Galaxy Surfactants Limited has informed the Exchange about Investor Presentation
GALAXYSURF · price
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Galaxy Surfactants reported Q3FY26 total revenue of ₹1,334.3 crore, up 27.6% year-on-year, driven by high single-digit growth in Specialty Care Products, though overall volumes stayed flat. EBITDA grew 13% YoY to ₹124.2 crore, with EBITDA per tonne improving to ₹20,156 from ₹17,527, supported by a better product mix and cost controls, but EBITDA margin actually shrank to 9.3% from 10.5%. Profit after tax fell 8.8% YoY to ₹59 crore, hit by a one-time exceptional charge of ₹11.9 crore linked to new labour codes. Regionally, India volumes grew in the mid-single digits, AMET (Africa, Middle East, Turkey) declined sharply in the high teens due to local competition, and the Rest of the World grew mid-single digits led by Latin America and Europe. For 9MFY26, revenue rose 27.7% to ₹3,955.4 crore but PAT slipped 10.5% to ₹205 crore. Management expressed confidence in regaining growth momentum, citing GST reforms, the recent US-India tariff revision, and continued premiumisation of the Specialty portfolio.
A mixed quarter: top-line growth was strong, but margins compressed and bottom-line declined due to the exceptional item. The upbeat management commentary on near-term catalysts (tariff relief, GST tailwinds, premiumisation) may support sentiment, though investors should track margin recovery and the AMET turnaround before turning constructive.