| Revenue growth | 37.6% YoY |
|---|---|
| Margins | EBITDA margin expanded 480 bps YoY to 17%. |
| Demand visibility | Steady domestic FMCG growth; strong Americas demand; surge in MEA demand. |
| Management confidence | High; citing robust financial/operational performance and integrated global footprint. |
Growth
Revenue grew 37.6% YoY; EBITDA increased 92.1% YoY with margins expanding to 17.0%.
Outlook
Total capex of Rs. 4,782 Mn in Q1 FY27; Egypt aseptic facility (H1 FY27E) and Dharwad BOPP line (FY27-28E).
Risks
West Asia conflict disrupting raw material production and transit routes, driving up freight and feedstock costs.
Last quarter's promises, checked
Delivered
- Commission Noida recycling facility → Commissioned in Q1 FY27 (= BEAT)
- Commission Mexico WPP bags → Commissioned in Q1 FY27 (= BEAT)
- Asepto volume 8.5-9bn packs FY26 → Not applicable to Q1 FY27 results (= BEAT)
Partly delivered
- Egypt Aseptic commissioning FY26 → Now H1 FY27E (= PARTIAL)
Missed
- Revenue growth 10% for FY26 → Delivered 37.6% in Q1 FY27 (= BEAT)
- EBITDA ~Rs. 2,100 Cr for FY26 → Q1 FY27 annualized is ~Rs. 3,679 Cr (= BEAT)
Investor Presentation filed with BSE, NSE: UFLEX. Summary written with AI assistance from the document.
Uflex Ltd: key numbers
- Share price
- ₹643.15
- Market cap
- ₹4,644 Cr
- Revenue (annual)
- ₹15,401 Cr
- Net profit (annual)
- ₹317.1 Cr
- P/E (TTM)
- 6.8×Sector 39.1×
- Promoter holding
- 44.58%+0.00% QoQ
- FII holding
- 10.03%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Uflex Ltd
All →Uflex Patent
UFlex Limited received a patent from the Government of India for its 'High-Speed Twin Aseptic Pack Packaging Machine for Liquid Products'.
Uflex Other Announcement
Uflex Limited disclosed an unsolicited ESG rating of 58/100 assigned by Crisil ESG Ratings & Analytics Limited.
Uflex Earnings Call Transcript: Key Takeaways
UFLEX delivered a strong Q1 FY27 with revenue up 38% YoY and EBITDA margins expanding 480 bps. Growth was heavily driven by overseas operations and price realizations following Red Sea crisis-induced supply disruptions.
- Call
- Guides 35% growth
Uflex Results Update
UFlex Limited reported consolidated net revenue of ₹5,397.2 Crore and net profit of ₹423.3 Crore for Q1 FY27, reflecting strong operational performance.
Uflex Q1 FY27 Results: Net Profit ₹423.3 Cr, Up 629.8% YoY
Uflex Ltd reported revenue from operations of ₹5,366 Cr (+37.6% YoY) and net profit of ₹423.3 Cr (+629.8% YoY) for Q1 FY27.
- Key figure
- Net profit ₹423.3 Cr · +629.8% YoY
Uflex Other Announcement
Uflex Limited received an ESG rating of 61/100, categorized as Strong, from ESG Risk Assessments and Insights Limited. The rating was assigned voluntarily based on public data.