UFLEX Limited — PPTs, 29-06-2026: Investor Presentation

UFlex's FY26 consolidated revenue reached ₹15,513 Cr (+2.1% YoY), with normalized EBITDA at ₹1,909.7 Cr (-0.4% YoY). Impressively, Net Profit soared 122.8% YoY to ₹317.1 Cr, with EPS at ₹43.91. Q4 FY26 showcased a strong rebound: revenue grew 5.7% YoY to ₹4,097.3 Cr, normalized EBITDA surged 27.0% YoY to ₹610.9 Cr, and profit increased 16.3% YoY to ₹196 Cr. This was primarily driven by improved pricing for packaging films and PET chips.

The company is strategically investing in high-growth areas like aseptic packaging, WPP bags, and recycling. Recent developments include doubling Sanand's aseptic capacity to 12 billion packs/year and commissioning a new recycling unit in Noida (Q1 FY27) for PCR PET chips and rMLP. Upcoming projects include an aseptic plant in Egypt and a WPP bag facility in Mexico.

Management is focused on innovation, sustainability (Project Plastic Fix), and market expansion. These initiatives and nearing project completions are expected to boost capacities, enhance profitability, and support deleveraging. The FY26 dividend is ₹3 per share. Net debt stood at ₹8,621.8 Cr.