UUFlexExecutive Cockpit

Org Roll-up 360

One additive tree — Geography → Operating line → Plant — scoped to your role, with live revenue, value-added & converting revenue and the data-grain that says how far you can trust each number.

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
Executive read· the answer, then the moves

The footprint rolls up to 15 plants & units across 10 operating lines & brands, but the build-out isn't finished: ~₹140 Cr of program EBITDA is still uncaptured in 5 scaling engines and ₹1,680 Cr of growth pipeline is in play. Point the org at capturing the programs and attaching films ↔ converting ↔ aseptic into the same CPG accounts.

4 of 4 headline metrics improving vs prior · still off target: Revenue from Operations ₹15,401 Cr vs ₹16,500 Cr, Value-Added & Converting Revenue ₹5,069 Cr vs ₹6,200 Cr, Value-Added & Converting Mix 33.0% vs 40.0%

Do now — ranked by urgency
  1. 1
    Capture the ~₹140 Cr of uncaptured program EBITDAWatch
    Why it matters

    5 engines are still scaling, led by Asepto (Aseptic Liquid Packaging) at ~₹56 Cr of uncaptured program EBITDA — margin that only lands as commissioning finishes and capture programs complete.

    What's driving it
    • ~₹140 Cr uncaptured across 5 scaling engines
    • Asepto (Aseptic Liquid Packaging): 88% digital/SAP maturity · program capture 76%
    FYI

    15 plants & units across 10 operating lines rolled up additively

  2. 2
    Commodity-films drag on the coreWatch
    Why it matters

    Shift mix to Alox / high-barrier / PCR and push chips third-party volume; hold share, don't chase price.

    What's driving it
    • Films revenue / spreads
    • Signal: Alert
    FYI

    Packaging Films ₹9,093 Cr (−3.9% YoY) on the ~260 KT India BOPET glut; India films utilization 72.3%.

  3. 3
    Harvest the ₹1,680 Cr growth pipelineOpportunity
    Why it matters

    ₹1,680 Cr of CPG contract wins, aseptic exports and PCR/EPR programs sits across the account base; High-barrier Alox films program — Americas premium brands (Packaging Films (incl. PET chips), ₹380 Cr) leads the queue.

    What's driving it
    • ₹1,680 Cr growth pipeline in play
    • Top opportunity High-barrier Alox films program — Americas premium brands at ₹380 Cr (60%)
    FYI

    5 external demand signals tracked

  4. 4
    Value-added engine compoundingOpportunity
    Why it matters

    Commission Egypt aseptic (24 bn packs total) and convert the CPG whitespace — mix 33%→40% is the re-rating fuel.

    What's driving it
    • Value-Added & Converting Mix
    • Signal: Alert
    FYI

    Flexible Packaging, Aseptic & Holography at ₹5,069 Cr (+18.0%) — 33% of revenue; Asepto sold 7.97 bn packs.

💎 Deleverage & the re-ratingStep 3 of 7 · footprint & the data grainCompany HierarchyValue Creation PlanAll journeys
🌐 Enterprise 360 modules· on Org Roll-up 360Browse all 31 views ▾
● LiveBuilt forChairman / Board· roll the whole footprint up or down by any unitGeography Head / Line President· their slice, ranked against peersFinance / Transformation PMO· which rupees are actual vs still allocated

The roll-up lens, made operable. Pick the role you're signed in as and the tree opens at your scope; every level sums additively from the site grain. The UFlex twist: each plant is tagged site-grain actual, SAP-allocated, or region-only estimate (Russia/CIS and Nigeria still allocate; Dharwad and the export desk book at region only) — so the headline isn't just the number, it's how much of it you can bank. Plants inherit their segment and scale-up state straight from the operating-line registry.

Data backing: site (revenue · value-added · plant lines · data grain · coverage) · operating-line registry (→ segment, scale-up status) · org (leadership)
Access-scoped · additive · live ₹

Walk the org from any altitude

Set an access level, drill the tree, rank plants within a cohort, and see who owns each unit — each plant links to its Plants & Network 360, each line to its Businesses & Brands 360.

● Live ₹Signed in as Chairman / Board — scope:All geographies· 15 plants in view4 at-risk
Revenue
₹15,401 Cr
15 plants / units · FY26
Value-Added & Converting
₹5,019 Cr
33% value-added mix
Contribution ~42%
₹6,407 Cr
modeled blended contribution
Plant lines
2k
film · converting · aseptic · cylinder
Site-grain coverage
9076%
trust as actuals
Newer-engine share
8%
₹1,300 Cr from Asepto / PCR / specialty
Where this revenue is booked₹13,906 Cr actual · ₹1,495 Cr estimated
₹13,906 Cr

90% is site-grain actual; the rest is SAP-allocated from area/region postings while the S/4 cutover completes — shown as an estimate, reconciled to the geography total.

Peer cohort leaderboard
Group by
Plants
6
Revenue
₹7,239 Cr
Value-added
₹4,780 Cr
Coverage
9552%
#PlantSite-grain coverageGrain
1Noida (HQ · converting · holography · engineering), UP · Flexible Packaging97%Actuals
2Sanand (Asepto — 12 bn packs), GJ · Asepto96%Actuals
3Jammu (films + converting), J&K · Flex Films95%Actuals
4Panipat (vPET chips 168 kTPA), HR · Flex Films94%Actuals
5Malanpur (chemicals — inks & adhesives), MP · Flexcure / Flexgreen93%Actuals
6Dharwad (BOPP 54 kTPA — under construction), KA · Flex Films40%Region-only
Who owns thisGeography · India
Chairman
Ashok Chaturvedi — Chairman & Managing Director (founder, 1985)
Open Businesses & Brands 360 →
Org roll-up · Chairman / Board viewClick a row to see its owners · Geography → Operating line → Plant
Geography · Line · PlantRevenueValue-addedContribution ~42%LinesCoverageHealthGrain / link
(4)47%₹7,239 Cr₹4,780 Cr₹3,011 Cr7009552%1/6
(1)17%₹2,600 Cr₹2,780 Cr₹1,082 Cr2109700%Brands 360 →
(3)16%₹2,489 Cr₹700 Cr₹1,035 Cr2809458%1/3Brands 360 →
(1)8%₹1,300 Cr₹1,300 Cr₹541 Cr1409600%Brands 360 →
(1)6%₹850 Cr₹0 Cr₹354 Cr709300%Brands 360 →
(1)18%₹2,818 Cr₹170 Cr₹1,172 Cr2709078%
(2)18%₹2,818 Cr₹170 Cr₹1,172 Cr2709078%Brands 360 →
(1)17%₹2,649 Cr₹60 Cr₹1,102 Cr3908757%1/3
(3)17%₹2,649 Cr₹60 Cr₹1,102 Cr3908757%1/3Brands 360 →
(1)15%₹2,249 Cr₹9 Cr₹936 Cr4608527%2/3
(3)15%₹2,249 Cr₹9 Cr₹936 Cr4608527%2/3Brands 360 →
(1)3%₹446 Cr₹0 Cr₹186 Cr06000%
(1)3%₹446 Cr₹0 Cr₹186 Cr06000%Brands 360 →
Revenue, value-added & converting revenue and plant lines roll up additively (every level = the sum of its children). Coverage is revenue-weighted. A plant inherits its segment and scale-up status from the operating-line registry; ACT / ALLOC / REGION mark whether a plant books at true site grain or is allocated while entity consolidation automates. Each plant links to its Plants & Network 360; each line to its Businesses & Brands 360.
Where to point the roll-up next

~₹140 Cr uncaptured program EBITDA · ₹1,680 Cr pipeline in play

The build-out isn't finished. Three queues that turn the org tree into a plan: engines still scaling, the growth pipeline, and the external signals pulling demand.

Scaling engines · uncaptured program EBITDA
Asepto (Aseptic Liquid Packaging)
88% digital/SAP maturity · capture 76%
~₹56 Cr
In progress
Flexcure / Flexgreen (Chemicals & Inks)
86% digital/SAP maturity · capture 72%
~₹29 Cr
In progress
F-TPM / F-WSP (Specialty Films)
80% digital/SAP maturity · capture 66%
~₹24 Cr
In progress
UFlex Engineering & Cylinders
84% digital/SAP maturity · capture 70%
~₹16 Cr
In progress
Asclepius (90% PCR Film)
72% digital/SAP maturity · capture 58%
~₹14 Cr
In progress
Growth pipeline · top opportunities
High-barrier Alox films program — Americas premium brands
Packaging Films (incl. PET chips) · Proposal · 60% · signal-driven
₹380 Cr
Asepto export ramp — MEA dairy & juice (Egypt greenfield)
Flexible Packaging, Aseptic & Holography · Develop · 55% · signal-driven
₹320 Cr
PCR / Asclepius sustainable-films contracts (EPR mandates)
Packaging Films (incl. PET chips) · Develop · 52% · signal-driven
₹260 Cr
Snacks laminate renewals — post-GST 2.0 restock
Flexible Packaging, Aseptic & Holography · Negotiation · 78% · signal-driven
₹240 Cr
Mexico WPP pet-food bags — commercial ramp (80 mn bags/yr)
Packaging Films (incl. PET chips) · Qualify · 45%
₹210 Cr
External signals · demand pull
Arun Kumar Sharma appointed President (F&A) & Group CFO (KMP) — effective 10 Jul 2026
Medium
BSE/NSE · UFlex Limited · 2026-07-10 → succession after Rajesh Bhatia superannuated 4 Feb 2026; Sumeet Kumar (EVP Finance) bridged
Q4 FY26 results: EBITDA margin 15.3% — highest in 14 quarters; FY27 guided above FY26
High
BSE/NSE · UFlex Limited · 2026-05-30 → exit rate, not run-rate — recovery evidence for the re-rating case
US tariff regime eases through the year (~25-50% → 10-18%) — Americas films relief
Medium
News · Americas · 2026-05-20 → Kentucky + Altamira local-for-local model buffers residual tariff risk
India BOPET overcapacity ~260 KT keeps commodity film spreads thin
High
News · Packaging Films (incl. PET chips) · 2026-04-15 → films −3.9% YoY; value-added mix (Alox / PCR / aseptic) is the mitigation
EPR recycled-content mandates in force (30% rigid / 10% flexible / 5% MLP) — rPET demand tailwind
High
News · Asclepius (90% PCR Film) · 2026-04-01 → Noida 36 kTPA rPET + Asclepius 90% PCR film ride the compliance wave