Sector Alpha Week of 2026-08-05
20-quarter listed-company comparison

Packaging - BOPP Stocks in India

Packaging - BOPP: Uflex Ltd owns the largest revenue base; Cosmo First Ltd has the fastest current growth.

01 · the index people search for

Nifty Packaging - BOPP Index — Constituents & Performance

The Packaging - BOPP companies below are the listed Indian Packaging - BOPP universe this page tracks — the same constituent set people search for as the Nifty Packaging - BOPP index. Every figure is equal-weighted across those companies, so one large constituent cannot set the reading. Each number carries its own as-of date.

02 · the sector itself · before any single company

How has Packaging - BOPP moved against NIFTY 500?

The line below covers up to 5.2 years and opens on the 5Y view; the buttons cut it shorter. Over the most recent two of them this sector is 4% behind NIFTY 500. Earnings across its companies grew 17% on average over the last four reported quarters. It has been ahead of NIFTY 500 on a rolling three-month view for 6 weeks running.

FADING · −2 in 4w~Moving with the index2 of 5 companies ahead of NIFTY 500 by 5% or more over three months2 are 20% or more behind over a year while earnings grew 20% or more

RS ↑6w · 5/5 >200d (+2) · 2/5 lead (−2) · EPS 3/5↑

20020262025202420232022 207333 TRAILING 12-MONTH EPS · 100 AT THE START0100131Sep 23Mar 24Sep 24Mar 25Sep 25Mar 26Sep 2023 · trailing 12-month earnings per share at 100, against 100 at the start · down 100.0% on a year ago · 5 reportingDec 2023 · trailing 12-month earnings per share at 52, against 100 at the start · down 100.0% on a year ago · 5 reportingMar 2024 · trailing 12-month earnings per share at 37, against 100 at the start · down 88.8% on a year ago · 5 reportingJun 2024 · trailing 12-month earnings per share at 71, against 100 at the start · up 39.7% on a year ago · 5 reportingSep 2024 · trailing 12-month earnings per share at 93, against 100 at the start · up 39.5% on a year ago · 5 reportingDec 2024 · trailing 12-month earnings per share at 109, against 100 at the start · up 200.0% on a year ago · 5 reportingMar 2025 · trailing 12-month earnings per share at 120, against 100 at the start · up 157.2% on a year ago · 5 reportingJun 2025 · trailing 12-month earnings per share at 131, against 100 at the start · up 63.8% on a year ago · 5 reportingSep 2025 · trailing 12-month earnings per share at 103, against 100 at the start · down 5.6% on a year ago · 5 reportingDec 2025 · trailing 12-month earnings per share at 43, against 100 at the start · down 32.6% on a year ago · 5 reportingMar 2026 · trailing 12-month earnings per share at 102, against 100 at the start · up 41.7% on a year ago · 4 reportingNot reported yet — earnings trail price by a quarter or two102 · Mar 26No earnings on file this far back — the price series reaches further than the filings doNO EARNINGS ON FILE
20020262025202420232022 207333 TRAILING 12-MONTH EPS · 100 AT THE START0100131Mar 24Mar 25Mar 26Sep 2023 · trailing 12-month earnings per share at 100, against 100 at the start · down 100.0% on a year ago · 5 reportingDec 2023 · trailing 12-month earnings per share at 52, against 100 at the start · down 100.0% on a year ago · 5 reportingMar 2024 · trailing 12-month earnings per share at 37, against 100 at the start · down 88.8% on a year ago · 5 reportingJun 2024 · trailing 12-month earnings per share at 71, against 100 at the start · up 39.7% on a year ago · 5 reportingSep 2024 · trailing 12-month earnings per share at 93, against 100 at the start · up 39.5% on a year ago · 5 reportingDec 2024 · trailing 12-month earnings per share at 109, against 100 at the start · up 200.0% on a year ago · 5 reportingMar 2025 · trailing 12-month earnings per share at 120, against 100 at the start · up 157.2% on a year ago · 5 reportingJun 2025 · trailing 12-month earnings per share at 131, against 100 at the start · up 63.8% on a year ago · 5 reportingSep 2025 · trailing 12-month earnings per share at 103, against 100 at the start · down 5.6% on a year ago · 5 reportingDec 2025 · trailing 12-month earnings per share at 43, against 100 at the start · down 32.6% on a year ago · 5 reportingMar 2026 · trailing 12-month earnings per share at 102, against 100 at the start · up 41.7% on a year ago · 4 reportingNot reported yet — earnings trail price by a quarter or two102No earnings on file this far back — the price series reaches further than the filings doNO EARNINGS ON FILE
Packaging - BOPP, equal-weighted, based at 200 NIFTY 500, same base, same start trailing 12-month earnings per share rising falling

Both lines start at 200 in the same week, so the distance between them is the whole story: the sector line is an equal-weighted index of its 5 companies. The bars underneath are trailing 12-month earnings per share, one bar per reported quarter, each member rebased to 100 at the start and the sector taking the median — so a price line pulling away from flat bars is a re-rating, not earnings. A bar turns red when that figure is lower than the quarter before. Rules are fixed and applied identically everywhere on this site: ahead by 5% or more over three months, or behind by 20% or more over a year while earnings grew 20% or more. Hover any point to read both values and the gap. This is a description of what the numbers did, not advice.

03 · sector relative strength, before individual stocks

Is Packaging - BOPP outperforming NIFTY 500?

Packaging - BOPP has underperformed NIFTY 500 by 12.2% over the last 52 weeks. Over 13 weeks the gap is a lead of 7.1%. 4 of 5 covered companies currently beat NIFTY on Mansfield relative strength, so leadership inside the sector is selective. Jindal Poly Films Ltd is the strongest against the sector itself at +67.5%.

+7.1%Sector vs NIFTY 500 · 13 weeks
-12.2%Sector vs NIFTY 500 · 52 weeks
4/5Stocks leading NIFTY 500
1/5Stocks leading sector

Sector metric: 19.9 as of 2026-07-19 · NARROWING · rising.

The central tension: the companies with the most scale are not necessarily the companies creating the most change.

Start with scale. Then earnings trajectory. Then business quality. Only after those three agree should price leadership carry much weight.

Bottom line

Packaging - BOPP has underperformed NIFTY 500 by 12.2% over 52 weeks and 7.1% over 13 weeks. 4 of 5 covered companies beat NIFTY on Mansfield relative strength, while 1 of 5 beat the sector itself. Uflex Ltd leads with revenue of ₹15,401 crore, based on 5 of 5 comparable companies through Mar 2026.

Companies
5
complete canonical membership
Combined market value
₹12.6K Cr
Polyplex Corporation Ltd
Revenue growing
4/5
positive TTM year-on-year growth
Beating NIFTY 500
4/5
positive Mansfield relative strength
Comparing 5 of 5
04 · research priority, made explicit

4-Factor Sector Score

An additive sector-relative research score. The four displayed point contributions always equal the total: Growth & earnings (35), Capital efficiency (25), Valuation (20), and Relative strength (20). Missing or stale evidence is absorbed inside the affected factor, never applied as a hidden adjustment.

Growth & earnings · 35%Capital efficiency · 25%Valuation · 20%Relative strength · 20%
Nahar Polyfilms Ltd has the strongest current balance of earnings trajectory, business quality, valuation and price confirmation, with 71% evidence confidence.
Jindal Poly Films Ltd has stronger price confirmation than earnings confirmation; that is a research prompt, not permission to chase.
How this score is built, and what the marks mean

Missing observations are not scored as bad. Their missing weight lowers confidence and pulls the final score toward neutral. PEG is not shown when the ratio cannot mean anything: the company must be making a profit, its price-to-earnings must be positive, and its three-year earnings growth must fall between 5% and 60%. Dividing a price multiple by a loss, or by growth measured off a tiny base, produces a number that looks precise and tells you nothing. Under relative strength, one mark per week shows the last 12 weeks: a mark is filled where the company led NIFTY 500 by 5% or more over the 13 weeks ending that week, which is the same test used everywhere on this site. Price stage places the company on the same six-step curve the sector itself is placed on — basing, turning, breaking out, leader, fading, asleep — read from how many weeks running it has led NIFTY 500 and whether that lead is widening or shrinking. It describes where the PRICE stands, not the earnings trajectory and not a recommendation, and it is left blank for a company whose weekly history is too short or too stale to read.

CompanyScorePrice stageGrowth & earnings/35Capital efficiency/25Valuation/20Relative strength/20
1Nahar Polyfilms LtdNAHARPOLY 66.2/100Favorable setup71% evidence TURNING 30.6/35 Revenue 5.5% · PAT 66% · OPM change 4 pp 95% evidence 16.3/25 ROCE 10.7% · OPM 19% 95% evidence 10.0/20 P/E 8.4× · PEG — 0% evidence 9.3/20 RS sector -8% · RS bench 1.1% · 1Y -15.7%2 of 11 weeks ahead 70% evidence
Exact sum: 30.6 + 16.3 + 10 + 9.3 = 66.2 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
2Cosmo First LtdCOSMOFIRST 60.6/100Mixed-positive evidence78% evidence TURNING 26.3/35 Revenue 25.7% · PAT 17.2% · OPM change 3 pp 95% evidence 17.5/25 ROCE 11.2% · OPM 12% 95% evidence 8.1/20 P/E 14.5× · PEG — 35% evidence 8.7/20 RS sector -17.5% · RS bench 13.7% · 1Y -17.2%8 of 11 weeks ahead 70% evidence
Exact sum: 26.3 + 17.5 + 8.1 + 8.7 = 60.6 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
3Uflex LtdUFLEX 47.8/100Mixed-negative evidence84% evidence TURNING 20.5/35 Revenue 2.4% · PAT 100% · OPM change 3 pp 100% evidence 8.9/25 ROCE 7% · OPM 14% 100% evidence 15.0/20 P/E 10.3× · PEG 0.69 50% evidence 3.4/20 RS sector -23.6% · RS bench -2.5% · 1Y -20.4%3 of 10 weeks ahead 70% evidence
Exact sum: 20.5 + 8.9 + 15 + 3.4 = 47.8 · Decision use: Balanced evidence: keep at normal research priority and require another comparable period before raising conviction.
4Polyplex Corporation LtdPOLYPLEX 39.5/100Thin evidence · provisional58% evidence TURNING 13.0/35 Revenue 2.9% · PAT -80% · OPM change 1 pp 71% evidence 5.6/25 ROCE 1% · OPM 4.7% 76% evidence 10.0/20 P/E 77.2× · PEG — 0% evidence 10.9/20 RS sector -13.7% · RS bench 17.3% · 1Y -2.3%8 of 11 weeks ahead 70% evidence
Exact sum: 13 + 5.6 + 10 + 10.9 = 39.5 · Decision use: Fill the missing evidence before acting; the ranking is deliberately pulled toward neutral.
5Jindal Poly Films LtdJINDALPOLY 29.6/100Adverse evidence70% evidence ASLEEP 2.4/35 Revenue -32.7% · PAT -80% · OPM change -27 pp 88% evidence 2.3/25 ROCE 5.4% · OPM -21% 100% evidence 10.0/20 P/E — · PEG — 0% evidence 14.9/20 RS sector 67.5% · RS bench 2.4% · 1Y 6.3%3 of 9 weeks ahead 70% evidence
Exact sum: 2.4 + 2.3 + 10 + 14.9 = 29.6 · Decision use: Price leads the evidence: RS versus the benchmark is 2.4%, but earnings trajectory is weak. Wait for revenue and profit confirmation.
05 · what price has already done

Market action

Jindal Poly Films Ltd has the strongest one-year price move in Packaging - BOPP at +6.3%. Polyplex Corporation Ltd leads on Mansfield relative strength against NIFTY at +17.3%. 4 of 5 covered companies are above zero on that measure. Every line covers 313 weekly closes through 2026-07-31.

Price and relative strength

Every company, the sector's own index and NIFTY 500 all start level on the left edge of the window, so only the distance between the lines counts — the highest line has risen the most since then, and the chart at the top of this page is drawn the same way. It opens on one year; the buttons beside it stretch that to three or five.

06 · compare level, then change

Revenue Scale & Growth Durability

Uflex Ltd has the highest Revenue among the 5 Packaging - BOPP companies compared here, at ₹15,401 crore. Polyplex Corporation Ltd is next at ₹7,086 crore. Cosmo First Ltd has the highest Revenue growth at 25.7%, so level and change sit with different companies. 5 of 5 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Uflex Ltd is the scale leader at ₹15,401 crore, 117.3% ahead of Polyplex Corporation Ltd. Cosmo First Ltd's growth is 25.7% from a ₹3,639 crore base, with 14 reported observations in the 20-quarter window. Treat the growth leader as an acceleration candidate, not as equally proven scale.

LeaderUflex Ltd · ₹15,401 crore
Gap117.3% versus #2 · Polyplex Corporation Ltd
Persistence6/8 recent comparable periods
Coverage5/5 companies · 81 observations

Investor read: Uflex Ltd is the scale benchmark; Cosmo First Ltd is the acceleration watch. Promote the challenger only if growth persists and converts into margin and returns.

This conclusion weakens if: Uflex Ltd's growth falls below Cosmo First Ltd's for two consecutive comparable reports while operating margin also compresses.

Revenue is compared on a common reported-currency basis. Growth is year-on-year, so seasonality does not masquerade as progress.
Revenuelargest
1Uflex Ltd UFLEX₹15.4K Cr
2Polyplex Corporation Ltd POLYPLEX₹7.1K Cr
3Cosmo First Ltd COSMOFIRST⚠ unverified₹3.6K Cr
4Jindal Poly Films Ltd JINDALPOLY₹3.1K Cr
5Nahar Polyfilms Ltd NAHARPOLY₹704 Cr
Revenue growthfastest growers
1Cosmo First Ltd COSMOFIRST⚠ unverified26%
2Nahar Polyfilms Ltd NAHARPOLY5.6%
4Uflex Ltd UFLEX2.4%
5Jindal Poly Films Ltd JINDALPOLY-33%
Revenue · company comparison
5/5 level · 5/5 change

On every company-comparison chart on this page: solid lines show level, dotted lines show change when “Both” is selected, and a missing report breaks the line rather than being invented.

All-company data · latest reported quarter

In every all-company table on this page, each figure is the company’s latest single reported quarter. The rankings above them use trailing-twelve-month or current-market values, so a company can legitimately show a different number in each.

CompanyRevenueRevenue growthReported
Uflex Ltd UFLEX₹4.1K Cr6.4%Mar 2026
Polyplex Corporation Ltd POLYPLEX₹1.9K Cr7.5%Mar 2026
Cosmo First Ltd COSMOFIRST⚠ unverified₹1.0K Cr37%Mar 2026
Jindal Poly Films Ltd JINDALPOLY₹372 Cr-69%Dec 2025
Nahar Polyfilms Ltd NAHARPOLY₹168 Cr7.0%Mar 2026
Full 20-quarter history · every available company

Revenue · reported quarter history

Cosmo First Ltd · COSMOFIRST⚠ unverified

₹730 Cr
₹715 Cr
₹658 Cr
₹664 Cr
₹625 Cr
₹641 Cr
₹690 Cr
₹759 Cr
₹701 Cr
₹746 Cr
₹800 Cr
₹919 Cr
₹899 Cr
₹1.0K Cr

Jindal Poly Films Ltd · JINDALPOLY

₹1.3K Cr
₹1.5K Cr
₹1.4K Cr
₹1.7K Cr
₹1.6K Cr
₹1.4K Cr
₹887 Cr
₹810 Cr
₹832 Cr
₹1.0K Cr
₹984 Cr
₹1.1K Cr
₹1.2K Cr
₹1.1K Cr
₹1.2K Cr
₹1.4K Cr
₹914 Cr
₹410 Cr
₹372 Cr

Nahar Polyfilms Ltd · NAHARPOLY

₹160 Cr
₹149 Cr
₹156 Cr
₹137 Cr
₹154 Cr
₹153 Cr
₹168 Cr
₹169 Cr
₹173 Cr
₹157 Cr
₹197 Cr
₹172 Cr
₹167 Cr
₹168 Cr

Polyplex Corporation Ltd · POLYPLEX

₹1.9K Cr
₹1.7K Cr
₹1.6K Cr
₹1.6K Cr
₹1.5K Cr
₹1.7K Cr
₹1.7K Cr
₹1.7K Cr
₹1.7K Cr
₹1.7K Cr
₹1.7K Cr
₹1.8K Cr
₹1.7K Cr
₹1.9K Cr

Uflex Ltd · UFLEX

₹2.8K Cr
₹3.0K Cr
₹3.5K Cr
₹4.0K Cr
₹4.0K Cr
₹3.8K Cr
₹3.5K Cr
₹3.4K Cr
₹3.3K Cr
₹3.4K Cr
₹3.3K Cr
₹3.4K Cr
₹3.7K Cr
₹3.8K Cr
₹3.7K Cr
₹3.8K Cr
₹3.9K Cr
₹3.8K Cr
₹3.6K Cr
₹4.1K Cr

Revenue growth · reported quarter history

Cosmo First Ltd · COSMOFIRST⚠ unverified

-14%
-10%
4.9%
14%
12%
16%
16%
21%
28%
37%

Jindal Poly Films Ltd · JINDALPOLY

50%
19%
-2.9%
-35%
-53%
-48%
-27%
11%
33%
48%
9.8%
21%
32%
-26%
-64%
-69%

Nahar Polyfilms Ltd · NAHARPOLY

-3.8%
2.7%
7.7%
23%
12%
2.6%
17%
1.8%
-3.5%
7.0%

Polyplex Corporation Ltd · POLYPLEX

-20%
0.7%
8.0%
11%
15%
3.6%
3.1%
3.2%
-2.3%
7.5%

Uflex Ltd · UFLEX

47%
27%
0.3%
-15%
-19%
-12%
-5.0%
1.4%
12%
14%
13%
11%
6.8%
-0.0%
-3.3%
6.4%
07 · compare level, then change

Operating Economics & Margin Trend

Nahar Polyfilms Ltd has the highest OPM among the 5 Packaging - BOPP companies compared here, at 19%. Uflex Ltd is next at 14%. The same company also holds the highest Margin change, at +4 percentage points. 5 of 5 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Nahar Polyfilms Ltd leads both opm at 19% and margin change at +4 percentage points.

LeaderNahar Polyfilms Ltd · 19%
Gap35.7% versus #2 · Uflex Ltd
Persistence8/8 recent comparable periods
Coverage5/5 companies · 99 observations

Investor read: Nahar Polyfilms Ltd sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current margin change signal.

Operating margin compares operating profit with revenue. Improvement is measured in percentage points, not percentage growth.
OPMhighest
1Nahar Polyfilms Ltd NAHARPOLY19%
2Uflex Ltd UFLEX14%
3Cosmo First Ltd COSMOFIRST⚠ unverified12%
5Jindal Poly Films Ltd JINDALPOLY-21%
Margin changefastest expanders
1Nahar Polyfilms Ltd NAHARPOLY+4.0 pp
2Cosmo First Ltd COSMOFIRST⚠ unverified+3.0 pp
3Uflex Ltd UFLEX+3.0 pp
4Polyplex Corporation Ltd POLYPLEX+1.0 pp
5Jindal Poly Films Ltd JINDALPOLY−27.0 pp
Operating margin · company comparison
5/5 level · 5/5 change
All-company data · latest reported quarter
CompanyOPMMargin changeReported
Nahar Polyfilms Ltd NAHARPOLY19%+4.0 ppMar 2026
Uflex Ltd UFLEX14%+3.0 ppMar 2026
Cosmo First Ltd COSMOFIRST⚠ unverified12%+3.0 ppMar 2026
Polyplex Corporation Ltd POLYPLEX4.7%+1.0 ppMar 2026
Jindal Poly Films Ltd JINDALPOLY-21%−27.0 ppDec 2025
Full 20-quarter history · every available company

OPM · reported quarter history

Cosmo First Ltd · COSMOFIRST⚠ unverified

19%
19%
19%
18%
17%
15%
9.0%
9.0%
5.0%
9.0%
7.0%
7.0%
10%
11%
9.0%
9.0%
11%
11%
8.0%
12%

Jindal Poly Films Ltd · JINDALPOLY

24%
22%
23%
26%
23%
3.1%
-9.0%
3.1%
1.5%
2.4%
-3.3%
-0.7%
2.9%
6.0%
6.0%
4.0%
1.6%
2.7%
-21%

Nahar Polyfilms Ltd · NAHARPOLY

20%
21%
25%
29%
19%
8.2%
7.0%
8.0%
2.2%
12%
-0.2%
1.1%
9.0%
13%
9.0%
15%
14%
16%
12%
19%

Polyplex Corporation Ltd · POLYPLEX

19%
17%
20%
20%
18%
12%
6.0%
3.3%
3.9%
8.0%
3.3%
6.0%
10%
11%
7.0%
3.7%
0.0%
6.0%
6.0%
4.7%

Uflex Ltd · UFLEX

18%
14%
18%
17%
18%
11%
8.0%
11%
9.0%
11%
10%
11%
11%
10%
12%
11%
12%
10%
12%
14%

Margin change · reported quarter history

Cosmo First Ltd · COSMOFIRST⚠ unverified

+1.0 pp
+2.6 pp
+2.1 pp
+0.9 pp
−2.2 pp
−4.5 pp
−10.2 pp
−8.7 pp
−12.0 pp
−5.5 pp
−2.0 pp
−2.0 pp
+5.0 pp
+2.0 pp
+2.0 pp
+2.0 pp
+1.0 pp
0.0 pp
−1.0 pp
+3.0 pp

Jindal Poly Films Ltd · JINDALPOLY

−3.4 pp
−9.1 pp
−5.3 pp
+5.1 pp
−1.0 pp
−18.9 pp
−32.1 pp
−23.2 pp
−21.9 pp
−0.7 pp
+5.7 pp
−3.8 pp
+1.4 pp
+3.6 pp
+9.3 pp
+4.7 pp
−1.3 pp
−3.3 pp
−27.0 pp

Nahar Polyfilms Ltd · NAHARPOLY

−2.3 pp
+1.1 pp
+1.7 pp
+7.7 pp
−0.8 pp
−12.7 pp
−18.3 pp
−20.6 pp
−17.0 pp
+3.8 pp
−7.2 pp
−6.9 pp
+6.8 pp
+1.0 pp
+9.2 pp
+13.9 pp
+5.0 pp
+3.0 pp
+3.0 pp
+4.0 pp

Polyplex Corporation Ltd · POLYPLEX

−7.9 pp
+1.9 pp
−6.7 pp
−0.3 pp
−1.3 pp
−5.1 pp
−13.9 pp
−16.8 pp
−13.8 pp
−3.6 pp
−2.7 pp
+2.7 pp
+6.1 pp
+3.0 pp
+3.7 pp
−2.3 pp
−10.0 pp
−5.0 pp
−1.0 pp
+1.0 pp

Uflex Ltd · UFLEX

−2.8 pp
−7.2 pp
−2.0 pp
−3.1 pp
−0.4 pp
−2.8 pp
−9.6 pp
−5.8 pp
−8.6 pp
+0.1 pp
+2.0 pp
0.0 pp
+2.0 pp
−1.0 pp
+2.0 pp
0.0 pp
+1.0 pp
0.0 pp
0.0 pp
+3.0 pp
08 · compare level, then change

Profit Scale & Acceleration

Uflex Ltd has the highest Net profit among the 5 Packaging - BOPP companies compared here, at ₹317 crore. Cosmo First Ltd is next at ₹157 crore. The same company also holds the highest Profit growth, at the 100% top of the scoring scale. 5 of 5 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Uflex Ltd leads with ₹317 crore of TTM profit, 101.9% above Cosmo First Ltd. Uflex Ltd shows ≥100% on the scoring scale (121.7% uncapped) growth from a ₹317 crore profit base. Compare the size of the base and persistence before ranking acceleration above profit scale.

LeaderUflex Ltd · ₹317 crore
Gap101.9% versus #2 · Cosmo First Ltd
Persistence2/8 recent comparable periods
Coverage5/5 companies · 81 observations

Investor read: Uflex Ltd sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current profit growth signal.

Net profit is the residual after operating costs, interest and tax. Growth off a loss or near-zero base is excluded from the fastest-grower rank.
Net profitlargest
1Uflex Ltd UFLEX₹317 Cr
2Cosmo First Ltd COSMOFIRST⚠ unverified₹157 Cr
3Nahar Polyfilms Ltd NAHARPOLY₹78 Cr
4Polyplex Corporation Ltd POLYPLEX₹42 Cr
5Jindal Poly Films Ltd JINDALPOLY₹-253 Cr
Profit growthfastest growers
1Uflex Ltd UFLEX100%
2Nahar Polyfilms Ltd NAHARPOLY66%
3Cosmo First Ltd COSMOFIRST⚠ unverified17%
4Jindal Poly Films Ltd JINDALPOLY-80%
Net profit · company comparison
5/5 level · 4/5 change
All-company data · latest reported quarter
CompanyNet profitProfit growthReported
Uflex Ltd UFLEX₹196 Cr16%Mar 2026
Polyplex Corporation Ltd POLYPLEX₹38 Cr-71%Mar 2026
Cosmo First Ltd COSMOFIRST⚠ unverified₹37 Cr37%Mar 2026
Nahar Polyfilms Ltd NAHARPOLY₹20 Cr43%Mar 2026
Jindal Poly Films Ltd JINDALPOLY₹-97 Cr-2,525%Dec 2025
Full 20-quarter history · every available company

Net profit · reported quarter history

Cosmo First Ltd · COSMOFIRST⚠ unverified

₹46 Cr
₹32 Cr
₹14 Cr
₹22 Cr
₹11 Cr
₹15 Cr
₹31 Cr
₹46 Cr
₹30 Cr
₹27 Cr
₹43 Cr
₹47 Cr
₹30 Cr
₹37 Cr

Jindal Poly Films Ltd · JINDALPOLY

₹232 Cr
₹254 Cr
₹218 Cr
₹492 Cr
₹315 Cr
₹485 Cr
₹-97 Cr
₹-385 Cr
₹98 Cr
₹12 Cr
₹-19 Cr
₹-19 Cr
₹168 Cr
₹117 Cr
₹4 Cr
₹-179 Cr
₹36 Cr
₹-13 Cr
₹-97 Cr

Nahar Polyfilms Ltd · NAHARPOLY

₹1 Cr
₹4 Cr
₹-2 Cr
₹12 Cr
₹-5 Cr
₹1 Cr
₹8 Cr
₹17 Cr
₹8 Cr
₹14 Cr
₹18 Cr
₹21 Cr
₹19 Cr
₹20 Cr

Polyplex Corporation Ltd · POLYPLEX

₹84 Cr
₹20 Cr
₹-10 Cr
₹48 Cr
₹17 Cr
₹31 Cr
₹97 Cr
₹164 Cr
₹105 Cr
₹-9 Cr
₹-60 Cr
₹34 Cr
₹30 Cr
₹38 Cr

Uflex Ltd · UFLEX

₹264 Cr
₹171 Cr
₹313 Cr
₹350 Cr
₹374 Cr
₹191 Cr
₹-85 Cr
₹1 Cr
₹-416 Cr
₹63 Cr
₹-67 Cr
₹-271 Cr
₹-98 Cr
₹-65 Cr
₹137 Cr
₹169 Cr
₹58 Cr
₹27 Cr
₹36 Cr
₹196 Cr

Profit growth · reported quarter history

Cosmo First Ltd · COSMOFIRST⚠ unverified

-76%
-53%
121%
109%
173%
80%
39%
2.2%
0.0%
37%

Jindal Poly Films Ltd · JINDALPOLY

114%
36%
91%
-145%
-178%
-69%
-98%
71%
875%
-79%
-111%
-2,525%

Nahar Polyfilms Ltd · NAHARPOLY

-600%
-75%
42%
1,300%
125%
24%
138%
43%

Polyplex Corporation Ltd · POLYPLEX

-80%
55%
242%
518%
-129%
-162%
-79%
-71%

Uflex Ltd · UFLEX

42%
12%
-127%
-100%
-211%
-67%
-203%
-74%
16%
09 · compare level, then change

Return On Capital Employed

Cosmo First Ltd has the highest ROCE among the 5 Packaging - BOPP companies compared here, at 11.2%. Nahar Polyfilms Ltd is next at 10.7%. Nahar Polyfilms Ltd has the highest ROCE change at +5 percentage points, so level and change sit with different companies. 5 of 5 companies report a comparable reading, the latest through Mar 2026.

What the numbers say: Cosmo First Ltd leads ROCE at 11.2%, 0.5 percentage points above Nahar Polyfilms Ltd. Nahar Polyfilms Ltd has the strongest latest improvement at +5 percentage points. Read the leader beside the density of its reported history: a sparse high return is a candidate; a repeated high return is evidence of durability.

LeaderCosmo First Ltd · 11.2%
Gap4.7% versus #2 · Nahar Polyfilms Ltd
Persistence6/8 recent comparable periods
Coverage5/5 companies · 44 observations

Investor read: Cosmo First Ltd sets the level benchmark; use the change leader as an inflection watch only after another comparable report confirms it.

This conclusion weakens if: The next two comparable reports reverse the current roce change signal.

ROCE asks how much operating return the business earns on the capital employed. Direction matters, but a single exceptional year should not be mistaken for durability.
ROCEhighest
1Cosmo First Ltd COSMOFIRST⚠ unverified11%
2Nahar Polyfilms Ltd NAHARPOLY11%
3Uflex Ltd UFLEX7.0%
4Jindal Poly Films Ltd JINDALPOLY5.4%
ROCE changefastest improvers
1Nahar Polyfilms Ltd NAHARPOLY+5.0 pp
2Cosmo First Ltd COSMOFIRST⚠ unverified+1.3 pp
3Uflex Ltd UFLEX−1.0 pp
4Polyplex Corporation Ltd POLYPLEX−6.0 pp
5Jindal Poly Films Ltd JINDALPOLY−7.4 pp
Return on capital · company comparison
5/5 level · 5/5 change

Withheld from this chart: Polyplex Corporation Ltd (POLYPLEX) — its two data sources disagree by up to 207% on reported income across 14 comparable periods, so its derived ratios are withheld. A figure two sources cannot agree on is not drawn — the gap is a decision, not missing data.

All-company data · latest reported quarter
CompanyROCEROCE changeReported
Cosmo First Ltd COSMOFIRST⚠ unverified7.8%+1.3 ppMar 2026
Uflex Ltd UFLEX7.3%−1.0 ppMar 2026
Jindal Poly Films Ltd JINDALPOLY-0.5%−7.4 ppDec 2025
Full 20-quarter history · every available company

ROCE · reported quarter history

Cosmo First Ltd · COSMOFIRST⚠ unverified

27%
27%
24%
15%
6.3%
8.0%
3.9%
8.4%
5.5%
10%
6.5%
11%
7.0%
11%
7.8%

Jindal Poly Films Ltd · JINDALPOLY

23%
25%
13%
3.2%
-1.5%
2.7%
-1.7%
4.3%
-0.8%
6.9%
0.5%
3.6%
0.0%
-0.5%

Uflex Ltd · UFLEX

14%
16%
16%
12%
7.4%
2.2%
6.6%
2.6%
7.4%
3.8%
8.3%
9.2%
7.8%
8.5%
7.3%

ROCE change · reported quarter history

Cosmo First Ltd · COSMOFIRST⚠ unverified

−2.7 pp
−12.5 pp
−17.8 pp
−10.6 pp
−0.8 pp
+2.2 pp
+2.6 pp
+2.6 pp
+1.5 pp
+0.7 pp
+1.3 pp

Jindal Poly Films Ltd · JINDALPOLY

−10.9 pp
−21.6 pp
−14.0 pp
−4.9 pp
+0.7 pp
+4.2 pp
+2.2 pp
−0.7 pp
+0.8 pp
−7.4 pp

Uflex Ltd · UFLEX

+2.0 pp
−4.0 pp
−8.9 pp
−5.1 pp
0.0 pp
+1.6 pp
+1.7 pp
+6.6 pp
+0.4 pp
+4.7 pp
−1.0 pp
10 · compare level, then change

Valuation Against Growth & Quality

Uflex Ltd has the lowest PEG among the 5 Packaging - BOPP companies compared here, at 0.69×. Nahar Polyfilms Ltd has the lowest P/E at 8.38×, so level and change sit with different companies. 1 of 5 companies report a comparable reading, the latest through Mar 2026. Its PEG series carries 6 reported observations across the 20-quarter window.

What the numbers say: Uflex Ltd has the lowest comparable PEG at 0.69×. Only 1 of 5 companies have earnings and growth steady enough for the ratio to mean anything, so no broad “cheapest stock” conclusion is defensible unless the current multiple, own-history position and growth durability agree.

LeaderUflex Ltd · 0.69×
GapNot enough peers
Persistence0/8 recent comparable periods
Coverage1/5 companies · 9 observations

Investor read: Treat valuation as permission to investigate, never as a standalone reason to buy.

This conclusion weakens if: The next two comparable reports reverse the current p/e signal.

PEG is shown only when earnings are positive and three-year EPS growth is between 5% and 60%. It is recomputed consistently as the trailing P/E divided by that growth rate — reported earnings, never an expected-earnings multiple. On Indian companies it is shown only where the two data feeds agreed. Where any of that fails the ratio is left out rather than printed: a P/E divided by a loss, or by growth measured off a tiny base, is a number that looks precise and means nothing.
PEGlowest PEG
1Uflex Ltd UFLEX0.7
P/Elowest P/E
1Nahar Polyfilms Ltd NAHARPOLY8.4
2Uflex Ltd UFLEX10.3
3Cosmo First Ltd COSMOFIRST⚠ unverified14.5
Valuation · company comparison
1/5 level · 4/5 change
All-company data · latest reported quarter
CompanyPEGP/EReported
Uflex Ltd UFLEX0.711.3Mar 2026
Jindal Poly Films Ltd JINDALPOLY0.124.4Dec 2025
Polyplex Corporation Ltd POLYPLEX11.7Mar 2026
Cosmo First Ltd COSMOFIRST⚠ unverified10.7Mar 2026
Nahar Polyfilms Ltd NAHARPOLY7.5Mar 2026
Full 20-quarter history · every available company

PEG · reported quarter history

Jindal Poly Films Ltd · JINDALPOLY

0.1
0.1
0.1

Uflex Ltd · UFLEX

0.1
0.1
0.1
0.1
0.3
0.7

P/E · reported quarter history

Cosmo First Ltd · COSMOFIRST⚠ unverified

7.0
10.0
7.9
8.5
6.6
5.9
5.5
5.0
7.8
11.2
14.4
16.7
33.2
25.4
24.1
13.3
22.4
15.3
12.0
10.7

Jindal Poly Films Ltd · JINDALPOLY

4.7
4.8
5.1
5.3
3.8
3.3
2.4
1.9
14.3
14.0
42.2
70.5
24.6
18.1
16.1
28.7
24.4

Nahar Polyfilms Ltd · NAHARPOLY

6.1
8.9
9.2
16.8
8.1
8.0
6.9
7.9
14.0
37.1
36.0
50.3
53.5
37.8
31.1
14.2
18.1
12.4
9.7
7.5

Polyplex Corporation Ltd · POLYPLEX

8.2
12.0
12.7
13.4
12.3
9.7
7.5
6.8
11.8
23.0
46.4
64.9
67.1
38.2
26.6
18.1
18.4
15.9
12.2
11.7

Uflex Ltd · UFLEX

5.0
4.3
4.3
4.2
3.6
4.3
3.2
2.6
5.1
25.2
23.9
45.7
22.1
24.6
13.5
16.5
17.0
15.2
11.3
11 · before the conclusion, check the blind spots

What can make this comparison misleading?

This Packaging - BOPP comparison names 7 specific ways its own evidence can mislead, all listed below. All 5 companies here report on comparable dates, so no rank carries a stale marker. 1 draws at least one figure from a second feed with too little overlap to cross-check. 1 has second-feed figures withheld because the two sources disagree.

Keep these limits visible

  • A high growth rate can be a low-base artefact. The page keeps level and change separate for that reason.
  • A high ROCE can be temporary or flattered by a small capital base. Read it beside margin, cash conversion and reinvestment.
  • The 4-Factor Sector Score ranks research priority, not portfolio action. Management quality, catalysts and risks need equally fresh evidence before capital is deployed.
  • An “all companies” line chart preserves completeness, but rank changes should be checked against reporting dates before drawing a conclusion.
  • 1 company draws at least one figure from a second data feed with too little overlapping history to cross-check against the primary source; it is marked unverified wherever that figure appears.
  • 1 company is missing from the second-feed metrics by decision, not by absence: the two sources disagree, so nothing from the second is drawn. Read those rows as narrower evidence, never as a weaker business.
  • Thin comparisons: Valuation have fewer than three usable current readings.
12 · evidence and freshness

How was this comparison built?

This comparison is built from the reported filings of 5 Packaging - BOPP companies, normalized to a common ₹ scale and a shared quarter axis of up to 20 quarters each. Fundamentals run through Mar 2026 and market data through 2026-07-31. A second data feed fills gaps only after identity and scale reconciliation, and missing observations are never interpolated.

FundamentalsThrough Mar 2026 · up to 20 quarters per company
Market dataThrough 2026-07-31 · weekly price and relative-strength history
Derived metricsGrowth, changes and PEG are calculated only when their inputs are comparable.
Score confidenceMissing and stale evidence reduces confidence and pulls the 0–100 research-priority score toward neutral.
Source standing2 cross-checked · 2 unverified · 1 withheld, of 5 graded companies.
How a second data feed is admitted, and what happens when it disagrees

A second feed is read only after its reported income is matched against the primary source on at least three overlapping periods. Where the two agree the figures fill silently. Where there is too little shared history to compare, the figures are still drawn — they are the only evidence there is — and marked ⚠ unverified everywhere they appear. Where the two are known to disagree, nothing from the second feed is drawn and the affected company is named under the chart it is missing from.

13 · questions investors ask, short speakable answers

Packaging - BOPP company comparison FAQs

These 23 answers restate the Packaging - BOPP comparison above in question form. Every one is computed from the same 5 companies and the same reported filings as the rankings and charts, current through Mar 2026. Price and relative-strength answers run through 2026-07-31. Nothing here is estimated, and none of it is a recommendation.

Is the Packaging - BOPP sector outperforming NIFTY 500?

Packaging - BOPP has underperformed NIFTY 500 by 12.2% over 52 weeks and 7.1% over 13 weeks. 4 of 5 covered companies beat NIFTY on Mansfield relative strength, while 1 of 5 beat the sector itself.

Which Packaging - BOPP company is largest by revenue?

Uflex Ltd leads with revenue of ₹15,401 crore, based on 5 of 5 comparable companies through Mar 2026.

Which Packaging - BOPP company is growing fastest?

Cosmo First Ltd has the fastest current revenue growth at 25.7%, across 5 of 5 comparable companies.

Which Packaging - BOPP company has the strongest 4-Factor Sector Score?

Nahar Polyfilms Ltd ranks first at 66.2/100 with 71% evidence confidence. The score prioritizes research; it is not a buy recommendation.

Which Packaging - BOPP company has the lowest comparable PEG?

Uflex Ltd has the lowest comparable PEG at 0.69, among 1 of 5 companies whose earnings and growth are steady enough for the ratio to mean anything.

How much history does this Packaging - BOPP comparison include?

The page compares up to 20 reported quarters per company for fundamentals, returns and valuation, ending Mar 2026. Missing observations remain blank rather than being estimated.

How is the 4-Factor Sector Score calculated?

The four visible contributions add directly: growth and earnings up to 35 points, capital efficiency up to 25, valuation up to 20, and relative strength up to 20. Missing or stale evidence moves only the affected contribution toward neutral.

What is the Nifty Packaging - BOPP index?

The Nifty Packaging - BOPP index tracks India's listed Packaging - BOPP companies as a single basket. This page follows the same 5 companies and equal-weights them, so every company's weekly return counts once whatever it is worth, and the reading belongs to the Packaging - BOPP sector rather than to its largest constituent. Figures are as of Mar 2026.

Which are the best Packaging - BOPP stocks in India?

Ranked by this page's four-factor score, Nahar Polyfilms Ltd places first among 5 listed Packaging - BOPP companies, followed by Cosmo First Ltd. That is a ranking of published data — earnings, quality, valuation and market behaviour as of Mar 2026 — and not a recommendation; Sector Alpha is not registered with SEBI as an investment adviser.

How many Packaging - BOPP stocks are listed in India?

This comparison covers 5 listed Packaging - BOPP companies in India, each above the size floor the site applies, with 20 quarters of reported figures per company where the filings exist. The full ranked list is on this page, as of Mar 2026.

Which Packaging - BOPP company is the biggest?

Uflex Ltd is the largest, with trailing-twelve-month revenue of ₹15,401 crore, ahead of Polyplex Corporation Ltd at ₹7,086 crore. That covers 5 of 5 companies with comparable reporting through Mar 2026.

Which Packaging - BOPP company has the best profit margins?

Nahar Polyfilms Ltd has the highest operating margin at 19%, from 5 of 5 comparable companies. Nahar Polyfilms Ltd shows the biggest recent improvement, at +4 percentage points. A high margin matters most when it is holding or rising, not when it is peaking.

Which Packaging - BOPP company makes the most profit?

Uflex Ltd earns the most, at ₹317 crore of trailing-twelve-month net profit, from 5 of 5 comparable companies. Uflex Ltd has the fastest profit growth at 100%, though growth off a small or recovering profit base overstates how much has actually changed.

Which Packaging - BOPP company earns the highest return on capital?

Cosmo First Ltd leads on return on capital employed at 11.2%, across 5 of 5 companies. Read it beside the length of its reported history: a high return that repeats for years is evidence of a durable business, while a single high reading can be a small capital base or one good year.

Which Packaging - BOPP stock is the cheapest?

On PEG — where a LOWER number is cheaper — Uflex Ltd screens cheapest at 0.69×. Only 1 of 5 companies have earnings and growth steady enough for the ratio to mean anything, so this is not a sector-wide "cheapest stock" verdict. Cheap on a multiple is a reason to investigate, never a reason to buy on its own.

Is the Packaging - BOPP sector beating the market?

Packaging - BOPP has underperformed NIFTY 500 by 12.2% over the last 52 weeks and 7.1% over 13 weeks, measured on an equal-weight index of its current members. Inside the sector, 4 of 5 covered companies are beating the market on their own. Sector strength does not transfer evenly to every stock in it.

Which Packaging - BOPP stock has the strongest price momentum?

Polyplex Corporation Ltd has the strongest relative strength against NIFTY 500. Relative strength answers last, after growth, quality and valuation: price can move well before the fundamentals confirm it, and sometimes without them confirming at all.

Which Packaging - BOPP company scores highest for research priority?

Nahar Polyfilms Ltd scores 66.2 out of 100 with 71% evidence confidence, from 30.6 points on growth and earnings, 16.3 on capital efficiency, 10 on valuation and 9.3 on relative strength. This ranks what deserves work next. It is not a buy recommendation, and management quality, catalysts and risk still need separate research.

How many Packaging - BOPP companies does this comparison cover, and over what period?

It compares 5 listed companies over up to 20 reported quarters of fundamentals, ending Mar 2026, plus weekly price and relative-strength history. Membership is the full sector list — nothing is dropped for having thin data.

What is the total market cap of the Packaging - BOPP sector?

The 5 Packaging - BOPP companies on this page carry ₹12,645 crore of combined market value. Polyplex Corporation Ltd is the largest at ₹3,470 crore, about 27% of the sector's total on its own. Market value moves with price, so this reading is dated 2026-08-05.

How is the Packaging - BOPP sector performing?

4 of the 5 covered Packaging - BOPP companies are beating NIFTY 500 on Mansfield relative strength. The sector itself is 12.2% behind NIFTY 500 over 52 weeks on an equal-weight index of its current members. Readings are as of 2026-08-05.

Why are some values on this page blank?

A blank means that company did not report a comparable figure for that period, so nothing is shown. Missing observations are never interpolated, carried forward, or replaced with a similar-looking accounting line, and a company with missing evidence has its research score pulled toward neutral rather than being scored as bad.

Is this investment advice?

No. Every figure here is a deterministic calculation from reported company filings and market data, published for research. It contains no recommendation to buy or sell any security, does not account for your circumstances, and is not a substitute for advice from a licensed adviser.

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