| Revenue growth | 8% YoY in Q4; full-year dip of 13%. |
|---|---|
| Margins | EBITDA dip due to shutdowns; targeting return to 22-25% range. |
| Demand visibility | Strong demand for food services and US market potential. |
| Management confidence | Confident in Project Jagriti and team restructuring to stabilize operations. |
Growth
Revenue grew 8% YoY and 4% QoQ in Q4; however, full-year revenue dipped 13% due to significant machine shutdowns.
Outlook
Commissioning Project Jagriti (PM4) by Sept 2026; targeting 700-750cr turnover on base case, potentially 1500cr with flexibles.
Risks
Lack of funding delayed projects; pricing wars with low-cost waste paper producers; higher interest costs from NCD-based refinancing.
Last quarter's promises, checked
Delivered
- Stabilize PM3 → PM3 stabilized (= BEAT)
- Launch new products → Clamshells and meal trays launched (= BEAT)
- Increase B2C channels → Added 5 new marketplaces in Q3 (= BEAT)
Partly delivered
- US/Guatemala expansion → Orders fulfilled but project paused for 6 months (= PARTIAL)
- Funding gap → 60cr equity gap remaining; internal accruals insufficient (= PARTIAL)
- Professional CEO hiring → Interviews conducted but decided to develop from within (= PARTIAL)
Missed
- Project Jagriti commissioning → Delayed to July 2026 (= MISS)
- 10,000 tons/month output → Trajectory revised to 8,000-9,000 tons (= MISS)
- Revenue growth → 12cr gap vs previous year absolute numbers (= MISS)
Earnings Call filed with NSE, NSE: PAKKA. Summary written with AI assistance from the document.
Pakka Ltd: key numbers
- Share price
- ₹75.06
- Market cap
- ₹357.8 Cr
- Revenue (annual)
- ₹356.3 Cr
- Net profit (annual)
- ₹6.50 Cr
- P/E (TTM)
- 25.7×Sector 41.4×
- Promoter holding
- 39.27%-2.38% QoQ
- FII holding
- 0.05%Current quarter
Reference market data from a third-party provider, updated daily. Not a valuation or a recommendation.
More from Pakka Ltd
All →Pakka Other Announcement
Pakka Limited submitted its First Monitoring Agency Report for the quarter ended June 30, 2026, regarding the utilization of proceeds from its previous preferential issue.
Pakka Capital Structure Change
Pakka Limited received trading approval for 27,20,000 shares issued via preferential allotment. The shares are now listed and admitted for trading on both exchanges.
- Value
- ₹29.92 Cr
Pakka Annual Report
Pakka Limited has submitted its Integrated Annual Report for FY 2025-26, which includes the notice for the 46th Annual General Meeting to be held in September 2026.
Pakka Annual General Meeting
Pakka Limited has issued the notice for its 46th Annual General Meeting, which is scheduled to be held on September 29, 2026.
Pakka Investor Presentation: Key Takeaways
Pakka Limited reported its highest ever quarterly revenue in Q1 FY27, driven by strong growth in its Wrap & Carry and Food Services segments while focusing on reaching break-even.
Pakka Q1 FY27 Results: Turns Profitable, Net Profit ₹5.9 Cr
Pakka Ltd reported revenue from operations of ₹117.2 Cr (+42.9% YoY) and net profit of ₹5.9 Cr for Q1 FY27.
- Key figure
- Net profit ₹5.9 Cr