UFLEX Limited — Investor Meet, 21-02-2026: Analysts/Institutional Investor Meet/Con. Call Updates

UFlex reported Q3 FY26 revenue of Rs. 3,632.9 Cr (down 3.8% YoY) and 9M FY26 revenue of Rs. 11,415.7 Cr (up 0.8% YoY). Q3 normalized EBITDA grew 12.8% QoQ to Rs. 439.5 Cr, with PAT at Rs. 36.1 Cr. Management anticipates improved Q4 and FY27 performance, citing easing US tariff uncertainties, GST stabilization, and packaging film price recovery. Aseptic packaging volumes are up, with FY27 sales projected at ~8.5 billion packs. Debt is expected to plateau as major projects (Egypt aseptic, India recycling, Mexico WPP) near commissioning, driving future EBITDA growth and better leverage. Outlook is confident.