ALFA Finder| Management target | Revenue 35.0% FY27 |
|---|
| Revenue growth | 38% YoY growth driven by overseas operations and price hikes. |
|---|---|
| Margins | EBITDA margins expanded to 17%, driven by operational leverage and pricing. |
| Demand visibility | Strong regional demand; converters gradually resuming purchases as prices normalize. |
| Management confidence | Highly confident, emphasizing the resilience of their de-risked global model. |
Growth
Revenue grew 38% YoY to ₹53,972 million; EBITDA rose 92% YoY. Overseas operations contributed 80% of revenue and 91% of incremental EBITDA.
Outlook
Management guides 35% Revenue and EBITDA growth for FY27. Volume doubling targeted by FY29.
Risks
Normalization of high realizations from Q1; Red Sea crisis impacts on shipping; duty-free aseptic imports in India.
Last quarter's promises, checked
Delivered
- Guided H1 commissioning of Egypt aseptic plant → Delivered (Noida recycling/Mexico WPP commissioned) (= BEAT)
- Guided volume growth and improved asset utilization → Delivered 38% revenue growth (= BEAT)
- Guided EBITDA margin expansion from Q4 levels (15.3%) → Delivered 17% in Q1 FY27 (= BEAT)
Partly delivered
- Guided debt-to-EBITDA reduction from 4.35x → Delivered 3.5x (= BEAT)
- Guided 1.9k-2k Cr capex capitalization for FY26-27 → Ongoing/Partial (= PARTIAL)
Missed
- Targeted 10-10.5B aseptic packs for FY27 → Aseptic slowed due to duty-free imports (= MISS)
Earnings Call Transcript filed with NSE, NSE: UFLEX. Summary written with AI assistance from the document.
Uflex Ltd: key numbers
- Share price
- ₹623.75
- Market cap
- ₹4,504 Cr
- Revenue (annual)
- ₹15,401 Cr
- Net profit (annual)
- ₹317.1 Cr
- P/E (TTM)
- 6.6×Sector 46.8×
- Promoter holding
- 44.58%+0.00% QoQ
- FII holding
- 9.67%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Uflex Ltd
All →Uflex Board Meeting Date
Uflex has scheduled a board meeting for 12-Nov-2026 to consider unaudited standalone and consolidated results for the quarter and half-year ended 30-Sep-2026. The trading window closed from 01-Oct-2026.
Uflex Annual General Meeting
Uflex shareholders approved a special resolution to borrow up to ₹5,000 Crore under Section 180(1)(c) via postal ballot, with 99.92% in favour. The result was declared on 31 October 2026.
Uflex Credit Rating
CRISIL Ratings has reaffirmed the credit ratings for Uflex Limited's total bank loan facilities of Rs. 4,600 Crore. The ratings remain unchanged for the company.
- Value
- ₹4,600 Cr
Uflex Credit Rating
Ind-Ra affirmed Uflex's bank loan facilities at IND AA-/Stable/IND A1+. The stable outlook unchanged signals continued creditworthiness of the company's debt structure.
Uflex Other Announcement
Uflex Limited has submitted the certificate under Regulation 74(5) of SEBI (DP) Regulations, 2018, for the quarter ended September 30, 2026, as received from its RTA.
Uflex Annual General Meeting
UFLEX Limited has issued a postal ballot notice seeking shareholder approval to increase the company's borrowing powers to a limit of Rs. 5,000 Crore.