Uflex Ltd (BOM:500148)

Q4 2026 Uflex Ltd Earnings Call Transcript

Jun 1, 2026 / 10:30 AM GMT

Release Date Price: ₹439.35 (+3.46%)

Transcript

Key Points

Positve

Uflex Ltd (BOM:500148) reported a strong Q4 FY26 with a 10.8% sequential increase in consolidated revenue and a 5.7% year-on-year increase, reaching Rs. 40,973 million.
EBITDA saw a significant jump of 36.3% quarter-on-quarter and 31.8% year-on-year, reaching Rs. 6,265 million, with the EBITDA margin expanding to 15.3%, the highest in 14 quarters.
The company demonstrated resilience through its integrated business model and diversified geographic footprint, which helped navigate supply chain disruptions and tariff-related uncertainties.
Uflex Ltd's aseptic packaging business recorded a 15.9% sequential growth in Q4, driven by seasonal demand, and full-year volumes increased by 2.4% despite demand disruptions.
The company is optimistic about FY27, expecting improved utilization of recently commissioned capacities and product mix optimization to drive better performance than FY26.

Negative

Despite the strong Q4, the company faced challenges such as supply chain disruptions due to the West Asia conflict and continued tariff-related uncertainties.
The packaging films business saw a 1% decline in sales volume for FY26 due to tariff-related uncertainties, GST disruptions, and softer demand in Europe and the USA.
Raw material costs and supply disruptions led to deferred purchases by customers, impacting sales volume growth in India.
The Middle East and Africa region experienced a decrease in volumes, driven by challenges in Egypt and Dubai.
The company anticipates a moderation in spreads for BOPP and BOPET films in the current quarter, which could impact profitability.

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

UFLX.NS - Uflex Ltd
Q4 2026 Uflex Ltd Earnings Call
Jun 01, 2026 / 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 Q4 FY26 Earnings Conference Call hosted by Aryan Capital Market 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 touch-tone phone. Please note that this conference has been recorded. I now hand the conference over to Mr. Ashwanth Rajan from Aryan Capital Market Limited.

Thank you, Anuti, sir.

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Unidentified_2 [2]
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