Q2 2026 Galaxy Surfactants Ltd Earnings Call Transcript
Key Points
- Galaxy Surfactants Ltd (NSE:GALAXYSURF) reported a 2% year-on-year growth in consolidated revenues for H1 FY26, driven by double-digit growth in Specialty Care products.
- The company successfully mitigated some volume declines in India by gaining market share with Tier 2 and Tier 3 customers.
- Turkey showed strong performance with double-digit volume growth, partially offsetting slower recovery in Egypt and other AMET markets.
- Latin America and Asia Pacific regions maintained strong growth trajectories, posting double-digit year-on-year gains.
- Galaxy Surfactants Ltd (NSE:GALAXYSURF) is actively working on diversifying its supply chain by shifting some production to its Egypt plant to mitigate the impact of US tariffs.
- The imposition of 50% tariffs by the US on exports from India adversely impacted Galaxy Surfactants Ltd (NSE:GALAXYSURF)'s business, affecting both existing operations and projects in the pipeline.
- Elevated fatty alcohol prices have significantly impacted the company's business, leading to reformulation by customers and a decline in performance surfactants volumes.
- The recent GST rate reduction in India led to inventory adjustments by FMCG players, resulting in softer uptake and subdued volumes for the quarter.
- The AMET region recorded a modest single-digit volume decline quarter-on-quarter and a high single-digit decline year-on-year, primarily due to intensified competition in Egypt.
- North America experienced a decline in demand and margins in the Specialty Care segment due to reciprocal tariffs, impacting overall performance.
Ladies and gentlemen, good day and welcome to the Galaxy Surfactants Limited Q2 H1 FY26 earnings conference call. As a reminder, all the participants' lines will be in the listen-only mode, and there will be an opportunity for you to ask questions after the presentation concludes. (Operator Instructions)
Please note that this conference is been recorded. This conference call may contain forward-looking statements about the company which are based on the beliefs, opinions, and expectations of the company as on the date of this call. These statements are not guarantees the future performance and involves risks and uncertainties that are difficult to predict.
I now hand the conference over to Mr. M.K. Natarajan. Please go ahead.
Hi, Good morning. This is KK Natarajan here. Good morning, ladies and gentlemen. Thank you all for joining our second quarter earnings call of financial year '25-'26. If Q1 was about resilience laced with optimism, Q2 has been about navigating
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