Galaxy Surfactants Limited — Investor Meet, 21-05-2026: Analysts/Institutional Investor Meet/Con. Call Updates

Galaxy Surfactants reported Q4 FY26 EBITDA at ₹122 Cr (vs ₹135 Cr YoY), with EBITDA per metric ton at ₹20,114. Full-year FY26 EBITDA per metric ton was ₹19,000. India volumes grew 8% in Q4, led by specialty. AMET declined 15% due to supply disruptions, while RoW saw a 7% Q4 dip, growing 4% for the full year. US specialty pipeline is reinitiating post tariff reversals. Management expects Q1 FY27 volume growth at the higher end of 6-8% and EBITDA per metric ton at the higher end of ₹19,000-₹21,000, driven by India's robust demand and US recovery. The company is navigating geopolitical impacts on supply chains and raw material costs through effective pass-throughs and cost control, maintaining a cautious yet confident outlook.