UFLEXBSEUflex LtdHighNeutral
Announced Sat, 30 May · 23:55 IST

Earnings Release for the quarter ended 31st March, 2026

Ebitda Margin ExpansionPat Growth 25pctExceptional ItemDebt Equity ThresholdResults View source PDF

UFLEX · price

Loading chart…

▲ positive · ▼ negative · ● neutral filings · teal = economic event · numbered = multiple that day (click to pick). Times IST.

Price reaction · full curve 14 horizons · vs prior close
+5.2%1-day move
₹424.00
prior close
₹452.05
base price
After-mkt
timing
5m10m15m30m1D2D3D4D5D7D15D1M2M3M
+2.0+3.8+4.3+1.4+5.2+3.9+2.1+0.9-1.2-2.5+0.2-0.0
Up moveDown movePending
AI summary

UFlex Limited reported strong Q4 FY26 results with revenue of Rs. 40,973 million (up 5.7% YoY, 12.8% QoQ) and EBITDA of Rs. 6,265 million (up 31.8% YoY, 36.3% QoQ), delivering the highest EBITDA margin in 14 quarters at 15.3%, an expansion of 300 bps YoY. Normalized PAT surged 105.5% YoY to Rs. 2,026 million. For FY26, revenue stood at Rs. 155,130 million (up 2.1%), EBITDA at Rs. 19,836 million (up 8.1%), and EBITDA margin expanded 70 bps to 12.8%. The company faced challenges from the West Asia conflict disrupting supply chains, GST 2.0 destocking, and tariff uncertainties in the US, yet maintained stable volumes at 649,789 MT. Net debt increased to Rs. 86,218 million with Net Debt/EBITDA at 4.52x.

Likely market impact

Strong Q4 recovery with significant margin expansion reflects operational resilience. However, elevated leverage (4.52x) and macro headwinds warrant monitoring. The company is investing heavily in capacity expansion (Egypt aseptic plant, Mexico WPP, India recycling facility) expected to drive medium-term growth.