UFLEX Limited has informed the Exchange about Investor Presentation
UFLEX · price
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UFLEX Limited submitted its investor presentation to the exchanges for the Arihant Capital Bharat Connect Conference held on March 11, 2026, stating that no unpublished price-sensitive information was shared. The deck reveals Q3 FY26 revenue of Rs. 36,329 Mn (down 3.8% YoY) and normalized EBITDA of Rs. 4,395 Mn (down 16.1% YoY) at a 12.1% margin, hurt by lower packaging film volumes and realizations. For 9M FY26, revenue was Rs. 114,157 Mn (+0.8% YoY) while normalized EBITDA fell 9.6% YoY to Rs. 12,988 Mn (11.4% margin) and normalized PAT stood at Rs. 1,335 Mn. The company operates 17 manufacturing facilities across 9 countries with over 1.3 mn MTPA of global capacity. Management guided FY26E revenue of ~Rs. 159,430 Mn (+5%) and EBITDA of Rs. 18,000–18,500 Mn, emphasizing that focused investments in aseptic packaging and WPP bags are expected to lift margins and returns.
Near-term results show margin pressure from low-cost imports, export diversion, and weak FMCG/CPG demand, but the explicit guidance that aseptic and WPP investments will improve profitability offers a recovery path. Shareholders should track Q4 FY26 utilization trends, pricing recovery in BOPET/BOPP, and execution of the FY26E EBITDA guidance.