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Investor Presentation

Galaxy Surfactants Investor Presentation: Key Takeaways

Galaxy Surfactants delivered a strong Q1FY27 performance with consolidated revenue growing 39.4% YoY and EBITDA surging 86.9%. Growth was driven by a return to double-digit volumes in India and Specialty Care recovery.

Highlights
Revenue growth39.4% YoY; 35.5% QoQ
MarginsEBITDA Margin expanded to 14.1% from 10.5% YoY.
Demand visibilityEncouraging recovery in customer demand and Specialty Care momentum.
Management confidenceHigh; citing recovery in demand and strong India momentum.

Growth

Revenue rose 39.4% YoY to ₹1,781.9 Cr. PAT increased 108.7% YoY to ₹165.9 Cr. Volumes grew mid-single digits overall.

Outlook

Management aims for sustainable long-term growth through disciplined execution and customer-centricity. EBITDA/MT improved to ₹35,458, driven by Specialty Care mix.

Risks

Volatile raw material prices (fatty alcohol, petrochemicals) and geopolitical disruptions in West Asia impacting AMET region performance.

Last quarter's promises, checked

Delivered

  • Q1 Volume Growth Guide 6-8% → delivered ~10% (India) / mid-single overall (= BEAT)
  • Q1 EBITDA/MT Guide ₹19,000-21,000 → delivered ₹35,458 (= BEAT)
  • AMET Recovery Guide (sequential improvement) → delivered high-teen sequential recovery (= BEAT)

Partly delivered

  • Specialty Mix Guide 35-40% → delivered improvement via mix but not specific % (= PARTIAL)
Source

Investor Presentation filed with BSE, NSE: GALAXYSURF. Summary written with AI assistance from the document.

Read the document ↗

Galaxy Surfactants Ltd: key numbers

Share price
₹2,261.30
Market cap
₹8,020 Cr
Revenue (annual)
₹5,248 Cr
Net profit (annual)
₹267.4 Cr
P/E (TTM)
22.7×Sector 37.5×
Promoter holding
70.90%+0.00% QoQ
FII holding
3.81%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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18:02 IST BSE
Financial Results

Galaxy Surfactants Q1 FY27 Results: Net Profit ₹165.9 Cr, Up 108.7% YoY

Galaxy Surfactants Ltd reported revenue from operations of ₹1,782 Cr (+39.4% YoY) and net profit of ₹165.9 Cr (+108.7% YoY) for Q1 FY27.

Key figure
Net profit ₹165.9 Cr · +108.7% YoY