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Q1 FY26Industrial Products

Uflex Q1 FY26 earnings call: Revenue & Margins

Q1 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹606
Market cap₹4.4K Cr
P/E6.4
Updated26 Aug 2026
Read4 min read

The short version

Revenue growth driven by volume increases: Q1 FY26 saw a 6.5% revenue increase to approx. UFlex expects new investments (Aseptic Packaging, WPP bags, Recycling facility) to add approx.

From Uflex's Q1 FY26 earnings-call transcript · updated 26 Aug 2026.

Revenue & Sales Performance

  • Revenue growth driven by volume increases: Q1 FY26 saw a 6.5% revenue increase to approx. Rs. 3,922 crores, with packaging volumes up 11.7% YoY and packaging films up 6.8% YoY.
  • Film division volume guidance: Around 132,000 tons per quarter expected for FY26.
  • Asepto packaging volumes: Revised guidance to 8.5-9 billion packs in FY26 (down from 10 billion packs earlier).
  • Capacity utilizations stable with some regional fluctuations; overall volumes expected to consolidate and grow as new capacity comes online.
  • Planned CAPEX of ~Rs. 2,000 crores aiming to add Rs. 3,000 crores in top line and Rs. 600 crores EBITDA at peak utilization.

2 more points from Uflex's call on revenue

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Profitability & Margins

See what Uflex said on profitability & margins — free account, 30 seconds.

Capital Expenditure Plans

  • Total planned CAPEX: ~Rs. 2,000 crores, with Rs. 1,100 crores already spent as of June 30, 2025; balance Rs. 900 crores expected in current year and Q1 FY27.
  • Major projects:
  • Aseptic Packaging greenfield expansion in Egypt (12 billion packs capacity), likely commissioned in FY26.
  • WPP bags production plant for pet food industry, at an advanced commissioning stage.
  • Recycling facility in Noida to support government rules on recycled content (30% in rigid, 10% in flexible packaging).
  • Debottlenecking at Sanand plant.
  • Expected benefits:
  • Additional revenue potential of Rs. 3,000 crores at ~85% capacity utilization.

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Top-ranked in Industrial Products

Ranked on what management guided this quarter

Guidance-ranked
1Susan Electrical
Rev 1Mar 1
2Shera Energy Ltd
Rev 1Mar 1
3
Rev 1Mar 1
4
Rev 1Mar 3
5
Rev 1Mar 3
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Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

See what Uflex said on fundraising & capital structure — free account, 30 seconds.

Order Book & Pipeline

The transcript does not explicitly mention the current or expected order book or pending orders details for UFLEX Limited. However, some relevant points that indirectly relate to order and demand status are: - Post May 2025 fire incident at a competitor's plant, Indian exports of films to Europe have decreased, potentially reducing order inflow from India to Europe. - North American market demand remained muted in Q1 FY26 due to tariff uncertainties, causing customer hesitation in order placements. - Nigeria underperformed in Q1 FY26 due to US tariffs, impacting capacity utilization and order volumes temporarily. - Overall, volume growth of 7.9% year-on-year was recorded, driven by packaging films growing 6.8% in Q1 FY26.

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Uflex — Quarterly revenue & net profit

Revenue Net profit Net loss
Sep 2024
Dec 2024
Mar 2025
Jun 2025
Sep 2025
Dec 2025

Reported quarterly figures (₹ Cr). Latest: revenue ₹3.6K Cr, net profit ₹36 Cr. Revenue and profit are scaled separately — hover a quarter for exact figures.

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What Uflex Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Uflex Q1 FY26 results?

Revenue growth driven by volume increases: Q1 FY26 saw a 6.5% revenue increase to approx. UFlex expects new investments (Aseptic Packaging, WPP bags, Recycling facility) to add approx.

What is Uflex share price analysis?

Uflex currently shows a neutral. The stock trades at a P/E of 6.4 with a market cap of ₹4,438 Cr. Investors should review the full earnings analysis for detailed insights.

Is Uflex planning capital expenditure?

Total planned CAPEX: ~Rs.

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This analysis is AI-generated based on publicly available earnings data and the company's earnings call transcript. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.