UFLEXNSEUFLEX Limited· PackagingMediumNeutral
Announced Tue, 17 Jun · 20:45 IST

UFLEX Limited has informed the Exchange about Investor Presentation

Mgmt Guided Margin ImprovementAnalyst Day Multiyear TargetsInvestor Communications View source PDF

UFLEX · price

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

Price reaction · full curve

Awaiting price reaction for this filing.

AI summary

UFLEX has filed its investor presentation to be shared during a non-deal roadshow with investors from June 18-20, 2025. The company is India's largest flexible packaging player with FY25 revenue of Rs. 152 billion and normalized EBITDA of Rs. 19 billion, having delivered a 15.4% revenue CAGR and 11.7% EBITDA CAGR over FY20-FY25. Management has guided FY26E revenue of ~Rs. 167 billion (about 10% growth) and EBITDA of ~Rs. 21 billion (about 10.5% growth), with capacity expansion plans including Asepto ramping to 24 billion packs/year by FY26, a new 12 billion pack Egypt aseptic plant, and an 80 million WPP bag facility in Mexico. The presentation also highlights sustainability work under Project Plastic Fix, with 807 million PET bottles and 8,220 MT of multi-layer plastic waste recycled in FY25. The company confirmed no unpublished price-sensitive information will be shared at the meetings.

Likely market impact

The reaffirmed FY26E growth guidance of roughly 10% revenue and 10.5% EBITDA, combined with clear capacity-led expansion plans, is a constructive signal for shareholders and could draw measured positive interest in the stock. However, since the roadshow is non-deal and carries no new price-sensitive information, the immediate upside for the stock is limited.