NSE: UFLEX · BSE: 500148 · ISIN INE516A01017
UFLEX Limited stock analysis
UFLEX Limited ranks #2207 in the TickerSutra evidence-ranked universe with a score of 48/100 and 95% data confidence. The latest captured fundamentals show ROCE of 7.0%, quarterly sales growth of 37.6% and quarterly profit growth of 629.6%.Avoid / exit review
INVESTMENT EVIDENCE
What supports—and challenges—the thesis
Evidence in favour
- Institutional ownership is rising
- CWIP indicates an active capacity pipeline
- No promoter shares are reported as pledged
Risks and constraints
- Debt/equity is above 0.5×
- CFO/EBITDA is below 0.6×
- Extreme base-effect growth requires manual validation
Still unresolved: Related-party exposure · Broad media sentiment
FINANCIAL TRAJECTORY
Recent operating history
| Period | Revenue | Operating profit | Net profit | Operating margin |
|---|---|---|---|---|
| 2022 | ₹13,127cr | ₹2,171cr | ₹1,099cr | 17.0% |
| 2023 | ₹14,663cr | ₹1,749cr | ₹481cr | 12.0% |
| 2024 | ₹13,364cr | ₹1,387cr | ₹-691cr | 10.0% |
| 2025 | ₹15,036cr | ₹1,662cr | ₹142cr | 11.0% |
| 2026 | ₹15,401cr | ₹1,854cr | ₹317cr | 12.0% |
| TTM | ₹16,866cr | ₹2,295cr | ₹682cr | 14.0% |
EXCHANGE EVENT TRIGGERS
Latest corporate disclosures
RoutineAnalyst/Investor Meet Para A-XBRLNSE · 25 Sept 2026 · Structured filingUFLEX LIMITED has informed the Exchange about Schedule of Analysts or Institutional Investors Meet
UFLEX LIMITED has informed the Exchange about Schedule of Analysts or Institutional Investors Meet
Open original XBRL sourceIntimation of participation in 'Arihant Capital's Bharat Connect Conference: Rising Stars - September 2026'
RoutineTrading WindowBSE · 23 Sept 2026UFLEX Limited has informed the Exchange regarding the Trading Window closure pursuant to SEBI (Prohibition of Insider Trading) Regulations, 2015
RoutineUflex Ltd - 500148 - Intimation Of Grant Of PatentBSE · 21 Sept 2026Intimation of Grant of Patent
RoutineGranting/withdrawal/surrender/cancellation/suspension of key licenses/ regulatory approvalsNSE · 21 Sept 2026UFLEX Limited has informed the Exchange about Granting/withdrawal/surrender/cancellation/suspension of key licenses/ regulatory approvals
MANAGEMENT COMMENTARY
Signals from filed documents
Overseas operations drive Q1 FY27 growth and profitability. Margin expansion was driven by operational leverage, stronger realizations, pass -through of higher raw material costs, currency tailwinds and localized sourcing premiums. Overseas operations, particularly in Egypt, Mexico and Nigeria, alongside our India PET chips business served as a key growth driver of our profitability.
Kashmira: My first question is, how are the price realizations shaping up in India and the export market? Arun Kumar Sharma: Price, to give you a very specific, it will be difficult, but I can tell you that price realization is up 30% as compared to when the war started in West Asia, so our BOPET prices as well as BOPP prices have gone up. BOPP prices have gone up by 25%, and BOPET prices have gone up by almost 30%-3
80-million-unit WPP bags plant in Mexico was commissioned on July 31, 2026. Work on our Greenfield Aseptic project in Egypt, 12 billion packs remain on schedule for commissioning in FY27. We enter FY27 with multiple growth levers getting traction, including headroom for incremental production in India, Nigeria, CIS and Mexico.
Overseas operations drive Q1 FY27 growth and profitability. Margin expansion was driven by operational leverage, stronger realizations, pass -through of higher raw material costs, currency tailwinds and localized sourcing premiums. Overseas operations, particularly in Egypt, Mexico and Nigeria, alongside our India PET chips business served as a key growth driver of our profitability.
Overseas operations drive Q1 FY27 growth and profitability. Margin expansion was driven by operational leverage, stronger realizations, pass -through of higher raw material costs, currency tailwinds and localized sourcing premiums. Overseas operations, particularly in Egypt, Mexico and Nigeria, alongside our India PET chips business served as a key growth driver of our profitability.
Total sales volume for the quarter reached 173,471 metric tons, which is 1.7% year-on-year growth. Q1 FY27 EARNINGS CONFERENCE CALL: AUGUST 17, 2026 Page 4 | 25 The expansion of packaging films volume to 136,186 metric tons, which is 4.9% year- on-year growth, was supported by preference of sourcing by the converters from local regional producers of film across international markets. Overall Packaging volumes slipped
And have we received all the necessary approvals and accreditations from customers already? Arun Kumar Sharma: Yes, those things are in progress, and we are very advanced on those things as of now, and that is why we are confident that in H1, this should be commercialized because I think we have got almost all the approvals now. But seeing the geopolitical scenario, we are saying H1, it can be a little bit here and t
Our policy is that we should reward shareholders by increasing their wealth, which you see in the next 3 years, I think wealth creation will happen, so that shareholders will not have any point to complain about that, and we hope that we'll grow more than the benchmark. Second, you asked how much debt reduction will happen. We have reduced our ratio from 4.5x to 3.5x.
Going forward, I think the momentum is very strong and will continue to show better results because our capex’s are coming on stream now and more and more capacity utilization is getting in business now. Randhir Kumar Singh: Sir, FY27 as a top line or EBITDA margin guidance, if you can just elaborate? Arun Kumar Sharma: Generally, we should not give guidance because guidance in today’s market scenario is very difficu
The existing MOA contains numerous references to specific sections, tables, and schedules of the erstwhile Companies Act, 1956, which are now obsolete, repealed, and legally redundant. Accordingly, in order to ensure corporate compliance, maintain statutory clarity, and align the Company’s primary constitutional document with the prevailing regulatory architecture, it is deemed necessary to alter the existing MOA by
to hold office upto 10th February, 2032. Remuneration sought to be paid Remuneration is being paid as per Terms and Conditions earlier approved by the Shareholders by Postal Ballot on 8 th February, 2024. Eligible for sitting fee for attending Committee/Board Meetings.
The facility of participation at the AGM through VC/OAVM will be made available to at least 1000 Members on first come first served basis. This will not include large Shareholders (Shareholders holding 2% or more shareholding), Promoters, Institutional Investors, Directors, Key Managerial Personnel, the Chairpersons of the Audit Committee, Nomination and Remuneration Committee and Stakeholders Relationship Committee, A
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Evidence, freshness and limitations
What does the TickerSutra score mean?
The score ranks captured evidence across financial quality, growth, moat and margins, regulatory catalysts, governance, institutional trend and valuation comfort. It is a research-prioritization tool—not a buy recommendation or price target.
Which sources support this page?
Financial history, ownership and pledge data, NSE and BSE filings, annual reports and available earnings-call transcripts are combined here. Use the source trail and original exchange document before relying on a decision-critical fact.
Why can an item be unresolved?
Unresolved means the current captured source window did not provide enough evidence for that check. It does not establish that a risk or relationship is absent.
Maintained by TickerSutra Research · Snapshot updated 29 Sept 2026 · Read the methodology · Read the disclaimer
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