Galaxy Surfactants

Galaxy Surfactants reported Q4 FY26 EBITDA of ₹122 croreCurrent reported value: ₹122 crore. No comparable prior figure is available in the source record., down ~10% YoY, impacted by West Asia war disruptions, raw material inflation, and logistics bottlenecks. India volumes grew 8% YoYCurrent 8% YoY. Reported change: +8% YoY. driven by specialty (+27%Current 27%. Reported change: +27% YoY. YoY) and D2C accounts, while AMET volumes fell 15% due to supply constraints. The US business showed recovery post tariff reversals, with specialty pipeline reinitiated. Management guided Q1 FY27 volume growth at the higher end of 6-8%Current 6-8%. Reported change: +8% YoY. and EBITDA per metric ton at ₹19,000-21,000Current reported value: ₹19,000-21,000. No comparable prior figure is available in the source record., contingent on stable geopolitics. Key risks include demand destruction from energy-driven inflation and potential grammage cuts by customers. The company remains confident of sequential improvement but refrained from full-year guidance due to uncertainty.