UFLEX LTDLong
Packaging sector is deeply undervalued
When FMCG, pharma etc stocks are trading 50 times their current earnings and 10 times their current Market cap...
How can their suppliers from packaging industry stocks trade just 3 times their current earnings and 0.5 to 1 times their current market cap ??
1. Hubli plant has commenced operation in this quarter which will boost topline growth
2. Good domestic demand (uflex serves 49% of domestic market)
3. During interview management has given 17% EBITDA guidance for Q3 if crude stays around 80$ range (Q2 EBITDA was 12%)
4. Debt of Rs 500 Cr will be repaid every quarter (current debt - 3000cr)
5. RSI Oversold, 1 week timeframe MACD support
How can their suppliers from packaging industry stocks trade just 3 times their current earnings and 0.5 to 1 times their current market cap ??
1. Hubli plant has commenced operation in this quarter which will boost topline growth
2. Good domestic demand (uflex serves 49% of domestic market)
3. During interview management has given 17% EBITDA guidance for Q3 if crude stays around 80$ range (Q2 EBITDA was 12%)
4. Debt of Rs 500 Cr will be repaid every quarter (current debt - 3000cr)
5. RSI Oversold, 1 week timeframe MACD support
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