Specialty Chemicals company Galaxy Surfactants announced Q1FY26 results Total Revenue: Rs 1,289.2 crore compared to Rs 979.5 crore during Q1FY25, change 31.6%. EBITDA: Rs 135.1 crore compared to Rs 129.5 crore during Q1FY25, change 4.3% EBITDA Margin: 10.5% for Q1FY26. PAT: Rs 79.5 crore compared to Rs 79.7 crore during Q1FY25, change -0.3%. PAT Margin: 6.2% for Q1FY26. K. Natarajan, Managing Director, Galaxy Surfactants, said: “Q1FY26 Volume grew at 5% YoY and nearly double-digit sequential growth across both performance and speciality care segments, reflecting a sign of improvement across all regions. India’s domestic performance reflects a market in transition and evolution, with flat YoY and double-digit QoQ volume growth. Strategic product adjustments in response to multinational shifts, coupled with favourable macro factors such as a good monsoon, rate cuts, and rural stimulus, support a cautiously optimistic outlook. In AMET, while Egypt and Turkey faced headwinds, resilience in the Gulf and Sub-Saharan markets helped maintain momentum. Our supply chains adapted swiftly despite geopolitical tensions, ensuring continuity and responsiveness. ROW region led growth with a strong 16% YoY increase, driven by LATAM and APAC, while Europe delivered a richer product mix aligned with our Vision 2030. Supply-side challenges persisted with tight raw material availability and regional congestion, but price pass-through mechanisms and inventory vigilance helped mitigate the impact. As we reaffirm our long-term strategy, we remain focused on innovation, agility, and sustainability, confident in our ability to navigate current complexities and deliver enduring value to all stakeholders.” 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