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Investor Presentation

Knack Packaging Investor Presentation: Key Takeaways

Q2 FY27 consolidated revenue ₹3,044.61 Mn (+52.5% YoY), PAT ₹250.20 Mn (+21.2%), EBITDA margin 16.35% (down 285 bps) on input-cost headwinds. Capacity expansion underway.

Highlights
Revenue growthQ2 +52.52% YoY; H1 +47.2% YoY
MarginsQ2 EBITDA margin 16.35% vs 19.20%; H1 19.14% vs 19.91%
Order book₹1,500 Mn/yr pet-food order, 3-yr renewal to Dec 2028
Demand visibilityHigher export volumes across 75 countries cited

Growth

Q2 revenue +52.52% YoY; H1 revenue ₹5,692.31 Mn (+47.2%). H1 PAT ₹555.48 Mn (+34.5%); Q2 EBITDA +29.92%.

Outlook

Customer price revisions to reflect from Q3 FY27. New facility commissioning by Oct 2027. No numeric growth guidance given.

Risks

Crude-linked polymer inflation and Red Sea freight compressed margins. Mexico JV loss of ₹60.60 Mn in H1 FY27 hit PAT.

Last quarter's promises, checked

Delivered

  • Guided Q1 sales ₹2,647.71 Mn maintained → Q2 revenue ₹3,044.61 Mn (= BEAT)

Partly delivered

  • Guided ~70,000 MT capacity by Oct 2027 → Oct 2027 reaffirmed, not yet due (= PARTIAL)

Missed

  • Guided same-day price pass-through to customers → customer price revisions only from Q3 FY27; Q2 EBITDA margin 16.35% vs Q1 22.35% (= MISS)
Source

Investor Presentation filed with BSE, NSE: KNACK. Summary written with AI assistance from the document.

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Knack Packaging Ltd: key numbers

Share price
₹201.00
Market cap
₹2,460 Cr
Revenue (annual)
₹823.4 Cr
Net profit (annual)
₹92.72 Cr
Promoter holding
70.59%
FII holding
1.28%Current quarter

Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.

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