning us well to benefit from operating leverage going forward. On April 2, 2025, we received an interim payment of Rs 95 crore from our insurer as an on account interim relief for the fire-related claim. This inflow will support working capital requirements and further strengthen our balance sheet. Looking ahead, we remain committed to leveraging our expanded capabilities, including the ramp-up of our Creative Development Centres (CDCs) in Germany and the UK. These centres, supported by experienced perfumers, are deepening market understanding, driving innovation, and anchoring long-term growth. With these strategic levers in place, we are confident in our ability to capture emerging opportunities across domestic and global markets and deliver sustainable growth for all stakeholders.” Result PDF