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Jun 07, 2026 01:03 PM • Zerodha Pulse

Packaging Firms Remain Upbeat On FY27 Growth Despite Raw Material Volatility Amid Middle East Crisis

▼ Bearish +5.02%

As a major global flexible packaging player, UFLEX is directly exposed to volatile input costs for PTA, MEG, and polypropylene films arising from disruptions in the Strait of Hormuz. Although the company demonstrated robust cost pass-through capabilities in its previous quarter, escalating freight rates and spot polymer price jumps will likely compress gross margins over the next multi-week positional cycle. Price actions are expected to turn bearish or sideways as the market prices in the added geopolitical risk discount.

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