Galaxy Surfactants Limited has informed the Exchange about Transcript
GALAXYSURF · price
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Galaxy Surfactants reported Q4 FY '26 EBITDA of INR 122 crores (down from INR 135 crores in Q4 FY '25), with EBITDA per metric ton at INR 20,114. India volumes grew 8% YoY (3% performance + 27% specialty), while AMET region declined 15% due to supply chain disruptions from the West Asia war affecting Egypt facility logistics. Americas showed improvement post tariff reversals with specialty pipeline reinitiation. The company guided Q1 FY '27 volumes at the higher end of 6%-8% range and EBITDA per metric ton at INR 21,000. Management acknowledged raw material prices have increased significantly across feedstocks, requiring repricing with customers. Strategy 2030 targets specialty mix at 60-40% to 65-35% by 2030-31, with INR 25,000 per metric ton target backloaded to later years.
Near-term headwinds from geopolitical disruptions and raw material inflation weigh on margins, but Q1 guidance suggests sequential improvement. The specialty segment momentum in Americas and India growth provide optimism, though management cautioned visibility beyond Q1 given the uncertain macro environment.