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Investor Presentation

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.

Highlights
Revenue growth42% YoY
MarginsIncremental sales expected to flow to bottom line
Order book34 new accounts added in Q1
Demand visibilityStrong momentum through festive season
Management confidenceHigh regarding FY27 break-even target

Growth

Total revenue grew 42% YoY to ₹119.60 Cr; EBITDA rose 31% to ₹17.85 Cr; PBT increased 34% to ₹8.77 Cr.

Outlook

Project Jagriti on track with PM4 start-up scheduled for Nov'26; Food Services on track to break-even in FY27.

Risks

High cost of finance, Middle-East market crises, and product adoptability in the market remain key challenges.

Last quarter's promises, checked

Delivered

  • Project Jagriti funding → Secured 540 Cr NCD + 115 Cr equity (= BEAT)
  • Revenue growth → Q4 revenue improved 8% YoY (= BEAT)
  • Food Services expansion → Entered 25 new cities (= BEAT)

Partly delivered

  • PM3 capacity increase → Modification done but full increase delayed to June (= PARTIAL)
  • Asset-light model → Reached 300 tons outsourced greaseproof vs 500 ton target (= PARTIAL)

Missed

  • PM3 modification timeline → 20 days planned → 40 days actual (= MISS)
  • PBT performance → 11 Cr loss from PM3 outage + 16 Cr pricing impact (= MISS)
  • Product development speed → Lag in commercialization timeline (= MISS)
Source

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

Read 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.

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