Galaxy Surfactants Limited has informed the Exchange about Transcript
GALAXYSURF · price
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Galaxy Surfactants held its Capital Market Day 2025 where management outlined its Vision 2030 roadmap. Key targets include doubling volumes, growing EBITDA by 2.5 times (implying a 20% CAGR from FY25 to FY30), and delivering ROCE of 22% or more. The company will expand from its core rinse-off segments (bath, shower, hair care, oral care) into the larger $256 billion leave-on market covering skin care, sun care, and cosmetics. Five growth levers were highlighted: premiumization and penetration, new categories (beauty and wellness), D2C brands and private labels, sustainability and clean beauty, and partnerships, JVs, and acquisitions. Management is targeting EBITDA per metric ton of Rs 25,000 by 2030 and plans annual R&D spend of around Rs 200 crore (about 2% of revenues). The addressable market for Galaxy is estimated at $30 billion within a $42 billion global personal care ingredients market.
This is a positive strategic update providing investors with multi-year growth and return targets through 2030. The EBITDA CAGR guidance of 20% and ROCE target of 22%+ should be viewed as constructive forward-looking signals, though execution in new categories like leave-on products and entry into Americas and Europe will be key to monitor in coming quarters.