EPL, Uflex, TCPL hold FY27 growth bets despite raw material swings, Mideast export hit
Indian packaging majors serving FMCG, personal care and food customers say raw material volatility and West Asia export disruption are manageable, with ~50% of business under contractual pass-through clauses. Domestic consumption and capacity expansion underpin upbeat FY27 guidance.
What happened
EPL Ltd · Indian packaging firms EPL, Uflex and TCPL serving FMCG, personal care and food sectors report raw material cost pressures and export disruption from
Key facts
- 50% contractual customers
- FY27
Why this matters
West Asia export disruption may pressure smaller unhedged packaging peers, opening selective bolt-on or capacity acquisition windows as majors double down on domestic FMCG-led expansion.