Galaxy Surfactants Limited — Investor Meet, 26-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

Galaxy Surfactants delivered a strong Q4 with consolidated EBITDA at INR135 Cr, up 23% QoQ, and EBITDA/MT rising 24% to INR21,715. FY25 EBITDA remained steady at INR510 Cr. India and AMET volumes were subdued due to high fatty alcohol prices, while Rest of World grew 17% YTD driven by masstige specialties. FY26 volume growth is expected at the lower end of 6-8%, depending on India’s recovery. Innovation includes Galguard Prebiotive and new specialty ingredients targeting global markets. Management is cautious on supply chain volatility but confident in specialty-driven growth and operational efficiency.