Galaxy Surfactants Q4 FY26 Earnings Call Transcript

Galaxy Surfactants reported Q4 FY26 EBITDA of INR122 crore, down from INR135 crore YoY, with EBITDA per metric ton at INR20,114.
Management cited significant supply chain disruptions from the West Asia war, impacting logistics, feedstock availability, and customer ordering behavior, particularly in AMET and RoW regions.
India volumes grew 8% YoY driven by 27% growth in specialty products, while AMET volumes declined 15% and RoW declined 7% in Q4.
Provided Q1 FY27 guidance at higher end of 6-8% volume growth and INR19,000-21,000 EBITDA per metric ton, contingent on no further geopolitical deterioration.