Uflex Ltd

Q1 FY27Industrial Products

Uflex Ltd Q1 FY27 Results & Concall Highlights: Revenue, Margins & Order Book

Q1 FY27 earnings call: what management guided on revenue, margins and order book.

Price₹650

Market cap₹4.4K Cr

P/E6.4

Updated26 Aug 2026

Read4 min read

What the Q1 FY27 call signalled

3 of 4 strong

RevenueRank 2

MarginRank 3

CapexYes

FundraiseYes

Not discussed on this call: order book.

The short version

The company expects to double its volume from 173,000+ tonnes in FY26 to FY29, driven by full utilization of new facilities in WPP, Egypt, and India recycling. Q1 FY27 showed strong growth with consolidated revenue up 38% YoY and EBITDA up 92% YoY.

From Uflex Ltd's Q1 FY27 earnings-call transcript · updated 26 Aug 2026.

Revenue & Sales Performance

Rank 2

The company expects to double its volume from 173,000+ tonnes in FY26 to FY29, driven by full utilization of new facilities in WPP, Egypt, and India recycling.
Top-line growth guidance for FY27 is approximately 30% to 35%, with a similar growth rate expected for FY28.
EBITDA and PAT margins are also expected to grow by 30%-35% in FY27, driven by capacity ramp-up and value-added product mix.
By FY29, Aseptic plant in Egypt, recycling facility in Noida, and WPP plant are expected to be running at full capacity, supporting sustained growth.
CAGR from FY26 to FY29 is estimated around 10%, pending confirmation.
Overseas markets are expected to contribute 60%-65% of growth, with India focusing on volume expansion amid competitive pricing.
The company aims to maintain sustainable margins and strong operational efficiency over the next three years.

Profitability & Margins

Q1 FY27 showed strong growth with consolidated revenue up 38% YoY and EBITDA up 92% YoY.
For FY27, the company targets a 35% growth in both top line and EBITDA compared to FY26.
EBITDA margins reached 15.5% in Q1 FY27, expected to be sustainable or improve, barring geopolitical instability.
Overseas operations contribute 60-65% of business with higher margins than India; growth driven significantly by international markets.
By FY29, with full capacity utilization of capex projects (Egypt aseptic facility, Noida recycling, WPP bags), expect at least 10% CAGR in top and bottom line.
Long-term margin expansion supported by value-added product focus (60-70% of capex).
Company plans to reduce debt ratio to 3x by FY28, improving financial health.
EPS expected to grow substantially with better tax optimization from overseas margins and operational efficiencies.

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

Capital Expenditure Plans

Yes

Egypt Aseptic Plant: USD 100+ million capex mostly done; remaining capex ~USD 15 million; 12 billion pack capacity; commissioning expected soon; ramp-up target 30% capacity in first year.
Dharwad, India: Brownfield BOPP line; USD 10 million done; additional USD 50+ million planned across FY27 and FY28.
Mexico Facility: Additional capex ongoing (details not specified).
WPP Bags (Noida): USD 54 million capex done; little further capex expected.
Total new capex planned ≤ USD 80-100 million for FY27 onward, with 60-70% allocated to high-margin value-added products like Aseptic, WPP bags, and recycling.
Capex expected to yield results in 2-3 years, driving sustainable growth through FY29 and beyond.
Strategy focuses on geographic diversification and proximity to customers to mitigate geopolitical risks.

Top-ranked in Industrial Products

Ranked on what management guided this quarter

5x potential

1Shera Energy₹477 Cr

Rev 1Mar 1

2Prime Cable Ind.₹312 Cr

Rev 1Mar 1

3₹1.4K Cr

Rev 1Mar 2

4₹1.1K Cr

Rev 1Mar 2

5₹858 Cr

Rev 1Mar 3

Rank buckets describe management commentary on revenue and margin. Not investment advice, and not a forecast of returns.

Fundraising & Capital Structure

No explicit mention of any new fundraising through debt or equity in the near term.
Current focus is on utilizing existing cash flows and capex for growth.
Debt reduction is a priority, with leverage expected to reduce from 3.5x to below 3x by FY28.
Capex for growth is planned, mostly funded through internal accruals and existing financing.
The company is conscious about maintaining a healthy leverage ratio and paying loans and interest on time.
No immediate plans for equity dilution or fresh fundraising stated; growth will come from existing investments and expansions.
Shareholder rewards primarily through wealth creation via growth rather than buybacks, as the company is in a growth phase.

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

Order Book & Pipeline

The transcript does not provide specific details on the current or expected order book or pending orders for UFlex Limited. However, key relevant insights include: - The company anticipates robust growth driven by ongoing and upcoming capacity expansions, notably the Egypt aseptic plant with 12 billion pack capacity expected to reach 30% utilization in the current year. - The company is confident about maintaining strong pricing and margins due to integrated supply chain and diversified geographic presence. - Demand outlook appears positive with expectations of 35% top-line and EBITDA growth for FY27, supported by volume growth and value-added product mix. - The management emphasizes a "derisked" business model across geographies to secure supply and demand stability. - There is no explicit mention of a consolidated order book or pending orders in the disclosed earnings call.

Uflex Ltd — 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.

Full financials →

What Uflex Ltd's management said in earlier quarters

Others in Industrial Products this season

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SKP Bearing Industries Ltd (Q1 FY27)
SKP is steadily increasing capacity from about 80-100 tons earlier to around 1,800 tons now, operating at ~80% utilization (Page 20). Key concall takeaways…
Mitsu Chem Plast Ltd (Q1 FY27)
Q1 FY27 showed strong profitability with EBITDA margin improving to 16.29% and net profit margin to 9.18%. Key concall takeaways from Mitsu Chem Plast Ltd's Q1…
Simplex Castings Ltd (Q1 FY27)
Current capacity expansion planned for 300-350 crores revenue, further growth through organic or inorganic expansion. Key concall takeaways from Simplex…

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Frequently Asked Questions

What were Uflex Ltd Q1 FY27 results?

What is Uflex Ltd share price analysis?

Uflex Ltd currently shows a moderate growth signal based on ranking data. 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 Ltd planning capital expenditure?

Egypt Aseptic Plant: USD 100+ million capex mostly done; remaining capex ~USD 15 million; 12 billion pack capacity; commissioning expected soon; ramp-up target 30% capacity in first year.

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This analysis is AI-generated based on publicly available earnings data and concall transcripts. This is not investment advice. Please consult a SEBI-registered advisor before making investment decisions.