Please find attached Investor Presentation for Q4 FY 26
GALAXYSURF · price
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Galaxy Surfactants reported Q4FY26 revenue of Rs 1,315 crore (up 14% YoY) driven by price increases, though EBITDA declined 9.5% YoY to Rs 122 crore due to rising fatty alcohol prices ($2,751/MT vs $2,494/MT year-ago) and geopolitical disruptions. FY26 full-year revenue grew 24% to Rs 5,270 crore, but EBITDA dropped 2.5% to Rs 497 crore and PAT fell 12.3% to Rs 267 crore. Q4 volumes remained flat as Specialty Care growth (high single-digit) offset Performance Surfactants decline. India delivered high single-digit volume growth, but AMET saw mid-teens decline and ROW declined high single-digit due to logistics issues and elevated freight costs. Management attributes margin pressure to West Asia conflict impacts on supply chains but expects sequential improvement through agile pricing and specialty focus.
Margin compression is a concern as raw material costs and geopolitical disruptions weighed on profitability despite revenue growth. Short-term headwinds may keep stock under pressure, though diversified operations and specialty product mix provide long-term resilience.