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Galaxy Surfactants (GALAXYSURF) Q1 FY26 earnings call highlights resilience amidst headwinds. Consolidated volumes grew 5% YoY and 9% QoQ. EBITDA increased 4.5% YoY to INR 135 Cr, with EBITDA per metric ton maintained at INR 20,000. India saw 3% YoY and 15% QoQ volume growth, while Rest of World surged 16% YoY.
Management noted persistently high feedstock prices and is actively managing raw material price risk. Demand in India shows cautious optimism for H2. Geopolitical issues, especially US tariff uncertainty, impacted North America's Premium Specialty volumes. The company is exploring supply chain adjustments, including leveraging its Egypt facility, to mitigate tariff effects. Despite challenges, innovation continues, and the long-term Vision 2030 strategy focusing on growth and agility remains firmly on course. Capex for FY26/27 is projected at INR 120-150 Cr for regular needs. Management maintains a confident tone in navigating the current environment.