Q1 2026 Pakka Limited Earnings Call Transcript
Key Points
- Pakka Ltd (BOM:516030) has successfully completed the expansion of Paper Machine 3 and the Pulp Mill, which are now operational.
- The company has seen a welcome increase in revenue in the food services division on a quarter-on-quarter basis.
- Pakka Ltd (BOM:516030) has released 91.06% of equity shares of promoter groups from the pledge, indicating improved financial stability.
- The company is focusing on scaling regenerative packaging and has plans to set up PM4, which will be the first machine in the country to create barrier-coated papers.
- Pakka Ltd (BOM:516030) has partnered with Rothschild for equity raising, with $25 million already under a letter of intent from a Panama investment fund.
- There was a delay in the declaration of consolidated financial statements due to the first-time external audit of the US subsidiary.
- The company experienced a lower net sales realization (NSR) and weaker than expected pick-up in the industry.
- Pakka Ltd (BOM:516030) faced a reduction in profit before tax (PBT) due to lower revenue and reduced other income.
- The company is dealing with leadership changes, including the departure of key personnel, which may impact execution.
- There are concerns about the cost competitiveness and technical feasibility of producing flexible packaging at a commercial scale.
Good evening, everyone. Sachin, do you want to start the recording?
Good evening everyone. My name is Pranay and I lead Brand and Marketing at Pakka. On behalf of the entire team, I'd like to extend a very warm welcome to all of you to our quarterly one of financial year '25, '26 investor call, and thank you for joining us today. I'll just start sharing the presentation. Please confirm if my screen is visible.
So before we begin the presentation, please allow me to introduce the leadership team. Mr. Ved Krishna, who is leading the business overall, he's the Business Head; Ms. Neetika Suryawanshi, she's the Finance Head for the company; Mr. Shubham Tibrewal, he has joined in as Food Service Business Head; Mr. (inaudible), he's leading the America business, so he's America's business head; Mr. Satish ChamyVelumani, who's joining multiple hats right now as US Business Head and leading Innovations on an interim basis; Mr. Sachin Srivastava, who is the Legal and Secretarial Head; we also have Mr. Gautam Kosh, who is the Executive
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