Galaxy Surfactants Ltd — earnings calls
2 quarters summarised from transcripts filed with the exchange, every statement cited. Newest first.
Galaxy Surfactants reported its highest ever quarterly EBITDA of INR 252.5 crores for Q1 FY27, with EBITDA per metric ton rising to INR 35,458 from about INR 20,009 a year earlier. Management attributed the improvement to a recovery in India and Rest of World volumes, a richer specialty ingredients mix, easing of US tariff-related disruptions, and disciplined commercial execution despite feedstock volatility linked to developments in West Asia. The company raised its full-year EBITDA per metric ton guidance while maintaining its volume growth guidance for FY27.
Galaxy Surfactants reported Q4 FY26 EBITDA of Rs 122 crore, down from Rs 135 crore in the year-ago quarter, with EBITDA per metric ton at Rs 20,114 versus Rs 21,715 a year earlier. Management attributed the quarter's weakness to West Asia geopolitical disruptions that affected logistics, feedstock availability and customer ordering behavior, particularly impacting the Egypt facility and AMET region volumes, which declined 15% year-on-year. India volumes grew 8% year-on-year and Specialty volumes grew over 27% for the full year, while management said it expects sequential improvement in the coming quarters barring new unforeseen events.