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Uflex Ltd

Q4 FY26Industrial Products

Uflex Q4 FY26 earnings call: Revenue & Margins

Q4 FY26 earnings call: what management guided on revenue, margins and order book.

Price₹615
Market cap₹3.4K Cr
P/E10.4
Updated23 Aug 2026
Read5 min read

What the Q4 FY26 call signalled

2 of 4 strong

RevenueModerate growth
MarginMargins steady
CapexCapex planned
FundraiseFundraise planned

The short version

Packaging business growth: Expected to perform better in FY27 than FY26 due to improved utilization of recently commissioned capacities, product mix optimization, and new capacities coming online. - Aseptic packaging volumes: Anticipated to increase from ~8 billion packs in FY26 to about 10.5 billion packs in FY27, including ramp-up of new capacity in Egypt. - Packaging films volumes: Sequential recovery noted; however, FY26 volume declined 1%. Packaging Solutions business EBITDA contribution is expected to increase with new capacities commissioned, including aseptic packaging, WPP, and recycling segments (Page 19).

From Uflex Ltd's Q4 FY26 earnings-call transcript · updated 23 Aug 2026.

Revenue & Sales Performance

Moderate growth
  • Packaging business growth: Expected to perform better in FY27 than FY26 due to improved utilization of recently commissioned capacities, product mix optimization, and new capacities coming online.
  • Aseptic packaging volumes: Anticipated to increase from ~8 billion packs in FY26 to about 10.5 billion packs in FY27, including ramp-up of new capacity in Egypt.
  • Packaging films volumes: Sequential recovery noted; however, FY26 volume declined 1%. Expect continued demand improvement but moderated by macroeconomic factors.
  • Regional growth: Americas showed strong volume growth (23% Q-o-Q and 18% YoY) with improvements expected to continue.
  • Long-term prospects: Supported by rising income levels, shifting consumer habits, accelerating urbanization, driving higher FMCG consumption and thus packaging demand.

2 more points from Uflex Ltd's call on revenue

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Profitability & Margins

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

Capital Expenditure Plans

Capex planned
  • Current capex focuses on four key projects:
  • Aseptic packaging facility in Egypt (12 billion capacity, commissioning in H1 FY27)
  • WPP bag manufacturing unit in Mexico, targeting North America pet food market
  • PET recycling facility in India (commissioned in April FY26)
  • New BOPP packaging film manufacturing line in Dharwad, India (54,000 MTPA capacity, commissioning in FY27-28)
  • Remaining capex to be capitalized in FY27 is around Rs. 1,900 - 2,000 crore, including Rs. 972 crore for aseptic facility and minor amounts for recycling.
  • Post these projects, focus will be on increasing asset utilization and optimizing capex to ensure EBITDA growth.

2 more points from Uflex Ltd's call on capex

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

Order Book & Pipeline

The transcript provided does not mention any specific details about the current or expected order book or pending orders for UFlex Limited. The discussion primarily focuses on: - Capacity utilization and expansion plans (e.g., aseptic packaging capacity in India and Egypt). - Capex projects and their commissioning timelines. - EBITDA margins and financial performance trends. - Market dynamics in various product segments and regions.

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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.

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What Uflex Ltd's management said in earlier quarters

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Frequently Asked Questions

What were Uflex Ltd Q4 FY26 results?

Packaging business growth: Expected to perform better in FY27 than FY26 due to improved utilization of recently commissioned capacities, product mix optimization, and new capacities coming online. - Aseptic packaging volumes: Anticipated to increase from ~8 billion packs in FY26 to about 10.5 billion packs in FY27, including ramp-up of new capacity in Egypt. - Packaging films volumes: Sequential recovery noted; however, FY26 volume declined 1%. Packaging Solutions business EBITDA contribution is expected to increase with new capacities commissioned, including aseptic packaging, WPP, and recycling segments (Page 19).

What is Uflex Ltd share price analysis?

Uflex Ltd currently shows a below-average growth signal. The stock trades at a P/E of 10.4 with a market cap of ₹3,437 Cr. Investors should review the full earnings analysis for detailed insights.

Is Uflex Ltd planning capital expenditure?

Current capex focuses on four key projects: - Aseptic packaging facility in Egypt (12 billion capacity, commissioning in H1 FY27) - WPP bag manufacturing unit in Mexico, targeting North America pet food market - PET recycling facility in India (commissioned in April FY26) - New BOPP packaging film manufacturing line in Dharwad, India (54,000 MTPA capacity, commissioning in FY27-28) - Remaining capex to be capitalized in FY27 is around 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.