EPL, Uflex, TCPL hold FY27 growth view despite West Asia shock to raw material costs
Indian packaging majors EPL, Uflex and TCPL Packaging are sticking to upbeat FY27 guidance even as the West Asia crisis stokes raw material volatility and export disruption. Pass-through contracts covering ~50% of customers, ongoing capacity expansion and resilient domestic FMCG and personal care demand are cited as buffers.
Indian packaging firms EPL, Uflex and TCPL face raw material cost pressures and export disruptions from West Asia crisis but remain upbeat on FY27, citing pass-through contracts, capacity expansion and healthy domestic FMCG/personal care demand.
Why this matters
EPL reaffirms FY27 confidence alongside Uflex and TCPL, signaling that India's packaging majors view West Asia-led input cost shocks as manageable through pass-through pricing and steady FMCG demand.
Retail-company signals steady at 2,282 over the last 90 days.