UFLEX Limited — Investor Meet, 22-08-2025: Analysts/Institutional Investor Meet/Con. Call Updates

UFlex reported Q1 FY26 revenue up ~6.5% to ₹3,922 Cr, with 12% EBITDA margins (vs 12.7% YoY). Volumes grew 7.9%, driven by packaging. Management notes market dynamics are improving for BOPET/BOPP post a competitor's plant accident, which should aid future margins. New investments in Aseptic Packaging, WPP bags, and recycling are progressing, targeting ₹3,000 Cr revenue and ₹600 Cr EBITDA addition from FY27. Debt-to-EBITDA might peak at 4.1, but is expected to fall below 3 once projects contribute. The company is focused on value-added products and capitalizing on recycling demand.