GALAXYSURFNSEGalaxy Surfactants LimitedMediumNeutral
Announced Fri, 16 May · 22:23 IST

Galaxy Surfactants Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin PressureInvestor Communications View source PDF

GALAXYSURF · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

Galaxy Surfactants reported FY25 consolidated revenue of ₹4,249.5 cr (+11% YoY), EBITDA of ₹510 cr (+2.5% YoY) and PAT of ₹304.9 cr (+1.1% YoY). EBITDA margin contracted to 12.0% from 13.0% in FY24 as fatty alcohol prices more than doubled YoY, hurting realisations. Q4FY25 revenue grew 21% YoY to ₹1,152.7 cr, with EBITDA at ₹134.7 cr (+7.3%) and PAT at ₹75.9 cr (-2.1%). EBITDA/MT improved 24% QoQ to ₹21,715 in Q4FY25, signalling some sequential recovery. India and AMET volumes were flat, while ROW posted record quarterly volumes with high double-digit growth. The company remains virtually debt-free at 0.1x D/E, though RoE moderated to 12.9% and RoCE to 16.0%.

Likely market impact

Despite decent top-line growth, the steep rise in fatty alcohol feedstock costs squeezed margins and kept profit growth muted, which may weigh on near-term sentiment. However, the QoQ jump in EBITDA/MT and strong ROW performance suggest margin pressure could ease as input costs stabilise, offering potential support for the stock.