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
Conference Call with Galaxy Surfactants Management and Analysts on Q3FY25 Performance and Outlook. Listen to the full earnings transcript.
Specialty Chemicals company Galaxy Surfactants announced Q3FY25 results Total Revenue: Rs 1,045.7 crore compared to Rs 946.9 crore during Q3FY24, change 10.4%. EBITDA: Rs 109.5 crore compared to Rs 118.9 crore during Q3FY24, change -7.8%. EBITDA margin: 10.5% for Q3FY25. PAT: Rs 64.6 crore compared to Rs 71.4 crore during Q3FY24, change -9.5%. PAT margin: 6.2% for Q3FY25. K. Natarajan, Managing Director, Galaxy Surfactants, said: “Q3FY25 has been a slow quarter for us primarily impacted by the slowdown in India. While the festive season failed to reignite demand in India, an improving supply chain scenario supported by a stable inflationary environment ensured QoQ improvement in our AMET Volumes. Despite seasonal holidays, demand momentum remained strong in ROW markets. At first glance, the quarter may appear weak, due to the decline in EBITDA/MT, which stood at Rs 19,269/MT for 9MFY25. However, multiple steps have been taken to ensure improvement going ahead. From new product launches to pick up in premium specialties, we strongly believe the groundwork laid over the last 2 years will yield positive results. While Q4FY25 mayremain muted given India's cyclical slowdown, there is a strong probability of demand improving from Q1FY26. Despite the current pessimism, we remain confident this is a blip and that the structural growth story remains intact” Result PDF