Galaxy Surfactants Limited has informed the Exchange about Investor Presentation
GALAXYSURF · price
▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.
Awaiting price reaction for this filing.
Galaxy Surfactants reported Q1FY26 results with total revenue up 31.6% year-on-year to ₹1,289.2 crore, but profitability came under pressure. EBITDA grew only 4.3% YoY to ₹135.1 crore and PAT was nearly flat at ₹79.5 crore, with EBITDA margin contracting sharply from 13.2% to 10.5%. The margin squeeze was driven by a sharp rise in fatty alcohol prices to $2,723/MT versus $1,548/MT a year ago. Volumes grew 5% YoY with the ROW region (LATAM and APAC) posting 16% growth, while India and AMET remained flat YoY. The company reaffirmed its Vision 2030 targets of 2.5x EBITDA, 2x volumes, and 22%+ ROCE. EPS for the quarter stood at ₹22.42 versus ₹22.48 in Q1FY25.
Strong top-line growth is being eroded by raw material cost inflation, with margins at a multi-year low — this is a near-term concern for shareholders. Recovery hinges on price pass-through, easing of fatty alcohol costs, and the anticipated pickup in India and AMET volumes over coming quarters.