Pakka Limited held an Investors' Conference Call on Tuesday, 18th August, 2026 at 04:00 p.m. (IST) to discuss the financial performance for the first quarter ended 30th June, 2026. The call was moderated by Pranay Pasricha, Brand and Marketing Head, and featured key management participants including Ved Krishna (Group Lead), Himanshu Kapoor (Non-Independent, Non-Executive Director), Mayank Jindal (Manufacturing Business Head), Shubham Tibrewal (Food Services Business Head), Manoj Kumar Maurya (Finance Head), and Sachin Kumar Srivastava (Company Secretary & Corporate Finance Head).

The conference call lasted 1 hour 31 minutes and included a detailed discussion of Q1 FY2026-27 results, operational updates, and future outlook. The transcript was made available on the company's website at https://pakka.com/ in compliance with SEBI Listing Regulations.

Key Financial Highlights:

  • Q1 Revenue: ₹120 crore (42% YoY growth, 14% QoQ growth)
  • Wrap & Carry Business Revenue: ₹101.14 crore (43% YoY growth, 15% QoQ growth)
  • Food Services Business Revenue: ₹18.45 crore (34% YoY growth, 9% QoQ growth)
  • EBITDA increased by 31% YoY and 36% QoQ
  • PBT increased by 34% YoY and 59% QoQ
  • Food Services division reported PBT loss of ₹1.62 crore

Project Updates:

  • Project Jagriti funding completed, project back on track
  • PM4 machine expected to commission by end of October/November 2026
  • Power Boiler and Recovery Boiler steam trials completed, startup targeted for end of August/first week of September
  • flexC base paper pilot trials underway in Europe, expected completion within 2 months
  • Delivery container facility being established with investment < ₹2 crore

Guidance and Outlook:

  • FY2026-27 revenue guidance: ~₹500 crore
  • FY2026-27 EBITDA margin expectation: ~19%
  • Effective tax rate expected: 26-28%
  • PM4 expected to add ~30,000 tonnes annual capacity
  • Project Jagriti total cost: ~₹753 crore

Financing Update:

  • Debt refinanced with Neo Asset Management at ~17% interest rate (previously ~11%)
  • Expected refinancing timeline: 16-18 months
  • Promoter shares pledged as security against Neo loan
  • Neo also invested ₹30 crore in equity

Additional Notes Section

The document included the full transcript of the earnings conference call as an enclosure. No unpublished price sensitive information (UPSI) was indicated to be shared during the call. The transcript contained detailed management commentary on financial performance, operational updates, and answered investor questions covering various aspects of the business including product development, manufacturing strategy, and financial projections.