Pakka Ltd (BOM:516030)

Q2 2026 Pakka Limited Earnings Call Transcript

Nov 11, 2025 / 11:30 AM GMT

Release Date Price: ₹119.7 (-1.07%)

Transcript

Key Points

Positve

Pakka Ltd (BOM:516030) has made significant progress in innovation, particularly in the food services and flexibles segments.
The company has successfully optimized its PM3 machine, returning to original production levels and aiming to surpass them.
Pakka Ltd is focusing on an asset-light model by outsourcing products, which has resulted in a 40% cost reduction in their supply chain.
The company has doubled its B2C revenue from 40 lakhs to 80 lakhs between April and September.
Pakka Ltd has launched new products, such as clamshells, achieving 20 lakhs in sales in the first month, and plans to double its product offering by the end of the financial year.

Negative

The company faced extended downtime due to a short circuit in an alternator, impacting sales and profitability.
There are delays in the Jagriti project due to fund release issues and supplier delays, potentially missing previously set timelines.
Pakka Ltd's PBT took a hit due to increased marketing investments in the B2C segment and the absence of a subsidy received in the previous year.
Repeated execution delays in projects like the Guatemala project and delivery containers have led to erosion of trust among investors.
The company is facing challenges in maintaining profitability while outsourcing production, which may impact margins.

Refinitiv StreetEvents Event Transcript
E D I T E D V E R S I O N

PAKK.NS - Pakka Limited
Q2 2026 Pakka Limited Earnings Call
Nov 11, 2025 / 11:30AM GMT

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Presentation
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Unidentified_1 [1]
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I don't.

Becomes championing.

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Unidentified_2 [2]
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Hi, good evening, everyone.

I would request, everyone to be on mute, and, so that we can start the session.

Thanks, chin.

Good evening, everyone. My name is Pranne and I lead the brand and marketing at PA.

So on behalf of the entire team, I'd like you to extend a very warm welcome to all of you to our Q2, financial year 2,526 investor call. So thank you for joining us today. I'll, like to, introduce, the leadership team, Mr. Ved Krishna, who's the business head, Ms

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