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We just lately interacted with the administration of Galaxy Surfactants Ltd. to know the demand atmosphere throughout geographies and get an replace on supply-related challenges.
Whereas the availability state of affairs has improved QoQ, it’s nonetheless not again to pre-Covid ranges. Alternatively, demand stress throughout key geographies is the important thing concern from the brief time period perspective.
Galaxy Surfactants has not misplaced any market share as the quantity stress has been seen throughout trade. Structurally, we proceed to love this house contemplating the lengthy runway for progress in Oleochemicals, and the corporate’s sturdy shopper relationships and incremental concentrate on specialty merchandise.
Nonetheless, contemplating the close to time period uncertainties in demand and on the availability facet, we see restricted upside from one-year standpoint.
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