UFLEX Limited — Investor Meet, 26-05-2025: Analysts/Institutional Investor Meet/Con. Call Updates

UFLEX has announced a board meeting on May 31, 2025, to consider the financial results for the quarter and half-year.

Consolidated revenue grew 12.4% to over INR 15,000 Cr, led by Packaging Films with 10.3% sales and volume growth, hitting 500,000 tons production. EBITDA rose ~18% YoY; PAT turned positive at INR 142 Cr aided by lower exceptional losses. Aseptic Packaging ran above 110% capacity with 7.87 billion packs; FY26 targets 10–10.5 billion supported by capacity upgrades and the new Egypt plant. Capex of INR 1,200 Cr planned across Mexico, Egypt, and recycling projects. Debt stands at ~INR 8,100 Cr gross; cash at INR 1,273 Cr. Margins face near-term pressure from new BOPP capacity but value-added segments remain resilient. Management expects 10% revenue growth and ~13% EBITDA margin (INR 2,100 Cr) in FY26, balancing growth with disciplined debt control. Recycling and sustainable packaging remain strategic priorities amid industry headwinds.