Barflex Polyfilms Ltd. · NSE:BARFLEX
Barflex Polyfilms — Investor Presentation (June 2025)
28 slides from Barflex Polyfilms's investor presentation, Jun 5, 2025
Slide 1: Letter to NSE submitting investor presentation
Date: June 05, 2025 To, The Manager-Listing National Stock Exchange of India Limited Exchange Plaza, 5th Floor, C-Block-G, Bandra Kurla Complex, Bandra (E), Mumbai-400051, Maharashtra Symbol- BARFLEX ISIN-INE0QX401014 SUBJECT: Investors Presentation Dear Sir/Madam, In compliances of SEBI (Listing Ob
Slide 2: Barflex Polyfilms Limited Investor Presentation H2FY25
BARFLEX POLYFILMS LIMITED A Proxy to India’s Consumption Story INVESTOR PRESENTATION H2FY25 www.barflex.co.in Page 1
Slide 3: Disclaimer
DISCLAIMER This presentation or any other documentation or information (or any part thereof) delivered or supplied should not be deemed to constitute prospectus or placement memorandum or an offer to acquire any securities. No representation or warranty, express or implied is made as to, and no reli
Slide 4: Content
CONTENT 01 02 03 About Us Offerings Business Model 04 05 06 Management Growth Drivers Financials Page 3
Slide 5: About Us
ABOUT US Barflex Polyfilms Limited operates primarily as a manufacturer and supplier of flexible packaging materials, offering innovative and high-performance solutions to meet the evolving needs of diverse industries. Our product range includes advanced barrier COEX films, flexible printed laminate
Slide 6: Our Products
OUR PRODUCTS Product Category Type Applications / End-Use Raw material for laminates, pasteurized milk pouches, COEX Films 3-Layer Films vanaspati, poly shrink films Edible oil & ghee pouches, mayonnaise, tomato puree, COEX Films 5-Layer Barrier Films distempers, paints, high-barrier laminates for a
Slide 7: Our Clients
OUR CLIENTS Page 6
Slide 8: Our Clients
OUR CLIENTS Page 7 By offering both standardized and customizable products, Barflex appeals to a broad customer base, from large FMCG brands to niche industrial users.
Slide 9: Business Model
BUSINESS MODEL Barflex’s revenue depends on volume sales to large-scale FMCG and industrial customers, combined with premium pricing for specialized and customized products. Revenue Generation Streams Sale of flexible packaging materials, including films, laminates, labels, vacuum pouches, and bags.
Slide 10: Scalable Model
SCALABLE MODEL 01 02 03 04 05 Integrated Customization Strong Expanding Client Stickiness Manufacturing -Driven Model Domestic Base Export Reach Through Service Excellence Facility handles the full Barflex works closely The company Building its export Ensures timely packaging cycle—design, with clie
Slide 11: Management
MANAGEMENT Aged 64 years, Mr.Jaiwant Bery is the Promoter and Managing Director of our Company. He has been an integral part of our organization since its inception. He holds a Post graduate diploma in management from Indian Institute of Management, Bangalore in 1983. He has over 37 years of experie
Slide 12: Management Commentary
MANAGEMENT COMMENTARY We are committed to manufacturing excellence, customer-focused customization, and tight supply chain integration to support sustainable growth. Our diversified product portfolio, combined with more than double capacity increase, positions us strongly to meet growing demand acro
Slide 13: Growth Drivers
GROWTH DRIVERS 01 02 03 Expansion Plans Joint Ventures Business Strengths Page 12
Slide 14: Expansion Plans
EXPANSION PLANS Expanding Product Offerings Introducing advanced 7-layer barrier film technology and extrusion lamination to provide eco-friendly, high- 01 performance packaging solutions, especially targeting the rapidly growing Indian food segment. Scaling Manufacturing Capacity 02 Investing in ne
Slide 15: Flexible Laminates & WPP Bags Expansion
FLEXIBLE LAMINATES & WPP BAGS EXPANSION Brownfield Expansion Barflex is undertaking a strategic brownfield expansion by setting up a new unit just 2 km from its existing, fully utilized facility in Baddi, Himachal Pradesh. This expansion is designed to triple the company’s packaging capacity and ser
Slide 16: Flexible Laminates & WPP Bags Expansion: Strategic Rationale
FLEXIBLE LAMINATES & WPP BAGS EXPANSION Strategic Rationale Client Synergy: Barflex already supplies 1–10 kg packs to major FMCG and industrial clients. This unit allows servicing of their bulk packaging needs, enabling full- spectrum supply capabilities. Market Demand: Strong demand for bulk bags i
Slide 17: Strategic Partnerships
STRATEGIC PARTNERSHIPS Barflex Flexibles Private Limited The JV facility (60% holding with Barflex) is strategically located in Alwar, Rajasthan (Delhi NCR region), leveraging proximity to demand centers and a highly incentive-rich environment. The plant spans 45,000 sq. ft., provided by Mahesh Grou
Slide 18: Barflex Flexibles Private Limited
BARFLEX FLEXIBLES PRIVATE LIMITED Parameter Details Project Name Barflex Flexibles Private Limited Location Alwar, Rajasthan (Delhi NCR Region) Business Structure Joint Venture: 60% Barflex Polyfilms Ltd, 40% Mahesh Edible Oil Industries Ltd Type of Project Greenfield expansion in flexible packaging
Slide 19: Barflex Flexibles Private Limited
BARFLEX FLEXIBLES PRIVATE LIMITED Parameter Details Operational Timeline Commercial Production: Q1FY26 • COEX Barrier Films Product Portfolio • Laminated Pouches • BOPP Labels Installed Capacity 5,520 TPA Revenue Potential ₹100–120 Crores at full utilization Anchor Customer Mahesh Group (~₹3,000 Cr
Slide 20: Barflex Flexibles Private Limited
BARFLEX FLEXIBLES PRIVATE LIMITED Parameter Details Fiscal Incentives SGST benefit from state government Gross Margin Outlook Attractive due to value-added products and captive customer base Exit Options / ROI High-IRR project with potential dividend visibility or spin-off upside • Execution timelin
Slide 21: BA Flexpack Private Limited
BA FLEXPACK PRIVATE LIMITED Parameter Details Project Barflex Label Business JV – Faridabad Unit Location Faridabad, NCR Delhi Business Structure Joint Venture – Barflex: 51%, Existing Promoters: 49% Start Date Q1FY26 Status Fully operational unit with high-end printing setup Initial Investment ₹2 C
Slide 22: BA Flexpack Private Limited
BA FLEXPACK PRIVATE LIMITED Parameter Details • Self-Adhesive Paper Labels (Pharma, Liquor, Edible Oil) • In-Mold Labels (IML for dairy, FMCG) Product Portfolio • PVC Shrink Labels • BOPP Labels • FMCG (shampoos, juices, water) • Pharma End-Use Industries • Liquor • Dairy Revenue Potential ₹18–20 Cr
Slide 23: BA Flexpack Private Limited
BA FLEXPACK PRIVATE LIMITED Parameter Details Market Access Existing client base + Barflex’s packaging customers Expansion Potential Capacity doubling likely within 6 months based on early demand • High-margin diversification Strategic Benefits • Cross-selling into flexible packaging • Broader packa
Slide 24: Right to Win
RIGHT TO WIN Market Leadership in a High- Product Portfolio Technology Upgrade Well-Capitalized with Prudent Growth Segment Expansion Investment Planning Barflex operates in the flexible A key highlight of the expansion is The expansion also includes the Even prior to the IPO, Barflex packaging spac
Slide 25: Financial Performance
FINANCIAL PERFORMANCE INCOME STATEMENT BALANCE SHEET Page 24
Slide 26: Income Statement
INCOME STATEMENT Particulars (In Lakhs) H2FY25 H2FY24 FY25 FY24 Total Revenue 5476.95 6260.32 10987.44 11611.18 Total Expense 4467.01 5230.09 8917.3 9246.28 EBITDA 1009.94 1030.23 2070.14 2364.9 EBITDA Margins % 18.44% 16.46% 18.84% 20.37% Depreciation And 27.36 26.55 53.53 51.64 Amortization Expens
Slide 27: Balance Sheet
BALANCE SHEET EQUITY AND LIABILITIES ASSETS Particulars (In Lakhs) FY25 FY24 Particulars (In Lakhs) FY25 FY24 Shareholders' funds 2474.90 2269.70 Non-current assets (a) Share capital 6621.28 4163.51 (a) Property,Plant & Equipment 539.71 522.25 (b) Reserves and Surplus (b) Intangible assets - - (c) C
Slide 28: Thank You for Your Attention
THANK YOU FOR YOUR ATTENTION Barflex Polyfilms Limited www.barflex.co.in Investor Relations Twenty Eighth Consulting Ms. Palak Agarwal Page 27 palak@twentyeighthconsulting.com
Barflex Polyfilms — Investor Presentation (June 2025) on 6ix