UFlex Company Overview slide image

UFlex Company Overview

1 UFlex's Business is Non Cyclical, Catering to High Growth and Resilient End Markets India: Flexible Packaging Market By End-use (1) Global: Flexible Packaging Market By End-use (1) (Revenue ($bn) 2016-2021 2022-2027 (Revenue in $bn) 2016-2021 2022-2027 CAGR CAGR CAGR CAGR 4.8% 4.4% 10.1% 10.0% 4.4% 4.0% 11.0% 10.9% 5.8% 5.4% 29.3 8.5% 8.9% 7.1% 6.6% 237.0 9.1% 9.6% 26.6 5.8% 5.2% 215.9 226.5 205.2 27.0 24.0 5.9 11.8% 11.2% 194.4 25.7 21.7 5.3 176.6 180.6 24.4 15.6 23.0 14.7 2.2 21.6 13.7 18.2 19.3 4.7 12.8 17.2 2.0 17.2 4.3 2.6 19.4 19.9 11.9 16.3 15.4 1.8 16.0 2.4 10.4 10.8 14.5 51.4 3.7 1.7 2.2 13.0 13.4 49.4 47.4 5.5 45.3 3.3 3.0 1.5 43.2 2.0 5.0 39.7 40.4 [1.4 1.8 4.5 1.7 4.0 1.6 3.6 3.2 2.9 7.2 7.8 8.7 9.7 10.8 11.9 13.1 94.1 96.1 103.2 108.7 114.1 119.5 124.8 2019 2020 2021E 2022P 2023P 2024P 2025P 2019 2020 2021E 2022P 2023P 2024P 2025P ■ Food ■Cosmetics and Personal Care ■Beverages Healthcare Food Beverage Cosmetics and Personal Care Healthcare Other End User Vertical India's per Capita Packaging Consumption is Highly Under-Penetrated; Flexible Packaging Continues to be Preferred Option (1) Per Capita Consumption (in kgs) US 110-115 Europe 65-70 China 45-50 German 40-45 Brazil 30-35 India 14-16 Indian packaging industry is the 5th largest sector in the country and is becoming a preferred hub for global counterparts Indian packaging market was ~$80 bn in 2021, up 10% from $72.6 billion in 2020. The market has grown at ~9.8% CAGR from 2016 to 2021 and is expected to grow at a similar rate to reach $148 bn by 2027 The steady growth has continued even in the face of the Covid-19 challenge, on the back of consistent pharma and food products demand I I UFlex Exposure into Resilient End Markets (2) 8% 92% ■ FMCG ■ Pharma 1. Source: CRISIL Research, Indian Institute of Packaging. 2. UFlex supply to convertors/ intermediators and they may use it in the mentioned sectors. The sector-wise composition of revenue is for FY21 and it changes every year. 15 UFLEX 'A part of your daily life'
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