• Q1 financial performance: Profit increased over sixfold year-on-year, sequential EBITDA grew nearly 46%, and EBITDA margin expanded to 17% driven by higher packaging film realizations, raw material cost pass-through, and strong overseas operations in Egypt, Mexico, and Poland.
• FY27 growth outlook: The company targets 30% to 35% year-on-year growth across both top line and EBITDA for the full financial year, even as individual quarters may see some price normalization.
• Global supply positioning: Film prices rose toward 120 to 125 levels amid West Asia and Red Sea supply chain disruptions, allowing Uflex to leverage its manufacturing presence across Egypt, Poland, Hungary, and Mexico to ensure supply continuity and pass on raw material inflation.
• Aseptic capacity expansion: The upcoming E-drip aseptic facility is set to commercialize in the first half, with capacity utilization projected to ramp up from 30% to 35% in year one, 50% to 60% in year two, and 90% to 100% in year three.