Q1 2026 Galaxy Surfactants Ltd Earnings Call Transcript
Key Points
- Galaxy Surfactants Ltd (NSE:GALAXYSURF) reported a 5% year-on-year increase in consolidated volumes, with a 9% growth quarter-on-quarter.
- The company's EBITDA grew by 4.5% year-on-year, reaching INR135 crores compared to INR129 crores in the previous year.
- The rest of the world segment showed significant growth, with a 62% year-on-year increase, driven by LATAM and APAC regions.
- Galaxy Hearth Biosurf received the Best Innovation in Homecare Segment, Platinum Award, highlighting the company's focus on innovation.
- The company is actively preparing for potential changes in customer formulations due to high feedstock prices, showcasing operational agility.
- The AMET region, including Egypt and Turkey, experienced flat year-on-year volumes, with ongoing geopolitical and economic challenges.
- North American premium specialty customers are cautious due to evolving tariffs, impacting order volumes.
- Supply chain issues, including longer lead times and congestion in Europe, China, and Southeast Asia, are affecting shipments.
- Raw material availability was tight in Q1 due to disruptions at a key supplier in Southeast Asia, with feedstock prices expected to remain elevated.
- The company's EBITDA per metric ton remained flat compared to the previous year, indicating challenges in maintaining profitability amid rising costs.
Ladies and gentlemen, good day and welcome to the Galaxy Surfactants Limited Q1 FY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to Mr. K. Natarajan, Managing Director of Galaxy Surfactants Limited. Thank you, and over to you, sir.
Thank you. Very good afternoon, ladies and gentlemen. Thank you for joining our first earnings call of financial year 2025, '26. I'm pleased to share our results and business performance for the first quarter of this financial year.
Today's narrative carries the same cadence we left you with in the call that we had for Q4 '24, '25, resilience laced with optimism.
Let me begin with the headline. Our consolidated volumes rose 5% year on year and 9% quarter on quarter, an outcome that was evenly distributed between our performance and specialty segments. Our EBITDA grew at same levels as volumes by close to 4.5% year on year at INR135 crores versus INR129
| Access to All Earning Calls and Stock Analysis | |
| 30-Year Financial on one screen | |
| All-in-one Stock Screener with unlimited filters | |
| Customizable Stock Dashboard | |
| Real Time Insider Trading Transactions | |
| 8,000+ Institutional investors’ 13F holdings | |
| Powerful Excel Add-in and Google sheets Add-on | |
| All data downloadable | |
| Quick customer support | |
| And much more... |
Trustpilot
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
