Galaxy Surfactants shares hit 20% upper circuit as Q1 profit more than doubles YoY to Rs 166 crore

Galaxy Surfactants shares hit a 20% upper circuit at Rs 2,505.60 on the BSE on Friday after the home and personal care specialty chemicals maker reported a strong Q1FY27 performance, with record quarterly operational earnings and more than doubling of net profit.

The company reported a consolidated net profit of Rs 165.9 crore for the quarter ended June 30, 2026, up 108.7% from Rs 79.5 crore in the year-ago period. Net profit also surged 165.8% from Rs 62.4 crore in Q4FY26. Revenue from operations rose 38.5% year-on-year to Rs 1,785.2 crore and 35.8% sequentially.

Operating performance set a new milestone for the company. Galaxy Surfactants achieved its highest-ever quarterly EBITDA of Rs 252.5 crore, up 86.9% year-on-year from RS 135.1 crore and rising 107.1% sequentially.

Operating profit margin broadened to 14.1% during the quarter, compared to 10.5% in Q1FY26. Operational efficiency was also evident in its unit economics, as EBITDA per metric tonne jumped to approximately RS 35,458 per MT, compared to RS 20,009 per MT in the same period last year.

The company delivered mid-single-digit year-on-year volume growth overall. India led the recovery, returning to low double-digit growth, while the Rest of the World (ROW) segment maintained mid-single-digit volume expansion. By product vertical, performance surfactants generated Rs 1,178.7 crore in revenue, while speciality care contributed Rs 603.2 crore. Both segments recorded mid-single-digit volume growth year-on-year.

Despite supply chain headwinds and geopolitical developments in West Asia, volumes in the Africa, Middle East, and Turkey (AMET) market declined only in low single digits year-on-year and staged a strong sequential recovery. Management attributed the overall quarterly gains to a better product mix, higher contributions from specialty care products, disciplined pricing actions, and demand recovery among Tier-1 FMCG clients.

Galaxy Surfactants Growth Outlook

Managing Director K. Natarajan highlighted that strategic risk management, supply chain agility, and disciplined commercial decisions allowed the firm to navigate raw material price volatility and global logistics challenges effectively.Also read: Tata Motors PV shares fall 5% after weak Q1 results. What are Morgan Stanley, Nomura, others saying?

Looking ahead, management expressed confidence in its long-term growth trajectory. While remaining watchful of geopolitical developments and their impact on global supply chains, the company sees strong demand in India and recovery in core client segments. Continued international demand for specialty care products is also expected to support growth through FY27.

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