UUFlexExecutive Cockpit

Business Overview

How UFlex turns the data from its film lines, converting plants, Asepto fillers, chemicals units and engineering works — across nine countries — into one trusted picture, and into the decisions that compound into shareholder value.

UFlex Limited · FY26 (Mar'26, audited consolidated anchor)
India's largest multinational flexible-packaging & solutions company
12,000 employees · 14 plants & units · 9 plant countries
The UFlex Operating Platform

Resin to retail shelf.
One source of truth.

A multinational packaging group usually can't answer a simple question the same way twice across films, converting, aseptic and eight overseas entities. UFlex can — because every number is unified into one governed truth, then served as the exact answer each leader needs to act.

Before

Many systems, many answers

Entity ERPs (8 countries)Plant MES & historiansSAP segment ledgersOrder desk / CRMAsepto schedulingChip spot deskExport docs (LC)

Each business and overseas entity keeps its own books. A simple question — “what's our margin?” — returns a different number from each system, days later.

After

One governed truth

One ontologyGolden recordsOne metric dictionaryConfidence-flagged

Data is resolved, federated and defined once — so the same question returns the same trusted number, live, for everyone.

How it works

Five moves, raw data to realized value

Built around how leaders actually work

Every role has a journey — and an outcome

Sign in as any leader and the cockpit becomes theirs: their queue, their views, their guided path from question to decision. Here is what that looks like.

AC
Ashok Chaturvedi
Chairman & Managing Director · Founder
The challenge

Films, converting, aseptic, chemicals and engineering run on SAP plus eight overseas entity ERPs, plant MES and order desks — no single, trustworthy read on whether the value-added shift and the deleverage plan are working.

What they get

One live enterprise picture and a ranked queue of the highest-value moves across the four businesses and nine plant countries.

Their day, better

Walks into the board meeting with the answer — not a three-day consolidation pull.

🧃Asepto & value-added growth

The UFlex thesis: shift the mix from cyclical commodity films to value-added — Asepto, specialty & PCR — the four pillars, the value levers, how the group is performing, the P&L & cash, the margin journey by business, and the shareholder value it creates.

Start Ashok's journey →
AK
Arun Kumar Sharma
President (F&A) & Group CFO · since Jul 2026
The challenge

Margin quality (two EBITDA definitions), 92-day DSO working capital and 4.35× net debt/EBITDA are buried across entity ledgers and FX workpapers.

What they get

P&L, working capital, covenant headroom and the deleverage glide path in one governed pane — plus an agentic scenario planner.

Their day, better

Sees the capex-to-volume conversion and the cash to fund the FY27 paydown in seconds.

💰CFO: margin → cash → deleverage

Earnings to cash to value: the consolidated P&L, resin-cost & inventory working capital, the deleverage path off 4.35× net debt/EBITDA after the capex cycle, business economics, and the listed-company valuation view.

Start Arun's journey →
BD
Board of Directors
Listed (NSE: UFLEX) · Promoters 44.58%
The challenge

Hard to know if the films-cycle recovery, Asepto and circularity are compounding shareholder value — and how a ~₹3,416 Cr market cap at 0.22× sales reads against packaging peers.

What they get

The value-creation plan, EBITDA quality and the EV / market-cap bridge, governance-grade — with the leverage trend tracked honestly.

Their day, better

Reads the recovery, the debt walk and the re-rating case at a glance.

AN
Anantshree Chaturvedi
Vice Chairman & CEO · Flex Films International
The challenge

Eight overseas films plants report through separate entity ERPs — utilization, tariffs and FX effects surface weeks late and never in one view.

What they get

The nine-country films network live: utilization by plant, the Alox / value-added mix, tariff & FX exposure and where the next order lands best.

Their day, better

Sees where the global network is winning — and which line needs volume this quarter.

♻️Specialty films & circularity

Lift the films business above the commodity cycle — Alox, high-barrier and PCR specialty films plus recycling leadership: where the demand signals are, the capex behind them, the businesses they join, the program book, qualification with global CPGs, and how they lift blended margin.

Start Anantshree's journey →
JP
Jeevaraj Pillai
President — Flexible Packaging & Sustainability
The challenge

Converting throughput, CPG dispatch windows, recycling volumes and plant utilization surface too late, plant by plant.

What they get

Live line utilization, first-pass quality, on-time dispatch, EPR / Project Plastic Fix progress and the cost discipline that carries the cycle.

Their day, better

Runs the plants without firefighting — lines full, dispatch on time, trim recycled.

🏭Operate the plants & lines

Sense → decide → act across the films lines, converting plants and Asepto: the towers, the agents that act, delivery & quality, the workforce, and resin & supply risk.

Start Jeevaraj's journey →
AO
Asepto Growth Office
President — Aseptic Liquid Packaging (Asepto)
The challenge

Asepto's pack volumes, Sanand capacity, the Egypt greenfield and the account pipeline against Tetra Pak & SIG each live in their own tracker.

What they get

The aseptic ramp (7.97 bn packs on 12 bn capacity, Egypt doubling it to 24 bn), account wins by category and commissioning milestones in one place.

Their day, better

Sees where Asepto is winning volume and price — and where the next pack lands.

🧃Asepto & value-added growth

The UFlex thesis: shift the mix from cyclical commodity films to value-added — Asepto, specialty & PCR — the four pillars, the value levers, how the group is performing, the P&L & cash, the margin journey by business, and the shareholder value it creates.

Start Asepto's journey →
PS
P.L. Sirsamkar
President — Technical & NPD, Packaging Films
The challenge

Specialty-film NPD, CPG qualifications and the films order book sit apart from the commodity-spread reality the lines actually face.

What they get

Funnel → qualification → specialty program wins (Alox, F-TPM, Asclepius PCR) and the premium mix that lifts films margin above the cycle.

Their day, better

Knows where the next qualified program comes from and defends the premium book.

♻️Specialty films & circularity

Lift the films business above the commodity cycle — Alox, high-barrier and PCR specialty films plus recycling leadership: where the demand signals are, the capex behind them, the businesses they join, the program book, qualification with global CPGs, and how they lift blended margin.

Start P.L.'s journey →
The value-creation engine

Four pillars, each with its levers, agents and a number

Ashok Chaturvedi runs UFlex on four priorities. Each pillar has concrete levers, a standing AI agent (or desk) working it, and a live goal with a target — so the thesis is measurable, not a slogan.

📦Value-Added & Specialty Mix

Shift revenue from commodity films to value-added — laminates & pouches, holography, Alox / high-barrier and PCR specialty — 33% of revenue today, 40% the target.

Levers
  • Qualify Alox / F-TPM / PCR programs on the film lines (specialty share 28→35%)
  • Grow the +18% converting book into the CPG cross-line whitespace
  • Expand EBITDA margin toward 15% (Q4 exit was 15.3%)
Value-added mixOn track
33%40%
Open Value-Added & Specialty Mix
🧃Aseptic (Asepto) Scale-Up

Scale India's first domestic aseptic brand — 7.97 bn packs sold on Sanand's 12 bn capacity; the Egypt greenfield doubles it to 24 bn.

Levers
  • Commission the Egypt 12 bn-pack greenfield (76% complete)
  • Win juice / dairy / liquor accounts against Tetra Pak & SIG
  • Take Asepto export — Egypt serves MEA, Europe & East Africa
Packs soldOn track
7.97 bn12 bn
Open Aseptic (Asepto) Scale-Up
♻️Circularity & Recycling Leadership

Project Plastic Fix — 586 mn PCR bottles and 10,237 MT of MLP processed in FY26 — riding the EPR recycled-content mandates as a demand tailwind.

Levers
  • Ramp the Noida plant (36 kTPA rPET + 3.6 kTPA MLP, commissioned early FY27)
  • Scale recycled output 30,000 → 100,000 MT/yr
  • Sell the compliance wave — Asclepius 90% PCR film
Recycled volumeOn track
30,000 MT1,00,000 MT
Open Circularity & Recycling Leadership
⚖️Deleverage Through the Cycle

Unwind 4.35× net debt/EBITDA — it ROSE from 3.73× funding ₹2,044 Cr of capex — via FY27 volume on commissioned assets, capex moderation and working capital.

Levers
  • Hold FY27 capex to ~₹1,400 Cr and sweep operating cash flow
  • Release working capital (DSO 92→75; CCC 125 days)
  • Protect the ~1.15× headroom to the modeled 5.5× ceiling
Net debt / EBITDABehind
4.35×
Open Deleverage Through the Cycle
One shared language

Everything connects to the plant

The ontology is the model behind the truth: ten classes, one keystone. The plant / line is where business, leader, legal entity and geography reconcile — so a number computed anywhere foots everywhere.

See it whole

Every subject, composed into one 360

A 360 assembles everything the platform knows about one subject — graph context, governed metrics, external signals — into one role-ready surface a person and an agent read the same way.

Order to cash

Follow the money, end to end

One spine shows the value, the conversion, the days and the leakage at every handoff — from resin to collected cash, with film-stock inventory (~97 days) and aged receivables at each step. The biggest pools: finished-film inventory and the ₹700 Cr of AR past 60 days.

Order / SpecExtrude & ConvertPrint / Laminate / DispatchBill / InvoiceCollect / Cash
Walk the cycle
The engine room

Invest it, transform it fast, prove it returns — and trust every number

The value-added shift only works if the ₹2,044 Cr capex program converts to volume and the thesis is provable — and only matters if the numbers tie out. A standing reconciliation harness proves each metric equals the sum of its parts.

What it compounds into

The same governed data, the same decisions — a better business

₹15,401 Cr
Revenue
Packaging Films (incl. PET chips) · Flexible Packaging, Aseptic & Holography · Chemicals & Inks · Engineering & Cylinders
₹1,984 Cr
EBITDA (reported)
12.8% margin · Q4 exit 15.3%
₹992 Cr
Operating cash flow
capex ₹2,044 Cr — FCF negative by design
₹5,069 Cr
Value-added & converting
33% of revenue · +18%
4.35×
Net leverage
elevated — deleverage is the FY27 goal
📖
See it all come together
Read the UFlex story, end to end

The full operating narrative — resin and film spreads, converting and Asepto, holography and chemicals, the nine-country network, the financials, the signed-PAT recovery and the deleverage case — as one continuous scroll.

The UFlex Story

See it as you

Pick a leader and walk their journey, ask the cockpit a question, or look under the hood.