Uflex Ltd (BOM:500148)

Q2 2025 Uflex Ltd Earnings Call Transcript

Nov 18, 2024 / 10:30 AM GMT

Release Date Price: ₹559.6 (+0.30%)

Transcript

Key Points

Positve

Uflex Ltd (BOM:500148) reported a 13.7% year-on-year increase in consolidated revenue, driven by a 23.4% growth in the packaging sales business.
The company achieved a high capacity utilization rate of 93% in its packaging business during a typically lean season.
Sales volume for Q2 increased by 10.9% year-on-year, with packaging sales volume growing by 14.6%.
The company is optimistic about its recycling business, anticipating momentum with upcoming EPR guidelines in Europe and India.
Uflex Ltd (BOM:500148) plans to expand its aseptic packaging capacity in Egypt, targeting both local and European markets, which is expected to boost margins and sales volumes.

Negative

Currency devaluation in markets like Mexico and Nigeria led to significant translation losses, impacting financial results.
The company faces challenges in its flexible packaging margins due to a lag effect from rising raw material prices.
Higher energy costs in Hungary affected the overseas business EBITDA, which decreased compared to the previous quarter.
The company's net debt increased slightly, with ongoing projects requiring further investment.
Uflex Ltd (BOM:500148) is experiencing competitive pressure in overseas markets due to cheaper imports from India, affecting pricing and margins.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

UFLX.NS - Uflex Ltd
Q2 2025 Uflex Ltd Earnings Call
Nov 18, 2024 / 10:30AM GMT

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Presentation
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Unidentified_1 [1]
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Ladies and gentlemen, good day and welcome to the you Flex Limited Q2 FY25 earnings conference call hosted by do Capital. As a reminder, all participant clients will be in the listen-only mode and there will be an opportunity for you to ask questions after the presentation concludes. Should you need assistance during the conference call? Please signal an operator by pressing star then zero on your touchtone phone.

Please note that this conference is being recorded. I now hand the conference over to Mr Sachin Bobade from TLO capital. Thank you and over to you, sir.

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Unidentified_2 [2]
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