Q3 2026 Uflex Ltd Earnings Call Transcript
Key Points
- Uflex Ltd (BOM:500148) reported a stable EBITDA of INR13.571 billion for the nine months, aligning closely with last year's performance.
- The company experienced a significant swing in PAT, achieving INR1.21 billion compared to a loss of INR263 million in the previous year.
- Aseptic liquid packaging business showed steady growth with volumes increasing by 2.3% year-on-year for the quarter.
- The company anticipates robust growth in the aseptic packaging category, expecting sales volumes to reach 8.5 billion packs in the next fiscal year.
- Uflex Ltd (BOM:500148) is nearing the commissioning of three major projects, which are expected to enhance EBITDA and reduce leverage.
- The company faced macroeconomic challenges, including US tariff-related uncertainties and GST transition impacts in India.
- Revenue for Q3 was down 3.8% year-on-year, primarily due to volume softness and import-related pricing pressures.
- Normalized EBITDA for the nine months decreased by 9.6% year-on-year, with margins at 11.4%.
- Concerns were raised about the company's high debt levels, with investors urging for a clear roadmap for debt reduction.
- Capacity utilization in certain international locations, such as Poland, was significantly low, impacting overall performance.
Ladies and gentlemen, good day, and welcome to UFlex Limited Q3 and 9M FY26 earnings conference call. (Operator Instructions) Please note that this conference is being recorded.
I now hand the conference over to [Mr. Ronak Osthwal]. Thank you, and over to you.
Thank you. Hello and good afternoon to everyone. On behalf of Arihant Capital Markets Limited, I thank you all for joining into quarter three and nine months FY26 earnings conference call of UFlex Limited. Today from the management, we have Mr. Sumeet Kumar, Executive Vice President Finance; and Mr. Surajit Pal, Vice President, Head of Investor Relations.
So without any further delay, I will hand over the call to Mr. Surajit Pal, Vice President, Head of Investor Relations, for his opening remarks. Thank you, and over to you, sir.
Good afternoon, everyone. Thank you for joining us today for Q3 and nine-month FY26 earnings conference call of UFlex Limited. Let me draw
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