Uflex Ltd (BOM:500148)

Q2 2026 Uflex Ltd Earnings Call Transcript

Nov 14, 2025 / 10:30 AM GMT

Release Date Price: ₹519.65 (-2.61%)

Transcript

Key Points

Positve

Uflex Ltd (BOM:500148) reported a 3% increase in sales and a 4% increase in EBITDA on an H1 basis.
The company achieved its highest ever volumes at the aseptic packaging units during the H1 period, with a 5.5% growth on a year-over-year basis.
Uflex Ltd (BOM:500148) announced a new packaging film line at Dharbar, which will add a BOPP facility with a capacity of 54,000 tons per year.
The company is advancing in the commissioning of three other projects, including pack recycling in Noida, which aligns with government guidelines.
Uflex Ltd (BOM:500148) expects new investments to add around 3,000 crore in top-line revenue with an EBITDA of about 500 crore at optimal capacity utilization.

Negative

The quarter was flat in terms of revenue and EBITDA, with challenges such as tariff impacts and extended monsoon affecting performance.
Imports of BOPP and PET films in India have increased significantly, impacting domestic players and leading to reduced margins.
Exports from India have decreased, with BOPP exports down by 22% due to capacity impacts from a fire at a major player's facility.
The company had to bear the burden of a 25% additional oil-related tariff on exports to the USA, which could not be fully passed on to customers.
Uflex Ltd (BOM:500148) revised its revenue growth guidance for the year from 10% to 5%, with an EBITDA range of 1,800 to 1,850 crore.

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

UFLX.NS - Uflex Ltd
Q2 2026 Uflex Ltd Earnings Call
Nov 14, 2025 / 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 Uflex Limited Q2 and H1FI26 earnings conference call hosted by Allian Capital Markets Limited.

As a reminder, all participant lines 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 then 0 on your touchstone phone. I now hand the conference over to Mr. Ashwad Rajan from Arian Capital Markets Limited.

Thank you, and over.

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Unidentified_2 [2]
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