| Revenue growth | FY26 revenue grew 2.1% YoY to ₹155,130 million. |
|---|---|
| Margins | Q4 EBITDA margin 15.3%; FY26 margin 12.8%, up 70bps. |
| Demand visibility | Strong CPG demand in Americas; soft demand in Europe. |
| Management confidence | High confidence in FY27 performance due to commissioned capacities. |
Growth
Q4 revenue rose 5.7% YoY to ₹40,973mn; EBITDA jumped 31.8% YoY. Full-year FY26 revenue grew 2.1% to ₹155,130mn.
Outlook
Projecting FY27 sales of 10-10.5bn aseptic packs. Significant capex capitalization of ₹1,900-2,000cr expected in FY27.
Risks
Supply chain disruptions from West Asia conflict and fluctuating raw material costs affecting packaging film spreads.
Last quarter's promises, checked
Delivered
- Guided FY26 EBITDA margin ~12% → delivered 12.8% (= BEAT)
- Guided FY26 EBITDA ₹1,800-1,850cr → delivered ₹1,985cr (= BEAT)
- Guided FY26 aseptic volume ~8.5bn packs → delivered 8.5bn packs (= BEAT)
Partly delivered
- Guided debt to peak at current levels (₹8,000cr net) → delivered improved leverage ratio but debt remains high (= PARTIAL)
Missed
- Guided top-line growth 5% → delivered 2.1% (= MISS)
Earnings Call filed with NSE, NSE: UFLEX. Summary written with AI assistance from the document.
Uflex Ltd: key numbers
- Share price
- ₹664.20
- Market cap
- ₹4,796 Cr
- Revenue (annual)
- ₹15,401 Cr
- Net profit (annual)
- ₹317.1 Cr
- P/E (TTM)
- 7.0×Sector 41.4×
- Promoter holding
- 44.58%+0.00% QoQ
- FII holding
- 10.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Uflex Ltd
All →Uflex Patent
UFlex Limited received a patent from the Government of India for its 'High-Speed Twin Aseptic Pack Packaging Machine for Liquid Products'.
Uflex Earnings Call Transcript: Key Takeaways
UFLEX delivered a strong Q1 FY27 with revenue up 38% YoY and EBITDA margins expanding 480 bps. Growth was heavily driven by overseas operations and price realizations following Red Sea crisis-induced supply disruptions.
- Call
- Guides 35% growth
Uflex Investor Presentation: Key Takeaways
UFlex reported robust Q1 FY27 results with consolidated revenue of Rs. 53,972 Mn and EBITDA of Rs. 9,198 Mn. Strategy focuses on global manufacturing expansion and value-added packaging films.
Uflex Q1 FY27 Results: Net Profit ₹423.3 Cr, Up 629.8% YoY
Uflex Ltd reported revenue from operations of ₹5,366 Cr (+37.6% YoY) and net profit of ₹423.3 Cr (+629.8% YoY) for Q1 FY27.
- Key figure
- Net profit ₹423.3 Cr · +629.8% YoY
Uflex Earnings Call: Key Takeaways
UFLEX reported FY26 revenue of ₹155,130 Mn (+2.1% YoY) with normalized EBITDA of ₹19,097 Mn. Focus remains on global capacity expansion and recycling infrastructure.
Uflex Q4 FY26 Results: Net Profit ₹196 Cr, Up 16.3% YoY
Uflex Ltd reported revenue from operations of ₹4,056 Cr (+6.3% YoY) and net profit of ₹196 Cr (+16.3% YoY) for Q4 FY26.
- Key figure
- Net profit ₹196 Cr · +16.3% YoY