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.
Indian packaging firms EPL, Uflex and TCPL serving FMCG, personal care and food sectors report raw material cost pressures and export disruption from West Asia crisis, but remain upbeat on FY27 growth driven by domestic consumption and capacity expansion.
Why this matters
Reinforces EPL's earlier stance that West Asia shock to raw material costs is absorbable, with management doubling down on FY27 growth bets alongside Uflex and TCPL.
Retail-company signals steady at 2,283 over the last 90 days, no QoQ acceleration.