Q2-FY26 · K. Natarajan
This is one of the rare quarters where perhaps all the risks that we had envisaged have played out and continue to do so even into Q3.
GALAXYSURF / language trends
Read confidence between the lines.
Galaxy Surfactants · tone and specificity signals across the available quarters.
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Language signals
What changed in management language.
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Q2-FY26 · K. Natarajan
If I look at Q3, I would like to restrict my listening to Q3 as I even responded earlier to Sanjay. I think I'd be happy if I end Q3 on the same lines as Q2.
Q2-FY26 · K. Natarajan
We are in touch with the customers or they're going slow in terms of their commercializing the projects and pipeline because they too are weary of the impacts that the inflation there would have on their demand.
Q4-FY26 · K. M. K. (Ketwanjen)
The operating environment during the year and particularly the last leg of the final quarter was shaped by series of external disruptions that impacted global supply chains, trade flows and customers auditing behavior.
Q4-FY26 · K. M. K. (Ketwanjen)
Barring any new unforeseen events, we are confident that performance in the coming quarters will improve sequentially.
Q4-FY26 · K. M. K. (Ketwanjen)
If the current scenario continues the way it is, I think we'll also be able to deliver that for the full year. But we all know that the current situation it doesn't give us the luxury of looking beyond one quarter.